AGENCY HANDY VS. MOXIE

Agency Handy Vs Moxie: Detailed Comparison

This detailed comparison explores the key differences between Agency Handy and Moxie, two popular agency management platforms, across various aspects like target users, workflows, features, pricing, and more to help you make an informed decision.

Target Users

Agency Handy is better suited for digital agencies due to its comprehensive feature set tailored to their specific needs.

Its service catalog, customizable order and intake forms, and client management tools provide a streamlined workflow for onboarding and managing clients effectively. Additionally, the multi-workspace support, scalable pricing plans, and the upcoming affiliate program make Agency Handy a scalable solution as agencies grow their operations.

On the other hand, Moxie caters more toward individual freelancers and solopreneurs who may not require the extensive capabilities offered by Agency Handy.

While Moxie lacks some of the advanced features like service catalogs and affiliate programs, its simplicity and affordability align well with the needs of individual freelancers or very small teams with basic client management requirements.

The choice between Agency Handy and Moxie ultimately depends on the size and complexity of the user’s operations.

Agency Handy provides a robust, feature-rich platform for agencies seeking a comprehensive solution to manage clients, orders, and growth. Moxie, however, may be a more suitable option for freelancers or solopreneurs with simpler needs and tighter budgets.

Workflow

Agency Handy and Moxie approach their workflows differently, catering to the distinct needs of their respective target audiences.

Agency Handy streamlines the client acquisition process for digital agencies through its service catalog and self-checkout features.

Agencies can showcase their services, and pricing, and allow clients to place orders directly from the service page, eliminating the need for extensive back-and-forth communication. This self-serve model empowers clients to make informed decisions and streamlines the initial stages of the workflow.

In contrast, Moxie’s workflow is better suited for freelancers who often acquire clients through external channels or discovery forms.

The platform facilitates scheduling meetings, gathering client requirements through custom forms, and sending proposals or agreements to secure projects. This approach aligns with the typical freelancer’s workflow, where projects are often tailored to individual client needs.

While the latter stages of the workflow, such as client communication, feedback, approvals, billing, and invoicing, are similar across both platforms, the initial client acquisition and order setup processes differ significantly.

Agency owners seeking a more efficient and automated way to showcase their services, capture orders, and initiate orders may find Agency Handy’s workflow more aligned with their needs.

Conversely, freelancers who thrive on personalized client interactions and tailored project proposals may prefer Moxie’s workflow, which facilitates a more hands-on approach to securing projects.

Client Acquisition

Agency Handy outshines Moxie in client acquisition by providing comprehensive service listing and website embedding capabilities tailored for digital agencies.

Its service catalog feature allows agencies to create multiple service listings with details, pricing, and self-checkout options, streamlining the client onboarding process.

Additionally, Agency Handy enables agencies to embed these service catalogs directly on their websites, making it seamless for potential clients to discover and purchase services.

Moxie, being designed for freelancers, lacks dedicated client acquisition tools like service catalogs or website embedding. It relies on traditional methods, requiring freelancers to invite clients manually to the platform.

While Moxie offers custom discovery forms, these are no match for Agency Handy’s robust service listing and embedding capabilities geared towards agencies.

For digital agencies seeking to attract and convert new clients effortlessly, Agency Handy’s features provide a distinct advantage. Its service catalogs and website embedding functionalities align with agencies’ needs for showcasing their offerings and facilitating client onboarding.

Moxie’s limited capabilities in this area make it less suitable for agencies focused on client acquisition.

Client Onboarding

For client onboarding, Agency Handy provides a more comprehensive and streamlined solution catered to digital agencies with its order forms, intake forms, and customizable quotes/proposals.

Agencies can create custom order forms with multiple pricing options for services and leverage self-checkout capabilities, simplifying the client acquisition process. Customizable intake forms with file upload support further enhance the onboarding experience.

Moxie, designed for freelancers, offers custom agreement forms with pricing details but lacks multiple pricing options or self-checkout features.

While Moxie provides customizable discovery forms similar to intake forms, its core focus lies in proposal templates with e-signatures and legally vetted contract options. This approach aligns with freelancers’ need for professional proposals and legally sound contracts for individual projects.

For agencies seeking an efficient and tailored client onboarding process, Agency Handy’s order forms, intake forms, and customizable quotes/proposals offer a distinct advantage. These features cater to agencies’ needs for showcasing services, gathering client details, and securing deals with custom pricing options.

Moxie’s strengths lie in its proposal and contract management capabilities, better suited for freelancers handling individual projects with varying requirements.

Order/Project Management

Moxie emerges as the superior choice for comprehensive project and task management, offering a robust set of features tailored to the needs of freelancers.

Its dedicated time-tracking capabilities, complete with insights and reporting, provide a significant advantage for freelancers over Agency Handy’s lack of time-tracking tools.

