Agency Handy VS. Zendo

Explore Which One Suits You The Best: Agency Handy Or Zendo?

Are you trying to choose between Agency Handy and Zendo? Both platforms are excellent for managing client workflows, but the right one depends on your business needs.

• If you run a growing agency with multiple clients and orders, Agency Handy can be the ideal solution.
• If you’re a freelancer or run a small service-based business, Zendo’s simpler, more automated approach might fit your needs better.

Keep reading, and we’ll break down the strengths of Agency Handy and Zendo to help you decide which one will enhance your workflow and make managing your business easier.

Agency Handy vs Zendo: A Detailed Comparison

In this section, we’ll compare key areas such as who these platforms are best suited for, their use cases, task and client management capabilities, billing and invoicing features, and pricing plans. Let’s dive in.

Target Users

If you’re running a digital agency with complex workflows, Agency Handy is the better fit with its simple UI, advanced client, and order management. Zendo, however, is designed for freelancers and small service-based businesses looking for a simpler, more intuitive workflow system.

Agency Handy is the leading Zendo alternative for digital agencies. Whether you work with many clients, need service catalogs, or rely on strong project management tools, it has all the right features to help you succeed.

It’s designed to help you handle everything from onboarding to final payment within one platform.

On the other hand, Zendo offers a more straightforward, streamlined solution. It’s best suited for freelancers and small businesses who sell services like subscriptions or custom projects. But the features and settings are quite overwhelming.

With Zendo, you can manage quotes, invoices, and client interactions in one intuitive system, without the need for complex workflows.

Alt: Zendo Dashboard

Client Acquisition

Both Agency Handy and Zendo offer customizable service catalogs, but Agency Handy stands out with multi-package services, client feedback, and review features. It’s a more flexible solution for agencies.

If you’re managing a range of services, Agency Handy gives you the upper hand with its multi package service offerings. 

You can bundle different services into customizable packages of up to 3, tailoring them to client needs without restrictions. It allows you to enable a free trial period for the clients to check out your services.

Whether you need to offer one-time projects, ongoing subscriptions, or complex tiered services, Agency Handy’s multi package system provides the flexibility to adjust pricing, features, and service terms. 

Additionally, clients can leave reviews on the services directly within the platform. This built-in reviews system helps you gather insights and make improvements, ensuring continuous client satisfaction. 

You can also hide pricing for certain services when needed, giving you control over how offers are presented and making it easier to stand out in competitive markets.

Another cool feature is coupon management, where you can create unlimited coupons for each service. You can set a percentage-wise discount or a specific amount. Choose the deadline, conditions, and select which customers can access and redeem a coupon. 

Meanwhile, Zendo also offers a simplified approach to service catalogs, making it easy to create, share, and manage your offerings. 

You can create a public service catalog, share it with clients, or even link it directly to your website. It’s customizable, too—allowing you to upload images, add descriptions, and adjust service visibility with a single click. However, it lacks a built-in review system for the services.

Both platforms allow you to share your service catalog publicly, but Agency Handy also allows you to embed it with your website.

Client Onboarding

Both platforms provide smooth client onboarding experiences. However, Agency Handy stands out with its automated client invitations and customizable intake forms, making the process faster and more personalized. While Zendo ensures seamless data collection, it lacks the advanced onboarding tools in comparison.

Agency Handy gives you the tools to make client onboarding smooth and efficient. With intake forms, you can create a customized way to gather important information immediately. You decide what data you need, whether it’s order details or specific client needs.

In the intake forms, you can include fields like company name, phone number, and address. You can also add specific order inputs such as style preference, desired competitors, and types of services.

Alt: Agency Handy Intake Form

When it comes to order forms, the process is just as simple. You can include options for add-ons directly on the form, allowing for upsell opportunities to the clients. Additionally, you can incorporate terms and conditions and e-signatures.

In contrast, even though Zendo offers customizable order forms, these forms don’t offer any upselling or add-ons. Instead, any add-ons or upsells would need to be part of their productized service listings. Moreover, Zendo also doesn’t offer any intake forms.

Order & Task Management

Agency Handy and Zendo offer both strong task management. But Agency Handy excels with its task breakdown and Kanban tracking with file sharing and feedback capabilities. On the other hand, Zendo offers more customizable views and automated status tracking for requests.

Agency Handy enables you to transform client conversations into detailed orders, which you can then divide into smaller, manageable tasks. You can set deadlines, assign tasks to team members, and monitor daily progress.

Collaborating on files has never been easier with annotations and real-time feedback. To keep things organized, version tracking allows you to monitor changes, compare previous edits, and even restore earlier versions when needed.

Every action on a file, whether it’s a comment, an update, or acces, is logged with timestamps and user details. It’s a great way to ensure accountability with team members. 

