Agency Handy VS Accelo

Agency Handy VS Accelo: A Detailed Comparison 

In this Agency Handy vs. Accelo comparison, we’ll look at target users, client onboarding, service management, invoicing options, and customization. By the end, you’ll know which platform best supports your agency’s needs. Let’s dive in!

Target Users

Agency Handy suits digital agencies needing a flexible, affordable solution with advanced client onboarding, task customization, and service catalog options. Accelo, meanwhile, is tailored for service businesses seeking robust project tracking, automation, and analytics, making it ideal for structured workflows.

Agency Handy provides a customizable, user-friendly interface that simplifies complex client workflows. 

“Their customer support is outstanding,” shares Franklin N., CEO of Blogimize. “They truly listen to customers and consistently improve the platform based on feedback.” 

Agency Handy’s interface makes multi-package service catalogs, task management, and client onboarding easily accessible, with branding options that let agencies customize their platform fully.

On the other hand, Accelo is praised for its powerful data analytics and automation capabilities. 

“Accelo is a feature-rich and effective platform,” says Krishna L., HR Generalist, “perfect for managing business processes with automation, although managing multiple projects at once can be challenging.” 

Accelo is well-suited for businesses focused on data insights, automation, and efficient project tracking, making it ideal for larger service-based teams needing an organized, streamlined solution.

Client Acquisition

Agency Handy excels at client acquisition with its multi-package catalog, allowing clients to explore and purchase directly on your website.Accelo, however, lacks a built-in catalog, embedding options, or direct ordering, creating extra steps for agencies looking to streamline client acquisition.

If you’re looking to make an impression, Agency Handy’s catalog makes it easy to highlight your services in the best light. 

You can set up one-time or subscription services, customize descriptions, and even offer trial periods so clients can get a taste of what you offer before they commit. 

And with the ability to embed the catalog right on your website, potential clients can browse, pick a package, and order directly—keeping things seamless.

Accelo, on the flip side, requires a bit more effort on the client acquisition side. Without a service catalog, multi-package pricing, or direct order functionality, Accelo makes you rely on external tools to showcase services and get clients in the door. 

It’s fine if you’re managing existing client relationships, but if you’re focused on bringing in new business with minimal friction, Agency Handy’s setup is a solid choice. 

Plus, its review display feature and flexible payment gateways like Stripe, PayPal, and Wise mean clients get a tailored experience that builds trust and convenience right from the start.

Client Onboarding

Agency Handy simplifies client onboarding with fully customizable intake and order forms, allowing agencies to gather all necessary client details in one go. Accelo, however, lacks dedicated intake and order forms

With Agency Handy, onboarding is seamless. Each service can have its own intake and order form, collecting specific client information tailored to that service. Intake forms support fields like multiple-choice, text, dates, attachments, and even mandatory fields, ensuring all necessary data is captured upfront. Plus, these forms can be set to collect information pre- or post-purchase, depending on your workflow.

Order forms in Agency Handy take onboarding a step further by including add-ons, upsell options, and transparent pricing. Clients can view all options, select the best fit, and proceed with self-checkout, reducing back-and-forth and making onboarding efficient. With the added option for e-signatures and terms & conditions, agencies can manage agreements and orders smoothly.

Accelo, on the other hand, lacks integrated intake and order forms, which can complicate the onboarding process for agencies. 

However, it does offer a workaround by allowing integration with external tools like Google Forms, which can act as intake forms. 

Order Management

Agency Handy provides a streamlined, customizable setup for tracking tasks, gathering client approvals, and managing files, all tailored for agencies. Accelo, while robust in task tracking, relies more on automation and lacks specific client-facing features like direct file uploads or an approval process.

With Agency Handy, every new order automatically generates tasks, which saves time on manual entry and keeps teams organized. 

Task assignment is straightforward—you can set priorities and deadlines, ensuring that high-priority orders get the attention they need. 

The Kanban board adds a visual layer to task tracking, giving teams a clear overview of order progress. It’s an ideal setup for agencies juggling multiple ongoing tasks and looking to streamline their workflows.

Agency Handy also fosters transparency by allowing clients to review and approve tasks before they’re marked as complete. This approval feature keeps communication open, so clients can verify work and provide feedback at each stage. 

Additionally, clients can upload necessary files directly to tasks, with all documents stored in a centralized file library. This organized storage means quick, easy access to documents across services.

In comparison, Accelo excels in automation and team task assignments but lacks integrated client-facing features, such as task approvals or direct file uploads. 

Accelo’s tools are designed more for internal project management, which can require workarounds or third-party tools to facilitate client approvals or document exchanges. 

For agencies aiming for a collaborative and transparent order management process, Agency Handy’s features provide a smoother, more integrated experience.

Team Management

Both Agency Handy and Accelo offer robust team management, but with different focuses: Agency Handy emphasizes role-based permissions and client access controls, while Accelo centers on internal role customization with limited client visibility options.

