Agency Handy VS Plutio

Agency Handy vs Plutio: A Detailed Comparison

Both Agency Handy and Plutio offer powerful solutions for managing tasks, clients, and internal team, but each brings unique strengths. This comparison examines how they measure up in client onboarding, order management, task organization, team collaboration, and customization options. By the end, you’ll have a clearer view of which platform is the best match for your agency’s needs.

Target Users

Agency Handy fits agencies of all sizes needing flexible service listing, task, order, & client management features, plus a quick setup and intuitive UI. Plutio’s best for freelancers, mid-size to larger teams. It offers strong project and client management with in-depth customization requiring technical setup. 

Agency Handy is designed as a comprehensive agency management tool to fit digital agencies of any size. Its core strength is its service listing and order management features with customizable order forms. It lets agencies present their services in the most lucrative way to warm leads and helps in converting them to paying clients.

With a simple user interface with all the main features accessible from the sidebar, you’ll need very little time to set up Agency Handy and no technical expertise. It’s an intuitive tool with a modern and simplistic look that’s visually appealing.

In contrast, Plutio is a very strong project management tool with workflow automation capabilities through its powerful integrations. It targets freelancers and mid-size to large businesses. The platform offers great client management features but lacks service listing and order management features.

Its user interface is quite intuitive but there are a lot of customization options for each feature that take a long time to set up. 

It takes technical expertise to set up invoice templates, proposals & contracts templates, Wiki pages, collaborator roles, and more. If you don’t have the time to learn the setup process, you will need to hire an expert for the setup. 

Overall, Agency Handy is more accessible for businesses that need a quick setup and don’t have the resources to hire an expert. 

Client Acquisition

Agency Handy offers powerful client acquisition tools that Plutio lacks, including a flexible service catalog with one-time or subscription-based options and up to three pricing packages per service. With built-in order management and shareable URLs, it’s ideal for agencies needing seamless client acquisition.

Agency Handy provides essential tools for client acquisition that Plutio lacks. With Agency Handy, you can create an extensive service catalog, offering both one-time and subscription-based options. 

For each service, you can set up to three distinct packages with different price points, giving you flexibility uncommon in most client portals.

Each listing can include service descriptions, FAQs, and even a trial period, allowing clients to make well-informed choices. Self-checkout is available, and you receive an order approval request for easy processing. 

Sharing these listings with clients is simple—just generate a shareable URL, or send individual service links with custom visibility for pricing as needed.

By comparison, Plutio does not include these service catalogs or order management capabilities. While Plutio is robust for project and task management, it requires separate tools or an external website to list services.

Overall, Agency Handy is the more complete choice for agencies focused on both client management and acquisition.

Client Onboarding

Agency Handy offers customizable intake and order forms that can be linked to each service. Order forms support add-ons, upselling, self-checkout, and file uploads, offering a smooth onboarding experience. Plutio’s forms lack these streamlined sales options but have incredible customization options.

Agency Handy streamlines client onboarding with fully customizable intake and order forms, setting it apart from Plutio. While Plutio does offer custom intake forms, it lacks the capability to attach forms to specific services or include order forms altogether.

Moreover, Agency Handy’s intake forms allow you to gather essential client information with a variety of field options, including multiple-choice, paragraphs, short answers, dates, and formatted text. 

You can even add tables to present more structured data and enable file uploads, so clients can share relevant documents or examples upfront, helping you better understand their needs.

A standout feature of Agency Handy is its order form, which allows you to list add-ons and upsell options directly within the form. Clients can view pricing, choose optional services, and complete the checkout process all in one step. This setup not only simplifies onboarding but also offers agencies a convenient way to increase revenue with minimal setup.

In contrast, Plutio’s onboarding process lacks an order form, making it more challenging to seamlessly upsell or attach specific services to client intake forms. 

Although Plutio’s intake forms allow for more in-depth customization, they don’t support a self-checkout option or the ability to link add-ons. 

Overall, Agency Handy provides a more complete onboarding process. It efficiently collects client information, streamlines orders, and enables additional sales through its intake and order form features.

Order & Task Management

With Agency Handy, each service purchase triggers an automatic order, with options for task automation and client-requested tasks. It lets you assign tasks, set priorities, and track status. Plutio offers advanced task management tools and Zapier integrations but lacks built-in order management and task automation.

With Agency Handy, every time you sell a service, an order is generated instantly. Need task automation? Set up default tasks for each service so that the necessary steps are created as soon as a service is purchased. Plus, clients can even request specific tasks, adding flexibility to meet individual needs.

Managing tasks is a breeze with Agency Handy. You can assign tasks to multiple team members, set priorities, and establish deadlines. The Kanban board gives you a clear visual layout, allowing you to monitor task status and dependencies easily. 

File management is another strong suit of Agency Handy. Both you and your clients can upload files associated with an order, organizing them in specific folders. You can sort these files by name or date, making it easy to keep everything organized and accessible.

