Add and showcase your offerings with detailed information, tailoring it to represent your agency’s unique capabilities
Create a service catalog and share it publicly for clients to put orders. Use iframe to embed the service catalog on your website as well.
Give your clients the exact form you want to get every data point to complete the order
Order forms with simple structure but important fields will help you get the order without any hassle
Generate a client profile with essential information, streamlining the onboarding process.
Automate client invitations with instant email notifications, making it easier for seamless one-click confirmations
Transform client conversations into organized orders, ensuring a clear overview of your agency’s workload
Setup start, end date, and all the order details with necessary files and client requirements to set up the order
Maintaining a clear vision of every project detail like time, progress, and status is easier with small tasks.
Assign tasks, set deadlines, and monitor progress, keeping your team on track and your projects on schedule
Visualize your workflow, gaining insights into the status and progress of each task within your projects.
Stay informed about each task’s stage and progress, ensuring smooth and timely project execution
Send Invoices to your clients once you are done with all the deliverables and client approvals
Link your service to your website and get paid upfront or even attach multiple invoices to one order to be paid in splits
Secure your deals by sending personalized quotations and proposals directly to your clients via this platform
Use the platform to send the quotation to your client, making it an easier and better way to manage it all.
Log client issues through tickets, maintaining clarity and organization in resolving concerns.
Assign tickets to team members promptly, ensuring swift and effective resolution of any arising issues.
With every order, there are hundreds of files shared. Organize all the files seamlessly in our files tab
Attach any required files for a specific order, task, or ticket so that you can follow up easily
Put in your logo, and primary and secondary colors in your workspace so that it looks exactly how you want it to be
Set your custom domain in Agency Handy to give your workspace even more of a familiar look
Be in touch with the latest client feedback, tickets created, and revenue generated from one view.
Stay on top of the recent orders and all the updates regarding them. Figure out the bottlenecks quickly so that you can solve the issues instantly.