Agency Handy

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Agency Handy VS vcita

The Complete Solution for Client Onboarding, Order Management, and Payment Tracking!

Unlike vcita, which lacks service listing, order management, and integrated ticketing, Agency Handy brings every essential feature into one place. From tracking orders to creating and assigning tasks with built-in client feedback, keep every detail organized without needing extra tools. Take control of your client journey seamlessly with Agency Handy today!

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Agency Handy VS. vcita

Feature-by-Feature Comparison

Features

Agency Handy

vcita

Starter Plan (Per User Cost)

$10/month

$10/month

Custom Client Portal

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Service Catalog

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Multi Package Service Listing

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Order and Task Tracking

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Tasks Visualization

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Roles and Permissions Control

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Client Approval Process

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Built-In Client Communication

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Meeting Scheduling

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Subscription Management

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Contract Management

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Terms and Conditions in Contract

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File Sharing

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Integrated Ticketing System

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Billing and Invoicing

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Free-Trial Period

7 days

14 days

What Our Clients Say!

Why Should You Choose Agency Handy Over vcita?

Agency Handy Service Catalog

List Your Services in Catalog and Add Detailed Packages!

While vcita only offers basic service categorization, Agency Handy lets you create an easily shareable service catalog with multi-package service listings.

Agency Handy lets you create a comprehensive catalog of offerings, complete with descriptions, pricing, and even multi-package options. Agency Handy enables you to set up to 3 packages with different price points and offers the flexibility to include a trial period. This organized, client-focused setup enhances transparency and simplifies the booking process, ensuring a smooth client experience from the very start.

Order and Task Management to Ensure Timely Deliveries

While vcita only tracks team availability for meetings, Agency Handy enables task assignment to team members, progress tracking, and comprehensive order management.

With Agency Handy, you can track orders, create tasks, set default tasks for specific orders and assign them to team members—all within one platform. This feature includes real-time updates and built-in client feedback, ensuring that every project stays on schedule and nothing slips through the cracks. By centralizing order and task management, Agency Handy supports reliable deliveries for your clients.

Agency Handy Team Communication
Agency Handy Order Form

Order Forms Let You Upsell Services & Display Add-on Prices

While vcita lacks order forms, Agency Handy lets clients view add-ons, upsell options, and make direct purchases through a self-checkout order form.

With Agency Handy’s order form feature, you can present additional services and pricing options at checkout, allowing clients to customize purchases and complete transactions seamlessly. This setup not only improves client experience but also boosts revenue by increasing upsell opportunities.

Better Internal Collaboration Tools & Team Management

Agency Handy offers a straightforward role-based permission system and order-specific task assignment tools, while vcita’s role permission is unnecessarily complicated.

With Agency Handy, team members can interact with each other by commenting on tasks and can collaborate for task completion. You can control access by assigning roles and inviting new members via email in just one click. Additionally, Agency Handy’s Team tab provides easy access to team information and settings—features vcita lacks.

Agency Handy Team Communication

Explore More Features of Agency Handy

Forms

Boards

Invoice

Tasks

Ticket

Dashboard

Service

Client Portal

Custom Branding

Files

Scalable Software Built for Agencies, By Agencies

Stop settling for mediocre software. Upgrade to Agency Handy and see your agency reach its full potential.

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Modular Design

Every agency has unique workflows. Our modular design allows you to build the perfect platform for your specific needs, streamlining processes and boosting efficiency.

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100% White Label

Agency Handy lets you remove all traces of our branding, allowing you to showcase your agency and present a professional, branded experience that fortifies your image.

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Support & Feedback

We prioritize ongoing real-world agency-driven development. Share your feedback with our channels and community. Get quick support from our expert team for a seamless experience.

Pricing

Agency Handy

Paid Plan Starts at

$49/Month

vcita

Monthly Billing

$29/Month

Frequently asked questions

Yes, we don’t nickel and dime you for every little feature. Here are more answers:

Agency Handy offers integrated order and task management, allowing you to assign, track, and complete tasks within the platform. vcita, by contrast, focuses mainly on scheduling and client interactions. So, it’s a tool more focused on customer acquisition and onboarding rather than managing client orders and ensuring delivery.

Yes, Agency Handy simplifies client feedback by integrating it directly into order and task tracking, allowing you to gather and respond to client input within the platform. In contrast, vcita lacks dedicated tools for managing feedback in real-time, which can make it harder to keep track of client insights and follow-ups seamlessly.