While Agency Handy offers order tracking with start/end dates and task statuses, as well as task management with assignments and deadlines, Moxie’s project management system is more comprehensive. It includes timelines, tasks, subtasks, and multiple views such as list, kanban, timeline, and calendar, catering to diverse workflow preferences.

Both platforms provide client approval workflows, ensuring clients remain involved throughout the order/project lifecycle. However, Moxie’s time tracking and reporting capabilities are invaluable for freelancers if not for agencies, enabling accurate billing and project analysis.

For freelancers focused on streamlining their operations and maximizing efficiency, Moxie’s comprehensive project management, task tracking, and time tracking functionalities offer a distinct advantage.

However, Agency Handy’s order tracking and task management features are robust enough for agencies as time tracking is not that important for them.

Client Management

Both Agency Handy and Moxie provide dedicated client portals, but Agency Handy offers more comprehensive features tailored for digital agencies.

Its client profiles with custom fields allow agencies to capture and organize client information effectively.

Additionally, Agency Handy’s upcoming affiliate program and coupon system cater to agencies’ needs for client acquisition and retention strategies.

While Moxie’s centralized client snapshot with health tracking is valuable, it may not be as relevant for agencies with diverse client bases and varying order requirements.

Moxie’s “Universal Inbox” for client communication is a useful feature, but Agency Handy’s built-in ticketing system with priority settings provides a more structured approach to managing client issues and requests.

Through built-in tickets and commenting features, clients can comment on individual tasks and orders, attach file links to comments, and tag members with “@” mentions for effective communication.

For agencies focused on streamlining client management, Agency Handy’s custom client profiles, affiliate program, and ticketing system offer distinct advantages. However, freelancers or smaller teams may find Moxie’s client snapshot and communication tools more suitable for their needs.

In short, both platforms prioritize client collaboration and communication, ensuring a seamless experience for clients regardless of the software chosen.

Billing & Invoicing

When it comes to invoicing and subscription management, Agency Handy is the clear winner for digital agencies with its robust automated subscription management, automated invoicing for orders through self-checkout, and traditional bank payment capabilities.

Agency Handy’s subscription management feature streamlines the entire process by automatically generating invoices at specific dates for recurring/subscription-based orders, saving agencies significant time and effort.

Additionally, if someone purchases the service through the self-checkout option, the invoice for that order will also be automatically generated.

Finally, Agency Handy lets agencies manually create multiple partial invoices for orders and receive payments through traditional banking channels if a client doesn’t have access to the online payment gateways that Moxie lacks.

While Moxie offers recurring invoicing for subscription billing, it lacks self-checkout with an automated invoice creation feature. This automation is particularly valuable for agencies seeking seamless order processing and invoicing without manual intervention.

However, Moxie does offer expense tracking capabilities with reimbursement options, which can be beneficial for freelancers who need to closely monitor and bill expenses to clients.

Agency Handy’s lack of expense tracking functionality may require agencies to use dedicated accounting software to meet their more complex financial needs.

For agencies prioritizing efficiency and streamlined operations, Agency Handy’s automated subscription management and invoicing capabilities provide a distinct advantage.

Freelancers or smaller teams may find Moxie’s expense tracking features more relevant to their needs.

Customization & Branding

When it comes to branding and customization, Agency Handy takes the lead by offering full-fledged email customization and multi-language support, features that Moxie currently lacks.

These capabilities allow agencies to provide a personalized touch in client communication as well as cater to diverse client bases and expand their reach across different languages and regions.

Both platforms provide extensive customization options, including custom branding, color schemes, and domain configurations. Additionally, they offer fully white-labeled emails, enabling agencies and freelancers to maintain a consistent and professional brand identity throughout their communications.

However, Moxie doesn’t offer email customization like Agency Handy does. In Agency Handy, along with setting up custom email, you can intensively customize emails (subjects, headers, footers, templates, etc.) while Moxie only lets you add custom email without further in-mail customizations.

While Moxie’s branding and email customization features are good enough, its lack of multi-language support may hinder its appeal to agencies targeting international markets or working with clients speaking different languages.

For agencies operating globally or serving clients from diverse linguistic backgrounds, Agency Handy’s multi-language support offers a significant advantage. It allows agencies to tailor their platform and communications to specific language preferences, enhancing the overall client experience and facilitating seamless collaboration across cultural and linguistic barriers.

However, for freelancers or agencies with a more localized client base, Moxie’s branding and customization capabilities may suffice, as the multi-language feature may not be a critical requirement.

Integration & Scalability

For agencies and teams handling multiple business wings, Agency Handy offers a distinct advantage with its multi-workspace support, tailored to different plan levels.

This feature allows for seamless management of separate workspaces, ensuring efficient organization and collaboration across various business wings and teams.

In contrast, Moxie follows a single workspace model, which is not convenient for agencies juggling multiple business wings or teams simultaneously.

