Agency Handy VS. Dubsado

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

Trying to choose between Agency Handy’s advanced tools and Dubsado’s flexible CRM features? Both platforms offer great solutions for managing client relationships, but here’s what you need to know:

• If you need simple contracts, invoicing, and workflows, Dubsado is ideal for freelancers or small businesses.
• In contrast, Agency Handy brings you a complete solution from client onboarding to payment. Service catalog, forms, tasks, invoices, gateways—all in one place.

Ready to choose the best platform for your agency? Let’s explore the details!

Agency Handy VS Dubsado: A Detailed Comparison 

Agency Handy and Dubsado both provide powerful tools, but their focus sets them apart. In this comparison, we’ll compare their service listings, client onboarding, billings, and gateways to help you choose the right fit for your business.

Target Users

Agency Handy is designed for growing digital agencies that need comprehensive control over services management, client communication and onboarding, and billing. In contrast, Dubsado is a good fit for freelancers and small businesses who need straightforward client management and project tracking features.

Agency Handy gives you everything you need to run your agency smoothly, combining client management, team collaboration, and billing all in one platform. 

And the dashboard makes it easy to stay on top of things, offering a clear view of active clients, recent tickets, and revenue collection for the last 30 days.

For growing agencies, the simplicity is a big plus. Agency Handy’s easy-to-use interface helps you manage tasks like service listings, flexible billing, and team collaboration. It’s designed to grow with you as your agency expands.

On the other hand, Dubsado works well for freelancers or small businesses. It’s user-friendly and handles contracts, payments, and client interactions well. 

However, it falls short when it comes to offering the depth needed to manage multiple services or support a growing team.

Client Acquisition 

Compared to other Dubsado Alternatives, Agency Handy offers customizable multipackage service catalogs and collects direct orders. Meanwhile, Dubsado lets you manage service packages that can be included in proposals and invoices.

 Though a public-facing catalog isn’t available, your services can be presented to clients during the proposal stage.

When it comes to client acquisition, Agency Handy stands out with its multipackage service catalog.

You can display services in groups, set different pricing for each package, or hide or show prices for specific clients. And create up to 3 packages for each service. 

Additionally, you can allow potential clients to try services with a trial period, making it easier to showcase what your agency can offer. The catalog can be embedded directly into your website or shared directly on social media. 

So, clients can browse services, place orders, and leave reviews all in one place. 

Additionally, the coupon management feature allows you to easily create, monitor, and manage discounts. Customize coupons, set expiration dates, and track their usage to boost sales and enhance client satisfaction. You can also control access, limiting availability to specific clients if needed.

While Dubsado offers a multi-package system integrated into its proposals and coupon codes for invoices, it lacks a public-facing service catalog. This limits how clients can browse and select services independently without going through a proposal.

Additionally, Dubsado does not allow agencies to embed their services directly on their website, which can hinder the client experience. 

This makes Agency Handy more intuitive for agencies aiming to streamline client acquisition while maintaining a seamless customer experience.

Client Onboarding

Both platforms offer customizable forms to collect client data and onboard them. Agency Handy lets you integrate intake and order forms in services so that clients can complete onboarding in one go. But Dubsao doesn’t have a separate order form. Rather, it’s focused on proposals and service offerings designed in it. 

For client onboarding, Agency Handy offers a fully customizable experience. 

Its intake forms offer fields like multiple-choice, dates, attachments, and text, enabling agencies to capture precise client details for each service. These forms can be set as mandatory, ensuring no important details are missed. 

Agencies can also set mandatory fields and choose when to gather information—before or after payment. For instance, you may require clients to upload documents before purchase or collect project details afterward.

Plus, with the order forms, you can get detailed info from clients about their projects and tasks with an opportunity to upsell services. Share your agency terms and conditions as well and get an e-signature in the form. 

What’s more interesting is you can create separate intake and order forms based on each service and integrate them accordingly.   

Clients can easily browse services, select what they need, and proceed with self-checkout, all without the need to interact with a third party. The self-checkout process automatically generates an invoice, seamlessly integrating the order-to-billing workflow.