Yes, clients can open support tickets directly in Agency Handy, allowing them to set priorities, add comments, and upload files as needed. This built-in system keeps both clients and agencies informed in real time, ensuring quick responses. In contrast, vcita lacks a dedicated ticketing feature, limiting real-time support options.

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

Choosing between Agency Handy’s all-in-one platform and vcita’s client management suite depends on your agency’s specific needs.

  • For digital agencies of all sizes, Agency Handy is a top choice for managing the entire client journey. 
  • For small businesses needing a client portal with lead capturing, CRM, and direct client engagement through email and SMS, vcita is a strong option. 

Let’s dive in to see which platform aligns with your agency’s goals.

Guide Topics​

Agency Handy vs vcita: A Detailed Comparison

Both Agency Handy and vcita provide essential tools for managing client relationships, but each brings distinct strengths to the table. 

This comparison explores how they stack up in areas like client engagement, service cataloging, task and order management, team collaboration, and pricing.

Target Users

Agency Handy is ideal for digital agencies in tech, marketing, and consulting needing robust agency management software. In contrast, vcita targets small businesses with a mix of CRM and marketing tools. It offers a client portal with lead management, CRM, and email/SMS marketing fitting across industries.

Feature

Agency Handy

vcita

Focus Area

Full agency management

Lead capture & CRM 

Best Suited For

Digital agencies managing projects and clients

Small businesses

Key Features

  • Multi-Package Service Catalogs
  • Built-in Task and Order Management
  • Custom Intake and Order Forms
  • Email and SMS campaign
  • Automated Meeting Scheduling
  • CRM 

Agency Handy offers an intuitive, easy-to-navigate interface with easy access to all tools through the sidebar. The platform offers features that help agencies acquire new clients, set up seamless onboarding, manage orders and tasks, and collaborate internally and with clients. 

With so many features that are in-built, Agency Handy can single-handedly facilitate your entire customer journey, making it fit for agencies with limited resources. On the other hand, its generous higher-tier plans ensure that mid to large scale businesses can also meet their needs. 

On the other hand, vcita caters to small businesses, providing a mix of CRM and lead management features. Their starter plan is affordable to businesses looking for CRM features with basic client communication and client portals. However, the starter plan has very limited lead management features. 

So, for vcita’s lead management features, the target users are well-established small businesses with more resources to pay for higher-tier plans. 

Client Acquisition

Agency Handy focuses on detailed service cataloging and pricing flexibility. With this platform, you can send clients individual services or entire catalog, show pricing, or hide pricing, offering a lot of flexibility. On the other hand, vcita offers email and SMS campaigns, lead widgets and forms on the website, etc. 

Focus Area

Agency Handy

vcita

Service Listing

Showcase services individually or in multi-packages with pricing control

Service listing with basic categorization

Direct Orders

Clients can place orders directly through the service catalog

Client Reviews

Display client feedback

Price Visibility

Option to show or hide prices for each client

Email & SMS Marketing 

Upto 10,000 recipients

Agency Handy delivers robust client acquisition tools that go beyond standard client portals. Agencies can create unlimited service listings—either as one-time or subscription-based offerings—and organize them into three pricing tiers, giving clients clear and flexible options. 

Agency Handy Service Packages

Each service listing provides detailed descriptions, FAQs, and an optional trial period to help clients make well-informed choices.

Clients can also use a direct self-checkout option, while agencies receive order approval requests for streamlined management. Sharing the catalog or individual service links is simple through a “Share URL” feature, which allows agencies to show or hide pricing as needed. This customization enhances service presentations, increasing the chances of client acquisition.

Agency Handy Share URL

In contrast, vcita captures contact details of website visitors through sign-up forms and other online forms. It offers SMS & email marketing and creating service menus. 

Each service needs to be categorized as a one-on-one appointment or group event based on which prospects can schedule meetings through vcita. 

vcita service menu

Client Onboarding

Agency Handy provides custom intake forms for essential client information and order forms with add-ons, upsell options, and self-checkout to streamline onboarding and boost revenue. vcita, lacking order forms, offers intake forms that capture client details, add custom fields, and service-specific questions.

Feature

Agency Handy

vcita

Customizable Intake Forms

Create intake forms for each service offering

Custom intake forms

Order Forms

Fully customizable to match specific service needs

Proposal

Proposals with order details, file uploads, terms & conditions with e-signature

Document sharing with third-party integration for e-signature

At Agency Handy, we make it easy for you to get started by providing a simple, personalized client onboarding experience. 