So, if you have multiple verticals in your business with different team setups, you need to purchase multiple subscriptions to manage those wings. This doesn’t only increase the cost, it also increases the hassle of switching between two different workspaces, eventually leading to productivity loss.

However, when it comes to integrations, Moxie emerges as the superior choice, offering a wide range of connectivity options with popular tools like Google Calendar, Plaid, Xero, QuickBooks, etc.

These integrations streamline workflow and facilitate efficient data synchronization across multiple platforms.

Agency Handy’s integrations, on the other hand, appear to be limited to payment gateways, which may suffice for basic billing and payment processing needs but fall short of providing seamless connectivity with other essential business tools.

For agencies prioritizing workspace separation and efficient management of multiple clients or teams, Agency Handy’s multi-workspace support offers a compelling advantage.

Conversely, freelancers or smaller teams may find Moxie’s comprehensive integrations more valuable for streamlining their operations and ensuring seamless connectivity across various tools and platforms.

Pricing & Plans

When it comes to pricing and plan options, Moxie offers a more affordable entry-level plan for a single user or a 2-member team at $16/month compared to Agency Handy’s $49/month for three users. However, Agency Handy provides a more comprehensive range of plans, including a high-end option for $149/month, supporting up to 30 users, which Moxie lacks.

For mid-tier teams or small agencies, Agency Handy’s $99/month plan accommodates up to 10 users, while Moxie’s $26/month plan is limited to 5 users. This makes Agency Handy a more scalable option for growing teams or agencies.

Furthermore, Agency Handy offers the flexibility of custom pricing, which can be tailored to specific business needs, whereas Moxie does not mention the availability of custom pricing options.

Both platforms offer monthly and yearly billing models, providing users with the flexibility to choose the payment option that suits their preferences.

For solopreneurs or freelancers on a tight budget, Moxie’s affordable entry-level plan may be a more viable option. However, as businesses grow and require more robust features and user support, Agency Handy’s comprehensive range of plans and custom pricing options make it a more suitable choice, particularly for larger teams or agencies.

Agency Handy Vs Moxie: Which Software Should You Choose?

Choosing between Agency Handy and Moxie depends on your specific needs and priorities.

Choose Agency Handy If:

• You run a digital agency catering to multiple clients, with complex agency management needs.
• You require a comprehensive service catalog and website embedding capabilities to showcase your services effectively.
• You need streamlined client onboarding with custom order forms, intake forms, and quote/proposal generation.
• You prioritize automated subscription management and seamless recurring invoicing for your service-based business model.
• You seek multi-workspace support to manage different clients or teams efficiently within a single platform.
• You value customization options, such as email branding, multi-language support, and the ability to create custom pricing plans.
• You anticipate scaling your agency operations and require a platform that can accommodate growth in terms of users and features.

Try Agency Handy Today!

Choose Moxie If:

• You are a freelancer or solopreneur with relatively straightforward client management needs.
• You prioritize comprehensive time-tracking capabilities with detailed insights and reporting for accurate client billing.
• You require basic expense tracking and reimbursement features to manage project costs effectively.
• You value deep integrations with popular tools like Google Calendar, Plaid, Xero, and QuickBooks to streamline your workflow.
• You operate within a localized market or have a limited client base, making multi-language support a secondary concern.
• You are on a tight budget and seek an affordable entry-level plan with basic client management functionalities.
• You do not anticipate significant team or client growth in the near future, making scalability a less critical factor. 

Ultimately, the choice between Agency Handy and Moxie should be guided by your specific business needs, workflow requirements, and growth aspirations.

Agency Handy caters to digital agencies with its comprehensive feature set, while Moxie offers a more streamlined solution tailored for freelancers and solopreneurs.

TL;DR

Advantages of Agency Handy over Moxie:

1. Service catalog for showcasing and selling multiple services
2. Single service listing with self-checkout capabilities
3. Website embedding of service catalog or single services
4. Custom order forms with multiple pricing options and self-checkout
5. Subscription management with automatic task distribution and invoicing
6. Affiliate program (coming soon)
7. Built-in priority-based ticketing system
8. Multi-workspace support for handling multiple clients/teams
9. Full email customization capabilities
10. Multi-language support
11. Higher-tier plans for up to 30 users
12. Custom pricing options are available

Try Agency Handy Today!

Advantages of Moxie over Agency Handy:

1. More affordable entry-level pricing for individual users
2. Dedicated time tracking with insights and reporting
3. Expense tracking and reimbursement features
4. Integrations with tools like Google Calendar, Plaid, Xero, QuickBooks, etc.
5. Calendar and scheduling features
6. Virtual phone capabilities
7. Mobile apps available

Wrapping Up

In summary, Agency Handy emerges as the superior choice for digital agencies requiring robust client acquisition, onboarding, and subscription management capabilities. In Contrast, Moxie caters better to freelancers and solopreneurs with its affordable pricing, time-tracking, expense management, and integration strengths, making the selection dependent on specific business needs and growth aspirations.