Agency Handy
Features
Solutions
Client Management
Agency Management
Subscription management
Productize service management
Project management
Pricing
Resources
Roadmap
Blog
Community
User Guidelines
Book A Demo
Features
Solutions
Client Management
Agency Management
Subscription management
Productize service management
Project management
Pricing
Resources
Roadmap
Blog
Community
User Guidelines
Book A Demo
Login
Get Started
Edit Content
Menu
Features
Solutions
Client Management
Agency Management
Subscription management
Productize service management
Project management
Pricing
Resources
Roadmap
Blog
Community
User Guidelines
Book A Demo
Login
Get Started
Bring your business to the best scale
The only solution you need to manage your agency
From creating orders to sending invoices, Agency Handy has you covered all the way
Productize Services That Sell Themselves
Multi-Package Offerings
Create detailed service listings with customizable packages.
Public Sharing and Embedding
Share service catalogs publicly or embed them directly into your website.
Learn more
Custom Forms to Streamline Client and Order Info
Intake & Order Forms
Custom forms are designed to collect all necessary client information for project initiation
Simplified Public Forms
Create customized public forms, embed them in your website, and record all the responses centrally
Learn more
Break Down Client Orders into Actionable Tasks
Structured Order Tracking
Give your clients the exact form you want to get every data point to complete the order.
Task Management
Break down orders into tasks, assign them to team members, set deadlines, and monitor progress to ensure timely delivery.
Learn more
Manage Files, Get Feedback, and Track Versions
Feedback and Version Control
Enable direct feedback on files, manage version histories, and allow annotations on images, PDFs, and videos to enhance collaboration.
Centralized Storage
Organize and store files related to orders and tasks in a structured manner for easy access.
Learn more
Built-in Time Tracking That Works for You
Timesheet
View and manage all tracked time entries in a centralized, easy-to-navigate timesheet.
Manual Time Entry
Quickly allow team members to log time manually for completed work or offline tasks.
Learn more
Send Invoices and Collect Payments Your Way
Manage Invoices
Generate and send invoices at any stage of the project
Subscription Management
Set up customizable subscription plans with billing cycles, automating recurring payments.
Learn more
Never Let a Client Concern Slip Through
Ticketing System
Log and manage client-reported issues systematically
Prompt Resolution
Assign tickets to team members for swift issue handling
Learn more
Get a 360° View of Every Client and Lead
Learn more
Lead Pipeline Tracking
Utilize a Kanban board to monitor leads through stages.
Client Profiles
Maintain detailed records of client invoices, orders, and everything else in one centralized location
Let Your Clients See Your Brand, Not Ours
Brand Customization
Personalize your workspace by incorporating your logo and brand colors to reflect your agency’s identity
Custom Domain Setup
Configure a custom domain and customize client-facing portals and emails for a cohesive brand experience.
Learn more
Know What’s Happening in Your Agency Instantly
Monitor key metrics such as client feedback, recent orders, tickets, and revenue from a centralized dashboard
Learn more
Take the First Step
Simplify client management. One stop client portal solution.
Start Now—it’s FREE
No credit card needed. Cancel anytime!