Agency Handy

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Member since: Mar 2024Deals bought: 5
5 stars
5 stars
Edited Apr 19, 2025

⭐⭐⭐⭐⭐ A Must-Have for Agencies & Freelancers — Agency Handy Exceeds Expectations!

I've spent years juggling different platforms to manage the day-to-day operations of my agency — from handling client onboarding, tracking projects, issuing invoices, managing team members, to dealing with payment collections and client communications. I've tried everything from spreadsheets to high-priced project management tools, but none came close to the all-in-one simplicity and efficiency that Agency Handy offers.

From the moment I onboarded, it was clear Agency Handy was built by people who understand the real-world challenges agencies face.

➤ Client Onboarding Made Easy:
One of my favorite aspects is the seamless onboarding process. Agency Handy lets me send professional intake forms directly to new clients, ensuring all the project essentials are gathered right from the start. No more back-and-forth emails or missing details — it's all organized in one place.

➤ Service Catalog That Sells:
The ability to showcase services directly through a clean and modern-looking catalog has been a game-changer. It allows prospects to select the services they want, request quotes, and proceed without friction. This feature alone saved me hours of manual proposal drafting and helped present my offerings with far more professionalism.

➤ Automated Quoting, Invoicing & Payments:
Once a client selects services, the system automatically generates quotes and invoices. The built-in payment system integrates perfectly, which means no more chasing clients or manually reconciling payments. I've also seen that their team is actively working on expanding payment gateways, which shows they’re committed to evolving the platform.

➤ Team & VA Management:
Agency Handy doesn’t just streamline client-side operations — it also helps manage internal workflows. I can assign tasks to my virtual assistants, set deadlines, and monitor progress. The collaboration tools built into the platform have made communication clearer and reduced project errors.

➤ Client Portal:
The secure client portal feature creates a branded experience for my customers. Clients can log in, see their project status, view invoices, upload documents, and stay informed without needing to email me constantly. This feature alone has drastically reduced my email clutter and client “status check” requests.

➤ Professional, Modern Interface:
Unlike many "Swiss Army Knife" platforms that end up looking cluttered and clunky, Agency Handy offers a clean and intuitive UI. Both my team and clients commented on how easy and modern it feels compared to other platforms we've used before.

➤ Stellar Support and Continuous Improvement:
Beyond the software itself, the team behind Agency Handy deserves special mention. Support is responsive and genuinely helpful. You can tell they care about user feedback because many of the suggestions I've seen in reviews or Facebook discussions are already being rolled out. Upcoming enhancements like better tax handling and more payment options show that the platform is actively evolving.

Summary:
Agency Handy has effectively replaced multiple tools in my agency stack. I used to rely on a mashup of CRM, invoicing apps, task management tools, and spreadsheets. Now everything is under one roof, and the result is increased productivity, happier clients, and — frankly — more revenue.

Whether you're a solo freelancer or running a growing agency, Agency Handy is one of those rare tools that actually delivers on its promise. Highly recommended!

Founder Team
Rashik_AgencyHandy

Rashik_AgencyHandy

Apr 21, 2025

Thanks for such an extensive review. Really appreciate the support

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