Skip to content Agency Handy allows you to offer multiple pricing tiers and service packages directly within your catalog, giving clients flexible options to choose from. Indy lacks these features, meaning you miss out on simplified client decisions and direct order capabilities —all built to boost your agency's efficiency.
Feature-by-Feature Comparison
| Features | Agency Handy | Indy |
|---|---|---|
| Starter Plan (Per User Cost) | $10/month | $25/month |
| Custom Client Portal | ||
| Service Catalog | ||
| Multi Package Service Listing | ||
| Subscription Management | ||
| Contract Management | ||
| Terms and Conditions in Contract | ||
| Order Tracking | ||
| Task Tracking | ||
| Kanban Board for Tasks | ||
| Roles and Permissions Control | ||
| File Sharing | ||
| Built-In Client Communication | ||
| Client Approval Process | ||
| Integrated Ticketing System | ||
| Billing and Invoicing | ||
| Free-Trial Period | 7 days | 7 days (30 days money-back guarantee) |
Trusted by 100+ agencies worldwide. Here's what they love about Agency Handy.
Everything you need to run your agency — without the limitations Indy leaves behind.
Indy limits you to Admin and Collaborator roles, but Agency Handy gives you Super-Admin, Admin, Manager, and Assignee roles.
This advanced permission system allows agencies to set clear boundaries on who has access to sensitive information and what actions they can take within the platform. For agencies managing multiple clients and large teams, this level of control is crucial to maintaining security, accountability, and smooth operations across different departments.
Indy doesn't offer a service catalog, while Agency Handy provides multi-package listings.
With Agency Handy, you can offer clients a range of service options by creating custom packages with up to three different tiers. This flexibility makes it easier for clients to select the service that fits their needs and budget. The platform also supports direct orders, allowing clients to make selections and complete the purchase process independently, streamlining client acquisition and reducing administrative workload.
Indy lacks order forms, but Agency Handy offers fully customizable intake and order forms for each service listing.
Agency Handy lets you create detailed forms that capture essential client information, including specific questions and file uploads. Clients can select add-ons and services, self-checkout, and place orders immediately. This streamlined process reduces errors, saves time, and ensures clear communication from the start.
Indy's task management tools are basic, but Agency Handy integrates both task and order management.
Agency Handy's all-in-one solution enables you to manage both tasks and client orders within a single platform, reducing the need for third-party tools. Features like real-time task tracking, automated order creation, and client approval processes help ensure that nothing falls through the cracks. This leads to more efficient project completion, better team collaboration, and higher client satisfaction.
Stop settling for mediocre software. Upgrade to Agency Handy and see your agency reach its full potential.
Every agency has unique workflows. Our modular design allows you to build the perfect platform for your specific needs, streamlining processes and boosting efficiency.
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.
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.
See how Agency Handy delivers more value for less — no hidden fees, ever.
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Yes, we don’t nickel and dime you for every little feature. Here are more answers:
Yes, Agency Handy allows you to share a service catalog where clients can place direct orders and self-checkout. Afterward, they are automatically invited via email with a link to access the client portal or you can add and invite a client manually. However, Indy only has a manual invite option.
Agency Handy offers up to 20TB of storage, making it ideal for agencies handling large amounts of data. In comparison, Indy’s storage limit is 1TB, which may be limiting for businesses with extensive file management needs. This makes Indy a less scalable option.
Larger teams often have more complex hierarchies and require in-depth role management. Agency Handy is a better fit as it offers multi-tier roles like Super-Admin, Admin, Manager, and Assignee, allowing precise permission control. Indy, on the other hand, only supports basic Admin and Collaborator roles.
Choosing between Agency Handy’s comprehensive platform and Indy’s client management solution depends on your agency’s needs.
Let’s break down which platform fits your agency best.
Both Agency Handy and Indy provide essential tools for managing clients, but they cater to different types of agencies. This comparison explores their capabilities in client management, service customization, task management, team collaboration, and pricing to help you decide which platform best suits your agency’s unique requirements.
Agency Handy is designed for digital agencies in tech, marketing, consultancy, and finance that need powerful tools for managing clients, orders and teams. It’s ideal for agencies of all sizes. In contrast, Indy suits smaller teams or freelancers seeking a simple client and project management solution.
