Agency Handy Vs client-portal.io

Agency Handy vs Client-Portal.io: A Detailed Comparison

Both Agency Handy and Client-Portal.io offer valuable tools for managing clients, but each has unique strengths.

This comparison examines their performance in client management, service customization, task management, team collaboration, and pricing to help you decide which platform best suits your agency’s needs.

Target Users

Agency Handy is designed for digital agencies in industries like tech, marketing, consultancy, and finance that need robust client management tools. It’s perfect for small to large agencies and freelancers. Client-Portal.io caters to small businesses with a WordPress-based website needing a basic client portal.

The interface of Agency Handy is designed for easy navigation, providing intuitive access to features like multi-package service catalogs, order tracking, and client approval workflows. 

This all-in-one platform minimizes the need for external tools, allowing teams to handle client communications, tasks, and payments seamlessly. It’s ideal for agencies seeking a comprehensive solution to manage both internal processes and client-facing interactions from start to finish.

In contrast, Client-Portal.io is tailored for businesses using a WordPress-based website that needs a basic client portal for document sharing and project updates. Its interface is simple and focused, catering to agencies that prioritize straightforward client communication over extensive management features. 

This setup suits businesses wanting to keep clients informed through a branded, yet minimalistic, portal without the complexity of advanced agency management tools.

Client Acquisition

Agency Handy enhances client acquisition with a Multi-Package Service Catalog, enabling tailored service bundles and controlled pricing visibility. Client-Portal.io, by contrast, provides basic file sharing and project updates, limiting flexibility in service presentation and client onboarding.

Agency Handy provides extensive tools for client acquisition, setting it apart from typical client portals. Agencies can list unlimited services, which can be either one-time or subscription-based, and organize them into up to three pricing tiers per service—giving clients clear options. 

Each listing includes detailed descriptions, FAQs, and optional trial periods, ensuring clients have the information needed to make informed decisions. Clients can even self-checkout, while you will receive an order approval request for easy management.

For sharing, agencies simply use the “Share URL” option to send the entire catalog or individual service links, with the flexibility to show or hide pricing per client. This allows agencies to customize service presentations to suit each client’s needs, enhancing the likelihood of client acquisition.

Client-Portal.io, in contrast, focuses on fundamental client communication through its WordPress plugin. It lacks the advanced service catalog, pricing visibility, and checkout options, requiring additional plugins or website customization to create a more comprehensive client management experience.

Client Onboarding

Agency Handy streamlines client onboarding with customizable intake and order forms that you can add to specific services in your catalog. You can add upsells, include add-ons, and manage pricing options seamlessly. Client-Portal.io, however, only supports basic forms through third-party plugins.

Agency Handy provides a seamless onboarding process with custom intake and order forms, tailored to each service. You can create unique forms that capture only the relevant information, using fields for multiple-choice, paragraphs, short answers, date entries, and file uploads. 

Moreover, you can even add tables or share files upfront, giving clients a clear view of what to expect.

Order forms allow clients to view add-ons, select upsell options, and check out independently, creating a one-time setup for additional revenue opportunities. This makes the onboarding process smooth and organized, gathering essential client data while increasing profitability.

In contrast, Client-Portal.io supports onboarding only through basic forms embedded via third-party plugins. Lacking specific order or intake form functionality, it doesn’t allow service-linked forms or self-checkout, making its onboarding process less streamlined than Agency Handy’s.

Order & Task Management

Agency Handy automates order generation and task creation for each service purchase, allowing task assignments, priorities, and deadlines with visual tracking on a Kanban board. Client-Portal.io, focused on basic file sharing, relies on Trello and Google Calendar for limited task management, lacking in-built order tracking.

With Agency Handy, each time a client purchases a service, an order is automatically generated. Task automation is also possible by setting default tasks for each service, so when an order is placed, related tasks are created immediately. 

Clients can even request specific tasks, and you can assign them to multiple team members, setting priorities and deadlines. The Kanban board provides a visual overview, making it easy to track task progress and dependencies.

Agency Handy’s file management system is robust, allowing clients and team members to upload and organize files for each order. Files can be organized into folders and sorted alphabetically or by date, keeping everything streamlined.