You can create custom intake and order forms designed specifically for your needs. These forms help you gather only the most important details, whether it’s through multiple-choice questions, short answers, or even file uploads.

We also offer tools like tables and file-sharing options within the forms, so you can smoothly exchange information. This way, you can collect and share everything you need without unnecessary complications, keeping the process clear and efficient.

Agency Handy Intake Form

Order forms enable clients to see add-ons, choose to upsell options, and complete self-checkout—creating a straightforward setup for increased revenue. This organized approach makes it easy to gather key client information, helping to make onboarding efficient and profitable.

Agency Handy Order Form

On the other hand, vcita doesn’t offer order forms, but it does provide intake forms for gathering client information. You can use these forms to collect essential details, like email and first name, and even add custom fields to fit your specific needs.

What’s more, vcita allows you to set business policies, and terms of service and ask service-specific questions on each form. The service-specific options help you capture extra booking details, which are visible to your staff but won’t be saved to the client’s main profile.

Order & Task Management

Agency Handy automates order creation and task setup per service purchase, supporting task assignments, priorities, deadlines, and Kanban tracking. vcita, focused on calendar views for meeting scheduling, lacks in-built order tracking, offering only file sharing through the client portal and a document library.

Feature

Agency Handy

vcita

Automatic Order Creation

Allows automatic order generation after client action

Task Assignment with Priorities

Supports task assignment with priority settings

Assign meetings to team members’ calendars

Task Visualization

Kanban board and other visual tools for task tracking

Calendar view for checking meeting schedule

File Management and Library

Organized file library for easy access

Library only supports documents

File Uploads by Clients

Clients can upload files directly to the portal

Supports client file uploads

With Agency Handy, each service purchase automatically generates a new order, and you can set default tasks tied to each service. This automation streamlines your workflow, as related tasks are created instantly when a client places an order. 

Agency Handy Order Management

Clients can also request specific tasks, which you can assign to multiple team members, defining priorities and deadlines. The platform’s Kanban board provides a clear visual of task progress and dependencies, making it simple to monitor ongoing projects.

Agency Handy Kanban

Agency Handy’s file management system is equally comprehensive. Clients and team members can upload and organize files related to each order, storing documents in folders that can be sorted alphabetically or by date.

Agency Handy Files

This feature enhances organization, allowing easy access to necessary files and ensuring that everything remains orderly throughout the project.

In contrast, vcita offers calendar-focused task management for meeting scheduling rather than full order tracking. 

Team members can assign meeting times to each other’s calendars and view overall availability, though the platform lacks task tracking for project progress. 

For document management, vcita includes file upload capabilities, allowing clients to submit files through the portal. However, the library has a limited storage of 20 GB and supports only document files. 

vcita Document

This setup can be limiting for teams that rely heavily on detailed file organization, as there is no structured library to manage files by order or client.

Team Management

Agency Handy provides flexible roles—super-admin, admin, manager, and assignee—with straightforward access control and task permissions, easily managed via the Team tab. Again, vcita offers 5 user roles and team invitations, but its role permissions are tough to grasp, and the setup is harder to navigate.

Feature

Agency Handy

vcita

User Roles & Permissions

  • Super Admin
  • Admin
  • Manager
  • Assignee
  • User
  • Collaborator
  • Marketing,
  • Manager
  • Administrator

Client Access Permissions

Available

Available

Team Invitations

Available

Available

Agency Handy allows flexible team role management with four options: super-admin, admin, manager, and assignee. The assignee role is the most limited, with task updates and directory access but no client data permissions. 

Agency Handy Roles & Permission

Admin and project manager roles share most functions, although only admins can change team roles, while super-admins manage adding clients and workspaces, ensuring data security.

In the Team tab, you can filter and adjust roles or delete members through a convenient drop-down. Inviting new team members is also easy; just enter their email and select the role.

Agency Handy Team

vcita offers five user roles—User, Collaborator, Marketing, Manager, and Administrator—with access control options. It supports client permissions and simple team invitations, making it easier for businesses to structure team roles effectively.

vcita Roles

However, role permissions are harder to understand, which makes it confusing to assign roles to team members. It’s also slightly harder to access team management settings when compared to Agency Handy. 

Client Management

Agency Handy offers integrated client management with profiles, communication, and ticketing, streamlining urgent requests and client collaboration. In contrast, vcita provides a branded portal with two-way SMS, email, and customizable client profiles, though it lacks a built-in ticketing system.

