Agency Handy VS. Aligned

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

Trying to choose between Aligned’s collaborative platform and Agency Handy’s all-in-one solution? Both have strong features, but here’s what you should know:

• Aligned focuses on sales, offering tools for deal management, CRM integration, and customer collaboration.
• Agency Handy manages the entire client journey—from onboarding to payments—offering service catalogs, tasks, and invoicing.

Curious about which platform suits you best? Let’s dive into the key differences and find out!

Agency Handy VS Aligned: A Detailed Comparison 

Picking the right platform for your business is a game-changer, and it’s all about finding the perfect fit. 

Whether you’re looking to streamline client onboarding, manage tasks, or handle invoicing, we’re here to help you break down the key differences between Agency Handy and Aligned—so you can make the best choice for your needs. 

Let’s jump in!

Target Users

Agency Handy and Aligned each serve unique markets. Agency Handy is designed for agencies requiring a full suite of tools for client management, task automation, and billing. Aligned, on the other hand, caters to sales teams, offering collaborative spaces and CRM features to track and manage deals efficiently.

Agency Handy is a versatile platform designed specifically to manage digital agencies of all sizes. It supports a wide range of business needs, from client acquisition and onboarding to task management and billing. 

With features like multi-package service catalogs, customizable forms, and integrated payment gateways, it’s an all-in-one solution for managing client interactions and operations. 

This makes it ideal for agencies handling multiple services and looking for a platform that helps streamline their entire workflow.

In contrast, Aligned caters to sales teams and customer success professionals, offering tools that focus heavily on deal management and collaboration. Its core features—such as CRM integration, deal tracking, and AI-driven buyer insights—help sales teams manage client relationships more effectively. 

Aligned is built to help teams collaborate with multiple stakeholders and improve their visibility into the sales process, making it perfect for businesses focused on optimizing their sales pipelines.

Both platforms offer intuitive, easy-to-use interfaces, though they differ in focus. 

Agency Handy provides a more client-centric experience by handling everything from service listings to payments, while Aligned focuses on enhancing sales processes through real-time collaboration and customer tracking. 

However, when it comes to task automation, Agency Handy provides an edge with its client-facing task management feature. This allows clients to actively participate in workflows by tracking progress, giving approvals, or providing feedback directly through the platform. 

In contrast, Aligned focuses on internal task management for deal progression, where task automation is designed to support the sales team’s internal processes. 

This includes managing follow-ups, tracking deal stages, and coordinating with stakeholders to keep deals moving forward, without involving the client in task oversight. 

Client Acquisition

Agency Handy makes client acquisition straightforward with customizable service catalogs that enable direct orders and self-checkout. In comparison, Aligned uses “rooms” for client engagement, utilizing external integrations to display services, but lacks the ease of self-checkout and integrated ordering options.

Agency Handy excels in client acquisition by offering a fully customizable multi-package service catalog. 

Agencies can create up to 3 packages per service with flexible pricing, allowing potential clients to explore different options and even self-checkout directly from the platform. The service catalog can be embedded directly into your website, giving clients an easy and seamless experience. 

Alt: Agency Handy Service Packages

Additionally, agencies can control price visibility, showing or hiding prices based on specific clients, and gather reviews post-service completion, which enhances credibility and client trust.

Aligned, in contrast, uses “rooms” to showcase services and engage clients. These rooms allow users to add demos, process overviews, or feature highlights using external tools like YouTube, Vimeo, and Google Workspace. 

However, Aligned lacks direct order functionality, self-checkout, or payment integration, which limits its ability to streamline the client acquisition process. 

Instead of a true service catalog, Aligned relies on “tabs” within rooms to organize content, making it more of a collaborative workspace than a dedicated client acquisition tool. 

Furthermore, there’s no built-in option to manage pricing visibility or gather client reviews, which limits flexibility for agencies compared to Agency Handy.

Agency Handy provides a more comprehensive and client-friendly acquisition process. This allows agencies to directly showcase services, manage pricing, and handle client transactions all within one platform. 

Aligned, while great for collaboration and sales engagement, falls short in this area, focusing more on deal management than direct client acquisition.

Client Onboarding

For client onboarding, Agency Handy shines with its customizable intake and order forms, providing a seamless process from start to finish. In contrast, Aligned relies on third-party integrations, such as Google Forms, which adds complexity and lacks the direct, built-in tools that Agency Handy offers.