Feature | Agency Handy | Indy |
Focus Area | Comprehensive agency management | Project management with client portal |
Best Suited For | Digital agencies managing services | Small businesses with limited team members and freelancers |
Key Features |
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Agency Handy is a versatile tool designed for agencies of all sizes, including freelancers. Its user-friendly interface allows seamless access to essential features through its sidebar. The dashboard provides essential insights into the past 30 days.
With tools like multi-package service catalogs, task tracking, and client approvals—all integrated into one platform for full agency management, eliminating the need for additional tools.
Moreover, Agency Handy is built with scalability in mind, making it a great fit for agencies of all sizes, from solo freelancers to large teams. Its flexible user roles, customizable workflows, and robust storage options (up to 20TB) ensure that as your agency grows, the platform can easily adapt to meet your evolving needs.
On the other hand, Indy offers a more basic solution, allowing unlimited clients and projects but with limited storage (1 TB) and minimal control over roles and permissions. This makes it less suitable for established businesses needing a more robust system.
However, for smaller teams or freelancers with simpler needs, Indy works well. Its interface can feel slightly more complicate. But it provides easy access to client chats and a built-in time tracker with one click that comes in handy.
Overall, Agency Handy is the more scalable tool of the two with robust functionalities while Indy offers smaller teams great tools for client and project management.
With Agency Handy, you can create a flexible service catalog, featuring both one-time and subscription-based services, along with up to three pricing packages per service. In contrast, Indy doesn’t have service listing features but you can list contacts and tag them, making it possible to list and sort leads.
Focus Area | Agency Handy | Indy |
Service Listings | Both one-time and subscriptions | ✖ |
Multi-Package Service Catalog | List up to 3 packages in each service | ✖ |
Direct Orders | Allows clients to place orders directly from the service catalog | ✖ |
Website Embedding | Service catalogs can be embedded directly into websites | ✖ |
Client Reviews | Display client feedback | ✖ |
Price Visibility | Option to show or hide prices for each client | ✖ |
Agency Handy excels in client acquisition by offering a customizable service catalog where you can list services with detailed descriptions, FAQs, and even trial periods.
Clients can self-checkout, and you receive order approval requests, making the process seamless. Sharing these listings is easy with shareable URLs, and you can control pricing visibility for each client, offering a personalized experience.
In contrast, Indy lacks these service listing features and lacks automation of the conversion phase of client acquisition. However, like Agency Handy, it lets you list contacts and add tags to filter them as needed, enabling you to sort leads and easily access key information.
So, Agency Handy offers a streamlined process to acquire warm leads by sharing the service catalog and taking automated direct orders. Whereas, Indy lacks these features completely.
Agency Handy offers customizable intake and order forms linked to services, supporting add-ons, upselling, self-checkout, and file uploads for easy onboarding and increased revenue. Indy, while providing customizable intake forms, lacks linked order forms, limiting its ability to streamline sales and upselling.
Feature | Agency Handy | Indy |
Intake Forms | Fully customizable intake forms with file uploads and customized questions | Customizable forms without file uploads |
Order Forms | Customizable order forms with pricing options and self-checkout | ✖ |
Proposal | Proposals with order details, file uploads, terms & conditions with e-signature | Proposal with image uploads, embeddings, e-signature, and more |
Agency Handy excels in client onboarding by allowing agencies to create custom intake and order forms that collect crucial client information. The forms offer multiple field types, such as short answers, multiple-choice, paragraphs, and file uploads, ensuring you can capture all necessary details upfront. This streamlines the onboarding process and provides clients with a smooth experience from the start.
A standout feature of Agency Handy is its customizable order forms, which allow for upselling by listing add-ons or optional services. Clients can view pricing, choose extras, and self-checkout, making the entire process efficient and user-friendly.
This helps agencies automate both onboarding and order management, improving efficiency while offering additional revenue opportunities.
Indy, on the other hand, offers basic intake forms but lacks the ability to link them directly to services or create custom order forms. This makes it harder to streamline sales or upsell during onboarding.
Overall, Agency Handy provides a more robust client onboarding experience with its versatile order forms.
With Agency Handy, service purchases automatically trigger orders and task automation, allowing seamless task assignment, priority settings, and progress tracking via the Kanban board. Indy offers project and task management with time tracking but lacks built-in task automation and team assignments.