Plutio, by comparison, includes a well-structured file library and supports client uploads, but it doesn’t offer automatic order creation or built-in order management.

While Plutio allows task assignments with deadlines and provides a range of views (list, table, Kanban, calendar, and timeline), it lacks built-in task creation automation. However, you can integrate Zapier into your Plutio account to support automation. 

In short, Plutio, while effective for task management, lacks the built-in order management and automation features that make Agency Handy a more complete solution.

Team Management

Agency Handy offers a structured team hierarchy with four roles: super-admin, admin, manager, and assignee, ensuring clear access control with easily accessible settings. In contrast, Pluto lets you set up unlimited custom roles and permissions as per your need but requires more time to get started.

Agency Handy provides a clear hierarchy for team roles, with four specific levels: super-admin, admin, manager, and assignee. At the entry-level, the assignee role is focused purely on task updates and viewing the employee directory, with no access to client information. 

Managers and admins have a bit more authority; while both can manage projects, only admins can adjust team member roles. The top-level super-admin role offers full control, including the ability to add or remove clients and manage workspaces. 

You can navigate to the Team tab to view your entire team roster, filtering by roles and adjusting them with a quick click on a drop-down menu. Adding new team members is equally straightforward—just enter their email, assign a role, and they’re good to go.

Plutio, by comparison, has four core roles: owner, co-owner, client, and contributor. The owner has full control over each workspace, while co-owners share the same access level.

Clients have restricted access, limited only to items directly assigned to them. The contributor role, however, is highly adaptable, allowing you to define custom permissions as needed for various tasks, whether for teammates or contractors.

While Plutio offers role flexibility, Agency Handy’s setup is more structured and comprehensive, with easy setup. 

Client Management

Agency Handy excels in client management with a centralized portal for tracking orders, communication, and ticketing, allowing seamless, personalized support. Plutio provides solid profiles and messaging but lacks a ticketing system, relying instead on a self-help knowledge base for urgent needs.

Agency Handy makes managing clients a breeze, with a powerful system that keeps profiles, communication, and interactions all in one place. Its client portal is a centralized hub for tracking orders, monitoring tasks, and sharing files—so every detail you need is at your fingertips.

Client profiles on Agency Handy are packed with useful information: from names and emails to recent orders, tickets, and invoices. This detailed view allows you to create more personalized interactions. 

When urgent issues pop up, Agency Handy’s ticketing system steps in. Both clients and team members can open tickets, set priorities, and exchange comments directly on each ticket. Task-specific communication is just as easy, allowing you to connect with clients directly in task discussions for seamless collaboration.

On the flip side, Plutio offers detailed client profiles and lets you send both direct and mass messages with attachments. It covers essentials like payment details, contracts, and shared files, keeping communication open and easy.

However, Plutio misses the mark on real-time support. Without a ticketing system, urgent client needs are harder to manage. Instead, it relies on a knowledge base for self-help, which limits instant support options and could leave clients waiting.

In short, Agency Handy’s client management tools go the extra mile, with ticketing and tailored interaction features built right in. Plutio brings solid project collaboration, but if you’re looking for immediate client support, Agency Handy has the edge.

Billing & Invoicing

Agency Handy sends branded invoices with customizable line items, split payments, and over 100 currencies. It automates recurring billing and sends reminders for invoices and subscriptions. Plutio supports Stripe, PayPal, and Square, adds tax, tracks billable hours, and automates overdue reminders.

Agency Handy lets you send clients branded invoices. You can easily add line items, split payments, and handle over 100 currencies—perfect for agencies working across borders and projects.

Recurring billing is automated, taking the hassle out of subscription-based services. With payment gateways like PayPal, Stripe, Wise, and even manual banking, Agency Handy keeps transactions seamless. And to keep everything running on time, it sends timely reminders to your clients:

• Regular Invoice Reminders: Sent automatically 3 and 7 days after due dates to nudge clients.
• Subscription Alerts: Clients receive reminders 3 and 1 day before their subscription payments are due. 

On the other hand, Plutio allows you to add taxes, split payments, and enable auto-pay for recurring services. It also lets you automate reminders for overdue invoices. You can track time spent on a specific task and send clients invoices based on hours spent. 

Moreover, Plutio supports Stripe, PayPal, and Square. Square has limited currency support, while Stripe and PayPal offer multi-currency support. 

In short, both platforms have similar invoicing and billing capabilities except Plutio has the added benefit of letting you track your billable hours. 

Customization & Branding 

Agency Handy allows full portal branding with custom colors, logos, domains, email templates, and branded invoices, supporting 14 languages. Plutio also offers white-labeling and 25-language support but retains “Powered by Plutio” on lower plans unless upgraded. Agency Handy includes full branding on all plans.

Agency Handy gives you complete control over your client portal’s appearance. With customizable colors, logos, and domains, it’s easy to create a fully branded, seamless experience. 

Full white labeling means every client-facing element—from the login screen to the main portal—is yours to personalize, ensuring consistent branding.