Agency Handy offers intake forms that are fully customizable for each service. 

The intake forms allow agencies to collect all the relevant client information upfront, ensuring they capture order details, preferences, and any necessary documents before starting work. 

Agencies can tailor these forms with various fields, including multiple-choice questions, file uploads, and short-answer formats, making sure that no essential data is missed during onboarding.

On the other hand, order forms in Agency Handy are equally powerful. These forms let agencies upsell services, offer pricing options, and include customizable add-ons for each service package. 

Additionally, order forms enable clients to self-checkout and provide e-signatures for agreements, further simplifying the process. Once the order is completed, automated invoicing ensures a smooth transition from onboarding to payment, reducing manual effort and speeding up workflows.

Lastly, Agency Handy’s proposal system offers flexibility by allowing agencies to send clients detailed proposals that include service descriptions, pricing, terms, and conditions. 

Clients can review the proposals and sign electronically, providing a seamless experience from the proposal stage to final approval and payment. 

An added bonus is that even clients can send your agencies a proposal as well, and once it’s reviewed, you can choose to either approve it or decline it. 

In contrast, Aligned does not include native intake or order forms. When it comes to proposals, Aligned offers “Contracts” which can be downloaded as PDF, although it lacks e-signature. 

While Google Forms can be integrated to collect basic information, this adds complexity and requires managing additional tools, making the onboarding process more manual and less efficient compared to Agency Handy.

Task Management

Agency Handy provides an advanced task management system with Kanban boards, task automation, and priority setting, ideal for agencies managing complex workflows. On the other hand, Aligned offers a more basic system, using list views and lacking features like task automation and client approval tracking.

Agency Handy stands out in task management with a detailed system that includes task automation and task prioritization. It also allows you to visually track progress using a Kanban board, making it easier to manage tasks efficiently across orders. 

Tasks can be created automatically when a client purchases a service. Clients can also request custom tasks that are outside the service catalog. These requests can be reviewed and approved by your agency before being added to the workflow. 

Team members can be assigned orders with priorities and deadlines, ensuring everyone is clear on their responsibilities and timelines. 

When completing an order, you’ll find both the intake form and order form right next to the task, ensuring you have everything at your fingertips. This allows you to handle each order with precision, having all the necessary details in one place for a seamless process.

Additionally, orders aren’t marked as complete until the client provides approval, which ensures accountability and satisfaction at every stage of the project.

Aligned, by comparison, offers a simpler task management experience with a list view. 

While it allows for tasks to be assigned to team members, clients, or vendors, it lacks key features like task automation, Kanban board tracking, and a client approval system. 

This means tasks are more internally managed, and there’s no visual tracking of dependencies or progress, making it less ideal for more complex workflows.

In terms of file management, Agency Handy also offers a dedicated file library, allowing teams to organize and access files easily.  

While Aligned includes file attachments within tasks but lacks a centralized system for document organization. This makes Agency Handy more efficient for managing both tasks and related files, especially for larger orders.

Team Management

When it comes to managing teams, Agency Handy offers more control through roles and permissions, allowing customization of team member access. Aligned, however, takes a simpler approach, with no structured role management or detailed team member profiles, limiting its flexibility for larger teams.

Agency Handy provides a detailed team management system where you can assign team members roles like Super-Admin, Admin, Manager, or Assignee, each with specific permissions.

Super-Admins have full control over the platform, including the ability to add or remove clients, workspaces, and team members. 

Admins can manage projects and tasks, but they lack access to client and workspace management. 

Managers oversee task assignments and monitor progress, while Assignees are limited to viewing and completing tasks without access to broader platform controls. 

This structure allows for clear delegation and secure data management across different team roles.

Additionally, Agency Handy allows teams to assign tasks with priorities and deadlines, while ensuring every member knows their responsibilities. 

You can also send email invitations to onboard new team members, assigning them specific roles from the start. This setup helps agencies manage larger teams and workflows, making sure the right people are assigned to the right tasks.

In Agency Handy, you can view all your team members in the Team Profile section, where each member’s role is clearly displayed. This section allows you to assign or change roles, invite new team members via email, delete existing members, and even export the full team list for external use. 

In contrast, Aligned offers very limited team management features. It does not have a role-based permission system or a dedicated section to view team members. 

