Make client handling the easier part for your Content Agency
The most powerful features
Client Onboarding
Onboard your clients seamlessly in Agency Handy. Let your clients create orders directly from your website and once the order is created, they can easily sign up for further updates. You can also create profiles for your clients and share links for frictionless onboarding in Agency Handy
Managing projects
Break your long-term content projects down into small tasks. Assign your writers & editors all the tasks to ensure every deadline is met. Get client feedback on each piece of content to make any adjustments required. Clients can approve the content or even create tickets to tackle all the issues. You can manage your team, tasks, and tickets in one platform as an owner.
Invoice & payments
Once an order is completed, as an agency you can create invoices regarding that order. Attach your payment gateway link and let clients pay directly from that link as well. Split overall order payment into multiple invoices or give custom discounts to clients in your preferred currency. Once paid, Agency Handy will automatically update the status of the invoices.
Handle Tickets
Managing issues and tickets is a constant process when it comes to a content agency. In Agency Handy, your clients can directly create tickets to their order reference and assign them to their respective editors. Even your admin or PM can also create tickets as well. As a founder, you get a bird’s eye view of all the running issues and their statuses.
Organize Files
For every content agency, organizing files can be a nightmare. Once you have a lot of orders, it can get messy. In Agency Handy, you can attach files to respective orders and tasks. You will get designated folders for each order automatically created. Files shared across different orders get organized in respective folders
Streamline your everyday Agency tasks
Create your
workspace
Invite your team
Add your service
Invite/Import
your client
Integrate payment
provider
Handy is a fantastic client portal tool for agencies due to its user-friendly interface, making it easy for clients to access and navigate through the platform.
Andrew J.
Fractional Fractional Chief AI Officer (CAIO)
What makes them great is their customer support. I had some challenges while setting up my account and they are able to fix it up. Also, they are serious with the project by listening to customer's feedback and incorporating them in their development. I will definitely recommend the tool and it's also affordable compared to other competing products
Franklin N.
Founder/CEO @blogimize