Bring your business to the best scale

The only solution you need to manage your agency

From creating orders to sending invoices, Agency Handy has you covered all the way

Productize Services That Sell Themselves

Multi-Package Offerings

Create detailed service listings with customizable packages.

Public Sharing and Embedding

Share service catalogs publicly or embed them directly into your website.

Custom Forms to Streamline Client and Order Info

Intake & Order Forms

Custom forms are designed to collect all necessary client information for project initiation

Simplified Public Forms

Create customized public forms, embed them in your website, and record all the responses centrally

Break Down Client Orders into Actionable Tasks

Structured Order Tracking

Give your clients the exact form you want to get every data point to complete the order.

Task Management

Break down orders into tasks, assign them to team members, set deadlines, and monitor progress to ensure timely delivery.

Manage Files, Get Feedback, and Track Versions

Feedback and Version Control

Enable direct feedback on files, manage version histories, and allow annotations on images, PDFs, and videos to enhance collaboration.

Centralized Storage

Organize and store files related to orders and tasks in a structured manner for easy access.

Built-in Time Tracking That Works for You

Timesheet

View and manage all tracked time entries in a centralized, easy-to-navigate timesheet.

Manual Time Entry

Quickly allow team members to log time manually for completed work or offline tasks.

Send Invoices and Collect Payments Your Way

Manage Invoices

Generate and send invoices at any stage of the project

Subscription Management

Set up customizable subscription plans with billing cycles, automating recurring payments.

Never Let a Client Concern Slip Through

Ticketing System

Log and manage client-reported issues systematically

Prompt Resolution

Assign tickets to team members for swift issue handling

Get a 360° View of Every Client and Lead

Lead Pipeline Tracking

Utilize a Kanban board to monitor leads through stages.

Client Profiles

Maintain detailed records of client invoices, orders, and everything else in one centralized location

Let Your Clients See Your Brand, Not Ours

Brand Customization

Personalize your workspace by incorporating your logo and brand colors to reflect your agency’s identity

Custom Domain Setup

Configure a custom domain and customize client-facing portals and emails for a cohesive brand experience.

Know What’s Happening in Your Agency Instantly

Monitor key metrics such as client feedback, recent orders, tickets, and revenue from a centralized dashboard

Take the First Step

Simplify client management. One stop client portal solution.

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