5 Best SuperOkay Alternatives and Competitors in 2025

SuperOkay offers hyper-customizable client portals. This level of adjustability can be a blessing if you work with a few high-ticket clients. Otherwise, it’s just time lost in admin work. 

We took a look at SuperOkay alternatives that offer a more versatile mix of features that allow you to do way more than SuperOkay. Here are our top picks!

Quick List of Top 5 Alternatives to SuperOkay

• Agency Handy: Built-in time tracking, invoicing, and branded portals let you handle everything from one dashboard.
• SuiteDash: Combining CRM, project workflows, billing, and white-label branding, it functions like your own internal SaaS.
• ManyRequests: Customize client intake forms, automate service delivery, and track project progress in a sleek visual interface.
• Bonsai: From proposals to tax reports, it bundles contracts, payments, and client management into one freelancer-first platform.
• Clinked: With real-time file collaboration, secure cloud storage, and custom branding, it elevates client communication seamlessly.

Why Should You Look for SuperOkay Alternatives?

If you’re using SuperOkay, you know that the platform has a narrow but deep focus on building customizable client portals.

After reading countless SuperOkay reviews and testing the platform, here are the top limitations:

Limited Client & Project Capacity

SuperOkay’s main focus is on solopreneurs or small teams. Their Solo and Solo+ plans have a very limited client and project capacity. While the Business plan offers unlimited capabilities, it’s a huge jump in terms of pricing. 

Time Consuming Set-Up

As we already mentioned, client portals are customizable to a degree where you can control everything. One client portal can have a completely different look from the other, as well as content. 

They do offer templates to speed things up, but you can’t save your own template. As you may need to make the same customization over and over, it can be frustrating. 

Storage Limitations

The free plan provides only 0.5GB of storage, while the highest plan offers 1 TB. Businesses dealing with large files may find this insufficient. Alternatives with more flexible storage options can be a better fit.

Limited Team Members on Lower Plans

The Free and Solo plans offer no team members. Solo+ is limited to 3 team members, while the business plan supports unlimited internal users. 

No Personalized Onboarding for Most Plans

Only the highest plan includes an onboarding call to assist with setup. Without proper guidance, new users may face difficulties in getting started. Platforms with better onboarding make adoption easier and more efficient.

Quick Comparison of Top SuperOkay Alternatives

This table highlights key features, pricing, and storage capacity, making it easier to find the best fit for your client management needs.

Software	Pricing	Multipackage Service Catalog	Payment Gateways	Storage
SuperOkay	$12/month	❌	Stripe	0.5 GB
Agency Handy	$19/month	✅	StripePayPalWiseCryptoBanks	100 GB
SuiteDash	$15/month	❌	StripePayPalACH	100 GB
ManyRequests	$29/month	✅	Stripe	50 GB
Bonsai	$15/month	❌	PayPalStripe	Unlimited
Clinked	$119/month	❌	❌	100 GB

5 Best SuperOkay Alternatives for Better Client Management

Now that we have compared the top alternatives, let’s take a closer look at each one.

1. Agency Handy

Agency Handy is a business management solution for service-based businesses.

The most fleshed-out feature of the platform is the service catalog. You can add as many services, both one-time and recurring, including multi-pricing packages. 

By adding service details, images, portfolio, FAQs, and a trial period, the platform lets you present your services in the best light. Additionally, coupon creation lets you orchestrate various marketing and discount campaigns. 

The client onboarding experience on Agency Handy is extremely smooth. Clients can self-purchase services, and you can add intake or order forms to the checkout process as you like.

From there, an auto-generated portal invite is sent to the client’s email, and they can easily sign in to the portal. They can look at their subscriptions, invoices, tasks, files, proposals, communicate with the team, leave feedback, and browse other services.

Moreover, you get complete white labeling on all plans and storage up to 10 TB, which SuperOkay lacks. The setup process is also less complicated, and you can add unlimited clients even with the Starter pack.

Features of Agency Handy

Agency Handy is designed to simplify client management for agencies and service-based businesses with the following features: 

Flexible Service Listings & Coupon Management

Showcase services with multi-tier pricing, built-in FAQs, embeddable checkout links, and customizable trial periods. The coupon manager lets you create codes, control access, and track performance with ease.

