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About

​Agency Handy is an all-in-one client portal software designed to streamline operations for agencies by consolidating client management, project tracking, task assignments, invoicing, payments, and communication within a single platform. Users can create detailed service catalogs with customizable packages, share them publicly or embed them on their websites, and set up tailored intake and order forms to gather necessary client information efficiently. It supports seamless client onboarding by allowing the creation of client profiles with essential information and automated email invitations for quick confirmations. Agency Handy offers robust task management features, including Kanban boards for visualizing project progress, real-time collaboration tools for team and client communication, and integrated file feedback and annotation capabilities. Financial operations are simplified through automated invoicing with support for various payment gateways.

About

Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Creative agencies seeking a solution to manage client relationships, project workflows, and financial transactions efficiently

Audience

Professional service firms wanting a tool provided a branded client portal to unify communication, billing, and collaboration

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$49 per month
Free Version
Free Trial

Pricing

$39 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Agency Handy
Founded: 2023
Singapore
www.agencyhandy.com

Company Information

Assembly
Founded: 2020
United States
assembly.com

Alternatives

Alternatives

CloudRadial

CloudRadial

Azurative
Clustdoc

Clustdoc

Clust Technologies

Categories

Categories

Integrations

Cal.com
Calendly
Figma
Google Analytics
Google Drive
Google Forms
Google Sheets
HubSpot CRM
Looker
Make
Microsoft OneDrive
Miro
Stripe
Trello
Wise
Xero
YouTube
Zapier
Zoom
monday.com

Integrations

Cal.com
Calendly
Figma
Google Analytics
Google Drive
Google Forms
Google Sheets
HubSpot CRM
Looker
Make
Microsoft OneDrive
Miro
Stripe
Trello
Wise
Xero
YouTube
Zapier
Zoom
monday.com
Claim Agency Handy and update features and information
Claim Agency Handy and update features and information
Claim Assembly and update features and information
Claim Assembly and update features and information