Agency Handy VS Softr

Agency Handy VS Softr: A Detailed Comparison 

Agency Handy and Softr each bring different strengths to agency management. This comparison covers client onboarding, service catalogs, billing options, team collaboration, and integrations to help you find the right fit for your agency. 

Let’s see which platform aligns best with your needs.

Target Users

Agency Handy is tailored for agencies needing full-service management, from onboarding to billing, while Softr offers flexibility with no-code client portals and internal tools. Both serve digital teams well, but their focus areas differ based on agency needs.

Agency Handy provides a well-organized and customizable interface, making it easy for teams to manage complex client workflows. 

As Franklin N., Founder of Blogimize, notes, “The platform is easy to navigate, and it has become even more intuitive with continuous improvements based on user feedback.” 

This thoughtful UI design ensures that features like multi-package service catalogs, task management, and client onboarding are easily accessible. 

With the added bonus of white-label branding and advanced permissions, Agency Handy’s interface is geared toward agencies that need a powerful, all-in-one solution.

Softr, on the other hand, is known for its simplicity and ease of use. 

As Rafa R., an Agency Owner, points out, “Softr is simple yet powerful when it comes to data handling. The drag-and-drop design makes it quick to build tools without the need for coding.” 

This makes Softr ideal for teams that need to rapidly set up client portals or internal tools without a steep learning curve. 

With features like conditional forms and real-time data syncing, Softr’s UI is highly intuitive for teams focused on building flexible, no-code solutions.

Both platforms excel in user experience, but their focus is different. Agency Handy is designed for agencies that need advanced management tools within a polished, customizable interface. 

Softr, on the other hand, is perfect for teams looking for a user-friendly, no-code platform that simplifies development without sacrificing functionality.

Client Acquisition

Agency Handy simplifies client acquisition with a flexible service catalog for showcasing packages and direct orders. Softr, however, focuses on customizable portals but lacks a dedicated service catalog and ordering system, making it less suited for streamlined acquisition.

Agency Handy provides advanced acquisition tools that make it easier for clients to discover, explore, and order services. 

With its multi-package service catalog, agencies can list services with up to three pricing tiers per offering, presenting options in a way that fits client needs. Clients can even browse, order, and review services directly on the agency’s site.

Additionally, Agency Handy supports custom price visibility, allowing you to show or hide prices for specific clients, adding a layer of flexibility for tailored experiences. 

With direct orders enabled, clients can self-checkout, streamlining the onboarding process with immediate approvals.

Softr, on the other hand, offers extensive listing options—such as grids, timelines, and sliding card formats—enabling agencies to showcase services creatively. 

However, without a dedicated multi-package catalog or direct ordering, agencies using Softr need extra tools to streamline the client acquisition process. 

This makes Agency Handy a more comprehensive choice for those focused on streamlined service presentation.

Client Onboarding

Both Agency Handy and Softr offer customizable onboarding forms. Agency Handy, however, integrates intake and order forms into services, while Softr lacks dedicated order forms, making it less suited for complex onboarding.

Agency Handy enables agencies to streamline client onboarding with dedicated intake and order forms linked to each service. 

Intake forms capture precise client details through multiple-choice fields, date inputs, and file uploads, letting agencies gather essential information upfront. 

Plus, the ability to set mandatory fields and attach forms directly to services ensures a smooth onboarding flow.

Order forms further enhance the experience by enabling upsell options and add-ons with pricing transparency. 

Clients can select services, view pricing, and proceed with self-checkout, automatically generating an invoice for a seamless order-to-payment flow. 

This setup makes onboarding effortless, leaving no detail overlooked.

On the other hand, Softr provides customizable forms, such as conditional and sales forms with labels, allowing agencies to capture general client information. 

Though these forms are flexible, they are not directly linked to service listings. Without dedicated intake, order forms, or proposal options, Softr requires extra steps to handle complex workflows.

This makes Agency Handy a more comprehensive option for streamlined client onboarding.

Task Management

Agency Handy and Softr both provide task management but with different levels of detail. Agency Handy excels with automatic order creation, task assignment, and Kanban tracking, while Softr’s customizable Kanban boards are better suited for simpler workflows.

With Agency Handy, client purchases automatically generate tasks linked to the order, streamlining the process and ensuring a smooth workflow. 

Tasks can be assigned to multiple team members, with priority and deadlines set for each. The platform offers a Kanban board with a clear view of task progress and dependencies, keeping your team aligned and on track.

The client approval process is another standout feature of Agency Handy, allowing clients to review and approve tasks in real-time. 

This ensures client satisfaction and prevents missed details, while the centralized file management system keeps documents organized and accessible for everyone involved.