Add Visual Portfolio to Service Listings

Attach portfolios with images, testimonials, and case studies directly to service listings, making them more persuasive and trust-building for potential clients browsing your offerings.

Smart Intake, Order & Public Lead Forms

• Intake Form: Collect detailed client information post-purchase using customizable forms with fields like checklists, uploads, and dropdowns.

• Order Form: Enable clients to choose service add-ons in a branded checkout experience that boosts order value.
• Public Form: Capture new leads by embedding standalone forms on your website or landing pages.

Visual Lead Tracking Pipeline

Keep tabs on every lead using a drag-and-drop visual sales pipeline. Track where each prospect is in the funnel and assign follow-up actions to team members. Plus, maintain a full history of communications, documents, and status.

Centralized Client Profiles

Every client has a profile that stores contact details, order history, shared files, invoices, and support tickets. Clients can log into a branded, white-labeled portal to view progress and communicate with your team directly. No scattered threads or tools.

Task Management & Time Sheets

Tasks are created automatically based on incoming orders or form submissions. You can prioritize, assign, and track them visually using a Kanban board.

Track working hours using the built-in time tracking tool, and view grouped time sheets by team member, service, or task. It’s perfect for performance analysis and transparent client billing.

Collaborative Client Portal with Feedback Tools

Assign roles, share files, and get approvals, all within your branded client portal. Use threaded comments and version control to manage feedback. The file annotation tool lets clients and team members leave notes on images, videos, and PDFs. Every edit is logged to preserve context and accountability.

Role-Based Team Access

Fine-tune who sees what with granular role permissions. The four roles included are:

• Assignee: only updates tasks and views the employee directory.
• Manager: can’t add/remove clients or workspaces, and manage coupons. 
• Admin: can’t add/remove clients or workspaces only.
• Super Admin: has full access. 

Billing and Subscription Management

The moment a client places an order, Agency Handy generates a ready-to-send, white-labeled invoice, supporting both one-time and recurring billing cycles.

Clients can pay via PayPal, Stripe, Wise, or manual bank transfer, giving them flexible options at checkout. You can set up automated reminder schedules per service or even for single invoices. 

Integrated Ticketing & Support System

No need for third-party help desks. Use the built-in ticketing system to manage client requests, assign priorities, and track resolution status. Tickets are centralized and exportable for reporting and team accountability.

Performance Insights & Reporting Dashboard

Access a birds-eye view of your agency with real-time insights into revenue, orders, lead sources, and team activity. Monitor ticket trends and fulfillment status to stay proactive with data-led decisions.

Fully White-Labeled Customizable Workspace

Make the platform look like an extension of your agency. Customize logos, colors, favicons, contact info, and client-facing elements. Set your business name, timezone, and branding across every interface for a cohesive, professional experience.

Pros of Agency Handy

• Portfolio can be added to services
• Multi-package service catalog for structured service offerings
• File annotations and version control for easy revision
• Customizable intake forms to handle client onboarding
• Time tracking for payroll and task management

Best Use Cases for Agency Handy 

Some of the best use cases of Agency Handy are given below:

• Digital Marketing Agencies: Manage SEO or ad campaigns with streamlined client approvals and branded portals for clear communication.
• Creative Studios: Share designs or video drafts, collect feedback, and finalize work, all in a central, organized space.
• Consulting Firms: Use customizable intake forms and client tracking tools to simplify onboarding and engagement workflows.
• IT Service Providers: Handle support tickets and system maintenance requests through a dedicated client-facing helpdesk system.
• Freelancers: Package services, automate invoicing, and keep clients updated, all from a single, professional workspace.

Agency Handy Pricing Plans

Agency Handy offers 3 pricing tiers with fully white-labeled client portals:

What Do People Say About Agency Handy?

Rating on G2: 4.9 out of 5

Rating on Product Hunt: 5 out of 5

Rating on Trustpilot: 3.8 out of 5

Why Should You Use Agency Handy Over SuperOkay?

