Agency Handy Reviews

I'll preface by saying this may be just me / my experience and I'm missing something. If so and if I'm corrected I may update my score from the 3 tacos above so don't feel the need to tell me I've changed it if so.

I run a very small agency, just me, and I want to love this product. I've been using Stripe and GoCardless with InvoiceQuick and I want something to just tie the Customer Journey together and help me have a better view overall.

I though agency handy might be that and on first impression seems good:

Clean Layouts,
Easy Onboarding Questionaires for Orders,
Clear Customer Categorisation

However few big (smaller) things that are enough to question whether I should refund and get on with my life:

Can't Discount Initial/ Set Up Price - So do I have to create an entirely new product if I just want to waive the set up fee, seem so...
Can't add addons to Proposals - So I have to send multiple proposals for individual services a customer is getting (just a pain but not awful), and every single add on for a service. Plus I have to charge them the set up fee they would get if they purchased individually unless I do the above.
Service restriction by category - So much easier to allow specific groups of people to see services, instead it works on a "can't see services" basis, which is much more confusing to work with personally.

I want to love it, but it just doesn't seem ready, and it's not making my life easier.

Just got started with Agency Handy and I must say, I’m genuinely impressed. The platform is polished, professional, and ideal for agencies looking to streamline client onboarding and task management. The layout’s intuitive, the features are rich (service catalogue is a lovely touch), and there’s clearly been some thought put into the user experience.

Had a bit of a hiccup with my custom domain initially, but here’s where they truly shine – Orvi from their team jumped on it within minutes and patiently guided me through the whole process. DNS quirks, SSL propagation, refreshing, re-adding – you name it, we tackled it together. Felt more like working with a teammate than a support agent. Top-notch service!

I'd love to see deeper integrations over time, but at this price point (and with this level of support), it's honestly a no-brainer. Plus, that 60-day money-back guarantee adds peace of mind.
Big thumbs up from the UK 🇬🇧. Excited to test and deliver my theory about a valuable SaaS add-on for UK services businesses with Agency Handy at the heart of it. Cheers Orvi and team!

Had an technical issue with my account and reached out to support. I got an answer right away fro Hasib you was really helpful and instantly fixed the problem. Knowing that i have a person on the other side actually fixing things if something goes wrong is a big plus for me.

Besides that, the combined features that Agency Handy has can be bought individually here on App Sumo for a way higher price than the Tier1. So money is well spent here.

I've spent years juggling different platforms to manage the day-to-day operations of my agency — from handling client onboarding, tracking projects, issuing invoices, managing team members, to dealing with payment collections and client communications. I've tried everything from spreadsheets to high-priced project management tools, but none came close to the all-in-one simplicity and efficiency that Agency Handy offers.

From the moment I onboarded, it was clear Agency Handy was built by people who understand the real-world challenges agencies face.

➤ Client Onboarding Made Easy:
One of my favorite aspects is the seamless onboarding process. Agency Handy lets me send professional intake forms directly to new clients, ensuring all the project essentials are gathered right from the start. No more back-and-forth emails or missing details — it's all organized in one place.

➤ Service Catalog That Sells:
The ability to showcase services directly through a clean and modern-looking catalog has been a game-changer. It allows prospects to select the services they want, request quotes, and proceed without friction. This feature alone saved me hours of manual proposal drafting and helped present my offerings with far more professionalism.

➤ Automated Quoting, Invoicing & Payments:
Once a client selects services, the system automatically generates quotes and invoices. The built-in payment system integrates perfectly, which means no more chasing clients or manually reconciling payments. I've also seen that their team is actively working on expanding payment gateways, which shows they’re committed to evolving the platform.

➤ Team & VA Management:
Agency Handy doesn’t just streamline client-side operations — it also helps manage internal workflows. I can assign tasks to my virtual assistants, set deadlines, and monitor progress. The collaboration tools built into the platform have made communication clearer and reduced project errors.

➤ Client Portal:
The secure client portal feature creates a branded experience for my customers. Clients can log in, see their project status, view invoices, upload documents, and stay informed without needing to email me constantly. This feature alone has drastically reduced my email clutter and client “status check” requests.

➤ Professional, Modern Interface:
Unlike many "Swiss Army Knife" platforms that end up looking cluttered and clunky, Agency Handy offers a clean and intuitive UI. Both my team and clients commented on how easy and modern it feels compared to other platforms we've used before.

➤ Stellar Support and Continuous Improvement:
Beyond the software itself, the team behind Agency Handy deserves special mention. Support is responsive and genuinely helpful. You can tell they care about user feedback because many of the suggestions I've seen in reviews or Facebook discussions are already being rolled out. Upcoming enhancements like better tax handling and more payment options show that the platform is actively evolving.

Summary:
Agency Handy has effectively replaced multiple tools in my agency stack. I used to rely on a mashup of CRM, invoicing apps, task management tools, and spreadsheets. Now everything is under one roof, and the result is increased productivity, happier clients, and — frankly — more revenue.

Whether you're a solo freelancer or running a growing agency, Agency Handy is one of those rare tools that actually delivers on its promise. Highly recommended!

After lot of hesitation, I finally bought a Tier3, only way to get custom domain and smtp. I was confident that some efforts were effectively done around GDPR compliance. Until I find an old Ltd for AH on another Ltd platform, 1 years ago. The Tier3 was $100 less with same nb of workspaces and more storage. A good sales vibe here would have been to provide 2 or 3 workspaces with whitelabel for less.

But that's not what made me refund. One year ago, there were already some discussion and "commitment" to work on GDPR and get compliance "in some months". Today that's still not the case, and GDPR compliance is not only a matter of data storage, it's also processes. So I believe AH will not be ready for European business, and European customers of businesses working with AH, before some months, or worst, years. I can't get a $400+ lifetime deal I will never use, because I'm pretty sure in some months we will all be able to create our own agency software. Bad vibe for AH and me. That's it.