On the other hand, Dubsado offers a range of customizable forms that cater to various client interactions. It includes contracts, sub-agreements, questionnaires, proposals, and lead capture forms. 

These forms serve different functions, such as managing client onboarding, gathering project details, and securing approvals. Additionally, Dubsado’s proposal forms allow agencies to include upsell add-ons, helping clients easily customize their service packages. 

While each form serves a distinct purpose, they collectively streamline various stages of client interaction, from lead capture to project execution.

Order & Task Management

Agency Handy automates tasks upon order placement, tracking progress via a Kanban board and allowing for real-time client approvals. In contrast, Dubsado offers task visualization but lacks priority levels, making it less ideal for agencies managing complex task workflows.

Agency Handy makes order management simple and automated. As soon as a client places an order, the system creates a task right away, keeping things moving smoothly. This saves time by skipping manual entries and lets your team focus on delivering the service.

Once you accept the order, it’s time to break it down into sprints and assign them to designated team members. The Kanban board gives you a clear, visual look at the progress, so you always know where things stand. 

You can also set priority levels, ensuring urgent tasks get the attention they need. Automated reminders help keep everything on schedule, making sure nothing slips through the cracks.

In addition, when the order is in the Review stage, it goes to the client for review and approval if everything looks good. They can leave feedback in real time to collaborate with you and your team.

With file annotations, teams, and clients can collaborate effortlessly by adding comments directly to shared documents. Version control ensures everything stays organized, letting you track changes, view previous edits, and easily revert to earlier versions whenever needed.

For complete transparency, the built-in activity log captures every action taken on a file, including who accessed, edited, or commented, along with precise timestamps. It’s a seamless way to maintain accountability and keep your file management efficient and stress-free.

Plus, you won’t have to worry about file management as well. It’s all sorted in the file library to centralize all files. It ensures easy access and smooth collaboration, for agencies seeking better control and collaboration. 

In contrast, Dubsado also offers task management but lacks advanced features like task priority levels found in Agency Handy. While Dubsado does have a Kanban board, it offers similar visualization without prioritization tools, which may be limiting for more complex workflows. 

Dubsado supports file uploads, but it lacks a centralized file management system like Agency Handy. This makes it less efficient for teams that need comprehensive document organization.

Team Management

Agency Handy provides a robust team management system with detailed profiles, advanced task delegation, and role-based permissions. Dubsado, while offering multi-user functionality, is more limited in task delegation and permission customization.

Agency Handy provides a highly efficient team management system, allowing you to invite team members and assign roles that control access to different parts of the platform. 

You can choose roles like admin, super admin, manager, or assignee, making sure tasks are given out in a clear and secure way. Each role comes with specific permissions. For example, admins can access everything, while assignees only see the tasks they’ve been assigned. 

This setup keeps sensitive information protected while allowing your team to collaborate smoothly and efficiently.

Dubsado, while offering multi-user functionality, is more restricted in its team management capabilities.

It provides roles like admin, basic user, and accountant, each with specific limitations. Admins can access everything, while basic users are confined to the tasks assigned to them, and accountants have access solely to financial data. 

Client Management

Agency Handy gives you a full client management system with custom portals, real-time task insights, and a built-in ticketing system. In contrast, Dubsado provides client portals and profiles, but without a ticketing system, managing client issues can be harder for you to handle efficiently.

Agency Handy offers a complete client management system with a built-in ticketing feature, making it perfect for agencies that need efficient client support.

Both you and your clients can create tickets, set priorities, and make sure requests are handled quickly. Each issue is tracked with order IDs, so you can easily manage and follow up on client interactions.

Moreover, its lead management system helps you effortlessly organize and nurture potential clients. Keep all vital details, like contact info, lead source, estimated value, and past interactions, neatly stored in one place for quick access.

Assigning leads to specific agents means they get individual attention. Your team members know exactly what to focus on, making follow-ups smooth and personalized.

With a full view of every step in the sales journey, from initial contact to conversion, managing your pipeline has never been this simple. A centralized dashboard keeps you informed, organized, and ready to take action.

Additionally, the detailed client profiles provide a complete history of interactions, helping agencies access key information quickly. So, that you know where you and your clients left the conversation or what the requirements were. 