Choose Agency Handy to get more control, flexibility, and value without paying for a premium plan: 

Where SuperOkay Falls Short	How Agency Handy Does It Better
White labeling is limited to top-tier plans	Included in all plans, even basic
No detailed service catalog options	Offers structured, multi-package service listings
Onboarding setup can feel complex	Simple, customizable intake forms
Basic file and task handling	Built-in project, task, and order management tools
Lacks full billing automation	Auto-generated invoices and subscription tracking

2. SuiteDash 

If you need a platform that blends client portals, CRM, and project management, SuiteDash is a better solution than SuperOkay.

SuiteDash is superior to SuperOkay when it comes to dashboard customization, as you can create different circles to group internal and external users. 

With conditional logic, you can build separate dashboards and portal pages for your clients, team, and even vendors. 

However, setting all this up isn’t easy. You’ll require a lot of time learning the platform, or have to hire a technical expert. 

But I think that’s a worthwhile expense as SuiteDash’s prices are quite low, and they offer unlimited users from the starter plan itself. The platform is built for scalability. 

Features of SuiteDash

Here are the features that set SuiteDash apart:

• Fully White-Labeled Client Portals: SuiteDash allows you to create personalized client portals that reflect your brand, complete with custom logos, colors, and URLs.

• Integrated CRM with Automation: Manage all your client interactions and data in one place with SuiteDash’s built-in CRM. Automate repetitive tasks and workflows, ensuring timely follow-ups.
• Project Management: Keep your projects on track with SuiteDash’s project management features, including task assignments, deadlines, and progress tracking.
• Advanced Invoicing and Billing System: Generate and send professional invoices. Set up recurring billing and accept payments through multiple gateways like Stripe and PayPal. SuiteDash also provides automated reminders for unpaid invoices.
• Customizable Forms and Surveys: Collect information efficiently using SuiteDash’s form builder, which supports various field types and conditional logic.
• Time Tracking and Staff Management: Monitor your team’s productivity with built-in time tracking and timesheet features. Assign roles and permissions to staff members.
• Secure File Sharing and Storage: Share documents and files securely with clients and team members within SuiteDash. The platform supports file versioning and provides a centralized location.
• Learning Management System (LMS): SuiteDash includes an LMS feature, allowing you to create and manage training materials or courses for clients and staff. Track progress and ensure that everyone is up to date.

Pros of SuiteDash

• Unlimited users with no seat fees
• Fully white-labeled portal and interface
• Built-in CRM with workflow automation
• Recurring billing with automated invoice reminders
• Encrypted file sharing and version control

Cons of SuiteDash

• Difficult and overwhelming interface
• Advanced options may be too much for small teams

SuiteDash Pricing

SuiteDash provides three pricing tiers, all supporting unlimited users. Plans are available for lifetime purchase, annual billing, or monthly subscriptions.

• START: $19/month (billed monthly), $180/year (billed annually), or $2,240 for a lifetime 
• THRIVE: $49/month (billed monthly), $480/year (billed annually), or $3,940 for a lifetime 
• PINNACLE: $99/month (billed monthly), $960/year (billed annually), or $6,840 for a lifetime 

What Users Say About SuiteDash

Rating on G2: 4.8 out of 5

Rating on Capterra: 4.8 out of 5

Is SuiteDash better than SuperOkay?

SuiteDash is better for teams needing all-in-one business management with CRM, invoicing, project tracking, and white-labeled portals. 

However, SuperOkay is simpler and faster for client-facing proposals, service pages, and collaboration. It’s ideal for freelancers or leaner service-based businesses.

3. ManyRequests

ManyRequests is one of the most well-rounded client portal platforms built for creative agencies. 

From managing requests and services to file proofing and task tracking, no feature is half-cooked. 

I especially liked the customizable dashboards that allow embedding unlimited third-party platforms. You can even embed a live chat in client portals. 

The built-in annotations and in-line comments support docs, photos, videos, and even live websites.

Moreover, ManyRequests offers insightful automated reports that show team performance, client feedback, and hours logged. 

Like Agency Handy, ManyRequests lets you list multi-pricing services. You can sell one-off, recurring, or credit-based services, and even tie in affiliate programs using Rewardful. 

My only real complaint is that clients can’t self-upgrade plans, otherwise, its service management features are top-notch. 

Features of ManyRequests

ManyRequests is a feature-rich client portal designed for creative agencies with the following features:

• Branded Client Portals: Customize your portal with logos, colors, and a domain for a seamless brand experience.