Client-Portal.io, by contrast, emphasizes basic file sharing and organization but lacks in-built task and order management features, requiring third-party integrations for expanded functionality. With Trello and Google Calendar as integration, you will get some support for task management. 

However, it doesn’t support task assignments, task automation, or order tracking, making Agency Handy the more comprehensive choice for managing client orders and tasks end-to-end.

Team Management

Agency Handy provides four role options—super-admin, admin, manager, and assignee—each with defined access levels for secure team management. The Team tab enables role filtering, easy edits, and member invites via email. Client-Portal.io lacks built-in team management, relying on WordPress plugins.

Agency Handy offers flexibility in team roles with four options: super-admin, admin, manager, and assignee. The assignee role has the most limited access, only able to update tasks and view the employee directory, with no access to client data. 

Admin and project manager roles share permissions, except that only admins can change team roles, while the super-admin role alone manages adding and removing clients and workspaces, providing enhanced data security.

In the Team tab, you can view team members, filter by role, and easily change roles or delete members with a drop-down menu. There’s also an invite feature where you simply enter the new team member’s email and desired role to onboard them quickly.

Client-Portal.io doesn’t have any team management features but you can limit access by using WordPress plugins restricting access to the admin panel. Apart from that, there isn’t much you can do with this tool in terms of internal team management. 

Client Management

Agency Handy delivers strong client management with detailed profiles, centralized communication, and task tracking to meet deadlines. Its ticketing system handles urgent issues, letting clients and teams set priorities, comment, and share files. Client-Portal.io offers live chat but lacks advanced support tools.

Agency Handy delivers a robust client management system for agencies, enabling seamless handling of client profiles, communication, and interactions. Its centralized client portal allows users to track order and task progress, engage with clients, and share files within a single platform. 

Detailed client profiles include essential information like name, email, location, and recent orders, tickets, or invoices—allowing agencies to personalize interactions for a better client experience.

The ticketing system stands out, as it supports efficient handling of urgent requests. Both clients and team members can create tickets, set priorities, comment on tickets, and share files for streamlined resolution. Communication with clients can also occur through task updates, making it easy to stay connected.

Client-Portal.io, in contrast, offers a branded client portal with live chat for client communication but lacks a dedicated ticketing system. However, client profiles are available, allowing basic storage of client details to help you provide personalized interactions. 

Billing & Invoicing

Agency Handy provides a full billing system with customizable invoices, split payments, multi-currency support, and automated reminders. Integrated with PayPal, Stripe, Wise, and manual banking, it’s ideal for complex payments. Client-Portal.io, however, lacks billing, invoicing, and payment gateway features.

Agency Handy offers a comprehensive billing system tailored for agencies managing complex payments. With customizable invoices, agencies can add detailed line items, manage split payments, and support over 100 currencies, making it ideal for diverse billing needs. The platform automated recurring billing for subscriptions, ensuring seamless invoicing for clients.

Integrated payment gateways like PayPal, Stripe, Wise, and manual banking provide flexibility and ease of transaction. Additionally, Agency Handy includes automated reminders to ensure timely payments:

• Invoice Reminders: Sent automatically 3 and 7 days after the due date.
• Subscription Alerts: Sent 3 and 1 day before payment deadlines.

Client-Portal.io, by comparison, doesn’t offer any built-in billing or invoicing tools. It lacks integrated payment gateways, recurring billing, and automated reminders, making it ill-equipped for agencies needing a complete billing solution.

Customization & Branding

Agency Handy offers extensive branding options, including colors, logos, custom domains, and customizable email templates. Full white labeling and support for 14 languages suit global agencies. Client-Portal.io allows customizable logos, colors, and fonts but lacks email customization and multi-language support.

Agency Handy provides extensive branding and customization capabilities, allowing agencies full control over the client portal’s appearance. You can personalize colors, add logos, and utilize custom domains, creating a cohesive, branded experience. With full white labeling, every client-facing element, from login to portal interface, reflects your brand.

The platform also features dynamic email templates with customizable content, ensuring consistent branding in all client communications. Invoicing is branded too, with a one-time setup for your agency’s name and logo. 

Additionally, Agency Handy supports up to 14 languages, making it ideal for agencies with global clients.