Tasks can be assigned to clients, vendors, or team members, but there’s no structure for different roles or levels of access. Team members are invited via email, but they all have the same level of access, which limits the ability to manage larger teams effectively.

Ultimately, Agency Handy offers greater flexibility and security in managing teams with its layered roles, task delegation, and access control, making it a more suitable option for agencies with complex workflows and larger teams. 

Client Management

Agency Handy offers an integrated client management system with detailed profiles, order histories, and a built-in ticketing system for handling issues. Aligned, in contrast, provides more basic client management, lacking key elements like comprehensive profiles and a ticketing system for managing client inquiries.

Agency Handy excels in client management by offering detailed client profiles that include essential information such as order history, contact details, and previous interactions. This allows agencies to track client interactions and customize their service to fit individual needs. 

Additionally, Agency Handy features an integrated ticketing system, allowing both clients and team members to submit and manage tickets for support or issue resolution.

Each ticket is linked to an order ID, ensuring that all issues are tracked efficiently from submission to resolution, making it easy to manage ongoing client support.

In contrast, Aligned lacks a dedicated ticketing system, which makes managing client issues more challenging. 

While communication can take place within tasks and rooms, there isn’t a centralized portal to track order histories or handle client interactions as seamlessly as Agency Handy. 

Aligned primarily focuses on communication within its task and room setup, making it more suitable for simpler workflows but less effective for agencies that need a fully integrated client management system.

Billing & Invoicing

Agency Handy stands out with a billing and invoicing system, offering split payments, multi-currency support, and subscription management. In comparison, Aligned lacks native billing features, requiring users to use external tools for payment processing, making it less efficient for agencies focused on integrated financial management.

Agency Handy provides a comprehensive billing solution that includes custom invoices with detailed line items, split payments, and multi-currency support. This makes it particularly suited for agencies dealing with international clients. 

The platform simplifies invoicing by allowing businesses to tailor invoices to fit complex billing needs, offering the flexibility to handle different payment scenarios. It also integrates with multiple payment gateways, including Stripe, PayPal, Wise, and manual banking, giving clients diverse options for payment.

In addition to invoicing, Agency Handy supports subscription management. With this feature, agencies can automate recurring billing for subscription-based services. 

You can set customized billing cycles for subscriptions, ensuring steady payments without manual intervention. Clients are automatically billed at set intervals, and payment reminders can be sent ahead of time to ensure timely payments.

Billing reminders are sent as follows:

• Invoice reminders: Automatically sent 3 and 7 days after the due date.
• Subscription payment reminders: Alerts are sent 3 days and 1 day before the payment is due.

On the other hand, Aligned does not include any built-in invoicing or payment gateway options. 

If users need to manage payments, they must integrate with external tools or platforms like CRMs, which adds complexity and may not offer the same seamless experience. 

This makes Aligned less suitable for agencies that need to handle payments directly through their platform.

Customization & Branding

Agency Handy allows agencies full control over their platform’s branding, from custom domains to white-labeling and email customization. Aligned, while offering some branding tools, is more limited, with its customization primarily focused on task and communication features, leaving less room for a fully branded client experience.

Agency Handy offers a highly customizable sign-in portal, giving agencies full control over their branding right from the start. 

You can customize the portal with your company logo, colors, and a custom domain, ensuring a seamless brand experience for your clients from the first point of interaction.

One standout feature is the ability to add a custom sign-in message, which allows you to personalize the client’s login experience. You can craft a message with a heading, and subtext, and even upload an image, making the sign-in page a unique touchpoint for client engagement. 

This customization sets the tone for a professional and branded experience, ensuring clients feel aligned with your brand from the very first interaction.

With white labeling, businesses can remove all mentions of Agency Handy, making the platform feel like a fully in-house tool.

Additionally, Agency Handy supports dynamic email templates, which can be customized with client-specific details for more personalized communication. You can even brand your invoices by setting up the company name and logo once. 

For international agencies, multi-language support ensures you can manage clients from different regions with ease, offering a global reach with up to 14 languages.

In contrast, Aligned does not support custom email templates, branding, or multi-language functionality. While it allows for basic customization using external tools, it lacks the deeper branding options found in Agency Handy. This makes Aligned less suitable for agencies looking for full control over their branding.

Integrations

While both platforms offer solid integration options, Agency Handy has a broader range of built-in features that reduce reliance on external tools. Aligned, on the other hand, focuses heavily on external integrations but misses key functionalities like payment gateways, which can be a drawback for businesses needing built-in payment management.