Agency Handy’s team management is built for flexibility, making it easy to assign roles and control access. New team members are invited via a simple email link, streamlining onboarding. 

With customizable roles like Super Admin, Admin, Manager, and Assignee, you can set specific access levels across tasks, documents, and order, giving each member the right level of visibility and control.

The Super Admin role has full access to all services and settings, allowing them to manage users, assign permissions, and oversee the entire workflow. 

Managers can access and assign tasks within their designated services, but without full administrative control, while Assignees focus on specific tasks, viewing only what’s relevant to their role—keeping workflows clutter-free and organized.

Accelo offers a similar internal structure with Administrator, Manager, and Collaborator roles, though with fixed permissions. 

Administrators have full control, Managers manage assigned projects, and Collaborators focus on individual tasks. However, Accelo’s client access options are more limited, often requiring external tools or workarounds to selectively share updates with clients. 

For agencies needing in-depth control over both team and client visibility, Agency Handy provides a more flexible, integrated approach.

Client Management

Agency Handy and Accelo both provide robust client management tools but with different strengths. Agency Handy focuses on comprehensive client interaction with its ticketing system and customizable client portal, while Accelo emphasizes internal tracking and data management without a dedicated ticketing feature.

With Agency Handy, agencies can maintain detailed client profiles that capture vital information—like contact details, order history, recent tickets, invoices, and past interactions—giving teams a 360-degree view of each client’s journey. 

The client portal is fully customizable, allowing agencies to brand it to match their unique style. This portal supports real-time updates and file sharing, so clients can access their order progress, communicate directly, and engage with the team in one unified platform.

The ticketing system in Agency Handy allows both clients and team members to create and manage support tickets, which can be assigned priority levels for efficient handling. 

Agencies can comment on tickets to communicate with clients, ensuring that each issue is addressed promptly. 

Additionally, clients can engage with team members within specific tasks, creating a layered communication channel for enhanced clarity and collaboration. This structure ensures that each client interaction is documented and easily accessible.

Accelo also provides a solid client management experience, with a client portal that supports email integration for tracking and responding to client issues. 

Accelo’s ticketing system allows for incoming emails to be converted into tickets automatically, categorizing and assigning them based on pre-set rules, which simplifies the management of client support requests. 

While Accelo focuses on structured internal workflows, its ticketing capabilities include logging work hours and automating client updates, which can save time in support-heavy workflows.

Billing & Invoicing

Agency Handy and Accelo both provide invoicing and payment management, but Agency Handy offers a wider range of options, making it ideal for agencies with diverse client needs and complex billing requirements.

Agency Handy offers a flexible invoicing system designed to simplify complex billing needs. With customizable invoices that allow for split payments, clients can pay in manageable installments—an ideal setup for larger projects.

The platform also supports multi-currency transactions, making it a strong choice for agencies with an international client base. 

Additionally, subscription billing is available for agencies offering recurring services, with automated reminders set up for both overdue invoices (3 and 7 days post-due) and upcoming subscription payments (3 and 1 day pre-due). 

Payment gateway options include Stripe, PayPal, Wise, and manual banking, catering to varied client payment preferences and adding a layer of convenience.

In contrast, Accelo offers a streamlined billing experience, with robust automated invoicing and reporting capabilities. It supports recurring invoices for retainers, though without split payment options, which may be limiting for agencies that need flexibility in handling larger invoices. 

Accelo’s payment integration primarily includes Stripe and credit card payments, with ACH payment support limited to USD, restricting payment options slightly for global transactions.

For agencies seeking a flexible, customizable invoicing system that supports multiple currencies and varied payment preferences, Agency Handy is an all-in-one choice. 

Accelo provides solid automation and reporting, suited for agencies focused on efficiency in retainer and time-based billing but with fewer customizable payment options.

Customization & Branding

Agency Handy and Accelo both offer customization, but Agency Handy goes further with extensive branding tools, multi-language support, and complete control over client-facing elements, ensuring cohesive brand alignment.

Agency Handy offers advanced customization and branding, allowing agencies to fully personalize their platform. 

You can tailor logos, color schemes, and custom domains to create a seamless, branded experience across all client touchpoints, from the login page to client portals. 

The platform supports dynamic email templates with content personalization, enabling agencies to deliver consistent, on-brand communication to clients. 

With white labeling on all plans, you can remove “Powered By” branding, maintaining a clean, agency-focused appearance throughout.

For international reach, multi-language support covers over 14 languages, making it ideal for agencies working with clients worldwide. This feature ensures that communication remains clear and professional, regardless of location.

Accelo provides essential customization features aimed more at maintaining consistent internal branding than extensive client-facing control. 

Basic style adjustments like colors and logo uploads in Accelo are helpful for maintaining brand consistency. 

