Agency Handy is a software platform designed for agencies seeking to manage their operations through a centralized client portal. The tool addresses the needs of agencies by enabling the management of clients, projects, invoices, and payments from a single interface. It positions itself as a complete operating system for agencies, aiming to streamline agency workflows and automate routine business processes.
Key features highlighted include the ability to productize services, allowing agencies to create detailed service listings with multiple pricing tiers, add-ons, and clearly defined deliverables. The platform supports onboarding clients by providing custom forms to collect project requirements upfront. Invoicing capabilities are integrated, enabling users to send branded invoices, track due dates, and process payments efficiently.
Agency Handy is delivered as a web-based platform, as indicated by the availability of a demo, sign-up, and login options on its website. The service offers a 7-day free trial that does not require a credit card, allowing agencies to evaluate its features before committing.
The platform is intended for agencies seeking to scale their service delivery and automate client intake, payment processing, and other operational tasks. It emphasizes reducing the need for custom quotes by enabling agencies to present a standardized service catalog.
Agency Handy is a Business & Operations product. It focuses on managing client relationships, projects, and payments efficiently for agencies without juggling multiple tools. Agency Handy is a B2B product aimed at digital agencies and service-based businesses. There is a free tier, and paid plans start at $29. Agency Handy is available on the web.
Agency Handy first shipped in 2023. Among its 12 catalogued features are client portal, project management, and task tracking.
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