Skip to content Plutio might handle projects, but it misses out on the critical client onboarding tools your agency needs, like customizable order forms and efficient order management. Agency Handy delivers a comprehensive experience from the first client interaction to order completion, keeping every detail organized in one place. Choose Agency Handy for a smoother, more professional client journey!
Feature-by-Feature Comparison
| Features | Agency Handy | Plutio |
|---|---|---|
| Starter Plan (Per User Cost) | $10/month | $19/month |
| Custom Client Portal | ||
| Service Catalog | ||
| Multi Package Service Listing | ||
| Subscription Management | ||
| Meeting Scheduling | ||
| Contract Management | ||
| Order Management | ||
| Task Tracking | ||
| Kanban Board for Tasks | ||
| Roles and Permissions Control | ||
| File Sharing | ||
| Built-In Client Communication | ||
| Integrated Ticketing System | ||
| Billing and Invoicing | ||
| Free-Trial Period | 7 days | 7 days |
Trusted by 100+ agencies worldwide. Here's what they love about Agency Handy.
Everything you need to run your agency — without the limitations Plutio leaves behind.
While Plutio is primarily project-focused, Agency Handy lets you create a detailed service catalog with multi-package offerings and flexible pricing.
With Agency Handy's multi-package service listing, you can list up to 3 packages for each service complete with details and FAQs with different pricing with a trial offering. You can hide pricing from specific clients and share your entire service catalog or just a specific service with a link. Agency Handy offers full flexibility when it comes to presenting your services and pricing. Plutio lacks these features completely.
While Plutio provides basic intake forms, Agency Handy offers fully customizable order forms that adapt to each service's unique needs.
With Agency Handy, you can capture detailed client information right from the start, set specific requirements, and personalize the onboarding experience. You can upsell or display add-on prices that clients can directly purchase from the order form. This tailored approach reduces follow-ups, creates a seamless client journey, and ensures new clients get started without delays or additional setup needs.
Plutio lacks built-in order management, but Agency Handy provides a comprehensive solution to keep orders and tasks organized.
Within Agency Handy, you can easily create orders, assign tasks, set priorities, and track progress, all in one platform. When a client self-checks out for a service, an order is automatically created for that service. You can also set default tasks for each service to automate task creation as well. Moreover, real-time updates keep your team aligned and every order on track, helping you deliver efficiently without relying on extra tools.
Plutio's white labeling is an add-on for lower tiers and only free on the top plan, while Agency Handy includes full branding on all plans.
With Agency Handy, you get complete white labeling—on every plan—for client portals, email templates, and invoices, allowing you to deliver a fully branded experience without hidden costs. This customization supports your agency's image consistently at every client touchpoint. In contrast, Plutio's white labeling options are accessible unless you upgrade to its highest-tier plan or purchase the feature as an add-on.
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.
Pricing Paid starts at
Monthly Billing
Yes, we don’t nickel and dime you for every little feature. Here are more answers:
Orchestra currently supports Stripe only, so if you need more payment options, you may find it limited.
Agency Handy offers a multi-package, customizable service catalog that allows agencies to showcase detailed listings, adjust pricing visibility, and even embed it on their website for client browsing and ordering.
No, Orchestra lacks a built-in client approval feature, which means client approvals may need to be managed outside the platform.
Choosing between Agency Handy’s comprehensive platform and Plutio’s project-focused tools requires careful consideration. Both have strengths, but their features serve different needs.
Let’s see which platform aligns best with your agency’s needs. Let’s break it down!
Both Agency Handy and Plutio offer powerful solutions for managing tasks, clients, and internal team, but each brings unique strengths. This comparison examines how they measure up in client onboarding, order management, task organization, team collaboration, and customization options. By the end, you’ll have a clearer view of which platform is the best match for your agency’s needs.
Agency Handy fits agencies of all sizes needing flexible service listing, task, order, & client management features, plus a quick setup and intuitive UI. Plutio’s best for freelancers, mid-size to larger teams. It offers strong project and client management with in-depth customization requiring technical setup.
Feature | Agency Handy | Plutio |
Focus Area | Full agency management | Project management and automation |
Best Suited For | Digital agencies managing projects and clients of any size | Freelancers, mid-size to large agencies |
Key Features |
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Agency Handy is designed as a comprehensive agency management tool to fit digital agencies of any size. Its core strength is its service listing and order management features with customizable order forms. It lets agencies present their services in the most lucrative way to warm leads and helps in converting them to paying clients.
With a simple user interface with all the main features accessible from the sidebar, you’ll need very little time to set up Agency Handy and no technical expertise. It’s an intuitive tool with a modern and simplistic look that’s visually appealing.
