Turn Orders Into Projects. Projects Into Results.
Use visual boards, timelines, and task views to ensure no deliverable falls through the cracks.
No credit card.
No setup headaches.
Turn Orders Into Projects. Projects Into Results.
Use visual boards, timelines, and task views to ensure no deliverable falls through the cracks.
No credit card.
No setup headaches.
One Order. One Workflow. Zero Guesswork.
No more starting from scratch. Every service order becomes a clear, ready-to-execute project.
Break Down Orders into Tasks
Create new tasks for each deliverable or milestone—making it easier for your team to execute and stay focused without overwhelm.
Pre-Built Tasks
Set up default task checklists for each service so your team knows exactly what to do—every time there’s a new order.
Assign Based on Role or Service
Assign tasks to the right team members based on service type, project phase, or internal workflow.
Collaborate with Clients in Real Time
Keep client communication organized, contextual, and right where the work happens.
Client-Required Review
Mark any task that needs approval and send it directly for review once it’s submitted. No chasing.
Client-Requested Task
Allow clients to request tasks within ongoing orders. Each request is sent for admin review and approval to keep you in control.
Comments in Tasks
Clients and team members can leave comments directly on tasks—keeping feedback clear and tied to specific deliverables.
Shared Files and Previews
Upload images, documents, videos, and more for review. Clients can view, download, and respond in-platform—no need for third-party tools.
Feedback and Visual Annotations
Clients can mark up images, PDFs, videos or website previews directly with version control to know what’s changed.
Notifications for Updates
Clients and team members get notified when a task is updated, completed, or commented on.
Stay on Top of Every Task and Timeline
Organize your workload, assign ownership, and track real progress without micromanaging.
Kanban and List Views
Switch between views to manage your work however your team works best—see what’s urgent, what’s stuck, and what’s next.
Due Dates & Status Tags
Set task deadlines and use status labels like "In Progress," "Waiting on Client," or "Done" to stay organized at a glance.
Advanced Task Filters
Set task deadlines and use status labels like "In Progress," "Waiting on Client," or "Done" to stay organized at a glance.
Quick Notifications
Team members are alerted when tasks are assigned, deadlines approach, or project stages change.
Track, Prioritize, and Resolve Client Requests Effortlessly
Track internal or client requests in one streamlined system without overlooking the requests.
Client-Opened Tickets
Generate branded invoices automatically at the start of each billing cycle—customized with your agency’s name, logo, and payment terms.
Internal Agency Tickets
Your team can also raise internal tickets and assign them to the right members—perfect for task delegation, QA, or internal process tracking.
Set Priorities and Statuses
Tickets can be flagged by urgency—Normal, High, or Highest—along with customizable status updates like Open, In Review, or Closed.
Smart Filters and Search
Easily sort and find tickets by Service Name, Client, Assignee, Priority, Status, Issue Date, or Completion Date.
What Our Clients Say About Us!
Join the thousands of businesses transforming their client experience.
What Our Clients Say About Us!
Join the thousands of businesses transforming their client experience.
I've bought and battle tested them all, yet AgencyHandy came up as the perfect fit of features, support, and ease of use. Agency Handy is the one we chose to continue with and incorporate into our business and use with our global agency teams.
4.8
Dan Remon
Founder, Fitcorp Group
After testing various options, it's clear that this software stands out as the best for digital agencies worldwide. Its interface is impressively clean, robust, and features intuitive navigation that enhances user experience.
4.8
Mario Bosquet
Chief Marketing Officer, Keenfunnel
One of the most complete solutions for my current web design business. I was looking for a single tool that lets me manage everything, from selling design packages to project updates and client communication. Excited for the new updates to use it from beginning to end.
4.8
Carmen
Digital Product Designer
Built for Both You and Your Clients
From kickoff to delivery, manage every project detail with ease—while keeping your team and clients aligned.
Admin Side
Plan tasks, assign team members, track progress, and manage timelines across all active projects in one place.
Client Side
Let your clients log in, leave feedback, track progress, and handle billing—all without asking you twice.
Why Teams Trust Agency Handy
Grows with You
Whether you're solo or scaling, create unlimited clients, services, and workspaces
Support that Cares
Real people. Real help. No bots. Get answers from product experts, fast.
Built for Reliability
Secure data encryption, consistent uptime, and an interface your clients can use.
Insights for Successful Project Management and Operations
FAQs about Project Management
Project management software is a digital platform that helps teams plan, organize, execute, and track tasks and deliverables. With Agency Handy, you can assign work, collaborate with clients, manage timelines, and streamline agency operations—all from one central hub.
Yes, Agency Handy allows you to run multiple projects under the same client account—each with its own task flow, team assignments, and delivery timeline.
Absolutely. You can set user permissions so internal team discussions, task updates, or draft work stays visible only to your agency—keeping client views clean and professional.
You can filter tasks by assignee, due date, and status to see what each team member is working on. Combined with ticket logs and update history, it’s easy to monitor workload distribution and project velocity.
You Build the Business. We’ll Help You Run It.
Whether you’re managing 5 or 50 clients, Agency Handy helps you stay organized, get paid on time, and never miss a task.
- All-in-one CRM, task, and file system
- White-labeled with your domain & logo
- Accept payments via Stripe, PayPal, or Wise