Dubsado provides a customizable client portal where you can brand contracts, invoices, and forms, all while receiving real-time updates. Communication with clients is mostly handled through email within the portal, keeping interactions organized.

While Dubsado’s client profiles are detailed, offering insights into order history, invoices, and past communications, they are more suited for small to medium-sized businesses.

It also provides adequate lead capture and tracking features that will help you get those conversions. 

However, without an integrated ticketing system, managing support requests can feel a bit scattered, particularly when you’re handling a large volume of client interactions. This may require extra steps to keep everything streamlined.

Billing and Invoicing

Agency Handy delivers a highly customizable billing system with advanced invoicing, multiple payment gateways, and support for subscriptions. Dubsado, while offering basic invoicing and payment management, lacks the flexibility and detailed control that larger agencies might need.

Agency Handy offers an efficient invoicing system with customizable invoices. It allows for split payments, detailed line items, and automated reminders for due payments.

Once you have a direct order from the clients and they self-check out, you’ll receive an automated invoice for the order. No need for manual entries! This flexibility is ideal for agencies dealing with complex client financial arrangements, especially for international clients. 

And they can pay in various payment gateways, including Stripe, PayPal, and Wise, alongside manual banking options for enterprises preferring wire transfers. This range of options offers flexibility for handling transactions, whether local or international.

In terms of reminders, you get the following default setting that you can adjust any time you want from Invoice Settings.

• Regular invoices: Sent after 3 and 7 days it’s due. 
• Subscriptions: Sent before 3 days and 1 day it’s due. 

Also, you can send customized invoices according to proposals and quotes, allowing pricing adjustments based on the client’s needs.

Dubsado offers four customizable payment plans: 

• Split payments
• 50/50 payments
• Fixed deposit
• Pay in full. 

All of these options are fully customizable, and you can set up a customizable reminder schedule directly from the settings. 

With split payments, clients can spread their payments across multiple installments. The 50/50 option allows them to pay half upfront and the rest upon service completion.

The fixed deposit option allows clients to pay part of the total cost upfront, with the rest paid later. If they’d rather settle the full amount at once, that’s also an option.

While Dubsado does support multi-currency transactions, it falls short in offering advanced payment options like wire transfers, which platforms like Agency Handy provide. 

You can customize proposals and quotes in Dubsado, but the tools might feel limited if your agency needs more comprehensive financial management or greater payment flexibility.

Integration & Scalability

Agency Handy excels with webhooks automating 30,000 events, 20 TB storage, and built-in task management, reducing reliance on external tools. Dubsado integrates with QuickBooks, Xero, Zoom, and task tools via Zapier. Agency Handy focuses internally; Dubsado prioritizes connectivity.

When it comes to integrations, both Agency Handy and Dubsado offer distinct features tailored to different business needs.

Agency Handy’s webhook capabilities enable the automation of up to 30,000 events, allowing efficient data synchronization with third-party tools. 

With 20 TB of storage, it eliminates the need for external storage integrations like OneDrive or Google Drive. Additionally, it offers built-in task management features, reducing reliance on external task management software.

Dubsado, on the other hand, provides a wide range of integrations to enhance business operations. It connects with accounting software such as QuickBooks Online and Xero, streamlining financial management. 

For scheduling and communication, Dubsado integrates with video conferencing tools like Zoom, Google Meet, GoTo Meeting, and Microsoft Teams, facilitating seamless appointment scheduling and client interactions. 

Dubsado offers built-in task management features, such as task boards and to-do lists. But it also integrates with external task management tools through Zapier, offering flexibility for businesses with existing workflows.

In summary, Agency Handy focuses on robust payment integrations and internal storage and task management solutions. On the other hand, Dubsado has a broader spectrum of integrations offering more connectivity.

Customization and Branding

Agency Handy offers full workspace customization, covering styles, domains, email templates, and branding, all tailored to match your agency’s needs. While Dubsado provides basic customization options but lacks the depth of customization needed for extensive branding control. 

Agency Handy gives agencies full control over branding elements like colors, logos, and custom domains. These can be applied to all client-facing interfaces for a seamless brand experience.