In contrast, Plutio is a very strong project management tool with workflow automation capabilities through its powerful integrations. It targets freelancers and mid-size to large businesses. The platform offers great client management features but lacks service listing and order management features.
Its user interface is quite intuitive but there are a lot of customization options for each feature that take a long time to set up.
It takes technical expertise to set up invoice templates, proposals & contracts templates, Wiki pages, collaborator roles, and more. If you don’t have the time to learn the setup process, you will need to hire an expert for the setup.
Overall, Agency Handy is more accessible for businesses that need a quick setup and don’t have the resources to hire an expert.
Agency Handy offers powerful client acquisition tools that Plutio lacks, including a flexible service catalog with one-time or subscription-based options and up to three pricing packages per service. With built-in order management and shareable URLs, it’s ideal for agencies needing seamless client acquisition.
Focus Area | Agency Handy | Plutio |
Service Listing | Showcase services individually or in multi-packages with pricing control | ✖ |
Direct Orders | Clients can place orders directly through the service catalog | ✖ |
Client Reviews | Display client feedback | ✖ |
Price Visibility | Option to show or hide prices for each client | ✖ |
Agency Handy provides essential tools for client acquisition that Plutio lacks. With Agency Handy, you can create an extensive service catalog, offering both one-time and subscription-based options.
For each service, you can set up to three distinct packages with different price points, giving you flexibility uncommon in most client portals.
Each listing can include service descriptions, FAQs, and even a trial period, allowing clients to make well-informed choices. Self-checkout is available, and you receive an order approval request for easy processing.
Sharing these listings with clients is simple—just generate a shareable URL, or send individual service links with custom visibility for pricing as needed.
By comparison, Plutio does not include these service catalogs or order management capabilities. While Plutio is robust for project and task management, it requires separate tools or an external website to list services.
Overall, Agency Handy is the more complete choice for agencies focused on both client management and acquisition.
Agency Handy offers customizable intake and order forms that can be linked to each service. Order forms support add-ons, upselling, self-checkout, and file uploads, offering a smooth onboarding experience. Plutio’s forms lack these streamlined sales options but have incredible customization options.
Feature | Agency Handy | Plutio |
Customizable Intake Forms | Create intake forms for each service offering | Custom intake forms |
Order Forms | Fully customizable to match specific service needs | ✖ |
Proposal | Proposals with order details, file uploads, terms & conditions with e-signature | Proposal and contract management |
Agency Handy streamlines client onboarding with fully customizable intake and order forms, setting it apart from Plutio. While Plutio does offer custom intake forms, it lacks the capability to attach forms to specific services or include order forms altogether.
Moreover, Agency Handy’s intake forms allow you to gather essential client information with a variety of field options, including multiple-choice, paragraphs, short answers, dates, and formatted text.
You can even add tables to present more structured data and enable file uploads, so clients can share relevant documents or examples upfront, helping you better understand their needs.
A standout feature of Agency Handy is its order form, which allows you to list add-ons and upsell options directly within the form. Clients can view pricing, choose optional services, and complete the checkout process all in one step. This setup not only simplifies onboarding but also offers agencies a convenient way to increase revenue with minimal setup.
In contrast, Plutio’s onboarding process lacks an order form, making it more challenging to seamlessly upsell or attach specific services to client intake forms.
Although Plutio’s intake forms allow for more in-depth customization, they don’t support a self-checkout option or the ability to link add-ons.
Overall, Agency Handy provides a more complete onboarding process. It efficiently collects client information, streamlines orders, and enables additional sales through its intake and order form features.
With Agency Handy, each service purchase triggers an automatic order, with options for task automation and client-requested tasks. It lets you assign tasks, set priorities, and track status. Plutio offers advanced task management tools and Zapier integrations but lacks built-in order management and task automation.
Feature | Agency Handy | Plutio |
Automatic Order Creation | Allows automatic order generation after client action | ✖ |
Task Assignment with Priorities | Supports task assignment with priority settings | Task assignment with a set deadline |
Task Visualization | Kanban board and other visual tools for task tracking | List, table, Kanban, calendar, and timeline view available |
File Management and Library | Organized file library for easy access | Organized file library for easy accessible |
File Uploads by Clients | Clients can upload files directly to the portal | Supports client file uploads |
With Agency Handy, every time you sell a service, an order is generated instantly. Need task automation? Set up default tasks for each service so that the necessary steps are created as soon as a service is purchased. Plus, clients can even request specific tasks, adding flexibility to meet individual needs.