Moreover, clients can review work, leave comments, and approve tasks directly on the platform. 

This keeps clients engaged and ensures your team stays updated, making them part of every stage of the project. Plus, the Kanban view gives you a bird’s eye view of what’s happening, the total status of each task, when it’s due, so nothing gets overlooked.

Zendo, on the other hand, uses a request-based system. You can choose from three views—Kanban, list, or table—depending on what works best for you.

Plus, it focuses on communication, keeping all chats, files, and decisions in one place. Zendo also lets you create custom views and filters, so you can sort tasks in a way that fits your workflow.

Team Management

Agency Handy offers a seamless role-based system with four predefined roles, client access permissions, and easy role management. Zendo provides flexible roles like watcher, agent, and manager but lacks advanced client permissions and centralized management tools, making Agency Handy ideal for agencies.

Agency Handy simplifies team management with its intuitive role-based system. It features four predefined roles: super-admin, admin, manager, and assignee, each with distinct responsibilities. This setup ensures transparency and keeps workflows organized and secure.

The assignee role is perfect for task-focused members, allowing them to update tasks and access the employee directory without viewing sensitive client information. Managers and admins take on more responsibilities, managing tasks and teams with ease. 

Admins also have the authority to modify team roles, making them critical for team dynamics. Super-admins, at the top of the hierarchy, oversee everything, including client management and workspace operations, ensuring smooth processes across the board.

With Agency Handy’s Team tab, role management is simple and efficient. You can filter members by roles, reassign tasks, or remove users with just a few clicks. Adding new team members is quick—just enter their email and assign their roles.

Zendo, on the other hand, offers a flexible permissions system with five roles: watcher, agent, manager, admin, and owner. Watchers have view-only access to assigned Requests, while agents handle assigned Requests and their associated tasks. 

Managers go a step further, seeing all Requests and having the ability to delete them. Admins can perform nearly all actions except managing workspace or financial settings. Owners have complete control over the platform, including all settings.

However, Zendo’s system does not include features like a centralized dashboard for filtering roles or advanced client access permissions, which could limit its utility for complex agency operations.

Overall, while Zendo’s flexible roles cater to specific needs, Agency Handy’s predefined structure, client access permissions, and intuitive tools make it the stronger choice for agencies handling large teams and complex workflows.

Client Management

Agency Handy excels with advanced CRM tools, storing client details, tracking leads through sales funnels, and offering built-in email, messaging, and ticketing. Zendo focuses on request management with a client portal and real-time chat but lacks lead-tracking and ticketing features, making it less comprehensive.

Both platforms include a client portal that offers a simple, user-friendly space for client interactions and progress tracking.

However, with Agency Handy, managing leads is effortless. Its streamlined CRM system lets you organize and nurture potential clients with ease. Essential details such as contact information, source, estimated value, and previous interactions are stored in one place for easy access. 

Assigning leads to specific team members ensures accountability and allows for personalized follow-ups. Additionally, you can track leads through every stage of the sales funnel, providing a clear overview of conversion progress. 

The platform also consolidates client information, displaying profiles, recent orders, tickets, and invoices all in one centralized dashboard.

Zendo, while offering a client portal, focuses more on managing requests than traditional lead management. It streamlines client interactions by allowing you to track service requests and view client details. 

This includes communication history and request statuses. However, it lacks the advanced lead-tracking tools that Agency Handy provides.

When it comes to communication, Agency Handy provides built-in email, messaging, and a ticketing system. This makes managing interactions and tracking client issues simple and efficient. 

Zendo, on the other hand, offers real-time chat and email integration but does not include a ticketing system. Instead, it focuses on simplifying communication through direct messages and streamlined request management.

Overall, while both platforms prioritize client interaction, Agency Handy offers a more comprehensive approach with advanced CRM tools and ticketing features, whereas Zendo’s strength lies in its simplicity and request-based workflows.

Integrations and Scalability

Zendo offers basic integrations like Stripe and Zapier, ideal for smaller businesses needing simple automation and payments. Agency Handy, with Webhooks, Stripe, PayPal, and Wise, focuses on payment flexibility. Plus, it offers unlimited workspaces, making it perfect for scaling agencies managing multiple projects.

When it comes to integrations, Zendo provides Stripe and Zapier, making it easy for smaller businesses to automate tasks and process payments. These integrations are great if you rely on external apps to run your business.

Agency Handy, however, goes beyond basic integrations by offering Webhooks for creating events with other third-party software and payment gateways like Stripe, PayPal, Wise, and manual banking options. This flexibility allows you to handle payments seamlessly without relying on too many external platforms.

But the real strength of Agency Handy is in scalability. It provides multiple workspaces, meaning you can manage different teams and clients without restrictions. You can customize each workspace to suit specific projects, keeping your agency organized as it grows.

