Client Portal Software. Built for Agencies.
Manage clients, projects, invoices, and payments – all in one single platform.
Trusted by thousands of agencies and businesses worldwide
Onboard. Deliver. Get Paid. Repeat—With #1 Client Portal Software
Reduce Client Churn. Take Control of Your Business
A Clean System Built for Agency Growth
Agency Handy is the all-in-one platform for client and agency operations.
Client Management
Organize client profiles, communication, files, and deliverables — all in one workspace.
Agency Management
Switch between workspaces, assign team roles, and manage permissions.
Subscription Management
Create recurring plans, customize invoices, and manage client billing cycles with ease.
Productize Service Management
Package one-time or recurring services into catalog with deliverables, pricing, and portfolio.
Project Management
Break down orders into tasks, assign deadlines, collaborate, and track on Kanban.
Different Agencies, One Solution
Centralized Dashboard
From clients, designers, and copywriters to editors, there are just a lot of moving parts in a marketing agency. As a founder or manager, Agency Handy allows you to monitor everything from the Dashboard.
Managing Client Orders
From clients, designers, and copywriters to editors, there are just a lot of moving parts in a marketing agency. As a founder or manager, Agency Handy allows you to monitor everything from the Dashboard.
Get Paid
From clients, designers, and copywriters to editors, there are just a lot of moving parts in a marketing agency. As a founder or manager, Agency Handy allows you to monitor everything from the Dashboard.
Managing Projects
Break down your long-term content projects into small tasks. Assign your writers & editors all the tasks to ensure every deadline is met. Get client feedback on each piece of content to make any adjustments required.
Organize Files
In Agency Handy, you can attach files to respective orders and tasks. Each order automatically gets its own folder, keeping everything tidy and organized. Files shared across different orders get organized in respective folders.
Invoice & Payments
Once an order is completed, you can quickly generate an invoice. Link your payment gateway to the invoice so clients can pay directly from there.
Unique Branding
Your brand is your identity, and that’s even more important for a design agency. At Agency Handy, we can relate to this very well and that’s why we let you customize your workspace. Add your logo, and choose your colors. It’s your brand, your way. You can even use your custom domain as well.
Client Feedback & Approval
Satisfying a client with a design in one go is hard, sometimes impossible. You are constantly going through a loop of feedback to modify and edit. In Agency Handy, you can get the client’s feedback and approval from the task portal.
Dashboard Overview
See everything at a glance. The Agency Handy dashboard shows you what’s happening. Check client feedback, new tasks or tickets, and revenue. It’s all there in one place.
Client Approval & Tickets
As most videos are custom-made, in most cases, there are a few iterations that take place before an order is delivered. With Agency Handy, you can keep this back-and-forth conversation in the same place and keep track of all the feedback loops. It enhances the client experience, too.
Payments & Invoice
Custom orders mean there are unique invoices every time as well. You can create & send an invoice to your client for the custom proposal from Agency Handy as well. Integrate your payment link (Stripe) for clients to directly pay you from the invoice.
Handle Tickets
In Agency Handy, clients can directly create tickets to their order reference and assign them to their respective editors. Even your admin or PM can also create tickets as well. As a founder, you get a bird’s eye view of all the client support priorities.
Team Management
In Agency Handy, you can break your orders down into smaller tasks, assign those tasks to your teams, and track progress. You can also communicate with your team and your clients within the portal to ensure everyone is on the same page.
Tickets
Be it from the client, QA, project manager, or founder, the development team is always on the lookout to manage tickets. Here, both clients and agencies can create tickets, assign them to personnel, and link them to particular orders.
Dashboard Overview
Get updates from every end of your agency in one place from the Dashboard in Agency Handy. Be in touch with the latest client feedback, tickets created, and revenue generated from one view.
Agency owners across the world love us!
Join the thousands of businesses transforming their client experience.
$29/ mo
$10 / mo
$12 / mo
$29 / mo
$129 / mo
$12 / mo
Total monthly costs to use
$221 / month
$19 / month
How Much Can You Save with Agency Handy?
On-Demand Support, Exactly When You Need It
Keep track of what’s new and what’s next with our public roadmap.
- Live Chat
Get immediate assistance with our live chat support, available 24/7.
Read our detailed guide to make the most out of Agency Handy.
Meet our team and connect with our FB community to collaborate with other professionals
Review & Ratings
Trusted by agencies worldwide. See why our users love Agency Handy!
Our clients win with us!
Kamrul Hasan Naim
Founder, Webkooker
See how Webkooker cut down on multiple tools and achieved 10x subscription and order management with Agency Handy’s centralized platform.
webkooker
Kamrul Hasan Naim
Founder, Webkooker
See how Webkooker cut down on multiple tools and achieved 10x subscription and order management with Agency Handy’s centralized platform.
webkooker
Frequently Asked Questions
Yes, we don’t nickel and dime you for every little feature. Here are more questions and answers regarding our customer portal software
You get a 7-day free trial where you get access to all the features for unlimited users and clients. After the 7-day free trial, you will get the option of choosing our standard package or contacting sales to further continue using it.
Yes, you can cancel anytime you like. There is no long-term commitment. Your subscription will automatically stop renewing when the current payment cycle is complete.
Once you cancel the subscription, it will automatically stop renewing once the current payment cycle is done. But you won’t get any refund.
No, you won’t need to put in your credit card details to access the free trial. Just sign up with the necessary details, and you’re good to go.
You can upgrade or downgrade anytime between different packages. You will get the credits within the billing period.
No, you do not need to know coding to use Agency Handy. It’s a no-code platform designed to be user-friendly for non-technical users, making it easy and hassle-free to set up. You can easily sign up and customize your client portal without technical expertise.