Agency Handy is now GDPR compliant → Read More
Agency Handy is now GDPR compliant → Read More
All-in-one agency management software built to help you stay on top of tasks, deadlines, and client deliverables.
No credit card.
No setup headaches.
Built-in tools to acquire, track, and manage your client relationships.
Create lead profiles, assign agents, and manage them through a drag-and-drop pipeline in Kanban.
Store and access full client history, including orders, tickets, invoices, notes and interactions.
Organize clients by service type, retainer level, or other custom labels to simplify segmentation.
Productize your agency services and scale with smart billing, subscription, and financial tracking tools.
Every client order creates a project space with pre-built tasks and deadlines.
Assign tasks automatically based on service type, project phase, or workload balance.
Visualize task status and delivery stages across multiple views—Kanban and list—to stay on top of every moving part.
Manage one-time and recurring payments from a single place—while chasing payments from clients.
Generate branded invoices tied to services or projects, and send them automatically or manually.
Build branded forms to get briefs, onboard clients, or project feedback. Auto-assign responses to workflows.
Share forms via direct links or embed them on your website to capture leads or service inquiries instantly.
Everything you need to optimize internal workflows and manage day-to-day tasks efficiently.
Use your own logo, color palette, and domain to create a fully branded experience that feels like an extension of your agency.
Send branded system emails from your domain and give clients a familiar login portal they trust.
Serve global clients with localized portals and invoice them in their preferred language and currency—automatically.
Deliver client work with transparency, real-time updates, and smooth communication.
Give your clients their own dashboard to view progress, download files, and manage service orders.
Keep all communications organized within each project — no more lost emails or miscommunication.
Access all assets from one dashboard and link them to services, invoices, or deliverables for better context.
Control visibility across roles like super admin, admin, manager, assignee, or client. With role-specific dashboards, you eliminate confusion and ensure everyone sees what they need—nothing more, nothing less.
Centralize your workflows by integrating tools your agency already uses.
Embed Google Docs, Sheets, Drive, Notion, Figma, Airtable, YouTube, and more—right inside your workspace.
Add custom tools or dashboards to match your unique workflows and services.
Join the thousands of businesses transforming their client experience.
Manage clients, tasks, feedback, and billing—all in one place. Empower your team to deliver, and your clients to stay in the loop.
Assign tasks, track work, manage orders, and centralize every client detail.
Let your clients log in, leave feedback, track progress, and handle billing—all without asking you twice.
Whether you're solo or scaling, create unlimited clients, services, and workspaces
Real people. Real help. No bots. Get answers from product experts, fast.
Secure data encryption, consistent uptime, and an interface your clients can use.
Agency management software is a centralized platform that helps agencies streamline operations such as project tracking, team collaboration, client communications, invoicing, time tracking, and reporting—all in one place.
While project management tools focus mainly on task tracking and collaboration, agency management software includes broader capabilities like client billing, service catalogs, intake forms, file approvals, and integrated CRM—making it ideal for managing the entire agency lifecycle.
Creative, digital, marketing, and service-based agencies of all sizes can benefit—especially those looking to unify client operations, reduce tool fatigue, and improve team productivity.
This depends on the pricing tier, but Agency Handy offers unlimited clients and projects in each plan. Be sure to compare plan limits based on your agency size.
Agency Handy offers quick onboarding—typically within a few hours depending on your agency’s size. You can check onboarding guides, tutorials, or even get personalized setup assistance.
Whether you’re managing 5 or 50 clients, Agency Handy helps you stay organized, get paid on time, and never miss a task.