Softr, on the other hand, provides task visualization with customizable Kanban boards. While file uploads are possible, they rely on database integrations like Airtable, making them less centralized. 

Agencies managing complex workflows may find Agency Handy more comprehensive for detailed task and order tracking.

Team Management

Both Agency Handy and Softr offer team management, but Agency Handy provides more detailed control. With four user roles, Agency Handy allows layered permissions and precise task delegation, while Softr’s simpler roles suit smaller teams or flatter hierarchies

Agency Handy enables detailed team management, with four roles (Super-Admin, Admin, Manager, Assignee) that control specific permissions. 

For instance, Assignees only access tasks they are assigned, while Super-Admins have full control, including adding and removing clients. This setup lets agencies maintain secure access across client data while giving teams clear task visibility.

From the Team tab, admins can view all team members, filter by role, and adjust permissions as needed. The invite option also allows seamless onboarding by sending role-based invitations via email. 

This layered permission system makes it easy to tailor access and keep sensitive information secure.

Softr, meanwhile, allows for customizable user groups and offers page and action-level access control, providing flexibility in how users interact with the app. 

With easy options for adding users and login security, Softr’s setup is ideal for teams who need flexible permissions without extensive role-based management.

Client Management

Agency Handy provides detailed profiles, task tracking, and a ticketing system, ideal for in-depth client management. Softr, with its client portals and profiles, lacks ticketing and emphasizes client access and portal customization.

Agency Handy’s client management system allows agencies to access full client profiles, including contact details, order history, and recent invoices. 

This provides a central space to track each client’s journey and customize interactions based on past interactions, offering a seamless experience. 

Clients can also submit tickets, set priorities, and communicate with the team through a built-in ticketing system, ensuring requests are managed efficiently.

In addition, Agency Handy supports direct messaging within tasks and allows team members to share files with clients, adding flexibility for communication and resource sharing. 

This setup ensures that both the agency and clients have clear visibility over ongoing tasks, making it easy to resolve issues in real-time.

Softr provides client profiles within its customizable portals, allowing agencies to create accessible spaces for clients. 

However, without a ticketing system, Softr’s client support relies on portal-based access and messaging, which requires additional tools for agencies managing complex client workflows. 

For teams focused on simplicity and portal customization, Softr remains a solid choice, though Agency Handy offers greater depth in client management.

Billing & Invoicing

Both Agency Handy and Softr offer billing tools, but Agency Handy provides more flexibility for complex payments. While Agency Handy supports multiple gateways, split payments, and reminders, Softr’s basic invoicing suits simpler financial needs.

Agency Handy provides a billing system with options for split payments, multi-currency invoicing, and recurring billing, making it well-suited for agencies with varied client needs. 

Invoices are generated automatically when clients complete self-checkout, with support for line items and detailed descriptions to keep transactions clear. 

Payment gateways include:

• Stripe
• PayPal
• Wise
• Manual Banking

Agency Handy enhances subscription management with automated alerts sent to clients 3 and 1 day before payments are due. Additional reminders are also sent 3 and 7 days after the due date, helping clients stay on top of their billing.

This comprehensive setup streamlines billing workflows for agencies handling recurring or complex payments.

Softr offers customizable invoices but has limited payment options, supporting Stripe only. 

Without split payments or extensive multi-currency options, Softr’s billing features are better suited to straightforward billing needs, ideal for agencies with simple subscription or invoicing requirements. 

For agencies with more intricate billing setups, Agency Handy’s advanced features provide a more complete solution.

Customization & Branding

Agency Handy provides full branding control with white-labeling, custom domains, and multi-language support, ideal for global clients. Softr, meanwhile, offers customizable portals and branded emails but lacks multi-language options, limiting its flexibility for international use.

Agency Handy offers agencies complete control over branding, with options to customize every visual element, including colors, logos, and custom domains. 

The platform’s white labeling removes all traces of Agency Handy branding, ensuring a consistent agency-focused experience from the login page to the client portal. 

Dynamic email templates allow personalized communication, and branded invoices can be generated with ease, enhancing client interactions.

Additionally, Agency Handy’s support for up to 14 languages makes it an excellent choice for agencies with international clients, providing a localized experience that resonates globally. 

Agencies can even customize the sign-in portal for added brand consistency.

Softr provides essential branding features, such as custom colors, logos, and branded emails, though it lacks the same level of customization depth. 

Without multi-language support or advanced white-labeling, Softr’s customization is best suited for agencies focusing on a simple, branded client portal experience. 

For those needing global language options and extensive control, Agency Handy remains the more comprehensive solution.

Integrations

Agency Handy offers extensive webhook integrations for real-time sync, while Softr focuses on no-code integrations with tools like Airtable and Zapier.

