Agency Handy VS. Orchestra

Agency Handy vs Orchestra: Which Platform is Best for Your Business?

Trying to decide between Agency Handy’s comprehensive client management tools and Orchestra’s streamlined toolkit for productized services? Both platforms have their strengths, but here’s what you need to know:

• If your agency needs full client management, from onboarding to payment, Agency Handy has you covered with tools like service catalogs, forms, task management, invoices, and payment gateways.
• In contrast, Orchestra is ideal for productized service agencies, offering a customizable client portal, real-time analytics, subscription management, and streamlined task workflows for efficient client collaboration.

Ready to choose the right platform for your agency? Let’s dig into the details!

Agency Handy vs Orchestra: A Detailed Comparison

Agency Handy and Orchestra bring distinct strengths to agency management. We’ll look at their client portals, task handling, billing, customization options, and integrations to guide you toward the best choice for your agency.

Target Users

Agency Handy is perfect for digital agencies looking to streamline complex service offerings, automate client onboarding, and manage tasks with full branding flexibility. Orchestra, meanwhile, is designed for smaller businesses offering standardized services, needing simple task management, client portals, and basic subscription options.

Agency Handy is ideal for agencies needing advanced tools to manage complex service packages and client interactions. 

It offers a multi-package service catalog, intake forms, and integrated billing, which help streamline operations and support growth. This setup suits agencies looking to organize processes while maintaining scalability.

In contrast, Orchestra is a strong fit for productized service businesses seeking simple client portals and efficient task management. 

With real-time updates and easy subscription controls, it keeps workflows straightforward. It’s best for agencies with streamlined service offerings, providing essential tools without heavy customization needs.

Client Acquisition

Agency Handy stands out with its multi-service catalog and coupon management, enabling agencies to list all offerings in one accessible place. Orchestra, however, provides a more limited setup with a single service listing, description, and pricing. 

Agency Handy simplifies client acquisition by allowing agencies to list multiple services in a single, centralized catalog. 

The catalog features detailed descriptions, flexible pricing options—whether displayed individually, grouped, or hidden for specific clients—and a seamless checkout process. These options make it easy for clients to browse and purchase services all in one place.

You can further customize the services with up to 3 packages including deliverables and pricing. Also, feel free to add FAQs for the services that clients might have. 

Once clients have used your services, they can also leave reviews, adding valuable feedback for future prospects.

The platform also includes coupon management features, allowing you to create unlimited discounts, set customizable redemption limits, and define expiration dates. You can even restrict coupon usage to specific clients, giving you granular control over accessibility. 

Additionally, you can embed it directly on your website or share it on social media, allowing potential clients to explore all services without leaving the site. This integration will improve your conversion rate and increase revenue. 

Each service in Orchestra’s listing integrates a Stripe-powered pricing strategy. It includes the service name, description, and deliverables that highlight client benefits.

Although Orchestra doesn’t support multi-package service catalogs, it offers upselling options within each service. This approach allows agencies to maximize offerings in a structured, single-service format. 

This setup offers agencies flexibility in managing and showcasing individual services with added upsell potential.

Client Onboarding

Agency Handy streamlines client onboarding with customizable intake and order forms, flexible pricing, and self-checkout, enabling clients to select services and upload files easily. In contrast, Orchestra doesn’t offer any forms to get client info.

Agency Handy’s intake forms offer full customization, allowing you to collect specific client details and file uploads right from the start. This feature provides agencies with a complete onboarding experience, ensuring you have all the essential information in one place. 

Orchestra, however, lacks intake forms, limiting flexibility for agencies needing a personalized onboarding process.

With Agency Handy’s customizable order forms, you can gather detailed client information, task specifics, and essential files, all tailored to each order’s requirements. 

The order form also supports upselling through service add-ons and includes terms and conditions that clients can review and sign directly. 

In contrast, Orchestra does not offer order forms, restricting its capacity for tailored client interactions.

Additionally, Agency Handy provides customizable proposals with e-signature functionality, making it easy to create and secure client agreements in a professional, efficient manner. 