Focus Area | Agency Handy | Indy |
Automatic Order Creation | Available | ✖ |
Task Assignment | Available | Available |
Task Visualization | Kanban board | Kanban board |
Client Approval Process | Orders are marked complete only after client approval | You can assign an Approver to files, who can add comments, notations, etc. |
File Management and Library | Available | Available |
File Uploads by Clients | Available | Available |
With Agency Handy, every service purchase automatically triggers an order, with options for task automation and client-requested tasks. You can set up default tasks for each service, ensuring the necessary steps are created instantly.
Task assignment, priority settings, and deadline tracking are seamless, and the Kanban board offers a clear visual overview, making it easy to track progress. Clients can also upload files, and everything is organized in a structured library for easy access.
Indy, in contrast, offers project management and time tracking. While you can create tasks within projects or separately, it lacks the ability to assign tasks to team members, which limits team collaboration.
Additionally, there is no built-in task automation in Indy, though Zapier can be used to create automation. But it does offer task visualization with its board task view setting.
Overall, while Indy offers project management and time tracking features, it lacks Agency Handy’s built-in order management, task assignment, and task automation.
Agency Handy provides a more detailed and organized system for managing team roles and permissions, making it ideal for agencies with complex team structures. Indy, while functional, offers fewer options & control over team roles and permissions, making it better suited for simpler projects and smaller teams.
Feature | Agency Handy | Indy |
User Roles & Permissions | Available (Super-Admin, Admin, Manager, Assignee) | Available (Client, Admin & Collaborator) |
Client Access Permissions | Available | Available |
Team Invitations | Available | ✖ |
Agency Handy offers a clear and structured hierarchy for managing team roles, featuring four distinct levels: super-admin, admin, manager, and assignee.
The super-admin role provides full control over clients, team members, and workspaces, while admins can manage projects and team roles. Managers handle project tasks, and assignees focus solely on task updates, with no access to sensitive client information.
This setup ensures precise access control and easy role management, accessible from the Team tab. Adding team members is simple—just enter their email, assign a role, and they’re ready to go.
Moreover, you can assign team members tasks and tickets, giving everyone a clear idea of what they need to do.
Indy, on the other hand, offers three primary roles: admins, collaborators, and clients. Admins have full control over project settings and can add or remove people, though they don’t automatically have access to shared documents unless given permission.
Collaborators can view assigned documents, participate in project chats, and manage their own tasks and time tracking. Clients can access project files, chat, and share documents within the project portal when enabled.
While Indy allows some flexibility in permissions, it lacks the structured hierarchy and depth of roles, making Agency Handy the more comprehensive choice for agencies needing detailed team management.
Agency Handy offers a centralized portal for tracking orders, communication, and ticketing, ensuring personalized support and seamless client interactions. Indy, on the other hand, provides basic client profiles and direct or project channel messaging but lacks ticketing or knowledge base for client support.
Focus Area | Agency Handy | Copilot |
Client Portal | Available | Available |
Client Profiles | Available | Available |
Communication | Task and ticket comments and email | Direct messaging, project channels, and email |
Ticketing System | Available | ✖ |
Agency Handy offers a comprehensive client portal that keeps everything—communication to orders and task tracking—organized in one place. Task-specific discussions make collaboration smoother, with communication linked directly to tasks.
The platform provides detailed client profiles, allowing you to view essential information such as names, emails, orders, tickets, and invoices, ensuring that every interaction is tailored and efficient.
Additionally, Agency Handy stands out with its integrated ticketing system, enabling both clients and team members to raise tickets for urgent issues. Priorities can be set, and comments exchanged directly on each ticket, offering real-time support and quick resolution for any client concerns.
Indy offers client profiles and communication options through messaging and comments on project channels.
While it covers essentials like project-related discussions and shared files, Indy lacks a ticketing system or any formal customer support feature. Without these, agencies relying on Indy must manage client issues manually, as there’s no built-in way to track or prioritize urgent requests.
In short, Agency Handy beats Indy with its robust ticketing system.
Agency Handy offers flexible invoicing with split payments and global currency support, making it ideal for agencies managing diverse clients. Indy, while customizable and user-friendly, is better suited for freelancers or small teams, offering time sheet integration but lacking split payment options.
Focus Area | Agency Handy | Indy |
Invoicing | Available | Available |
Payment Gateways |
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Subscriptions | Available | Available |
Agency Handy allows you to send branded invoices with customizable line items, split payments, and support for over 100 currencies. It’s ideal for agencies managing global clients.
With payment gateways like PayPal, Stripe, Wise, and even manual banking options, transactions are seamless and flexible.
