Agency Handy - All In One Client Portal Software for Agencies

From clients, designers, and copywriters to editors, there are just a lot of moving parts in a marketing agency. As a founder or manager, Agency Handy allows you to monitor everything from the Dashboard.

As an owner, you can break an order into smaller tasks, assign them to your team, and follow up on the progress. You can get customer feedback and approval on each task to make sure all the deliverables meet the required quality.

Choose how you want to get paid. You can receive payment upfront when a client books a service on your website. Or, send invoices at different stages – at the start, in the middle, or at the end – of a project. Link your Stripe or Paypal account to give your clients a payment link as well.

Break down your long-term content projects into small tasks. Assign your writers & editors all the tasks to ensure every deadline is met. Get client feedback on each piece of content to make any adjustments required.

In Agency Handy, you can attach files to respective orders and tasks. Each order automatically gets its own folder, keeping everything tidy and organized. Files shared across different orders get organized in respective folders.

Once an order is completed, you can quickly generate an invoice. Link your payment gateway to the invoice so clients can pay directly from there.

Your brand is your identity, and that’s even more important for a design agency. At Agency Handy, we can relate to this very well and that’s why we let you customize your workspace. Add your logo, and choose your colors. It’s your brand, your way. You can even use your custom domain as well.

Satisfying a client with a design in one go is hard, sometimes impossible. You are constantly going through a loop of feedback to modify and edit. In Agency Handy, you can get the client’s feedback and approval from the task portal.

See everything at a glance. The Agency Handy dashboard shows you what’s happening. Check client feedback, new tasks or tickets, and revenue. It’s all there in one place.

As most videos are custom-made, in most cases, there are a few iterations that take place before an order is delivered. With Agency Handy, you can keep this back-and-forth conversation in the same place and keep track of all the feedback loops. It enhances the client experience, too.

Custom orders mean there are unique invoices every time as well. You can create & send an invoice to your client for the custom proposal from Agency Handy as well. Integrate your payment link (Stripe) for clients to directly pay you from the invoice.

In Agency Handy, clients can directly create tickets to their order reference and assign them to their respective editors. Even your admin or PM can also create tickets as well. As a founder, you get a bird’s eye view of all the client support priorities.

In Agency Handy, you can break your orders down into smaller tasks, assign those tasks to your teams, and track progress. You can also communicate with your team and your clients within the portal to ensure everyone is on the same page.

Be it from the client, QA, project manager, or founder, the development team is always on the lookout to manage tickets. Here, both clients and agencies can create tickets, assign them to personnel, and link them to particular orders.

Get updates from every end of your agency in one place from the Dashboard in Agency Handy. Be in touch with the latest client feedback, tickets created, and revenue generated from one view.