Agency Handy is now GDPR compliant → Read More
Agency Handy is now GDPR compliant → Read More
Give your clients one simple place to access services, tasks, files, and payments, whenever they need it.
No credit card.
No setup headaches.
Trusted by 1,000+ Businesses and Agencies
From the first click to project kickoff, your clients experience a smooth journey every time.
Clients browse your branded service catalog, choose from one-time or recurring packages, and purchase on their terms.
As soon as a service is selected, clients receive an onboarding form to share personal and project to get the project started.
Clients receive an auto-created profile, including contact info, order history, invoices, tickets, and notes without anyone lifting a finger.
No Agency Handy logos. Just your brand, your name, your space, as if it’s your company’s own system.
Track every detail about your project, invoices, and subscriptions in your own dedicated client portal.
Every service order turns into a live project with tasks, files, and timelines. You’ll always know what’s happening next.
Comment on tasks, give feedback, request changes, and review files—all inside your project workspace.
Need help or have a question? Create a ticket directly in the portal and get responses without any delays.
Receive detailed proposals right in your portal. Review, accept, e-sign, and pay to get started instantly.
Kamrul Hasan Naim
Founder, Webkooker
See how Webkooker cut down on multiple tools and achieved 10x subscription and order management with Agency Handy’s centralized platform.
webkooker
Davor Bkic
Founder, Visual solutions
Check out how Visual Solutions have optimized their workflow by 4x since joining Agency Handy.
Visual Solutions
Terrence Jackson
Founder, Up Next Marketing Inc
Terrence didn’t need to rebuild anything—he just plugged in Agency Handy and closed the gaps GoHighLevel couldn’t cover.
Up Next Marketing Inc
Molli Lou
Founder, Strategy Sculptors
One tool. One place. See how Strategy Sculptors simplified their workflow with Agency Handy.
Strategy Sculptors
Handle every payment securely and professionally—all within your branded client portal.
Clients can log into the client portal software to view current, past invoices, and pay the due.
No external redirects. Clients can pay invoices directly using Stripe, PayPal, Wise, or manual banking methods.
Clients can track their subscription status and upcoming payments effortlessly within the portal.
Make every interaction feel like an extension of your agency—polished, professional, and personalized.
From your logo to colors and domain—your client portal software reflects your agency’s identity at every step.
Clients log in through your custom domain with a personalized login page, building trust from the first click.
Cater to international clients with multiple language options and currency formats inside the client portal.
Control what your clients can see in their client portal—nothing more, nothing less.
Connect 10+ popular integrations—Google Drive, Notion, Stripe, and more—straight into your client portal with real-time updates
Softr Databases
Airtable
Google Sheets
Notion
HubSpot
monday.com
MySQL
ClickUp
Postgres
Supabase
Rest API
Join the thousands of businesses transforming their client experience.
Yes, we don’t nickel and dime you for every little feature. Here are more questions and answers regarding our customer portal software.
Client portal software is a secure portal for clients to access projects, interact with the team assigned for tasks, share files, and give feedback. This overall reduces the need for back and forth emails and phone calls.
It creates a private login space for clients to track project progress, access documents, leave feedback, and make payments without endless email chains and attention from admin.
Businesses use client portals to reduce admin work for repeated client-facing tasks, give project updates, and provide a private space for clients to interact with people assigned for their projects, upload files, and give feedback.
A client portal system includes secure logins, project tracking, file sharing, in-app messaging, invoicing, payment processing, and giving clients a white label branded experience.
Modern client portals use SSL encryption, GDPR compliance, and secure hosting to protect sensitive data, ensuring client privacy and trust.
By giving clients 24/7 access to their projects, invoices, and communication threads, you ensure a smoother, more professional client experience.
Yes—many platforms offer integrations with tools like Stripe, PayPal, Slack, and project management apps for seamless workflows.
Yes—track when clients view files, approve tasks, pay invoices, or leave comments to stay updated on project progress and engagement.
You can either embed a portal widget on your site or share a secure login link directly with clients—setup usually takes minutes.
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