Agency Handy VS. MOXIE

Agency Handy vs Moxie: Which Platform is Best for Your Agency?

Choosing between Agency Handy’s all-in-one platform and Moxie’s freelancer-focused tools requires thoughtful consideration. Both have their strengths, but key differences make them suitable for different needs.

• However, if you need a full-featured platform that manages every step of your client’s journey, Agency Handy is the clear choice. With service listings with multi-package options, lead management, customizable order forms, and order and team management features, it simplifies every stage.
• If you’re a freelancer or solopreneur, Moxie is suitable because of its affordable pricing, comprehensive time-tracking, expense management, and integrations with tools like Google Calendar and QuickBooks. 

Still weighing your options? Dive into our comprehensive comparison.

Agency Handy vs Moxie: Detailed Comparison

This detailed comparison explores the key differences between Agency Handy and Moxie. We compare both agency management platforms across target users, workflows, features, pricing, and more to help you make an informed decision.

Target Users

Agency Handy suits agencies of all sizes with flexible plans for small to large businesses. Moxie is best for freelancers and small teams, limiting team members to five. Both platforms support tech, marketing, consulting, and creative sectors, with tools for client management and communication. 

Agency Handy works for teams of all sizes, whether you’re a small agency or a growing business. Its service catalog and self-checkout make it easy to attract clients.

The customizable order forms are also super-helpful. You can collect details and start projects faster. Everything is designed to simplify your workflow and save you time.

You can also organize projects and clients in separate workspaces with its multi-workspace support. This makes collaboration smoother and keeps your data secure. 

Moxie, on the other hand, is ideal if you’re a freelancer or part of a small team. It focuses on simplicity, offering features like meeting scheduling, custom forms, and proposal creation. These tools are perfect for managing one-on-one client interactions.

However, Moxie does have its limits. It caps team size at five members and doesn’t support multiple workspaces. If you’re planning to scale your business, this might hold you back.

For freelancers working on smaller projects, Moxie is a good fit. But if you need advanced tools, better organization, and room to grow, Agency Handy is the platform for you.

Client Acquisition

Agency Handy excels in client acquisition with service catalogs, self-checkout, and website embedding, making it seamless for clients to discover and purchase services. Moxie lacks these tools, relying on manual client invitations and discovery forms, making it less effective for agency-focused client acquisition.

Agency Handy’s service catalog feature allows agencies to create multiple service listings with details, pricing, and self-checkout options, streamlining the client onboarding process.

You can create coupons per service to attract more clients and get more conversions. The platform allows granular control over who can redeem the coupons and when. 

Additionally, Agency Handy enables agencies to embed these service catalogs directly on their websites, making it easy to keep all your sales channels updated.

Moxie, being designed for freelancers, lacks dedicated client acquisition tools like service catalogs or website embedding. It relies on traditional methods, requiring freelancers to invite clients manually to the platform.

While Moxie offers custom discovery forms, these are no match for Agency Handy’s robust service listing and embedding capabilities geared towards agencies.

Client Onboarding

As one of the leading Moxie alternatives, Agency Handy simplifies client onboarding with custom order forms, self-checkout, and intake forms for gathering details. Moxie focuses on proposals and contracts but lacks self-checkout and multiple pricing options. 

For client onboarding, Agency Handy provides a more comprehensive and streamlined solution catered to digital agencies with its order forms, intake forms, and customizable quotes/proposals.

Agencies can create custom order forms with multiple pricing options for services and leverage self-checkout capabilities, simplifying the client acquisition process. Customizable intake forms with file upload support further enhance the onboarding experience.

Moxie, designed for freelancers, offers custom agreement forms with pricing details but lacks multiple pricing options or self-checkout features.

While Moxie provides customizable discovery forms similar to intake forms, its core focus lies in proposal templates with e-signatures and legally vetted contract options. This approach aligns with freelancers’ need for professional proposals and legally sound contracts for individual projects.

Agency Handy’s order forms, intake forms, and customizable quotes/proposals offer a distinct advantage. These features cater to agencies’ needs for showcasing services, gathering client details, and securing deals with custom pricing options.