However, without deeper customization options and multilingual support, Accelo requires third-party solutions for agencies needing expanded branding and language flexibility.

Integrations

Agency Handy offers versatile integration options ideal for agencies needing seamless automation and flexibility in payments. Accelo, while robust in third-party app connections, may require additional tools for a comprehensive setup.

Agency Handy excels with its flexible integration features, specifically its extensive webhook support, allowing agencies to automate up to 30,000 actions. This capability provides seamless data syncs and task automation, which simplifies workflows across external tools and platforms. 

In terms of billing flexibility, Agency Handy offers a range of payment gateways, including Stripe, PayPal, Wise, and manual banking. This variety enables agencies to manage payments globally, catering to clients across regions with ease. 

Additionally, its multi-workspace feature is ideal for agencies managing multiple teams or distinct client orders, offering a scalable solution that accommodates growth without requiring additional subscriptions.

Accelo integrates effectively with core business software like QuickBooks, Slack, and Google Calendar, centralizing essential operations for agencies seeking streamlined project and financial management. 

Although Accelo’s single workspace view supports collaborative project tracking, it lacks the multi-workspace flexibility seen in Agency Handy. 

Furthermore, Accelo’s payment options are more limited, primarily supporting Stripe and ACH (ACH limited to USD), which may require additional setups for international clients. 

While Accelo’s integration suite is ideal for agencies prioritizing a centralized dashboard, those with complex, multi-client workflows may find Agency Handy’s broader integration and multi-workspace support more suited for scalability and operational flexibility.

Pricing Plans

Agency Handy and Accelo both offer tiered pricing, though Accelo’s plans are based on functionality levels, each tailored to specific business needs. Here’s how they compare:

Agency Handy Pricing Plans: 

Agency Handy’s pricing options are crafted to suit agencies at every stage of growth, adjusting to their expanding teams and service requirements.

• • Solopreneur:
    • $49/month (billed monthly)
    • $69/month (billed annually)
    • Ideal for up to three users, offering unlimited client profiles, service catalogs, and core onboarding and order tools.
  • Teams: 

• $99/month (billed monthly)

• $149/month (billed annually)

• • • Supports up to 10 users, adding advanced task management, collaboration tools, and client communication features.
  • Pro: 

• $149/month (billed monthly)

• $199/month (billed annually)

• • For teams of up to 30, including all Teams features, with added reporting capabilities, priority support, and extensive customization options.

Accelo Pricing Plans:

Accelo offers flexible plans tailored to meet the needs of professional services firms, scaling with added features as business requirements grow.

Professional:

• Pricing: Contact for details

• Core features include project and sales management, quotes, time-tracking tools, and invoicing, designed for profitable project-focused firms.

Business:

• Pricing: Contact for details

• Includes all Professional features, with the addition of client retainer management, ticket management, a shared request inbox, expense tracking, and client portal access.

Advanced:

• Pricing: Contact for details

• Offers everything in the Business plan plus advanced workflow automation, adaptive project scheduling, client asset management, and comprehensive reporting features, supporting larger teams with automation needs.

Agency Handy vs Accelo: Which Tool to Choose for Your Business?

With a clearer picture of each platform’s strengths, it’s time to see which one aligns best with your agency’s needs. Here’s a quick breakdown to guide your choice.

Agency Handy is your pick if:

• You need customizable client portals, complete with multi-package service catalogs and website embedding for seamless client browsing and ordering.
• Your agency manages complex services and workflows, with features like Kanban boards, automated task assignments, and client approval processes.
• Flexible billing, split payments, and multi-currency support are essential for your international client base.
• You’re looking for detailed client onboarding tools with fully customizable intake forms, branded emails, and white-label options to represent your agency professionally.
• Multi-language support is a priority to serve clients across different regions and languages effectively.

Accelo is your pick if:

• You require robust project tracking, time logging, and automated workflows with advanced reporting for data-driven insights.
• Essential integrations with tools like QuickBooks and Slack are a priority, making Accelo a good choice for teams using existing software for seamless workflows.
• Your agency values core role-based permissions for internal team visibility and collaboration.
• Billing and invoicing are tied to project timesheets and client retainer management, making Accelo well-suited for service businesses with ongoing client contracts.
• A unified workspace with essential client tracking and task management is enough, without a need for advanced branding or custom client portals.

Wrapping Up

Choosing between Agency Handy and Accelo depends largely on your agency’s specific needs. 

Agency Handy shines with customizable service catalogs, multi-currency billing, and client-centric onboarding tools, making it ideal for agencies that prioritize branding and global accessibility. 

Accelo, meanwhile, offers comprehensive project tracking, advanced reporting, and strong automation features that suit service businesses focused on time management and internal workflows. 

If you need full client journey control with white labeling, Agency Handy is the choice. For streamlined, data-driven project management, Accelo is a robust option.