Orchestra lacks proposal features, which may limit its appeal to agencies that rely on personalized quotes and secure client sign-offs to close new business.

Order & Task Management

Agency Handy offers detailed order and task management including how many orders you have, task progress and dependencies, and client collaboration. On the other hand, Orchestra functions in the same way, but there’s no order management available.

Agency Handy manages the entire order lifecycle, starting with client intake and advancing through task assignments, deadlines, and specific milestones. 

You can create tasks with prioritization levels and assign the team members accordingly, allowing teams to focus on the most important task. And automate tasks with each order to avoid creating tasks manually. 

Once you have a task in the review phase, it will automatically move to the client for review and approval. They can share real-time feedback if needed and approve eventually. 

Effortlessly collaborate using file annotations, where teams and clients can leave comments directly on shared documents. Version control enables you to track edits, view previous versions, and roll back changes anytime. For added transparency, the activity log captures every action with timestamps.

Plus, you can get a complete view of the tasks’ progress in Kanban board and follow up on the delays to get it done soon. Also, the list view is available, too.

Similarly, Orchestra brings a task management function to manage the tasks and subtasks in detail on the Kanban board. The platforms also allow you to collaborate with the clients in real-time. 

But you don’t get a specific Review/Approval feature like Agency Handy. offers a more basic approach to task management, using Kanban boards for tasks, subscribers, and internal processes. 

Team Management

Agency Handy offers flexible team roles: super-admin, admin, manager, and assignee, with varying access levels. This allows robust data security and easy role management. Orchestra provides role management features with granular control but limits it to higher plans.

Agency Handy provides robust flexibility in managing team roles, offering four distinct options: super-admin, admin, manager, and assignee.

• Super-Admin: Handles critical functions like adding/removing clients and managing workspaces, ensuring enhanced data security.
• Admin: Shares permissions with the project manager but exclusively manages team role assignments.
• Manager: Focuses on project-related permissions without access to team role changes.
• Assignee: Has the most restricted access, limited to updating tasks and viewing the employee directory, with no client data access.

Orchestra offers team role management but requires upgrading to the mid-tier plan for basic role features. For granular control, such as more specific access settings, users must purchase the highest-tier plan. 

While Orchestra’s pricing tiers enable role management, the exact roles and their permissions are not clearly specified on their platform.

Client Management

Agency Handy offers a dedicated client portal where clients can access project details, communicate with the team, and track real-time progress. In contrast, Orchestra provides a client portal with essential tools but lacks some of the advanced communication and tracking features that Agency Handy offers.

Both Agency Handy and Orchestra include a client portal that provides a simple, user-friendly space for client interactions and project tracking. 

Agency Handy’s client portal is designed to keep all client details organized in one place, including profile information, recent orders, tickets, and invoices. This setup creates a streamlined experience for both clients and businesses. 

With built-in email, messaging, and a ticketing system, it keeps communication seamless and organized. Each ticket links back to its specific order number, making it easy to track issues directly within the platform.

Additionally, it offers lead management features. With a Kanban-style sales funnel, tracking and organizing leads becomes seamless and efficient. 

You can input contact information, source, value, and interactions. Assign leads to team members for personalized follow-ups. 

In Orchestra, the client profiles are more straightforward and linked to the plans directly. 

Plus, Orchestra, while supporting in-app communication and Slack notifications, does not offer a ticketing system, focusing instead on basic communication without specific issue-tracking features.

File Management 

For straightforward document organization linked to tasks or orders, Agency Handy keeps everything within reach. Orchestra offers basic file management but misses the depth and flexibility that Agency Handy delivers.

Agency Handy’s file library centralizes all documents, making it easy to locate and manage files tied to any project phase. 

With the option to sort by order ID, your files are always where you need them, ensuring a smooth, organized workflow. This system is ideal for agencies needing easy access to all project-related documents in one place.

In contrast, Orchestra provides basic file attachments, linking files directly to tasks. While this setup works for essential document storage, it lacks a centralized file library and the sorting flexibility found in Agency Handy. 