• Service Catalog & Checkout Forms: Showcase services with tiered pricing and embed checkout forms for easy client self-service.
• Flexible Billing & Invoicing: Send one-time or recurring invoices and get paid via Stripe, PayPal, or Wise.
• Task & Request Management: Let clients submit requests, auto-assign tasks, and track progress across boards.
• File Proofing & Annotations: Clients can leave comments directly on shared files to simplify revisions.

• Built-in Time Tracking: Log hours per task or project. Generate timesheets automatically for billing.
• Client Messaging: Communicate with clients inside the portal without relying on external tools.
• Client Onboarding Forms: Use custom forms to gather project info upfront and streamline onboarding.

Pros of ManyRequests

• Easy client request tracking and task assignments
• Built-in invoicing and automated payment reminders
• Clients can leave direct feedback on design files
• Time tracking to monitor billable project hours
• Integrates with Zapier for workflow automation

Cons of ManyRequests

• Limited advanced reporting tools
• Basic customization for team collaboration

ManyRequests Pricing

​ManyRequests offers four pricing tiers. Each plan is designed to scale with your agency’s growth, offering a 14-day free trial to explore the platform’s capabilities.

What Users Say About ManyRequests

Rate on G2: 4.5 out of 5

Rate on Capterra: Not available on Capterra

Is ManyRequests Better than SuperOkay?

ManyRequests is better than SuperOkay for agencies needing full-service delivery tools beyond just proposals.

It includes upsell-ready order forms, built-in time tracking, and file proofing. This makes it more suitable for managing ongoing client work from intake to completion.

4. Bonsai

Bonsai is an all-in-one business platform built for freelancers and small teams to manage clients, projects, and finances with ease.

I found the built-in banking feature unique and impressive. It lets you automatically split income into buckets like taxes, reinvestment, and owner’s pay, super useful for staying financially organized.

The dashboard lets you scan profit and loss, invoice status, and real-time KPIs at a glance as soon as you log in. 

Task management is flexible with Kanban and Gantt views and task templates for recurring tasks.

The scheduling feature is also robust enough to replace Calendly. You can require clients to pay upfront while booking and embed the scheduler on your website or client portal.

Overall, Bonsai is feature-rich and gives you a good financial picture of your business. 

Features of Bonsai

Built for freelancers and small teams to manage projects, payments, and clients in one place: 

• Branded Client Portal: Offer clients a white-labeled portal to access invoices, contracts, and project updates in one place.
• CRM & Lead Tracking: Manage client information and track leads through an integrated CRM system.
• Project & Task Management: Organize projects with task lists, deadlines, and progress tracking to ensure timely delivery.
• Time Tracking & Timesheets: Log hours worked on tasks and projects, generating timesheets for accurate billing.
• Invoicing & Payments: Create and send invoices, accept online payments, and automate payment reminders.
• Proposals & Contracts: Draft, send, and get approval on proposals and contracts with e-signature capabilities.
• Forms & Questionnaires: Collect client information and feedback using customizable forms and questionnaires.
• Reporting & Analytics: Access insights on project performance, finances, and team productivity through detailed reports.

Pros of Bonsai

• White-labeling for all plans. 
• Bank-grade security features. 
• Individual portals can be customized. 
• Two-factor login is available.
• Activity tracking and exportable logs.

Cons of Bonsai

• Visual task boards are limited to higher tiers.

Bonsai Pricing:

Here are the Bonsai pricing plans for both monthly and annual billing:

• Basic: $15/month (billed monthly) or $9/month (billed annually)
• Essentials: $25/month (billed monthly) or $19/month (billed annually)
• Premium: $39/month (billed monthly) or $29/month (billed annually)
• Elite: $59/month (billed monthly) or $49/month (billed annually)

What Users Say About Bonsai

Rating on G2: 4.3 out of 5

Rating on Capterra: 4.6 out of 5

Is Bonsai Better Than SuperOkay?

Bonsai is better than SuperOkay for freelancers who need contracts, proposals, invoicing, and time tracking in one place.

While SuperOkay focuses on client collaboration, Bonsai offers a complete business toolkit. Everything from legal docs to tax reports, all in a unified workflow.

5. Clinked

Clinked is a secure, white-labeled client collaboration platform built for businesses that prioritize data protection and smooth document sharing.

