Agency Handy vs SuperOkay

Agency Handy vs SuperOkay: A Detailed Comparison 

Agency Handy and SuperOkay each serve unique needs. We’ll compare their client onboarding, task management, billing, customization, and integrations to help you find the right fit for your agency.

Target Users

Agency Handy is ideal for agencies of all sizes needing complete client management, while SuperOkay suits smaller teams seeking streamlined, collaborative tools.

Agency Handy’s features support agencies from service initiation to billing and client feedback. 

Agency Handy is built for agencies of all sizes that need an intuitive, end-to-end platform for client management. Its user-friendly interface makes it easy to customize service catalogs, manage client orders, and streamline billing. 

With features like split payments, integrated ticketing, and Kanban boards, it’s designed for teams that handle diverse services and require detailed control over tasks and client interactions.

SuperOkay, on the other hand, suits smaller teams seeking a simple, white-labeled portal for basic collaboration. Its UI is clean and offers straightforward navigation for real-time document sharing and proposals. 

The platform’s lack of in-depth task and client management can be seen in several areas. It does not support automated task creation or prioritization.

Furthermore, it doesn’t offer a ticketing system for managing client requests or detailed client profiles with historical data for order tracking.

These limitations make it less suitable for larger agencies that need advanced tools to manage complex workflows and client interactions.

Client Acquisition

SuperOkay, while providing a client portal and packaged services, lacks direct order functionality, making Agency Handy more versatile for agencies looking to streamline their client acquisition process.

When it comes to acquiring clients, Agency Handy offers the ability to list unlimited services with up to three tiers per service, giving clients more choices and agencies more opportunities to engage and convert.

This feature allows agencies to display services in customizable groups, set different prices, and even offer up to three packages per service. 

Additionally, clients can enjoy a trial period for services, making it easy to showcase value before a long-term commitment.

Agency Handy’s service catalog can be embedded directly on your website or shared across social media, enabling clients to browse, place orders, leave feedback, and even request extra tasks—all in one platform. 

This cohesive experience makes it easy for potential clients to explore your offerings and engage in self-checkout.

While SuperOkay supports multi-package service displays and embedded catalogs, it limits agencies to just one packaged service on lower-tier plans and up to five on its highest plan. 

Additionally, the absence of direct ordering capabilities and client reviews restricts its flexibility, making it less ideal for agencies looking to streamline client acquisition and engagement.

Client Onboarding

Agency Handy integrates intake and order forms directly into services, while SuperOkay uses customizable pages as a workaround for onboarding forms. 

For client onboarding, Agency Handy excels with customizable intake and order forms that can be tailored to specific services.

Agencies can use a range of fields, from multiple-choice and text to file uploads and date entries, ensuring they capture all essential client details upfront. 

These forms can be mandatory, guaranteeing no information is missed, and clients can complete onboarding and order placement in one go.

Additionally, Agency Handy allows clients to view add-ons, select upsell options, and check out independently, creating revenue opportunities right within the onboarding process. 

This order form can be linked to services in the catalog, ensuring clients only see relevant fields and information for their chosen services. 

Plus, the self-checkout feature simplifies the process, auto-generating invoices for a smooth order-to-billing workflow.

SuperOkay doesn’t offer dedicated proposals, intake, or order forms; instead, it relies on customizable pages that act as a workaround for capturing client data. 

While these pages allow customization, they lack the advanced functionality found in true order forms. 

For instance, SuperOkay’s pages cannot link directly to specific services, which limits their ability to tailor the client onboarding experience. 

Additionally, they don’t support upsell options or offer a true self-checkout process. This means clients can’t independently select add-ons or complete orders in an automated way, making the process less streamlined and more manual compared to a platform with proper order forms.

Task Management

Agency Handy automates task creation with assignment and prioritization on a Kanban board, while SuperOkay offers manual task management without automation.

Agency Handy simplifies task management with automatic task generation for each service order, eliminating manual setup and keeping workflows smooth. 

Tasks can be broken down into sprints, assigned to team members, and prioritized by importance, ensuring critical tasks are handled first. 

The Kanban board provides a clear, visual overview, making it easy to track task progress, set deadlines, and view dependencies—all in real-time.

Additionally, Agency Handy offers a centralized file library, allowing clients and team members to upload and access documents for each order, organized for seamless collaboration. 

Clients can also approve tasks as they’re completed, enabling a more interactive, responsive workflow.

SuperOkay offers Kanban boards for task management, but unlike Agency Handy, it lacks automation for task creation and prioritization features that streamline complex workflows.

SuperOkay offers task assignment features but does not include priority levels, which can make managing complex workflows more challenging. 

While it provides a file library for storing documents, it lacks the more robust task management features found in Agency Handy, such as setting priorities.

Client Management

Agency Handy offers a complete client management system with custom portals, detailed profiles, and integrated ticketing for streamlined support. In contrast, SuperOkay’s customizable portals lack a ticketing system, making client issue tracking more challenging.

