agencyhandy Review, Pricing & Features

Agency Handy is a client portal and agency management platform built for agencies and freelancers who want to run client work from a single system instead of juggling separate tools. It combines a white-labeled client portal, a CRM for tracking leads through a visual pipeline, service productization (packaging deliverables into fixed-price or subscription offers with a public share link), custom intake and onboarding forms, project and task management, proposals, invoicing with recurring subscription billing, and file feedback where clients can comment directly on shared files. Payments can be collected through Stripe, PayPal, Wise, crypto, or manual methods, and invoices support tax rates, payment links, and automated payment reminders. Higher-tier plans add custom domains and email, app embeds, sidebar customization, custom scripts, API access, webhooks, and Slack integration. The platform is positioned as a lower-cost alternative to running several separate point tools (forms, invoicing, project management, file sharing) for agencies serving content, design, marketing, video, and development clients.