Client-Portal.io, on the other hand, offers branding options, including customizable logos, colors, and fonts. However, it lacks multi-language support and doesn’t offer email customization, making it more limited in providing a fully branded experience.

Integrations and Scalability

Agency Handy supports Stripe, Wise & PayPal integrations and automates up to 30,000 events with webhooks, offering 20 TB storage and task management to limit third-party tool needs. Client-Portal.io integrates Trello, Google Calendar, WooCommerce, & WordPress plugins but lacks billing and task management tools.

Agency Handy excels in integration support, providing multiple payment gateway options, including Stripe, Wise, PayPal, and manual banking. Its webhooks enable efficient data sync, automating up to 30,000 events, which helps streamline processes and real-time updates with third-party tools. 

Additionally, with 20 TB of storage and built-in task management, Agency Handy doesn’t rely on integrations for storage or task management solutions.

Client-Portal.io, on the other hand, focuses on essential integrations within its WordPress-based structure. It supports popular plugins like Trello for task viewing, and Google Calendar for scheduling. 

You can also integrate WooCommerce for selling portal access, and WordPress form plugins, enhancing the user experience within its client portal. 

Although it offers useful integrations, it lacks direct billing, storage, and in-depth task management tools found in Agency Handy.

Pricing Plans

Agency Handy provides scalable plans suitable for teams of various sizes, offering tools tailored for order and task management, client management, and collaboration. Client-Portal.io features annual plans with unlimited client access to WordPress, focusing on essential client communication and integration. 

Agency Handy Pricing Plans

Agency Handy provides flexible plans to suit growing agencies with varying team sizes and client needs.

Solopreneur:

• $49/month (billed monthly)
• $39/month (billed annually)
• For up to 3 users, includes unlimited clients, orders, service catalogs, basic onboarding, and order management tools.

Teams:

• $99/month (billed monthly)
• $79/month (billed annually)
• For up to 10 users, it includes everything in the Solopreneur plan, plus team collaboration tools, advanced task management, and client communication features.

Pro:

• $149/month (billed monthly)
• $129/month (billed annually)
• For up to 30 users, it includes everything in the Teams plan, plus advanced reporting, priority support, and more customization for larger teams.

Client-Portal.io Pricing Plans

Client-Portal.io offers simple annual pricing plans, ideal for agencies seeking straightforward client portals with unlimited usage.

Single Site License:

• $199/year
• Unlimited portals and clients on a single WordPress site, with custom branding and email notifications.

Multi-Site License:

• $399/year
• Unlimited portals and clients across multiple WordPress sites, with full customization, email support, and product updates.

Both plans come with a 30-day money-back guarantee, custom branding options, secure file uploads, and priority email support. Pricing is straightforward, with no hidden fees, ensuring agencies have a reliable client portal solution.

Agency Handy vs Client-Portal.io: Which Tool to Choose for Your Business?

Agency Handy and Client-Portal.io offer unique solutions for different needs, from comprehensive agency management to straightforward client portals. Here’s how to decide which best suits your business.

Choose Agency Handy if:

• You’re a digital agency, marketing firm, or consultancy managing complex client services and high project volumes.
• You run a large team or multi-service business needing streamlined project workflows, task management, and centralized billing.
• Your business serves international clients, with a focus on maintaining brand consistency across communications and languages.

Choose Client-Portal.io if:

• You’re a smaller creative agency, freelancer, or consultant looking for a straightforward client portal on a WordPress site.
• Your needs focus on sharing files, updating project progress, and maintaining a simple branded interface for client communication.
• You want a cost-effective solution for delivering files and basic updates, ideal for businesses with minimal administrative needs.

Wrapping Up

When choosing between Agency Handy and Client-Portal.io, the best fit depends on your agency’s goals and operational needs.

Agency Handy’s all-in-one platform goes beyond a simple client portal, offering powerful tools for managing service catalogs, automating tasks, and supporting global client interactions.

This makes it an ideal choice for larger agencies seeking to scale and streamline complex workflows within a unified platform.

Client-Portal.io, however, suits smaller businesses and freelancers needing a straightforward portal focused on communication within a WordPress setup.

Ultimately, if your business prioritizes scalability and a feature-rich experience, Agency Handy stands out as the more comprehensive solution.