Agency Handy is now GDPR compliant → Read More
Agency Handy is now GDPR compliant → Read More
Manage recurring services, payments, and delivery—all without chasing clients or jumping between tools.
No credit card.
No setup headaches.
Create subscription-based offerings with monthly, quarterly, or custom billing cycles. Add multi-tier packages to suit different client needs.
Define how often clients are billed—weekly, monthly, or on your own terms. Perfect for retainers, ongoing deliverables, or support plans.
Automatically generate a new order after each billing cycle. Choose to start fresh or duplicate current tasks with updated deadlines.
Automatically generate a new order after each billing cycle. Choose to start fresh or duplicate current tasks with updated deadlines.
Set up plans the way your business works—from pricing and durations to smart reminders and client options.
Run limited-time promotions with discount codes to incentivize first-time purchases and reward loyal clients.
Offer optional recurring services clients can attach to their active subscriptions—like monthly strategy calls, extra revisions, or priority delivery.
Encourage clients to upgrade with premium-tier subscription bundles or added service perks mid-cycle.
Offer trial versions of a service to build trust and convert first-time buyers into long-term clients.
Automatically preload each renewal with a task checklist—so your team knows exactly what to deliver every time.
Answer common subscription-related questions (billing dates, pauses, upgrades) directly within each plan’s description.
Answer common subscription-related questions (billing dates, pauses, upgrades) directly within each plan’s description.
Set up automatic notifications before each billing cycle to keep clients informed and reduce churn.
Join the thousands of businesses transforming their client experience.
Keep your cash flow consistent with subscription-aware billing and hands-off payment collection.
Generate branded invoices automatically at the start of each billing cycle—customized with your agency’s name, logo, and payment terms.
Accept subscription payments via Stripe, PayPal, or Wise. Let clients pay with their preferred method while you track everything in one place.
Share forms via direct link or embed them on your website to collect project details automatically.
See who paid, when they paid, and what’s overdue at a glance. No more digging through spreadsheets or chasing down unpaid invoices.
Give clients clarity without clutter—let them see exactly what they’ve subscribed to.
Clients can log in and view their active subscriptions, past orders, upcoming payments, and service details.
Show a clean breakdown of what’s been delivered and what’s pending for their current cycle.
Pause or cancel the subscriptions based on your client’s preference, giving them flexibility to open discussions.
Manage clients, tasks, feedback, and billing—all in one agency management system. 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.
Yes, we don’t nickel and dime you for every little feature. Here are more questions and answers regarding our customer portal software
Subscription management software is a tool that helps businesses automate and manage recurring services or products. It allows you to create subscription plans, handle billing cycles, send invoices, track renewals, and give clients access to their subscriptions
Yes. You can manually import your existing clients and their subscription details to maintain billing continuity and avoid disruptions.
Yes. You can add one-time setup charges to your subscription plans, billed either upfront or with the first invoice.
Currently, your team must handle cancellations from the admin dashboard. However, clients can request changes directly through their portal or via forms.
Agency Handy lets you add tax rates manually based on your location or the client’s location. Tax breakdowns appear in the final invoice.
Whether you offer monthly retainers or recurring service bundles, Agency Handy helps you automate billing, renewals, and client access—without the chaos.
