Audience
Creative agencies seeking a solution to manage client relationships, project workflows, and financial transactions efficiently
About Agency Handy
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.
Other Popular Alternatives & Related Software
Moxo
Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences.
Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction.
Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences.
Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships.
Learn more about Moxo
Onehub
Onehub is the secure file storage and sharing service built for businesses of any size.
Bank-level encryption of your data as well as our granular, role-based permission structure means you can control who has access to your content and share critical business files with confidence.
Onehub offers a suite of robust business tools such as virtual data rooms, client portals, Google Docs integration, automatic watermarking, branded workspaces, and custom agreements to enhance and expand your file sharing.
Customize your Onehub Workspace to give content sharing a more professional, polished look and create your own Client Portal.
Onehub’s virtual data rooms allow your business to send proprietary information to clients while keeping collaborators anonymous.
Learn more about Onehub
FileInvite
Stop chasing your clients for documents. Easily request files, documents, forms & digital signatures from your clients – set a due date and save hours as your requests are returned to you effortlessly.
Why do our customers choose FileInvite?
1. A noticeable decrease in document return times. FileInvite customers have experienced an average 34% decrease in document turnaround when adopting our document collection system.
2. The drastically simplified client experience. FileInvite reduces the steps your clients need to take by up to 5 times, compared to requesting information by email.
3. A customer support team that prioritizes your success. FileInvite's customer support team has been rated 5 stars across 100+ reviews in Capterra.
Delight your clients with the FileInvite experience. Send your first Invite in just five minutes when you sign up for a free account.
Learn more about FileInvite
Worksection
Worksection is an all-in-one project management platform that replaces five separate tools — a task manager, planner, time tracker, work chat, and file storage — with one system on a single per-user price.
Built for teams of 5 to 50+ — agencies, IT, consulting, manufacturing, and construction — especially teams that bill clients by the hour. Manage tasks and subtasks, plan with Gantt charts, Kanban boards and a calendar, track time with hourly rates for client billing, discuss work inside each task, and keep files where they belong. Reports and dashboards turn project data into decisions.
Unlike tools that sell time tracking and client billing as paid add-ons, both are built in. Free for teams up to 5 users. Worksection has been doing this since 2008 — GDPR and ISO 27001 certified, available in 11 languages.
Learn more about Worksection
Pricing
Starting Price:
$49 per month
Free Version:
Free Version available.
Integrations
Company Information
Agency Handy
Founded: 2023
Singapore
www.agencyhandy.com
Videos and Screen Captures
Other Useful Business Software
$300 Free Credits to Build on Google Cloud
Put your $300 in credit toward real workloads, then keep building with free monthly usage for 20+ products. No commitment and no charge until you upgrade.
Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Videos
Support
24/7 Live Support
Online
Agency Handy Frequently Asked Questions
Q: What kinds of users and organization types does Agency Handy work with?
Agency Handy works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Agency Handy support in their product?
Agency Handy supports these languages: English.
Q: What kind of support options does Agency Handy offer?
Agency Handy offers support via 24/7 live support and online.
Q: What other applications or services does Agency Handy integrate with?
Agency Handy integrates with: PayPal, Stripe, and Wise.
Q: What type of training does Agency Handy provide?
Agency Handy provides training in the form of documentation, live online, in person, and videos.
Q: How much does Agency Handy cost?
Pricing for Agency Handy starts at $49 per month.