Agency Handy offers a client management solution with detailed client profiles that include order history, contact details, and past communications, making it easy to track client interactions. 

Clients can also access their fully customizable client portals, where they receive real-time task updates, upload files, and approve items, all with their brand identity reflected through custom domains and colors.

A standout feature is Agency Handy’s integrated ticketing system, which allows both clients and team members to create, prioritize, and track issues linked to specific orders. 

This ensures urgent client needs are addressed swiftly and efficiently, with comments and file-sharing capabilities built right into the platform.

SuperOkay is effective for basic client management but lacks a dedicated ticketing system, which can lead to inefficiencies in handling client requests. Without a formal system to organize, prioritize, and track requests, agencies find it harder to keep up with multiple or urgent issues.

Additionally, communication within SuperOkay primarily relies on email, which can result in scattered conversations and missed follow-ups.

For agencies needing comprehensive client management, Agency Handy’s organized, interactive setup makes it the more complete choice, enabling seamless communication, issue tracking, and task management.

Team Management

SuperOkay’s three roles—Admin, Project Manager, and Member—limit team flexibility, while Agency Handy offers four distinct roles, including Super-Admin, for more advanced team management and permissions control.

Agency Handy enables smooth team collaboration by offering four distinct roles—Super-Admin, Admin, Manager, and Assignee—each with specific permissions to control platform access. 

Super-Admins have full access, while Assignees are limited to their assigned tasks, ensuring sensitive data is accessible only to those with the proper role. 

Team members can be quickly invited and assigned roles, allowing agencies to easily scale and secure their operations.

SuperOkay provides a flexible multi-user system with three main roles: Admin, Project Manager, and Member, each with different levels of access and responsibilities. 

Admins hold the most control, including managing billing, upgrading or downgrading plans, overseeing client organizations and contacts, and having full access to all projects. They can also create or delete projects and adjust project settings. 

Project Managers, while capable of creating new projects and managing access and settings, lack the ability to handle billing or client contacts, offering them moderate control. 

Members, on the other hand, have the most restricted role, as they can only work on assigned tasks without the ability to create, delete, or modify projects.

Billing & Invoicing

SuperOkay lacks an invoicing feature, relying on manual links for payments. Agency Handy, however, supports customizable invoices, split payments, and multi-currency options for flexibility.

Agency Handy’s invoices are fully customizable, enabling agencies to add detailed line items and set up automated reminders for regular invoices and subscriptions. 

Additionally, it supports split payments, allowing clients to pay in installments across order milestones, making billing more flexible and manageable for both agencies and clients. 

Clients can pay via PayPal, Stripe, Wise, or manual banking, adding flexibility for global transactions.

For agencies handling recurring services, Agency Handy streamlines payment management by sending automated reminders. Invoices trigger reminders 3 and 7 days after they are due, while subscriptions send reminders 3 days and 1 day before the payment deadline. 

SuperOkay doesn’t offer a native invoicing feature. Instead, it provides a workaround by allowing users to link a “Pay Here” button within a document, directing clients to an external payment platform like Stripe. 

While this workaround facilitates payments, it lacks the functionality of customizable invoices with split payments, which Agency Handy supports for more streamlined billing. 

Additionally, while both platforms support multiple currencies, SuperOkay lacks the automated reminders that Agency Handy sends for both invoices and subscriptions. 

For a more advanced, flexible billing experience, Agency Handy stands out as the complete solution.

Customization & Branding

Both Agency Handy and SuperOkay offer customizable branding features like colors, logos, and white labeling. However, SuperOkay provides full white-label options only on its higher-tier plans, while Agency Handy includes full white-labeling across all plans.

Agency Handy gives agencies control over every visual element, from custom colors and logos to sidebar and portal appearance. This full branding extends to a custom sign-in portal, allowing agencies to create a professional and personalized client onboarding experience. 

Additionally, agencies can use a custom domain, ensuring a seamless brand presentation across all client interactions.

The platform also provides dynamic, fully branded email templates, with the flexibility to personalize messages for a consistent client experience. Agency Handy also offers multi-language support making it suitable for global agencies, delivering a localized experience for international clients.

SuperOkay offers robust portal customization, allowing agencies to modify colors, logos, and even customize login pages with background colors, images, text, and button appearance. Similar to Agency Handy, both platforms provide in-depth branding options. 

However, a key difference is that Agency Handy offers full white-labeling on all its plans, ensuring complete branding control from the start, while SuperOkay limits this feature to its higher-tier plans. 

This makes Agency Handy more accessible for agencies requiring complete branding flexibility across all pricing levels.

Integrations

Agency Handy supports a wide range of integrations, offering multiple payment gateways, webhooks, and ample built-in storage, reducing the need for third-party tools. SuperOkay integrates essential collaboration tools but has limited payment options, making it less flexible for agencies with complex requirements.

