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Average Ratings 0 Ratings

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features
design
support

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Description

Agency Handy is a comprehensive client portal solution crafted to enhance agency workflows by merging client management, project oversight, task distribution, billing, payments, and communication into one cohesive platform. Users are empowered to build extensive service catalogs featuring customizable packages that can be publicly accessible or embedded directly on their websites, while also enabling the setup of personalized intake and order forms to efficiently collect vital client data. The platform facilitates smooth client onboarding by enabling the creation of client profiles that contain key information, along with automated email invitations to expedite confirmations. Agency Handy also boasts powerful task management tools, which include Kanban boards for an intuitive view of project developments, real-time collaboration features for seamless communication between teams and clients, and built-in options for feedback and file annotations. Furthermore, financial transactions are made easier through automated invoicing processes that accommodate multiple payment gateways, ensuring a streamlined experience for both agencies and their clients. This holistic approach not only improves efficiency but also enhances overall client satisfaction, making Agency Handy an invaluable tool for modern agencies.

Description

Show your clients what a modern MSP looks like. One white-labeled client portal that is powered with automation can provide Ticketing and Service Catalog, Reporting as well as Client Training and Client Communication. Fully integrated with Office 365 and ConnectWise, Autotask Syncro, Syncro, or BMS. All client touch points can be managed from one secure and integrated platform. You can create a seamless client experience, from ticketing to account administration. Your service catalog should be displayed to make it easy for clients to use and buy from your MSP. Clients' information and your information to fix it are often different. CloudRadial offers fully customizable intake questions and ticket triaging. To get the information you need and get it to where it is needed. You must give your client a reason to use the client portal to request services from you.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Addigy No 
Autotask PSA No 
Auvik No 
ConnectBooster No 
ConnectWise CPQ No 
ConnectWise PSA No 
Datto SIRIS No 
Domotz No 
Kaseya BMS No 
Microsoft 365 No 
MyGlue No 
Network Glue No 
QuoteWerks No 
SkyKick No 
Stripe Yes 
Syncro No 
Wise Yes 
Wise-Pay No 
Zendesk Chat No 
Zomentum No 

Integrations

Addigy Yes 
Autotask PSA Yes 
Auvik Yes 
ConnectBooster Yes 
ConnectWise CPQ Yes 
ConnectWise PSA Yes 
Datto SIRIS Yes 
Domotz Yes 
Kaseya BMS Yes 
Microsoft 365 Yes 
MyGlue Yes 
Network Glue Yes 
QuoteWerks Yes 
SkyKick Yes 
Stripe No 
Syncro Yes 
Wise No 
Wise-Pay Yes 
Zendesk Chat Yes 
Zomentum Yes 

Pricing Details

$49 per month
Free Trial No 
Free Version Yes 

Pricing Details

$195 per month
for up to 500 users. Larger plans available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

Agency Handy

Founded

2023

Country

Singapore

Website

www.agencyhandy.com

Vendor Details

Company Name

Azurative

Founded

2018

Country

United States

Website

www.cloudradial.com

Product Features

Portal

Chat No 
Collaboration No 
Content Management No 
Document Management No 
File Sharing No 
Search No 

Product Features

Help Desk

Alerts / Escalation Yes 
Automated Routing Yes 
Community Forums No 
Customizable Branding Yes 
Document Storage Yes 
Email Integration Yes 
IT Asset Management Yes 
Incident Management No 
Interaction Tracking Yes 
Knowledge Base Yes 
Known Issue Management No 
Live Chat No 
Multi-Channel Communication No 
Multiple Brands / Products Yes 
Network Monitoring No 
Real-time Chat No 
Self Service Portal No 
Service Level Agreement (SLA) Management Yes 
Ticket Management Yes 

MSP

Backup Management Yes 
Billing & Invoicing Yes 
CRM No 
Dashboard Yes 
Help Desk Yes 
Issue Management Yes 
Live Chat No 
Patch Management No 
Privileged Access Management (PAM) No 
Project Management Yes 
Remote Access No 
Remote Systems Monitoring No 
Scheduling Yes 

Portal

Chat No 
Collaboration Yes 
Content Management Yes 
Document Management Yes 
File Sharing Yes 
Search Yes 

Alternatives

Alternatives

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Thread

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