Agency Handy is now GDPR compliant → Read More
Agency Handy is now GDPR compliant → Read More
Give your clients one simple place to access services, tasks, files, and payments, whenever they need it.
No credit card.
No setup headaches.
Trusted by 1,000+ Businesses and Agencies
From the first click to project kickoff, your clients experience a smooth journey every time.
Clients browse your branded service catalog, choose from one-time or recurring packages, and purchase on their terms.
As soon as a service is selected, clients receive an onboarding form to share personal and project to get the project started.
Clients receive an auto-created profile, including contact info, order history, invoices, tickets, and notes without anyone lifting a finger.
Give your clients a fully branded portal where they can manage everything without any learning curve. No Agency Handy logos!
Clients can log in anytime to see project details, invoices, and subscriptions—all in one place.
Every service order turns into a live project with tasks, files, and timelines. Your clients will always know what’s happening next.
Clients can comment on tasks, request changes, and approve files directly in the portal.
Need help or have a question? Create a ticket directly in the portal and get responses without any delays.
Send proposals straight to the portal where clients can review, e-sign, and make payments instantly.
Kamrul Hasan Naim
Founder, Webkooker
See how Webkooker cut down on multiple tools and achieved 10x subscription and order management with Agency Handy’s centralized platform.
webkooker
Davor Bkic
Founder, Visual solutions
Check out how Visual Solutions have optimized their workflow by 4x since joining Agency Handy.
Visual Solutions
Terrence Jackson
Founder, Up Next Marketing Inc
Terrence didn’t need to rebuild anything—he just plugged in Agency Handy and closed the gaps GoHighLevel couldn’t cover.
Up Next Marketing Inc
Molli Lou
Founder, Strategy Sculptors
One tool. One place. See how Strategy Sculptors simplified their workflow with Agency Handy.
Strategy Sculptors
Handle every payment securely and professionally—all within your branded client portal.
Clients can log into the client portal software to view current, past invoices, and pay the due.
No external redirects. Clients can pay invoices directly using Stripe, PayPal, Wise, or manual banking methods.
Clients can track their subscription status and upcoming payments effortlessly within the portal.
Make every interaction feel like an extension of your agency—polished, professional, and personalized.
From your logo to colors and domain—your client portal software reflects your agency’s identity at every step.
Clients log in through your custom domain with a personalized login page, building trust from the first click.
Cater to international clients with multiple language options and currency formats inside the client portal.
Control what your clients can see in their client portal—nothing more, nothing less.
Connect 10+ popular integrations—Google Drive, Notion, Stripe, and more—straight into your client portal with real-time updates
Softr Databases
Airtable
Google Sheets
Notion
HubSpot
monday.com
MySQL
ClickUp
Postgres
Supabase
Rest API
Join the thousands of businesses transforming their client experience.
Yes, we don’t nickel and dime you for every little feature. Here are more questions and answers regarding our customer portal software.
Client portal software is a secure portal for clients to access projects, interact with the team assigned for tasks, share files, and give feedback. It acts as a central hub to manage client collaboration, project updates, receive payments, and other necessary information.
A client portal is used to manage projects, files, and client communication in one secure space. Clients can track progress, share feedback, approve files, view invoices, and submit requests. It’s a simple way to keep your workflow organized and make collaboration faster and more professional.
Client portal software works by offering each client a secure login where they can see everything related to their projects. They can track progress, view shared files, leave feedback, and check updates or payments—all in one place. Client portals like Agency Handy can even send updates by email for clients who prefer not to log in, keeping communication smooth for everyone.
A client portal system includes secure logins, project tracking, file sharing, in-app messaging, invoicing, payment processing, and giving clients a white label branded experience.
Modern client portals use SSL encryption, GDPR compliance, and secure hosting to protect sensitive data, ensuring client privacy and trust.
A CRM (Customer Relationship Management) system is designed for your internal team to store client information, track leads, manage deals, and handle follow-ups. On the other hand, a client portal is built for your clients. It’s a secure space where they can log in to view projects, access files, pay invoices, leave feedback, and communicate with your team without using email or multiple apps.
By giving clients 24/7 access to their projects, invoices, and communication threads, you ensure a smoother, more professional client experience.
Yes, you can integrate other tools with your client portal software—integrations with tools like Stripe, PayPal, Webhook, Slack, and project management apps for seamless workflows.
Yes—track when clients view files, approve tasks, pay invoices, or leave comments to stay updated on project progress and engagement.
Once you have created your service catalog in Agency Handy, you can copy the iframe and embed it directly into your portfolio or website. It takes just a few seconds.
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