Moxie’s strengths lie in its proposal and contract management capabilities, better suited for freelancers handling individual projects with varying requirements.

Order & Task Management

Moxie offers time tracking, reporting, and multiple project views like Kanban and Calendar, ideal for freelancers. However, Agency Handy stands out with automated order creation after client purchases and task automation for each service, making it superior for agencies prioritizing efficiency.

Both Agency Handy and Moxie have features that are unique to each other. While Agency Handy allows advanced file feedback capabilities, Moxie lets you organize tasks better. 

Agency Handy offers order tracking with start/end dates and task statuses It allows task management with assignments and deadlines. 

Moreover, the platform allows file sharing with version control so you can access older versions of a file if necessary. What’s cool is that clients can add annotations to the files making feedback easier. This advanced file feedback feature makes collaboration easy. 

In comparison, Moxie has an elaborate project management system. It includes timelines, tasks, subtasks, and multiple views such as list, kanban, timeline, and calendar, catering to diverse workflow preferences.

Moxie has dedicated time-tracking capabilities, complete with insights and reporting, providing a significant advantage for freelancers. Agency Handy lacks time-tracking tools.

For freelancers focused on streamlining their operations and maximizing efficiency, Moxie’s comprehensive project management, task tracking, and time tracking functionalities offer a distinct advantage.

However, Agency Handy’s order tracking features are robust enough for agencies. Time tracking is less of a priority for agencies. 

Team Management

Agency Handy offers four predefined roles (Super-Admin, Admin, Manager, Assignee) with clear permissions, ensuring security and easy management. Moxie provides customizable roles with varying access levels. It allows flexibility for team management but requiring more configuration effort. 

Agency Handy offers four predefined roles for internal team members: Super-Admin, Admin, Manager, and Assignee. Each role is clearly defined, ensuring simplicity and security. The Super-Admin has full control, including the ability to add or remove clients and workspaces.

Admins and Managers share most permissions, with Admins having the added ability to modify team member roles.

Assignees, at the bottom of the hierarchy, can update tasks and view the employee directory. However, Assignees cannot access client information, ensuring sensitive data remains secure.

This role management system controls access across the platform based on assigned roles. The intuitive interface allows easy role assignment through a simple drop-down menu. It ensures efficient team management and saves time.

Moxie, on the other hand, provides customizable roles with adjustable permissions for each team member. 

This flexibility allows agencies to define unique access levels for every role. However, this requires manual configuration, making the setup process more time-consuming.

For teams that need granular control, Moxie’s role customization is appealing. But for quick setup and ease of use, Agency Handy’s predefined roles are more efficient. Overall, Moxie excels in flexibility, while Agency Handy prioritizes simplicity and speed.

Client Management

Agency Handy excels in client management with customizable profiles, task-contextualized client communication, and a structured ticketing system, enhancing communication and organization. Moxie too has similar tools with integrated ticketing, multi-channel client communication, and in-depth client profiles. 

Both Agency Handy and Moxie provide dedicated client portals, but Agency Handy offers more comprehensive features tailored for digital agencies. Its client profiles with custom fields allow agencies to capture and organize client information effectively.

Additionally, Agency Handy allows lead management features that let you track leads throughout the sales funnel. You can add in add contact, address, source, value, last contacted, etc. for each lead, keeping all info in one safe space.

Even better, you get to assign leads to a specific team member and see who’s working on with the filter option. That way, you can make sure your sales team is being efficient. 

In contrast, Moxie’s centralized client snapshot with health tracking is valuable. It may not be as relevant for agencies with diverse client bases and varying order requirements.

Moxie’s “Universal Inbox” for client communication is a useful feature. But Agency Handy’s built-in ticketing system with priority settings provides a more structured approach to managing client issues and requests.

Through built-in tickets and commenting features, clients can comment on individual tasks and orders. They can also attach file links to comments, and tag members with “@” mentions for effective communication.