Agency Handy also includes dynamic email templates, allowing you to craft communications that match your agency’s voice. Set up branded invoices with your company name and logo just once, and they’ll appear on every invoice. 

For agencies with global reach, it supports 14 languages, making client interactions easy across regions.

Plutio, while offering solid white-labeling and multi-language support (with 25 languages), retains “Powered by Plutio” branding on lower plans unless upgraded. Whereas, Agency Handy delivers a complete package right from setup—no extra add-ons required.

Integration And Scalability

Agency Handy offers payment options with Stripe, Wise, and PayPal and supports up to 30,000 webhook events for seamless data syncing. It emphasizes in-built features over integrations. Meanwhile, Plutio integrates with Zapier and Make for workflow automation and QuickBooks for financial management. 

Agency Handy offers flexible payment options with Stripe, Wise, and PayPal integrations. With webhooks that support up to 30,000 automated events, it enables seamless data syncing and real-time updates with third-party tools.

Other than these, Agency Handy focuses on in-built capabilities rather than relying heavily on integrations.

Plutio, in contrast, offers excellent automation capabilities through integrations with tools like Zapier and Make, providing expanded flexibility for agencies needing customized workflows. Plutio’s QuickBooks integration also supports businesses requiring advanced financial management options.

In summary, both platforms bring strong payment integrations, while Plutio shines with powerful integrations to support workflow automation. 

Pricing Plans

Agency Handy offers higher starting prices compared to Plutio, but supports multiple users while Plutio doesn’t. Its pricing packages make it appealing to small to large agencies. On the other hand, Plutio is more attractive to freelancers and mid-size to large businesses. 

Agency Handy Pricing Plans:

Agency Handy provides flexible plans to suit growing agencies with varying team sizes and client needs.

Solopreneur:

• $49/month (billed monthly)
• $39/month (billed annually)
• Perfect for solopreneurs, freelancers and small businesses, up to 3 users, includes unlimited clients, orders, service catalogs, basic onboarding, and order management tools.

Teams:

• $99/month (billed monthly)
• $79/month (billed annually)
• For midsize business, up to 10 users, it includes everything in the Solopreneur plan, plus team collaboration tools, advanced task management, and client communication features.

Pro:

• $149/month (billed monthly)
• $129/month (billed annually)
• For large businesses, up to 30 users, it includes everything in the Teams plan, plus advanced reporting, priority support, and more customization for larger teams.

Plutio Pricing Plans

Plutio offers flexible pricing designed for freelancers, small teams, and growing agencies, providing a range of features to suit different business needs.

Solo:

• $19/month (monthly pricing)
• $199/year (annual pricing)
• Perfect for freelancers, add up to 3 clients, no contributors can be added and white-labeling is only available as an add-on

Studio:

• $39/month (monthly pricing)
• $399/year (annual pricing)
• Ideal for midsize teams, 10 collaborators, unlimited client invites, and white-labeling and single sign-on are only available as an add-on

Agency:

• $99/month (monthly pricing)
• $999/year (annual pricing) 
• Designed for larger teams and growing businesses, , 30 collaborators, white-labeling available but single sign-on is only available as an add-on

Agency Handy vs Plutio: Which Tool to Choose for Your Business?

Now that you have a clearer picture of both platforms, let’s break down which one is the better fit for your agency based on the updated information.

Choose Agency Handy if:

• You need a comprehensive platform that supports service catalogs, multi-package offerings, customizable order forms, and intake forms, making client acquisition and onboarding seamless.
• Branding is essential, and you want full white-labeling on all plans, along with custom domains, branded emails, and invoices to deliver a professional client experience.
• You require multi-workspace functionality to manage multiple teams, departments, or clients within one platform, with easy access to switching between them.
• Large storage capacity (up to 20 TB) is a priority for storing client files, media assets, and project documents without the need for external storage solutions like Google Drive.

Choose Plutio if:

• You’re a freelancer or small team looking for a more affordable, budget-friendly solution that covers the basics of project management, invoicing, and client communication.
• Automation is a key priority, and you want to leverage powerful integrations like Zapier and Make to streamline workflows and customize processes to suit your needs.
• Task management is your primary focus, and you need features like time tracking, custom client portals, and project collaboration tools, with flexible task views (list, Kanban, timeline).
• You value easy integrations with tools like QuickBooks for financial management, allowing you to manage finances efficiently alongside your task management systems.

Wrapping Up

Both Agency Handy and Plutio bring valuable tools to the table, but the right choice depends on your specific needs. 

Agency Handy is perfect for agencies seeking advanced service management, customizable workflows, and scalability. If you’re looking for a comprehensive solution that grows with your business, it’s a solid choice. 

Plutio, meanwhile, offers advanced project management tools and offers a lot of scope for automation with its Zapier and Make integrations.

Thus, both tools offer value but their strengths lie in different features. Hopefully, our in-depth comparison will lead you to the right choice.