Zendo, while great for smaller businesses, has limited workspace options, making it harder to expand. If you’re managing a large agency with multiple clients, Agency Handy offers the flexibility and storage you need to keep up with growth.

Billing And Invoicing 

Agency Handy and Zendo both offer excellent billing and invoicing tools, but Agency Handy provides more control with upfront or split payments and custom quotes. Zendo shines with automation, allowing you to set triggers for invoicing and quotes, saving time on manual tasks.

With Agency Handy, invoicing becomes a breeze. You can send invoices once the work is done and the client approves the deliverables-whether it’s a one-off service, subscription-based, or customized. 

The platform also automates invoices as soon as an order is placed, making billing even easier. It ensures you don’t have to worry about manual follow-ups, and your clients receive their invoices promptly.

It also allows you to set up multiple invoices for split payments, giving your clients flexibility in how they pay. Custom quotes can be easily created and sent directly to your clients, which helps secure deals quickly.

On the other hand, Zendo simplifies the billing process with automation. You can generate invoices and quotes either manually or automatically, based on predefined triggers. 

Zendo also lets you manage multiple quotes within a single request and auto-generate invoices once payment is made. Its built-in tax support and custom naming features ensure that all your documents are personalized and accurate.

Customization And Branding

Both Agency Handy and Zendo offer strong customization options, but Zendo provides more advanced branding features like custom domains, email domains, and even Zenbot personalization.

Agency Handy allows you to personalize your workspace with custom logos, colors, and even a branded sign-in portal. It also offers white-label email templates, giving you full control over client communications, while Zendo only offers basic email branding.

Plus, you can remove the “Powered By” logo on all plans, further enhancing your brand’s presence.

On the other hand, Zendo offers similar branding options. You can upload your logo, choose accent colors, and even customize the browser’s favicon for a polished, professional look. 

It also lets you use a custom domain for your workspace and emails and remove the ‘powered by’ sign. Plus, you can personalize Zenbot by changing its name and avatar to fit your style. 

However, all these features are only available in higher-tier plans.

Storage 

Agency Handy provides generous storage across its plans, ranging from 1 TB to 20 TB, making it ideal for agencies managing large projects and media-heavy files. In contrast, Zendo offers more limited storage, ranging from 5 GB on its Free plan to 5 TB on its Max plan, making it a better fit for smaller teams.

Agency Handy’s Storage:

Zendo’s storage:

Pricing and Plans

Both platforms offer flexible pricing options, but Agency Handy provides more affordable packages for smaller teams, while Zendo focuses on businesses needing advanced features with its higher-tier plans. Each platform offers value depending on your agency’s needs.

Agency Handy keeps things simple with its affordable pricing structure. Starting at just $10 per user per month, it’s perfect for smaller teams and agencies looking for an efficient way to manage clients and teams without overspending. 

For larger agencies, custom pricing is available based on your needs, and storage can go up to 20 TB depending on the plan.

On the other hand, Zendo offers a more tiered approach. The Pro plan, priced at $24.50 per month, includes advanced features like white labeling, custom domains, and 2 internal users.

Note: In Zendo’s Pro Plan, you’ll have to spend $9.50 for each new member.

The Max plan, at $99.50 per month, is designed for larger businesses with unlimited users and advanced features such as sidebar customization and team organization.

Agency Handy Vs Zendo: Which One to Choose?

Now that you’ve seen how Agency Handy and Zendo stack up against each other, it’s time to decide which tool fits your agency’s needs. Don’t worry! We’re here to help you make that choice.

Agency Handy is your pick if:

• You manage a digital agency with multiple clients and complex workflows.
• You need a customizable service catalog that can be embedded on your website.
• Streamlined client onboarding with custom forms and proposals is important.
• You rely on automated subscriptions and recurring invoicing for services.
• Multi-workspace support helps you manage different teams or clients efficiently.
• Extensive customization like email branding and multi-language support is crucial.
• Your agency is growing and needs a scalable platform with advanced features.

Zendo is your pick if:

• You’re a freelancer or small business owner who needs a simple workflow.
• You want an intuitive platform to manage client interactions, quotes, and payments.
• Customizing services like productized or subscription-based offerings is key for you.
• You prefer a request-based system to handle client communication in one place.
• Task views like Kanban, list, or table help you track your workflow easily.
• Automating tasks like invoicing and follow-ups saves you time on manual work.
• You need a cost-effective solution that scales as your client base grows.

Wrapping Up

Choosing the right platform for your business is about finding what truly supports your growth. 

If you need flexibility, client feedback, and the ability to offer multi package services, Agency Handy stands out as the better choice. It’s designed to scale with your agency, offering customizable workflows, feedback integration, and tailored service packages that meet various client needs. 

However, you can also choose Zendo for a more automated process and simple setup.