Agency Handy Reviews — Discover what people think of this product.

Agency Handy is built around streamlining the entire client lifecycle for digital, marketing, and creative agencies.

1. Client Onboarding & Sales Multi-Package Service Catalog: Agencies can create detailed listings for their services (one-time or subscription) and offer multiple pricing packages (tiers) within each service, making it easy for clients to choose and self-checkout.

Customizable Forms: It allows for the creation of fully customizable Intake Forms and Order Forms with file upload capabilities to collect all necessary client information upfront.

Proposal Management: Agencies can generate custom proposals/quotations with integrated e-signatures and terms & conditions.

2. Project & Task Management Order-to-Task Automation: Client orders are automatically broken down into actionable tasks and assigned to team members.

Task Visualization: Uses a Kanban board view for easy tracking of progress and team workload.

Client Approval Process: Tasks and deliverables can be set to require client approval before being marked complete, ensuring quality control.

Time Tracking: Built-in tools allow team members to track the time spent on specific tasks for accurate reporting and billing.

3. Client Collaboration & Communication Branded Client Portal: Provides a secure, custom-branded portal where clients can log in to see all their orders, tasks, and communication history in one place.

Integrated Ticketing System: A built-in system allows clients to easily submit support requests, issues, or change orders directly within the platform, ensuring requests never get lost in an email inbox.

Advanced File Feedback: Supports file annotation, version control, and in-line comments on images, PDFs, and videos for clear, precise client feedback on creative work.

4. Financial Management Integrated Billing & Invoicing: Supports automated invoice generation, including subscription management for recurring revenue.

Flexible Payment Gateways: Integrates with popular payment processors like Stripe, PayPal, and Wise, and supports manual bank transfers and split payment options (e.g., pay half upfront, half on completion).

Coupon Management: Tools to set up and manage coupon codes for promotional campaigns.

What Makes Agency Handy Unique (USP) Agency Handy's primary competitive advantage is its strong focus on productized service management and client experience by merging many tools into one, often resulting in significant cost savings compared to subscribing to multiple separate services (CRM, project management, invoicing, and client portal).

All-in-One Consolidation: It aims to replace the need for separate tools for proposals, client portals, task tracking, and invoicing.

Client-Centric Design: The system is heavily focused on the client experience, providing transparency and easy interaction through the branded portal, approval flows, and the dedicated ticketing system.

Customization: Offers full branding control, including custom domains and customizable email templates.

Role-Based Access: Provides multi-tier user roles (Super-Admin, Admin, Manager, Assignee) for granular control over what each team member and client can see and do.