Managing tasks is a breeze with Agency Handy. You can assign tasks to multiple team members, set priorities, and establish deadlines. The Kanban board gives you a clear visual layout, allowing you to monitor task status and dependencies easily.
File management is another strong suit of Agency Handy. Both you and your clients can upload files associated with an order, organizing them in specific folders. You can sort these files by name or date, making it easy to keep everything organized and accessible.
Plutio, by comparison, includes a well-structured file library and supports client uploads, but it doesn’t offer automatic order creation or built-in order management.
While Plutio allows task assignments with deadlines and provides a range of views (list, table, Kanban, calendar, and timeline), it lacks built-in task creation automation. However, you can integrate Zapier into your Plutio account to support automation.
In short, Plutio, while effective for task management, lacks the built-in order management and automation features that make Agency Handy a more complete solution.
Agency Handy offers a structured team hierarchy with four roles: super-admin, admin, manager, and assignee, ensuring clear access control with easily accessible settings. In contrast, Pluto lets you set up unlimited custom roles and permissions as per your need but requires more time to get started.
Feature | Agency Handy | Plutio |
User Roles & Permissions | Available (Super-Admin, Admin, Manager, Assignee) | Available (Owner, co-owner, client, contributor) |
Client Access Permissions | Available | Available |
Team Invitations | Available | Available |
Agency Handy provides a clear hierarchy for team roles, with four specific levels: super-admin, admin, manager, and assignee. At the entry-level, the assignee role is focused purely on task updates and viewing the employee directory, with no access to client information.
Managers and admins have a bit more authority; while both can manage projects, only admins can adjust team member roles. The top-level super-admin role offers full control, including the ability to add or remove clients and manage workspaces.
You can navigate to the Team tab to view your entire team roster, filtering by roles and adjusting them with a quick click on a drop-down menu. Adding new team members is equally straightforward—just enter their email, assign a role, and they’re good to go.
Plutio, by comparison, has four core roles: owner, co-owner, client, and contributor. The owner has full control over each workspace, while co-owners share the same access level.
Clients have restricted access, limited only to items directly assigned to them. The contributor role, however, is highly adaptable, allowing you to define custom permissions as needed for various tasks, whether for teammates or contractors.
While Plutio offers role flexibility, Agency Handy’s setup is more structured and comprehensive, with easy setup.
Agency Handy excels in client management with a centralized portal for tracking orders, communication, and ticketing, allowing seamless, personalized support. Plutio provides solid profiles and messaging but lacks a ticketing system, relying instead on a self-help knowledge base for urgent needs.
Focus Area | Agency Handy | Plutio |
Client Portal | Available | Available |
Client Profiles | Available | Available |
Communication | Task and ticket comments and email | Direct messaging, email, and task comments |
Ticketing System | Available | ✖ |
Agency Handy makes managing clients a breeze, with a powerful system that keeps profiles, communication, and interactions all in one place. Its client portal is a centralized hub for tracking orders, monitoring tasks, and sharing files—so every detail you need is at your fingertips.
Client profiles on Agency Handy are packed with useful information: from names and emails to recent orders, tickets, and invoices. This detailed view allows you to create more personalized interactions.
When urgent issues pop up, Agency Handy’s ticketing system steps in. Both clients and team members can open tickets, set priorities, and exchange comments directly on each ticket. Task-specific communication is just as easy, allowing you to connect with clients directly in task discussions for seamless collaboration.
Alt: Agen
On the flip side, Plutio offers detailed client profiles and lets you send both direct and mass messages with attachments. It covers essentials like payment details, contracts, and shared files, keeping communication open and easy.
However, Plutio misses the mark on real-time support. Without a ticketing system, urgent client needs are harder to manage. Instead, it relies on a knowledge base for self-help, which limits instant support options and could leave clients waiting.
In short, Agency Handy’s client management tools go the extra mile, with ticketing and tailored interaction features built right in. Plutio brings solid project collaboration, but if you’re looking for immediate client support, Agency Handy has the edge.
Agency Handy sends branded invoices with customizable line items, split payments, and over 100 currencies. It automates recurring billing and sends reminders for invoices and subscriptions. Plutio supports Stripe, PayPal, and Square, adds tax, tracks billable hours, and automates overdue reminders.
Focus Area | Agency Handy | Plutio |
Invoicing | Available | Available |
Payment Gateways |
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Recurring payments | Available | Available |
Agency Handy lets you send clients branded invoices. You can easily add line items, split payments, and handle over 100 currencies—perfect for agencies working across borders and projects.