Billing & Invoicing

Agency Handy provides a highly customizable billing system, supporting advanced invoicing, multiple payment gateways, and subscription management. Orchestra doesn’t have a separate invoicing system, rather it’s built into the service plans. 

Agency Handy’s invoicing system supports complex financial arrangements with ease. It offers customized invoices that include split payments, detailed line items, and automated reminders. 

Invoices are generated automatically upon client self-checkout, simplifying the billing process for agencies with diverse client bases.

Its time tracking features let you track hours spent on tasks in real time. You can input manually as well. This feature can be used to pay your team or client invoicing. Offering two solutions with one tool. 

And you can get paid in multiple payment gateways, including Stripe, PayPal, Wise, and manual banking, catering to both local and international clients. 

Automated reminders are sent for regular invoices (3 and 7 days after due) and subscriptions (3 days and 1 day before due), keeping payments organized and timely.

Orchestra offers basic invoicing capabilities but limits payment options to Stripe only, making it less flexible for agencies needing varied payment methods. Its subscription management is also simple, without the customizable billing schedules available in Agency Handy. 

Additionally, Orchestra supports only a single currency, making it less suitable for agencies managing international clients.

For proposals and quotes, Agency Handy provides customizable templates that allow for tailored pricing, giving agencies flexibility in crafting client-specific offers. 

Orchestra does not include a proposals or quotes feature, which is a drawback for agencies that rely on customized client pricing and tailored offers.

Customization & Branding

Agency Handy provides extensive customization options, allowing agencies to tailor styles, domains, email templates, and branding elements for a cohesive client experience. In contrast, Orchestra offers basic customization features but lacks the depth of branding control that larger agencies prefer. 

Agency Handy gives agencies full control over branding elements such as colors, logos, icons, and even a custom sign-in portal message, ensuring that all client-facing interfaces reflect the agency’s identity. 

Additional customization options allow adjustments to sidebar color, sidebar text color, and background color, providing a unique branded workspace that aligns with agency needs.

The platform also features fully customizable email templates, allowing for personalization with client details to enhance the professionalism of communications. 

With white-labeling options, agencies can remove any “Powered by Agency Handy” branding, ensuring the platform feels entirely agency-branded. 

Multi-language support further makes Agency Handy ideal for agencies serving international clients.

Orchestra, on the other hand, offers basic customization with control over colors, logos, and custom domains but does not support email customization or multi-language options. 

Additionally, Orchestra lacks white-labeling options to remove platform branding, making it less suited for agencies looking for a fully branded client experience.

Integrations

When comparing integrations, Agency Handy supports multiple workspaces, making it ideal for agencies that manage various business teams or divisions. Orchestra, however, operates with a single workspace model, which may suit freelancers and solopreneurs more. 

Agency Handy is designed to support multiple workspaces, allowing agencies to handle distinct teams or business units all within one platform. This setup is particularly beneficial for larger agencies with separate service wings or client segments. 

Its integration focus is on payment gateways (including Stripe, PayPal, and Wise) and Webhooks, providing agencies with smooth payment processing and basic automation capabilities.

Orchestra, on the other hand, operates under a single workspace model, which may be more suitable for streamlined service setups. 

It offers a range of integrations, connecting with Stripe for payments, Slack and Intercom for communications, and Zapier for automation. 

These integrations allow for simple connectivity with widely used business tools, supporting essential functionality without the complexity of multi-workspace management.

Storage 

When it comes to storage, Agency Handy offers bulk storage that can be shared across the entire team, making it ideal for agencies that handle large volumes of files. Orchestra, however, provides more modest storage, which may work for businesses with basic file storage requirements.

Agency Handy’s storage plans cater to varying agency sizes, providing substantial storage space for file-heavy projects. 

The Solopreneur plan offers 1 TB, supporting small agencies or freelancers handling moderate file sizes, while the Team plan offers 5 TB, perfect for mid-sized teams with large media files. 

For larger agencies managing complex projects, the Pro plan provides 20 TB of storage, ensuring ample space for all team members.