Agency Handy provides an integration framework with webhooks allowing up to 30,000 automated events, making it highly adaptable for agencies needing real-time data sync across multiple platforms.

The platform also supports diverse payment methods, including Stripe, PayPal, and Wise, catering to various financial needs without requiring external tools for task management or storage, thanks to its 20 TB of internal storage.

Softr, meanwhile, leverages integrations with Airtable, Google Sheets, and Zapier, making it ideal for agencies building no-code applications or internal tools. 

The platform’s reliance on external integrations for storage and task management keeps it versatile. However, it lacks the extensive webhook automation provided by Agency Handy, limiting its adaptability for advanced, real-time automation.

In summary, Agency Handy offers deeper automation through webhooks and multi-gateway payment options, while Softr excels in flexibility for agencies seeking a no-code platform with integration-friendly app-building.

Storage 

Agency Handy and Softr both offer storage but for different needs. Agency Handy provides extensive shared storage, ideal for handling large media files. Softr integrates with Airtable and Google Sheets, better suited for lighter file management and real-time updates.

Agency Handy’s storage capacity scales to meet the needs of agencies with extensive data requirements, from 1 TB for freelancers to 20 TB for larger teams. 

This setup provides a centralized space for agencies working with large media files or order data, allowing efficient team collaboration.

Softr, in contrast, allows storage through integrations with Airtable and Google Sheets. 

Its templates for data storage and backup provide efficient ways to manage and share client data with real-time updates. 

Softr’s approach works well for agencies focused on real-time collaboration but may require additional integrations for large-scale storage needs.

Pricing Plans

Agency Handy and Softr offer distinct pricing for different needs. Agency Handy’s affordable team plans to scale for agencies of all sizes, while Softr’s per-user pricing suits internal portals and lighter data requirements.

Agency Handy Pricing Plans:

Agency Handy’s plans accommodate different agency sizes with comprehensive features and storage:

• Solopreneur: 

• $49/month (billed monthly)

• • • $39/month (billed annually) 
    • For up to 3 users. Includes unlimited clients, orders, service catalogs, basic onboarding, and order management.

• Teams: 

• $99/month (billed monthly)

• $79/month (billed annually)

• • • For up to 10 users. Adds team collaboration tools, advanced task management, and enhanced client communication.

• Pro: 

• $149/month (billed monthly)

• $129/month (billed annually)

• • For up to 30 users. Includes all Teams features plus advanced reporting, priority support, and larger storage capacity.

Softr Pricing Plans:

Softr offers plans with customizable internal tools, focusing on no-code integrations and flexible pricing per user:

• • Basic: 

• $49/month (billed monthly)

• $39/month (billed annually)

• • • For up to 10 users. Includes foundational app-building features, basic client portal, and integrations with Airtable and Google Sheets.
  • Professional: 

• $139/month (billed monthly)

• $119/month (billed annually)

• • • For up to 100 users. Adds conditional forms, advanced permissions, and automation workflows.
  • Business: 

• $269/month (billed monthly)

• $239/month (billed annually)

• • For up to 2500 users. Includes all previous features, priority support, advanced integrations, and complete branding options.

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

Agency Handy and Softr each bring unique strengths to agency management and client portals. Let’s explore which option best aligns with your business needs.

Agency Handy is your pick if:

• Your agency handles complex services and needs customizable service catalogs for client browsing.
• Team management with flexible roles and permissions is essential for your workflow.
• You require split payments, subscription management, and recurring billing for clients.
• Advanced onboarding with detailed intake forms and direct order management suits your process.
• Visual task tracking like Kanban boards is vital for service organizations.
• An integrated ticketing system for handling client support is a priority.
• Complete white labeling and custom domains are crucial for brand consistency.
• You work with international clients and need multi-language support for seamless communication.

Softr is your pick if:

• You’re building no-code client portals or internal tools that integrate easily with Airtable or Google Sheets.
• Flexible permissions and access control are enough to manage a leaner team structure.
• Basic invoicing with select payment options meets your financial requirements.
• You need responsive design templates that work across devices for simpler project needs.
• Customizable portals and branded email are ideal for client engagement.
• Integrations with tools like Zapier and Google Analytics streamline data tracking and automation.
• You’re looking for a versatile, no-code solution to quickly set up and scale internal workflows.

Wrapping Up

Choosing between Agency Handy and Softr? It’s all about aligning with your agency’s specific needs. 

If you require client management, multi-package service catalogs, split payments, and ticketing support, Agency Handy offers a full suite of tools for seamless workflows. 

Softr, on the other hand, shines for agencies looking for a flexible, no-code solution with Airtable and Google Sheets integrations. 

Whether you’re streamlining complex services or building custom internal tools, each platform brings unique strengths to enhance your client experience.