Focus Area

Agency Handy

vcita

Client Portal

Available

Available

Client Profiles

Available

Available

Communication

In-built messaging and email

2-way SMS with client and email

Ticketing System

Available

Agency Handy equips agencies with a complete client management platform, combining client profiles, communication tools, and tracking capabilities within a single interface. 

Agency Handy Clients

The client portal facilitates client interactions, with profiles capturing essential details like contact information, recent orders, and invoices—supporting a personalized approach to each client. 

Agency Handy Client Profile

Additionally, Agency Handy’s ticketing system handles urgent requests seamlessly, allowing both clients and team members to create and prioritize tickets, add comments, and share files for fast resolution. Task updates also keep communication clear and continuous.

Agency Handy Tickets

On the other hand, vcita provides a branded client portal and offers two-way SMS and email for client communications. Moreover, you can set up detailed client profiles with editable client cards. 

vcita Clients

The platform allows you to link several related clients together, which is called client nesting, and also update client status by tracking customer lifecycle. However, it falls short of providing clients with immediate support and doesn’t offer a ticketing system like Agency Handy. 

Billing & Invoicing

Both Agency Handy and vcita offer smooth billing and invoicing, but the major difference is Wise. You can get paid via Wise in Agency Handy, which isn’t available in vcita. The rest of the things are similar in terms of invoicing, subscription management, reminders, etc. 

Focus Area

Agency Handy

vcita

Invoicing

Available

Available

Payment Gateways

  • Stripe
  • Wise
  • PayPal
  • Manual banking
  • PayPal
  • Venmo
  • Stripe
  • Square
  • Manual banking

Recurring payments

Available

Available

Agency Handy offers a complete billing system tailored for agencies managing complex payments. It offers customizable invoices that allow for detailed line items, split payments, and support for over 100 currencies—making it ideal for diverse billing needs.

Agency Handy Invoice

Additionally, recurring billing automation is built into the platform to ensure seamless invoicing for subscriptions. Payment options are integrated with gateways like PayPal, Stripe, Wise, and manual banking, providing flexibility for clients. 

Moreover, automated reminders also ensure timely payments with preset alerts below:

  • Regular Invoices: 3 and 7 days after the due date.
  • Subscriptions: 1 to 3 days before the payment deadline.

On the other hand, vcita offers a billing and invoicing tool designed for small businesses. It features customizable templates, branding, and easy payment options (PayPal, Venmo, Stripe, Square, & Manual banking). 

vcita Invoice

It automates overdue reminders and recurring billing and provides real-time insights into payment statuses. Additional features include deposits, discounts, and tip collection.

However, vcita lacks advanced features like order-based billing and split payments support found in Agency Handy, which is ideal for managing complex billing setups.

Customization & Branding

Agency Handy offers powerful customization for full client portal branding—set colors, logos, and domains, plus branded emails and invoices. Ideal for global agencies with 14-language support. vcita also allows custom branding with colors, logos, and a personalized URL, though language options are more limited.

Focus Area

Agency Handy

vcita

Style Customization

Customization including colors, logos, custom domains, and branded portals

Custom branding, colors, action buttons, URL, business profile

Email Customization

Customizable branded emails

Customizable branded emails

Remove “Powered By”

Available on all plans

Business subscription or higher

Multi-Language Support

Supports 14 languages

Supports 9 languages

Agency Handy offers comprehensive branding and customization options, granting agencies complete control over their client portal’s look. Users can set custom colors, logos, and domains, ensuring a cohesive branded experience throughout, including white labeling across all client interactions. 

Agency Handy Branding

Additionally, branded email templates maintain consistent communication, while invoicing features allow a one-time setup for agency-specific branding. With support for up to 14 languages, it’s an ideal solution for agencies with global clients.

Agency Handy Multi-Language

Similar to Agency Handy, vcita also offers solid customization options for small businesses, with adjustable colors, logos, action buttons, and a custom client portal URL. Plus, branded emails that you can personalize. 

However, vcita supports fewer languages which can make the platform less user-friendly for international clients. 

vcita Branding

Integrations and Scalability

Agency Handy excels in integrations, supporting Stripe, Wise, PayPal, and 30,000 automated webhook events for smooth data sync. vcita connects with tools like Google Calendar, Outlook, and Zoom. But limits powerful integrations, like QuickBooks and Zapier, to premium plans, making Agency Handy a more accessible choice.