Orchestra’s storage options are more modest, with plans offering 10 GB, 200 GB, and up to 2 TB. These options work well for teams with lighter storage needs. 

The Free and Basic plans include 10 GB, suitable for small teams, while the Starter plan provides 200 GB, ideal for moderate storage requirements. 

The Agency plan offers 2 TB, meeting the needs of larger agencies, though it lacks the bulk storage capacities available in Agency Handy’s higher plans.

Agency Handy offers a comprehensive solution for agencies that require shared bulk storage for collaborative projects. 

However, Orchestra’s smaller, more structured storage plans may work for teams with basic, manageable storage requirements.

Pricing Plans

Agency Handy provides flexible pricing based on user count and features, making it suitable for agencies focused on SEO, creative services, marketing, etc. Orchestra, on the other hand, offers tiered plans with a set number of team seats, designed for growing agencies and businesses.

Agency Handy Pricing Plans:

Agency Handy offers adaptable pricing that scales with agency needs.

• Solopreneur: $49/month (annual billing) or $69/month (monthly) for up to 3 users. Includes unlimited clients, service catalogs, order management, and essential client onboarding tools.
• Teams: $99/month (annual billing) or $149/month (monthly) for up to 10 users. Adds team collaboration, advanced task management, and enhanced client communication.
• Pro: $149/month (annual billing) or $199/month (monthly) for up to 30 users. Includes all Teams features, plus advanced reporting, priority support, and greater customization for larger teams.

Orchestra Pricing Plans:

Orchestra provides straightforward tiered plans designed for scaling teams and agencies.

• Free: Includes 1 team seat, 10 GB storage, unlimited tasks, comments, and a basic client portal.
• Basic: $25/month (billed yearly), includes 1 user, unlimited subscribers, real-time analytics, and 10 GB storage.
• Starter: $40/month (billed yearly), supports 2 users, offers custom branding, integrations, and 200 GB storage.
• Agency: $140/month (billed yearly), includes 5 users, full white-labeling, 2 TB storage, custom domain emails, and dedicated support.

For agencies that require flexible storage and team management, Agency Handy’s scalable plans are ideal for agency management. Orchestra’s tiered plans, though simpler, offer essential tools for smaller teams or those with fixed storage needs.

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

Now that you have a breakdown of both tools, it’s time to decide which platform best aligns with your agency’s goals. In this section, we’ll help you determine which tool to choose for your business.

Agency Handy is your pick if:

• You run a digital agency with a growing client base and complex operations.
• You need a centralized, customizable service catalog with website embedding to showcase services directly on your site.
• Streamlined client onboarding with custom order forms, intake forms, and proposals is a priority for your workflow.
• Automated subscription management and seamless recurring invoicing are essential to your business model.
• Multi-workspace support is necessary for managing multiple teams or client groups within one platform.
• Extensive customization options are important, including branding, multi-language support, and removing “Powered by” branding.
• You’re seeking a platform that grows with your agency, offering scalable plans with increasing storage, users, and features.

Orchestra is your pick if:

• You manage a small agency or business with straightforward service offerings.
• Basic client portals and task management meet your needs without complex onboarding requirements.
• You require simple invoicing with essential integration options like Slack and Stripe.
• A single workspace is sufficient for your agency’s structure.
• You prefer a simple, easy-to-navigate system for task management without extensive customization.
• Your business doesn’t require multi-language support or fully white-labeled client interfaces.

Wrapping Up

In conclusion, Agency Handy and Orchestra serve the distinct needs of agencies, each excelling in key areas. 

Agency Handy is ideal for agencies managing complex operations, requiring robust customization, multi-workspace support, and a streamlined client onboarding process. 

With advanced billing features, a multi-service catalog, and extensive branding control, it’s built for scalability and a professional client experience. 

Orchestra, by contrast, offers a straightforward setup with essential task management and client portals, making it a practical choice for small teams or agencies with simpler workflows. 

Ultimately, your choice depends on your agency’s size, complexity, and customization needs.