For agencies focused on streamlining client management, Agency Handy’s custom client profiles and ticketing system offer distinct advantages. However, freelancers or smaller teams may find Moxie’s client snapshot and communication tools more suitable for their needs.

In short, both platforms prioritize client collaboration and communication, ensuring a seamless experience for clients regardless of the software chosen.

Billing & Invoicing

Agency Handy excels with automated subscription management, self-checkout invoicing, and support for traditional bank payments. Moxie lacks self-checkout automation but offers expense tracking for freelancers. For agencies prioritizing efficiency, Agency Handy is superior, while Moxie suits simpler workflows.

When it comes to invoicing and subscription management, Agency Handy is the clear winner for digital agencies. 

It offers robust automated subscription management and invoicing for self-checkout orders. Agencies can also accept traditional bank payments, a feature Moxie lacks.

Its subscription management automatically generates invoices for recurring orders. This saves agencies significant time and effort. 

If a client purchases a service through self-checkout, the invoice is generated automatically. This automation streamlines the order processing and invoicing process.

Agency Handy also allows the manual creation of invoices for orders. It supports payments through traditional banking for clients without online payment access.

Moxie offers recurring invoicing but lacks self-checkout with automated invoice creation. This makes it less efficient for seamless order processing. However, it provides expense tracking with reimbursement options. This can be helpful for freelancers billing client expenses.

Agency Handy does not include expense tracking. Agencies may need separate accounting tools for more complex financial needs.

For agencies prioritizing efficiency, Agency Handy’s automation offers a clear advantage. Freelancers and small teams may prefer Moxie’s expense-tracking features for simpler workflows.

Customization & Branding

Agency Handy excels in branding with advanced email customization and multi-language support, catering to global clients and diverse markets. Moxie offers basic branding and custom email setup but lacks in-mail customization and multi-language features, limiting its appeal to international agencies.

When it comes to branding and customization, Agency Handy takes the lead. It offers full-fledged email customization and multi-language support, features that Moxie currently lacks.

Both platforms provide extensive customization options, including custom branding, color schemes, and domain configurations. 

Additionally, they offer fully white-labeled emails. This enables agencies and freelancers to maintain a consistent brand identity throughout their communications.

When it comes to email customization, Agency Handy gives you the tools to make every message truly yours. You can set up a custom email and go even further by editing subjects, headers, footers, and templates. This level of flexibility helps you align emails perfectly with your brand.

Moxie, on the other hand, only lets you add a custom email address. While useful, it lacks the ability to edit the email’s content or structure. If customizing every detail of your communication matters to you, Agency Handy clearly stands out as the better option.

It further lacks in multi-language support. This limitation may reduce its appeal to agencies targeting international markets. It also affects agencies working with clients who speak different languages.

For agencies operating globally, Agency Handy’s multi-language support is a major advantage. It ensures smooth collaboration across cultural and linguistic barriers.

For freelancers or agencies with a localized client base, Moxie’s branding and customization may be sufficient. In such cases, the absence of a multi-language feature might not be a significant issue.

Integration & Scalability

Agency Handy excels with multi-workspace support, ideal for agencies managing multiple business wings and teams. Moxie’s single workspace model increases costs and complexity for such setups. However, Moxie offers superior integrations with tools like Google Calendar and QuickBooks, better suited for freelancers.

If you manage different business units, Agency Handy makes things easier with its multi-workspace feature. You can handle up to five workspaces under its highest plan, keeping your projects and teams organized. This setup helps you work smoothly across various business units without mixing things up.

On the other hand, Moxie uses a single workspace for everything, which might be challenging if you handle multiple teams. To create separate workspaces, you’ll need extra subscriptions, which adds cost and hassle. Switching between accounts can also slow you down, affecting your productivity.

But where it does stand out is its range of integrations. It connects with tools like Google Calendar, Xero, QuickBooks, and Plaid, helping you sync data and streamline your work across platforms. 

Agency Handy focuses mostly on payment gateways, which work well for agency billing but don’t provide as many integration options for other tools.

If you manage large teams or multiple clients, Agency Handy’s workspace support can be a big help. But if you’re a freelancer or a smaller team relying on connected tools, Moxie might suit you better. 