Its main selling point is the emphasis on security. With granular permission controls, detailed audit trails, and role-based access, you’ll feel confident managing sensitive files and client activity. 

The interface is clean and intuitive. I found it easy to create dedicated, branded workspaces for clients, complete with their own file sets, tasks, and chat.

I loved the built-in task tracking, activity feeds, and real-time messaging. While not as advanced as project management software, it covers daily collaboration well and keeps everything centralized.

The customization options are impressive, and even the login page can be branded. However, SuperOkay gives you more granular control over customizing individual portals. 

Features of Clinked

Clinked is a secure client portal designed to improve collaboration, file sharing, and task management. Here are its key features:

• White-Labeled Client Portals: Customize your portal with logos, colors, and a domain for a seamless brand experience.

• Secure File Sharing: Share files with clients using encrypted transfers and granular permission controls.
• Task Management with Kanban Boards: Organize tasks visually, assign responsibilities, and track progress in real-time.
• Real-Time Collaboration Tools: Engage in discussions, comment on documents, and receive instant notifications to stay aligned.
• Audit Trail & Reporting: Track every action within the portal, including logins, file changes, and comments are all timestamped. Admins can generate reports for compliance, accountability, and internal reviews.

• Virtual Data Rooms (VDRs): Share confidential documents securely with role-based access and full activity tracking, ideal for audits or due diligence.
• Guest Access Features: Allow external collaborators limited access to specific content without full portal permissions.
• Integration Capabilities: Connect Clinked with tools like Google Workspace, Microsoft OneDrive, and Zapier to streamline operations.

Pros of Clinked

• Secure file sharing with encrypted storage.
• Built-in task management for project tracking.
• Custom branding with white-label options.
• Real-time messaging keeps teams connected.
• Comprehensive audit trails for security compliance.

Cons of Clinked

• No built-in payment or invoicing system.

Clinked Pricing 

Clinked offers 4 pricing plans. The plans are aimed at larger businesses with the starting plan supporting 100 members. 

• Lite: $95/month (billed annually) and $119/month (billed monthly)
• Standard: $239/month (billed annually) and $299/month (billed monthly)
• Premium: $479/month (billed annually) and $599/monthly (billed monthly)
• Enterprise: Contact for pricing 

What Users Say About Clinked?

Rating on Capterra: 4.9 out of 5

Rating on G2: 4.8 out of 5

Is Clinked Better Than SuperOkay?

Clinked is the better choice if your priority is secure client collaboration, structured file management, and seamless team communication.

SuperOkay, on the other hand, focuses more on client proposals, project tracking, and integrations with external tools.

What’s the Best SuperOkay Alternative?

Agency Handy is the best SuperOkay alternative for agencies wanting more than just client portals and proposals.

It includes lead tracking, order forms, upsells, and billing, automating workflows from onboarding to payment in one platform.

Unlike SuperOkay, it offers task boards, support tickets, client profiles, and real-time team collaboration with branded, white-labeled control.

Final Thoughts

The right SuperOkay alternative should improve client management, onboarding, and workflow automation. If your current system feels limited, switching can boost efficiency and enhance collaboration.

Focus on flexibility, integration, and ease of use. Your software should streamline client interactions, simplify tasks, and scale with your business.

Among the top options, Agency Handy stands out for its customization, automation, and intuitive client portal. 

FAQs

Can I migrate my clients from SuperOkay easily?

Yes, most top alternatives offer tools to import clients and project data. Platforms like Agency Handy also provide onboarding support to make the transition smooth and fast.

Which SuperOkay competitors offer better task automation?

Agency Handy and SuiteDash go beyond basic task management. You can automate task creation based on forms, service orders, or client activity for better workflow control.

What is the SuperOkay pricing structure?

SuperOkay pricing starts at $0/month for basic features, $9 for Solo, $29 for Solo+ with white labeling, and $112/month for the Business plan (annual rates shown).

Is there a better option for handling recurring services?

Agency Handy lets you automate recurring invoices and client subscriptions. You can also allow clients to view and manage their subscriptions directly in the portal.

Are there any SuperOkay AppSumo deals available?

There’s no active SuperOkay AppSumo deal right now. Check AppSumo regularly to catch potential discounts in the future.