Agency Handy provides powerful integration options, including Stripe, PayPal, Wise, and manual banking, allowing smooth payment processing for global transactions. 

The platform’s webhooks support up to 30,000 automated events, enhancing workflow automation with third-party tools. 

Additionally, with 20 TB of storage, Agency Handy minimizes the reliance on external storage solutions and includes built-in task management to simplify order workflows.

SuperOkay integrates popular collaboration tools through app embedding, allowing clients to access tools like Figma, Miro, and Airtable directly within the portal. 

However, SuperOkay relies solely on Stripe as its payment gateway, which limits flexibility for agencies needing more options. Additionally, with just 1 TB of storage capacity, it does not meet the demands of agencies such as creative agencies that handle larger volumes of files.

These limitations can restrict scalability and flexibility, particularly for agencies managing larger volumes of data or requiring diverse payment options.

For agencies needing a full suite of payment options and automation, Agency Handy offers more comprehensive integration capabilities.

Storage 

Agency Handy provides substantial, team-shared storage across its plans, making it ideal for agencies handling large volumes of media or order files. SuperOkay, while providing basic storage capabilities, is more suited for teams with lighter file management needs.

Agency Handy’s storage options cater to various agency sizes and storage demands. 

The Solopreneur plan offers 1 TB, which is ideal for freelancers or small teams. The Team plan includes 5 TB, providing ample space for mid-sized agencies managing multiple orders. 

For larger agencies, the Pro plan delivers up to 20 TB of storage, perfect for file-heavy order and collaboration needs.

SuperOkay, by contrast, offers more limited storage, with its Free plan including 0.5 GB and its highest-tier Business plan reaching 1 TB. 

This storage setup works well for agencies with simpler storage needs, though it falls short for teams requiring bulk storage options. For agencies that need shared storage solutions, Agency Handy’s high-capacity plans offer the flexibility and space to keep collaborative services organized and accessible.

Pricing Plans

Agency Handy offers tiered pricing plans with flexible options for various team sizes, supporting agencies as they grow. SuperOkay provides simpler, lower-cost options that are ideal for freelancers and small teams, though with more limited user capacity.

Agency Handy Pricing Plans:

Agency Handy provides flexible plans to meet different agency needs:

• Solopreneur: $49/month (annual billing) or $69/month (monthly billing) for up to 3 users. Includes unlimited clients, orders, basic onboarding tools, and service catalogs.
• Teams: $99/month (annual billing) or $149/month (monthly billing) for up to 10 users. Adds team collaboration, advanced task management, and enhanced client communication features.
• Pro: $149/month (annual billing) or $199/month (monthly billing) for up to 20 users. Offers advanced reporting, priority support, and extensive customization for larger teams.

SuperOkay Pricing Plans:

SuperOkay’s simpler, budget-friendly plans cater to freelancers and small agencies:

• Solo: $9/month for up to 3 users, including unlimited projects, document management, and essential collaboration tools.
• Solo+: $29/month for 5 users, adding white-label options, custom domains, and 10GB storage.
• Business: $112/month for unlimited users, with 1 TB storage, dedicated support, and advanced permissions.

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

Agency Handy and SuperOkay each bring unique benefits for agency management and client collaboration. Let’s explore which platform aligns best with your team’s requirements and goals.

Agency Handy is your pick if:

• You need a fully customizable service catalog with direct ordering and website embedding.
• Managing a large team with flexible roles and permissions is essential.
• Split payments, subscription management, and automated billing reminders are key to your workflow.
• Your agency requires detailed client onboarding forms and order management tools.
• Visual task tracking, like Kanban boards, supports your team’s productivity.
• An integrated ticketing system is important for managing client support requests.
• Complete branding control, including white labeling and custom domains, is crucial.
• You work with international clients and need multi-language support.

SuperOkay is your pick if:

• You want a simple, white-labeled client portal with customizable colors and logos.
• Your team benefits from embedded tools like Airtable, Figma, and Miro for collaborative projects.
• A streamlined solution for managing clients, tasks, and documents fits your agency’s needs.
• You need essential invoicing with basic Stripe payment integration.
• Your agency operates with smaller teams focused on straightforward client interactions.
• Real-time document sharing and basic client management features are top priorities.

Wrapping Up

Choosing between Agency Handy and SuperOkay depends on your agency’s needs for flexibility, scalability, and client management. 

If you’re looking for an all-in-one solution with advanced features like split billing, integrated ticketing, and customizable onboarding forms, Agency Handy is a strong choice. It offers comprehensive, end-to-end management crafted specifically for larger agencies.

On the other hand, SuperOkay offers a streamlined, white-labeled client portal with essential tools, suitable for smaller teams focused on straightforward client collaboration. 

Consider your team’s goals to determine which platform will best drive your agency’s growth and efficiency.