Agency Handy
Use this agency management software to manage clients, teams, and payments
Running an agency with a dozen random tools means youâre definitely losing something important in the process. (Probably a login. And your sanity.)
On top of managing tasks, client feedback, invoicing, and payments, youâre also working with different teams at the same time.
If only there was an all-in-one platform that let you manage everything from one place while maintaining your branding.
Introducing Agency Handy.
TL;DR
At-a-glance
Alternative to
Features
Allows Existing Accounts
Overview
Agency Handy is an all-in-one platform designed to help digital agencies manage their clients, invoicing, and payments.
Create a white-label platform
- White label your agency portal so it looks and feels like your brand at every client touchpoint
- Customize workspace appearance including fonts, colors, and logo
- Set up your custom domain, sign-in portal, and emails to customize your workspace
Create a branded client experience with white-label features like custom domains.
Handle all your client projects
- Manage client projects, tasks, and documents in one place and organize your workflow on kanban boards
- Break projects down into smaller tasks with assignees, due dates, labels, and more
- See an overview of project progress using task statuses
- Get feedback and approval from clients directly in the task modal
Manage projects while getting client feedback and approval directly on files and tasks.
Send invoices and collect payments
- Get an overview of all your invoicing and payments for one-time and recurring payments
- Send custom invoices with payment upfront or broken up into multiple payments
- Manage subscriptions to collect automated payments after each billing cycle
- Choose where you get paidâPayPal, Stripe, Wise, or manual banking
Manage invoices and subscriptions while streamlining all payments using integrated payments.
Showcase all your services
- Create your own service catalog to list available services and take orders directly from clients
- Share a link to your service menu with details, reviews, pricing, and packages
- Link to your payment gateways to get orders directly from your clients
Create a catalog of services and take orders directly from clients.
Agency Handy helps agencies manage clients, projects, payments, and invoicingâall from their own white-labeled platform.
Streamline your agency operations.
Get lifetime access to Agency Handy today!
Plans & features
Deal terms & conditions
- Lifetime access to Agency Handy
- All future Freelancer (Tier 1), Team Starter (Tiers 2-4), or Business Pro (Tiers 5-6) Plan updates
- If Plan name changes, deal will be mapped to the new Plan name with all accompanying updates
- No codes, no stackingâjust choose the plan thatâs right for you
- You must activate your license within 60 days of purchase
- Ability to upgrade between 6 license tiers while the deal is available
- Ability to downgrade between 6 license tiers within 60 days of purchase
- Previous AppSumo customers who purchased Agency Handy can upgrade their license to increase their feature limits
- Previous AppSumo customers will be grandfathered into any new features and feature limits
60 day money-back guarantee. Try it out for 2 months to make sure it's right for you!
Features included in all plans
- Unlimited clients & projects
- Client portal
- CRM
- Multi-package service catalog
- Project & task management
- Invoicing & subscriptions
- Proposals
- File feedback & approval
- Tickets
- App embeds
- Custom forms
- Time tracking
- Client conversation
- Internal team conversation
- Workspace customization