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Average Ratings 2 Ratings
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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
Clustdoc enables organizations to modernize how they onboard and engage clients by turning complex intake processes into guided, structured journeys.
Instead of coordinating onboarding through email threads, disconnected tools, and manual tracking, Clustdoc provides a centralized workspace where every step is organized and visible. Teams can capture information, collect required documents, assign responsibilities, and move clients through clearly defined stages without losing control of the process.
Clients benefit from a transparent, step-by-step experience that reduces confusion and delays. Internally, teams gain full oversight of progress, remove repetitive follow-ups, and maintain consistency across every onboarding case.
Clustdoc is particularly well suited for service-driven businesses that value operational clarity, strong client relationships, and scalable growth.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Dropbox
No
Google Drive
No
Integrately
No
Pabbly Connect
No
PayPal
Yes
Quickwork
No
Slack
No
Stripe
Yes
Wise
Yes
Wufoo
No
Integrations
Dropbox
Yes
Google Drive
Yes
Integrately
Yes
Pabbly Connect
Yes
PayPal
No
Quickwork
Yes
Slack
Yes
Stripe
No
Wise
No
Wufoo
Yes
Pricing Details
$49 per month
Free Trial
No
Free Version
Yes
Pricing Details
€190/month
Contact us
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
No
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)
Yes
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
Clust Technologies
Founded
2019
Country
France
Website
clustdoc.com
Product Features
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Product Features
Portal
Chat
No
Collaboration
Yes
Content Management
No
Document Management
Yes
File Sharing
Yes
Search
No
