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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
Handl is a financial operations platform tailored specifically for freelancers and small agencies consisting of 1 to 10 members. This AI-native solution merges quoting, invoicing, payment collection, and project scope management within a unified workspace, effectively removing the hassle of using multiple separate tools.
Noteworthy features include:
Professional quotes and invoices that come with convenient one-click payment options
Automated reminders for payments sent both prior to and following invoice due dates
Real-time tracking of scope changes to avert billing controversies
AI-driven follow-up messages that preserve a professional yet personable tone
A comprehensive dashboard that provides insights into unpaid invoices, payment statuses, and overall cash flow
Crafted by an agency founder with over 20 years in client services, Handl specifically targets the operational challenges that disproportionately occupy time in small service enterprises, particularly focusing on the delicate balance of collecting payments while nurturing client relationships. This innovative platform not only streamlines financial processes but also enhances overall efficiency for small businesses.
API Access
Has API
No
API Access
Has API
No
Integrations
Asana
No
Harvest
No
Hubstaff
No
Jira
No
Linear
No
PayPal
Yes
Stripe
Yes
Toggl Track
No
Wise
Yes
Integrations
Asana
Yes
Harvest
Yes
Hubstaff
Yes
Jira
Yes
Linear
Yes
PayPal
No
Stripe
No
Toggl Track
Yes
Wise
No
Pricing Details
$49 per month
Free Trial
No
Free Version
Yes
Pricing Details
$29/month/user
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
No
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
No
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
Dazlab
Founded
2018
Country
Australia
Website
handl.works/
Product Features
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Product Features
Accounts Receivable
ACH Payment Processing
No
Billing & Invoicing
Yes
Check Processing
No
Collections Management
No
Online Payment Processing
No
Overpayment Processing
No
Partial Payments
No
Receivables Ledger
No
Recurring Billing
No
Billing and Invoicing
Billing Portal
Yes
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
Yes
Invoice History
Yes
Mobile Payments
No
Multi-Currency
No
Online Invoicing
Yes
Online Payments
Yes
Payment Processing
No
Project Billing
Yes
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