The platform automates recurring billing, sending reminders for both invoices and subscription payments, keeping cash flow steady.
Indy, in contrast, offers simple and quick invoicing. You can create invoices in minutes, customize them with your branding, and accept payments via PayPal, Stripe, Zelle, or wire transfer. Indy also supports recurring invoices and multi-currency support depending on your chosen payment gateway.
Indy automates reminders for overdue invoices and provides integration with time-tracking tools to bill for hours worked, which is ideal for freelancers or smaller teams.
Overall, both platforms have customizable invoicing capabilities and offers a lot of flexibility in terms of receiving payments.
Agency Handy provides full portal branding across all plans, allowing customization of colors, logos, domains, email templates, and branded invoices. It supports 14 languages, ensuring seamless client interactions globally. Indy, while offering customizable logos and colors lacks multi-language support.
Focus Area | Agency Handy | Client-Portal.io |
Style Customization | Full customization including colors, logos, custom domains, and branded portals | Customizable branding with custom domains, logos, colors for client portals, invoice, and forms |
Email Customization | Fully customizable branded emails | Fully customizable branded emails |
Multi-Language Support | Supports 14 languages | ✖ |
Agency Handy offers a complete white-labeling features, allowing agencies to offer customers a branded experience throughout all interactions.
From the login screen to branded invoices, every client-facing aspect can be personalized. Additionally, it allows you to set up custom email templates to ensure your agency’s voice is consistently represented in communications. For global agencies, Agency Handy supports 14 languages, simplifying interactions across regions.
Indy too offers custom domain, custom email setup, logo and color personalization for portal and invoices. However, it lacks multi-language support making it less suitable for global businesses.
Agency Handy excels with its powerful in-built automation and flexible payment options, while Indy offers automation through Zapier integration and very similar payment solutions. However, Agency Handy is the more scalable option with multi-workspace support and 20× file storage compared to Indy.
Features | Agency Handy | Client-Portal.io |
Third-party Integrations | Webhooks (up to 30,000 events) |
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Payment Integrations | Stripe, Wise, PayPal, Manual banking |
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Number of Workspaces | Up to 5 | ✖ |
Agency Handy provides a wide range of payment integrations, including Stripe, Wise, PayPal, and manual banking. It supports up to 30,000 webhook events for seamless data syncing. Its focus on built-in features reduces reliance on third-party tools, offering real-time updates and automation directly within the platform.
The platform also lets you easily set up multiple workspaces and its highest plan allows up to 5 workspaces. That’s enough to handle multiple work units under one platform, making it a scalable option supporting large teams.
Indy, while offering basic payment integrations like PayPal, Stripe, and Zelle. Indy relies on Zapier for setting up automation. It offers single step automations as well as more complex multi-step automations with more difficult setup. But it can be time-consuming to set up. Additionally, Indy lacks webhook support making data-syncing slower and tedious.
In summary, Agency Handy offers in-built order and task automation and scalable solutions, with multi-workspace support, making it more suitable than Indy.
Agency Handy offers higher starting prices but includes multiple users per plan, making it suitable for small to large agencies. Indy, on the other hand, is more affordable and ideal for freelancers or small teams, but it limits storage and user capacity.
Focus Area | Agency Handy | Indy |
Entry-Level | $49/month (3 users) | $18.75/month (1 user) |
Mid-Tier | $99/month (10 users) | Not available |
High-End | $149/month (30 users) | Not available |
Custom Pricing | Available | Not available |
Storage Capacity | Up to 20TB | Up to 1 TB |
Solopreneur:
Teams:
Pro:
Indy offers affordable pricing plans, catering to freelancers and small businesses.
Free:
Pro Bundle:
Now that you have a clearer understanding of both platforms, let’s break down which one fits your business needs based on the provided information.
Choose Agency Handy if:
Choose Indy if:
When choosing between Agency Handy and Indy, consider your long-term growth goals.
If your agency is expanding or you need a solution that scales with you, Agency Handy’s robust features, including multi-workspace support and automation, offer long-term efficiency. Moreover, it also fits small teams needs with its starter plan.
For freelancers or small teams prioritizing simplicity and affordability, Indy provides the necessary tools for project management and invoicing without overwhelming complexity.
Thus, both tools offer value and depending on your needs can be the best fit for you. Hopefully, our in-depth comparison will lead you to the right choice.