Recurring billing is automated, taking the hassle out of subscription-based services. With payment gateways like PayPal, Stripe, Wise, and even manual banking, Agency Handy keeps transactions seamless. And to keep everything running on time, it sends timely reminders to your clients:
On the other hand, Plutio allows you to add taxes, split payments, and enable auto-pay for recurring services. It also lets you automate reminders for overdue invoices. You can track time spent on a specific task and send clients invoices based on hours spent.
Moreover, Plutio supports Stripe, PayPal, and Square. Square has limited currency support, while Stripe and PayPal offer multi-currency support.
In short, both platforms have similar invoicing and billing capabilities except Plutio has the added benefit of letting you track your billable hours.
Agency Handy allows full portal branding with custom colors, logos, domains, email templates, and branded invoices, supporting 14 languages. Plutio also offers white-labeling and 25-language support but retains “Powered by Plutio” on lower plans unless upgraded. Agency Handy includes full branding on all plans.
Focus Area | Agency Handy | Plutio |
Style Customization | Available | Available |
Email Customization | Customizable branded emails | Customizable branded emails |
Remove “Powered By” | Available on all plans | Available as an Add-on |
Multi-Language Support | Supports 14 languages | Supports 25 languages |
Agency Handy gives you complete control over your client portal’s appearance. With customizable colors, logos, and domains, it’s easy to create a fully branded, seamless experience.
Full white labeling means every client-facing element—from the login screen to the main portal—is yours to personalize, ensuring consistent branding.
Alt: Agency Handy Workspace Config
Agency Handy also includes dynamic email templates, allowing you to craft communications that match your agency’s voice. Set up branded invoices with your company name and logo just once, and they’ll appear on every invoice.
For agencies with global reach, it supports 14 languages, making client interactions easy across regions.
Plutio, while offering solid white-labeling and multi-language support (with 25 languages), retains “Powered by Plutio” branding on lower plans unless upgraded. Whereas, Agency Handy delivers a complete package right from setup—no extra add-ons required.
Agency Handy offers payment options with Stripe, Wise, and PayPal and supports up to 30,000 webhook events for seamless data syncing. It emphasizes in-built features over integrations. Meanwhile, Plutio integrates with Zapier and Make for workflow automation and QuickBooks for financial management.
Features | Agency Handy | Plutio |
Third-party Integrations | Webhooks (up to 30,000 events) |
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Payment Integrations |
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Multiple Workspace | Available (Up to 5) | Available |
Agency Handy offers flexible payment options with Stripe, Wise, and PayPal integrations. With webhooks that support up to 30,000 automated events, it enables seamless data syncing and real-time updates with third-party tools.
Other than these, Agency Handy focuses on in-built capabilities rather than relying heavily on integrations.
Plutio, in contrast, offers excellent automation capabilities through integrations with tools like Zapier and Make, providing expanded flexibility for agencies needing customized workflows. Plutio’s QuickBooks integration also supports businesses requiring advanced financial management options.
In summary, both platforms bring strong payment integrations, while Plutio shines with powerful integrations to support workflow automation.
Agency Handy offers higher starting prices compared to Plutio, but supports multiple users while Plutio doesn’t. Its pricing packages make it appealing to small to large agencies. On the other hand, Plutio is more attractive to freelancers and mid-size to large businesses.
Focus Area | Agency Handy (Annual Pricing) | Plutio (Annual Pricing, 2 Months Free) |
Entry-Level | $29/month | $19/month |
Mid-Tier | $99/month | $39/month |
High-End | $149/month | $99/month |
Custom Pricing | Available | Not Available |
Storage Capacity | Up to 20TB | File size limited to 1 GB, unlimited file upload |
Agency Handy provides flexible plans to suit growing agencies with varying team sizes and client needs.
Freelancer:
Teams:
Business:
Plutio offers flexible pricing designed for freelancers, small teams, and growing agencies, providing a range of features to suit different business needs.
Solo:
Studio:
Agency:
Now that you have a clearer picture of both platforms, let’s break down which one is the better fit for your agency based on the updated information.
Choose Agency Handy if:
Choose Plutio if:
Both Agency Handy and Plutio bring valuable tools to the table, but the right choice depends on your specific needs.
Agency Handy is perfect for agencies seeking advanced service management, customizable workflows, and scalability. If you’re looking for a comprehensive solution that grows with your business, it’s a solid choice.
Plutio, meanwhile, offers advanced project management tools and offers a lot of scope for automation with its Zapier and Make integrations.
Thus, both tools offer value but their strengths lie in different features. Hopefully, our in-depth comparison will lead you to the right choice.
