AgencyHandy

Ready to launch or scale your agency or productized service? It’s an exciting journey, isn’t it? But, excitement can quickly turn into chaos when you’re juggling multiple clients.

How do you: 

You could piece together a mishmash of 10+ products — cart & payments, proposal software, onboarding forms, client dashboards, project management apps, file storage, helpdesk, client management, invoicing, and CRM — but that’s just asking for trouble.

Enter Agency Handy. An all-in-one management platform for agencies and service providers that eliminates many other tools to simplify business operations. Seriously, it’s a business in a box. Let’s explore Agency Handy’s innovative features below! 

Services Page

Easily create and share detailed service pages that allow clients to purchase directly and trigger orders that move onboarding and fulfillment forward.

Create & Send Proposals

Secure deals by sending custom proposals directly to your clients from the platform. Then, take payments from clients every month or one-time.

Client Management

Streamline the onboarding process by generating client profiles and creating custom intake forms to collect essential information. Clients can confirm their invitation with just one click.

Task Management

Breakdown orders into small tasks, assign deadlines, and delegate tasks to your team. Gain insights into the status and progress of each task, ensuring timely project execution.

Tickets / Messages

Manage clients requests by creating tickets for issues and assigning them to team members to provide support, updates, or gather client feedback.

Manage Files & Deliverables

No more lost files. Organize your files seamlessly in the Files tab. Attach any required files for a specific order, task, or ticket so that clients & team members find exactly what they need.

Reporting

Get an overview of which stages each task is & how well the progress is going to ensure smooth and timely project execution. Kanban view available.

Custom Branding

Configure your workspace colors and add your logo to match your brand. And set your custom domain too! (available in every plan)