Hey Sumo-lings! 👋

We're back. Before I get to what's new, I want to talk about what went wrong.

When we went through the refund reasons from our last campaign, it came down to two things. Not a long list. Two. Here's what they were and what we did about them.

1. The product was too rigid

Proposals and invoices only worked one way: our way. If your agency billed differently or structured deliverables differently, you had to bend around the tool instead of the tool bending around you. Role permissions were static, so you couldn't shape access to match how your team actually operates.

That's done. Proposals, invoices, and permissions are now fully customizable. You decide how they're structured, who sees what, and what each role can do.

2. There was almost no AI in the product

Fair criticism, and we took it. We've added MCP servers, so you can connect Agency Handy to the AI tools you already use and work with your agency data from there. And we're finishing a product-wide AI assistant that lets you ask for almost anything inside the platform and have it done for you. That one goes live this month.

And everything else you asked for

Chat and Inbox are both live. They were two of the most requested features last campaign and neither existed then. We also cleared the bugs that kept showing up in your feedback.

At this point nearly every major feature request we got from Sumo-lings is shipped and live. That's really the whole point of this note. Last time you told us what was missing. This time it's here.

Give it a real test, and if something still isn't right, tell me. That's exactly how this list got built.

-Rashik and the Agency Handy team

Hey Sumo-lings! 👋

We're back and this time we've come with a lot more firepower.

When we launched on AppSumo the first time, we were a scrappy early team figuring things out. Today we have 20+ people, we're operationally breakeven, and we're serving 1000+ agencies across 64 countries. That's not nothing. And a big chunk of that happened because of you.

Now here's everything we've shipped.

Service Catalog V2 was a complete rebuild from the ground up. Real-time preview, auto-save, pricing control, package icons, purchase limits, and the ability to reorder everything. It's the foundation of your agency storefront, and it now works like one. (See what's new)

Proposal V2 completely redesigned the proposal workflow. It now walks through Service Selection, Packages, Add-ons, Items, Taxes, and Multiple Signatures in one clean flow. Up to 5 signatories, IP and timestamp tracking, automatic reminders, and a secure public link.

Notification and Email Preferences let you and your team control exactly what you get notified about and how. No more noise.

Custom Fields let you add your own fields during lead and client creation, view and edit them from profiles, and toggle them active or inactive.

Tickets to Tasks converts support tickets directly into tasks with one click. No more copy pasting between modules.

Stripe 3DS Secure makes payments more secure and compliant for international clients.

Service Redirection lets you customize exactly where clients land after a purchase. Confirmation pages, custom content, or next step instructions. Your post-purchase experience is fully in your control.

The Client Activity Log provides full visibility into key actions and updates for each client directly from the Client module.

Multiple Users Per Business was one of the most requested features from agencies with larger clients. A client's business can now have multiple team members under a single account.

Invoice Without Order ID removes the rigid requirement to create a service and order before generating an invoice. Bill whenever, for whatever.

Credit-based billing lets clients purchase credits upfront and draw them down to buy services. Perfect for retainer setups and prepaid packages.

Public Form Automation connects your public forms directly to your CRM. Someone fills out a Lead form, and a lead gets created. A Client form is created.

What's Coming Next

We're building a client chat feature so you can talk to clients directly inside the platform, and an email inbox so all your client emails live in one place. After that, we're focused on reducing the manual repetitive work with AI & automtions

Rashik and The Agency Handy Team

Hey Sumo-lings 👋
We're thrilled to be back on AppSumo! Since our last campaign, we’ve been hard at work improving Handy to make it even more powerful for agencies managing client projects, feedback, and workflows. We wanted to give you a behind-the-scenes look at the progress we’ve made — and what you can expect from Handy this time around.

🚀 Major Feature Updates

📝 File Feedback v2 + Website Feedback
We’ve supercharged our feedback tools. You can now collect visual feedback directly on websites, in addition to the files you already collaborate on. It's smoother, faster, and designed for real-time agency-client collaboration.

🎛️ Sidebar Renaming
You asked, we delivered — you can now rename sidebar menu items to match your agency’s internal terminology. This renaming flows through tooltips, buttons, notifications, and emails for a seamless branded experience.

📨 Fully Overhauled Custom Email & SMTP Flow
Our entire custom email experience has been rebuilt from the ground up — better SMTP setup, more reliable template handling, and improved delivery across the board.

✨ Enhancements That Just Make Sense
🧹 Cleaner Data Management – When you delete a client, all related data is automatically removed.
📄 Smarter Forms – Page and section breaks in intake and order forms help you collect client data in a more structured way.
🌍 Olá! – Portuguese is now supported across the platform.
🔗 Flexible Embeds – You can now open embedded forms or assets in a new browser tab.
📏 Sidebar UX Tuning – We’ve capped sidebar labels at 20 characters to keep things tidy.
⚡ Faster Task Handling – Tasks can now be created from any task view.
🖼️ Richer Text Editor – Upload images directly into text fields for better documentation and communication.
💌 Polished Communication – New payment confirmation email templates help you maintain a professional tone.
🏷️ Enhanced Checkout – We added address fields to order forms for more clarity and smoother transactions.
🧾 Clearer Invoices – Invoices now display both the client and your agency’s name for complete transparency.

🚀 We're Just Getting Started
We’ve made these updates based on feedback from amazing users like you — and we’re not done yet. Our mission is to make Handy the go-to platform for agencies that want to streamline their operations without sacrificing client experience.

Thanks for your continued support — we’re excited for you to experience these updates firsthand.