Agency Handy excels in providing a more self-sufficient platform with built-in tools like task management, billing, and payments, which reduces the need for third-party integrations. 

The platform supports Stripe, PayPal, and Wise as payment gateways giving it a significant advantage for agencies that need integrated financial management. 

Without these features, Aligned requires users to rely on external tools for payment management, which is a drawback for agencies focused on efficient, streamlined billing.

Aligned, however, offers an impressive array of third-party integrations, including popular platforms like Slack, Zoom, HubSpot, Salesforce, Vimeo, and Google Apps. These integrations allow teams to leverage various external tools for collaboration, CRM, and project management. 

This flexibility is ideal for teams that prefer to work with familiar software, but it may also mean greater complexity when compared to the more self-contained experience offered by Agency Handy.

For agencies that need direct payment handling, Agency Handy’s built-in payment gateways provide a seamless solution. 

By contrast, Aligned’s lack of payment gateway support and the need for external tools to handle invoicing and payments could be a drawback for some businesses.

Pricing Plans

Agency Handy’s pricing plans are designed for scalability, offering flexible options for agencies of all sizes with a focus on service management. In contrast, Aligned’s pricing is structured for sales teams, with CRM integrations and deal management tools taking priority, but with less flexibility in user pricing and storage options.

Agency Handy Pricing Plans:

Agency Handy offers flexible pricing options that scale with your agency’s needs:

• • Solopreneur: 

• $49/month (billed annually) or $69/month  (monthly billing)

• • For up to 3 users.
  • Includes unlimited clients, orders, service catalogs, basic onboarding, and order management tools.
• Teams: 
  • $99/month (billed annually) or $149/month  (monthly billing)
  • For up to 10 users.
  • Includes everything in the Solopreneur plan, plus team collaboration tools, advanced task management, and client communication features.
• Pro: 
  • $149/month (billed annually) or $199/month  (monthly billing)
  • For up to 30 users.
  • Adds advanced reporting, priority support, and more customization for larger teams.

Aligned Pricing Plans:

Aligned is designed for sales teams with a seat-based pricing structure:

• • Starter: 

• Free

• • Includes 3 rooms per seat, room analytics, and a personal domain.
• Basic: 
  • $29/month per seat (monthly billing) or $24/month per seat (billed annually)
  • Unlimited rooms, task management, 5GB storage, and prioritized support.
• Pro: 
  • $49/month per seat (monthly billing) or $39/month per seat (billed annually)
  • Includes CRM integrations, 1TB storage, section templates, and secured tabs.
• Enterprise: 
  • Custom pricing
  • Tailored for larger teams with advanced CRM integration, analytics, SSO, and a dedicated success team.

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

Now that you’ve seen how Agency Handy and Aligned compare, let’s dive into which tool best suits your business needs.

Agency Handy is your pick if:

• Your agency manages multiple clients and services, and you need customizable service catalogs, intake forms, and order forms to streamline client onboarding.
• Integrated billing and invoicing, along with split payments and multi-currency support, are essential for managing finances.
• You want comprehensive client management tools, including detailed profiles and an integrated ticketing system to handle support requests.
• Customization and branding control, including custom domains, white-labeling, and a custom sign-in portal, are key for your brand’s identity.
• Your agency needs multi-language support and a scalable platform to manage multiple users and teams efficiently.

Aligned is your pick if:

• Your business is sales-focused and needs collaborative tools to manage deals, clients, and stakeholders.
• Real-time collaboration with external stakeholders is important, and you want built-in CRM integrations to track buyer engagement and improve deal visibility.
• You prioritize communication within deal rooms for tracking progress with tasks and file sharing, rather than a complete client portal experience.
• Your business requires deep integrations with external tools like Google Apps, Slack, and Loom for a seamless sales and project management process.

Wrapping Up

Agency Handy provides a robust and all-encompassing solution for agencies managing complex workflows, client onboarding, and billing. 

With features like multi-package service catalogs, integrated payment gateways, and a dedicated client portal, it ensures seamless operations from start to finish. 

Aligned, while strong in sales management and collaboration, lacks essential tools such as native billing and detailed client management, making it less suitable for agencies that need a comprehensive platform. 

Ultimately, Agency Handy’s focus on scalability, branding, and streamlined financial management makes it the superior choice for growing agencies.