Pricing & Plans

Agency Handy offers more affordable pricing than Moxie when you consider scalability and team size, but it has a higher starting price. Agency Handy’s flexible 

Agency Handy Pricing Plans:

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

Solopreneur:

• $69/month (billed monthly)
• $49/month (billed annually)
• For up to 3 users, includes unlimited clients, orders, service catalogs, basic onboarding, and order management tools.

Teams:

• $149/month (billed monthly)
• $99/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:

• $199/month (billed monthly)
• $149/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.

Moxie Pricing Plans

Moxie offers simple, affordable pricing plans tailored for freelancers and small teams.

Alt: Moxie Pricing

Pro

• $25/month (billed monthly)
• $20/month (billed annually)
• 1 full license, Unlimited project collaborators, Moxie Assistant for task and project support, Priority support by real people & Comprehensive tools for running a freelance business.

Teams

• $40/month (billed monthly)
• $32/month (billed annually)
• 5 Team members, Unlimited project collaborators, Moxie Assistant for team coordination, Enhanced support for multiple users, & Designed for small teams tackling larger projects.

Agency Handy vs Moxie: Which Software Should You Choose?

Choosing between Agency Handy and Moxie depends on your specific needs and priorities.

Choose Agency Handy If:

• You run a digital agency catering to multiple clients, with complex agency management needs.
• You require a comprehensive service catalog and website embedding capabilities to showcase your services effectively.
• You need streamlined client onboarding with custom order forms, intake forms, and quote/proposal generation.
• You prioritize automated subscription management and seamless recurring invoicing for your service-based business model.
• You seek multi-workspace support to manage different clients or teams efficiently within a single platform.
• You value customization options, such as email branding, multi-language support, and the ability to create custom pricing plans.
• You anticipate scaling your agency operations and require a platform that can accommodate growth in terms of users and features.

Choose Moxie If:

• You are a freelancer or solopreneur with relatively straightforward client management needs.
• You prioritize comprehensive time-tracking capabilities with detailed insights and reporting for accurate client billing.
• You require basic expense tracking and reimbursement features to manage project costs effectively.
• You value deep integrations with popular tools like Google Calendar, Plaid, Xero, and QuickBooks to streamline your workflow.
• You operate within a localized market or have a limited client base, making multi-language support a secondary concern.
• You are on a tight budget and seek an affordable entry-level plan with basic client management functionalities.
• You do not anticipate significant team or client growth in the near future, making scalability a less critical factor. 

Ultimately, the choice between Agency Handy and Moxie should be guided by your specific business needs, workflow requirements, and growth aspirations.

Agency Handy caters to digital agencies with its comprehensive feature set, while Moxie offers a more streamlined solution tailored for freelancers and solopreneurs.

TL;DR

Advantages of Agency Handy over Moxie:

1. Service catalog for showcasing and selling multiple services
2. Single service listing with self-checkout capabilities
3. Website embedding of service catalog or single services
4. Custom order forms with multiple pricing options and self-checkout
5. Subscription management with automatic task distribution and invoicing
6. Affiliate program (coming soon)
7. Built-in priority-based ticketing system
8. Multi-workspace support for handling multiple clients/teams
9. Full email customization capabilities
10. Multi-language support
11. Higher-tier plans for up to 30 users
12. Custom pricing options are available

Advantages of Moxie over Agency Handy:

1. More affordable entry-level pricing for individual users
2. Dedicated time tracking with insights and reporting
3. Expense tracking and reimbursement features
4. Integrations with tools like Google Calendar, Plaid, Xero, QuickBooks, etc.
5. Calendar and scheduling features
6. Virtual phone capabilities
7. Mobile apps available

Wrapping Up

In summary, Agency Handy emerges as the superior choice for digital agencies requiring robust client acquisition, onboarding, and subscription management capabilities. In Contrast, Moxie caters better to freelancers and solopreneurs with its affordable pricing, time-tracking, expense management, and integration strengths, making the selection dependent on specific business needs and growth aspirations.