You can also customize your workspace to your touch and feel from custom sidebar color to sidebar text color.

The platform also allows for dynamic email templates that can be personalized with client details, enhancing the professional appearance of all communications. With its white-labeling options, agencies can remove any mention of Agency Handy, ensuring the platform feels entirely branded to the agency. 

Not only that, Agency Handy offers something rare that most agency software does not, a custom sign-in portal message for your clients

The platform also offers multi-language support, making it ideal for agencies with international clients.

Dubsado offers branding features such as custom logos, and email templates. These options allow agencies to apply their unique branding to communications and interfaces.

However, the platform’s white-labeling options are somewhat limited, with some branding elements like “Powered by Dubsado” remaining visible. 

Furthermore, Dubsado does not support multiple languages, making Agency Handy a stronger choice for agencies with international clients who need global language support

Pricing Plans

Agency Handy offers flexible pricing based on the number of users, while Dubsado provides a simple pricing structure with unlimited clients and projects but charges extra for additional users.

Agency Handy Pricing Plans:

Agency Handy offers flexible pricing to meet the needs of agencies as they grow.

Solopreneur: $49/month (annual billing) or $69/month (monthly billing)

• For 3 user
• Includes unlimited clients, orders, service catalogs, order management, and basic client onboarding tools.

Teams: $99/month (annual billing) or $149/month (monthly billing)

• For up to 10 users
• Includes everything in the Solopreneur plan, along with team collaboration, advanced task management, and enhanced client communication tools.

Pro: $149/month (annual billing) or $199/month (monthly billing)

• For up to 20 users
• Includes all Teams plan features, plus advanced reporting, priority support, and additional customization options for larger teams.

Dubsado Pricing Plans:

Dubsado provides straightforward pricing with unlimited clients and projects, designed for freelancers and small businesses.

Starter: $20/month (monthly billing) or $200/year (annual billing)

• For 1 user
• Includes unlimited clients, projects, invoicing, proposals, contracts, and access to basic workflows.

Premier: $40/month (monthly billing) or $400/year (annual billing)

• For 1 user (includes 3 additional users for free)
• Offers everything in the Starter plan, plus advanced workflows, public proposals, scheduling, and bookkeeping integration.

Additional Users:

• $25/month for 4-10 users
• $45/month for 11-20 users
• Custom pricing is available for teams larger than 20 users.

Note: Both plans include unlimited access to Dubsado’s core CRM features, but additional users come with extra fees, unlike the team-based structure of other platforms.

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

Now that you understand the differences between Agency Handy and Dubsado, it’s time to decide which one is best for your agency. In this section, we’ll guide you through making the right choice for your needs.

Agency Handy is your pick if:

• You need customizable service catalogs with website embedding for seamless client browsing.
• Managing large teams with flexible roles and permissions is essential.
• You require split payments and subscription management for recurring client services.
• Your agency needs detailed client onboarding forms and order management tools.
• Visual task management, like Kanban boards, is important for your workflow.
• You want an integrated ticketing system to handle client issues and support requests.
• White-labeling options and custom domains are crucial for complete branding control.
• Your agency manages international clients and requires multi-language support.

Dubsado is your pick if:

• You need a simple CRM for managing clients, contracts, and payments efficiently.
• Automating workflows for emails, tasks, and invoicing is important to you.
• You prefer a platform with customizable forms, contracts, and proposals for clients.
• Your agency requires a user-friendly tool for freelancers or small teams.
• You want integrated scheduling features to manage client appointments seamlessly.
• Client relationship management and communication are priorities for your business.
• You need unlimited clients and projects, even at entry-level pricing.
• Basic financial tracking and invoicing with recurring payments meet your agency’s needs.

Wrapping Up

Choosing between Agency Handy and Dubsado depends on what your agency needs most. 

If you’re looking for advanced features like service catalogs, flexible billing, and team collaboration, Agency Handy is a great choice for growing agencies. It offers detailed control over client onboarding, task management, and services, making it ideal for more complex operations.

On the other hand, Dubsado works well for freelancers or smaller businesses with simpler workflows and client management needs. Take some time to evaluate your specific requirements, and pick the platform that will best support your agency’s growth and help streamline operations.