– Rashik and The Agency Handy Team 💙

Hey Sumo-lings! 💼

We’ve been working closely with your feedback from our last campaign, and over the past couple of months we’ve rolled out a wave of updates focused on clarity, smoother workflows, and polishing the rough edges. Whether it was confusing flows, missing features, or usability challenges — we heard you loud and clear. Here’s everything we’ve improved, fixed, and what's on the way:

🌟 Major Features

• Time Tracking: Start/stop timers, manual logs, work logs, and team timesheets.
• Access Control + Sidebar V2: Show/hide features by user role for a cleaner workspace.
• Portal SEO: Optimize your client-facing portal for search visibility.
• Invoice Auto-Generation: Invoices now auto-create when a proposal is accepted.

🎨 UI & Design Improvements

• Redesigned sidebar UI with rename support for custom workflows
• Toaster notifications fully refreshed for better visual feedback
• Invoice templates are now mobile responsive with improved PDF/logo rendering
• Client invitation emails redesigned for clarity
• Bold styling applied to action buttons like "Delete Coupon"
• Visual placeholders added for empty task comments & new empty states across Add-ons
• Fixed alignment for vertical video annotations in file feedback
• Improved responsiveness across lead flows, service forms, and subscription pages
• Auto-scroll to first error field and clearer error messages in public forms
• Consistent form validation and domain prefix checks across setup
• Cleaner proposal flows, dropdowns, and task assignment logic
• Removed extra scrollbar from the Subscription page
• Invite button no longer auto-loads during client category creation

💡 Enhancements

• Email Templates: Language support added, improved default values
• Table Views: User preference saving across the platform
• Better Role Management: Task assignee controls
• Mobile-Ready: Lead forms and service pages improved for responsiveness
• Editable invoice "Created Date"
• Notes field in invoices expanded to 500 characters
• Client email now shown next to client name in dropdowns for clarity

🔧 Fixes That Matter

• Invoice totals now accurate after draft edits
• VAT/tax bugs resolved
• Firefox color picker issue fixed
• Test email placeholder ({{client.name}}) now renders correctly
• Wrong Order ID in unpaid invoices is now fixed
• Resolved 400 error when updating public forms
• "Renew Subscription" button now redirects correctly
• SMTP is temporarily disabled while we rebuild for reliability
• Fixed unresponsive sidebar button in email config
• File feedback bugs resolved (vertical video annotation)
• Fixed syncing of edited service names in draft invoices

🏗 In Development & Test, to be Released within July

• Service Catalog V2
• Slack Integration
• Google Drive, OneDrive & Dropbox Integration
• File Feedback V2 for website support
• ACH Payments via Stripe
• New SMTP Journey

🔮 What’s Coming Next

• Proposal Builder Redesign
• Team & Client Chat
• Lead Automation from Public Forms
• Custom Catalog CSS/Script Injection
• GDPR Compliance Implementation

We’ve packed a lot into the last few releases — and there’s even more waiting in the full release notes. You can find all detailed updates right here: https://roadmap.agencyhandy.com/t/updates

Thanks again for being on this journey with us.

🚨 6-Week Update at AgencyHandy – Built with Sumo Feedback 🚨

Hey Sumo-lings! 👋

It’s been just over 6 weeks since we launched — and thanks to your feedback, we’ve rolled out a ton of updates to make AgencyHandy smarter, smoother, and more flexible for your agency workflows.

💼 Smart Invoice Upgrades

🧾 Add a custom invoice prefix to stay organized

🏢 Company name & address now show on invoices

🧮 Enhanced tax logic: inclusive/exclusive, based on country/state

🌍 Global-Friendly Enhancements

🗣️ Set a default workspace language for emails, catalog, sign-in & sign-up

🈹 Localize your catalog language separately for client-facing content

💱 New currency support: Omani Rial (OMR) and Kuwaiti Dinar (KWD)

💳 Stripe now supports 100% discount coupons

💲 Service pricing now supports decimals for precision billing

🔧 Workflow & Usability Improvements

🗂️ Your filters & sort preferences are now saved

🧹 Admins can delete subscriptions directly

📌 Task Management Got Better:

• Drag tasks between statuses like Done ↔ In Review, Progress

• Edit/Delete directly in board view

• New "Client Review" indicator for better tracking

✨ UX Polish & Clarity

📬 Cleaner, clearer client invitation emails

📧 “View Task” is now “View Ticket” in emails

🧭 Simplified navigation + better order processing flow

👥 Leads and clients can now use the same email

🧽 No more sticky notes during client signup 🎉

🐞 Major Bug Fixes

✔ Fixed email placeholders showing service names

✔ Subscription table now shows fees correctly

✔ Inactive subscriptions hidden from clients

✔ Billing cycle info now appears in orders & proposals

✔ Major email template bugs resolved

🛠️ We Hear You – And We’re On It

We know a few issues are still pending, and we truly appreciate your patience.

We want to apologize for any inconvenience caused so far — we’re in constant communication and actively working to resolve the remaining bugs as quickly as possible. Thanks for sticking with us. 💛

🔮 What’s Coming Soon

We're already building the next big things:

🕒 Time Tracking

💬 Client Communication System

📝 Proposal Automation

🌐 Public Form Automation

🎨 Inject custom CSS/scripts into your catalog

💳 In talks with Razorpay, Paystack, and Square for payment integration

🛡️ GDPR compliance: Gap assessment done, now in implementation phase

We are trying to push most of these within Q2 of 2025.

We’re building fast, and we’re building with you.

Thanks for being part of the journey — and if you haven’t yet, we’d love your honest review on our deal page!