Features

Agency Handy

vcita

Third-party Integrations

Webhooks (up to 30,000 events)

  • QuickBooks
  • Google Analytics
  • Zapier
  • Facebook Messenger
  • Google Calendar
  • Outlook Calendar & More

Payment Integrations

  • Stripe
  • Wise
  • PayPal
  • Square
  • Venmo
  • PayPal
  • Stripe

Multiple Workspace

Available (Up to 5)

Agency Handy shines with robust integration capabilities and extensive payment support, featuring gateways like Stripe, Wise, PayPal, and manual banking for flexible transactions. 

Agency Handy Integrations

Its webhooks can handle up to 30,000 automated events, ensuring seamless data synchronization with external tools and real-time updates across platforms. 

In contrast, vcita mainly offers exceptional integration support for meeting scheduling and client communication, including Google Calendar, Outlook Calendar, Zoom, & Facebook Messenger. 

vcita Integrations

However, it saves all its powerful integrations (QuickBooks, Zapier, Google Analytics 4) for its most expensive plan, making these capabilities unavailable to most users. 

Between the two tools, Agency Handy is more focused on offering in-built capabilities while vcita stands on the back of integrations. 

For example, with its built-in task management Agency Handy outshines vcita which relies on Zapier for task management. Moreover, Agency Handy has built-in e-signature capabilities, whereas vcita offers integrations like approval integration. 

Additionally, Vcita’s lack of multiple workspaces limits scalability, making it suited for small businesses, while Agency Handy’s support for multiple workspaces allows seamless management for larger, multi-department organizations.

Pricing Plans

Agency Handy and vcita offer distinct pricing structures designed to cater to different business needs and sizes. Here’s a quick comparison of their plans and pricing:

Focus Area

Agency Handy

vcita

Entry-Level

$49/month (3 users)

$29/month per internal user

Mid-Tier

$99/month (10 users)

$54/month per internal user

High-End

$149/month (30 users)

$93/month per internal user

Custom Pricing

Available

Storage Capacity

Up to 20TB

50MB to 20GB depending on plan

Free Trial

14-day free trial

14-day free trial

Agency Handy Pricing Plans:

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

Agency Handy Pricing

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.

vcita Pricing Plans

vcita provides a range of plans designed for small businesses at different growth stages:

vcita Pricing

Kickstart

  • $35/month (billed monthly)
  • $29/month (billed annually)
  • Ideal for solopreneurs, includes client management, invoicing, online payments, a business calendar, and basic email and SMS marketing.

Business

  • $65/month (billed monthly)
  • $54/month (billed annually)
  • Designed for growing businesses, includes everything in Kickstart, plus advanced calendar features, automated billing, staff roles, and more marketing tools.

Platinum

  • $110/month (billed monthly)
  • $93/month (billed annually)
  • Suitable for established businesses looking for added functionality, includes all Business features, plus integrations with QuickBooks, Zapier, and Google Analytics, priority support, and larger storage.

Each plan offers flexibility to help businesses streamline client management and scale their operations efficiently.

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

Agency Handy and vcita cater to different types of businesses, each offering tools tailored to meet specific management and client needs. Here’s how to decide which platform aligns with your business goals.

Choose Agency Handy if:

  • You’re a digital agency, marketing firm, or consultancy managing complex client services, diverse projects, and high volumes.
  • Your business operates with a large team or a multi-service setup, benefiting from centralized workflows, robust task management, and integrated billing features.
  • You serve international clients and require a unified brand experience with language and branding customizations.

Choose vcita if:

  • You’re a small to mid-sized business, service provider, or consultant needing a user-friendly, all-in-one platform for CRM, scheduling, and invoicing.
  • Your focus includes strong client communication, using two-way SMS, emails, and a client portal that keeps clients engaged and informed.
  • You want a scalable, marketing-enabled tool to streamline appointment bookings, manage payments, and foster ongoing client relationships.

Both platforms offer distinctive advantages, with Agency Handy focused on agency-specific workflows and vcita providing accessible tools that simplify client interactions and service management.

Wrapping Up

Both Agency Handy and vcita excel at managing client relationships, yet each targets unique business needs. 

Agency Handy stands out for digital agencies requiring advanced task workflows, extensive customization, and scalability across projects. 

Meanwhile, vcita is ideal for small businesses and consultants focused on easy scheduling, streamlined invoicing, and accessible client communication tools. 

Choosing the best fit depends on your business size, complexity, and the specific tools you need to enhance efficiency and client engagement.