Agency Handy
Use this agency management software to manage clients, teams, and payments
Running an agency with a dozen random tools means you’re definitely losing something important in the process. (Probably a login. And your sanity.)
On top of managing tasks, client feedback, invoicing, and payments, you’re also working with different teams at the same time.
If only there was an all-in-one platform that let you manage everything from one place while maintaining your branding.
Introducing Agency Handy.
TL;DR
At-a-glance
Alternative to
Features
Allows Existing Accounts
Overview
Agency Handy is an all-in-one platform designed to help digital agencies manage their clients, invoicing, and payments.
Create a white-label platform
Agency Handy lets you white label your agency portal so it looks and feels like your brand at every client touch point.
- Customize workspace appearance including fonts, colors, and logo
- Set up your custom domain, sign-in portal, and emails to customize your workspace
Create a branded client experience with white-label features like custom domains.
Handle all your client projects
You can manage client projects, tasks, and documents in one place, all while organizing your workflow on kanban boards.
- Break projects down into smaller tasks with assignees, due dates, labels, and more
- See an overview of project progress using task statuses
- Get feedback and approval from clients directly in the task modal
Manage projects while getting client feedback and approval directly on files and tasks.
Send invoices and collect payments
With Agency Handy, you’ll also get an overview of all your invoicing and payments for one-time and recurring payments.
- Send custom invoices with payment upfront or broken up into multiple payments
- Manage subscriptions to collect automated payments after each billing cycle
- Choose where you get paid—PayPal, Stripe, Wise, or manual banking
Manage invoices and subscriptions while streamlining all payments using integrated payments.
Showcase all your services
Best of all, you can create your own service catalog where you can list your services and take orders directly from clients.
- Share a link to your service menu with details, reviews, pricing, and packages
- Link to your payment gateways to get orders directly from your clients
Create a catalog of services and take orders directly from clients.
Agency Handy helps agencies manage clients, projects, payments, and invoicing—all from their own white-label platform.
Streamline your agency operations.
Get lifetime access to Agency Handy today!