AgencyHandy

Client Portal Software for Agencies & Productized Services

AgencyHandy LP 1

Ready to launch or scale your agency or productized service? It’s an exciting journey, isn’t it? But, excitement can quickly turn into chaos when you’re juggling multiple clients.

How do you: 

  • Send proposals?
  • Take payments?
  • Onboard clients?
  • Manage tasks?
  • Deliver files?
  • Stay on track?

You could piece together a mishmash of 10+ products — cart & payments, proposal software, onboarding forms, client dashboards, project management apps, file storage, helpdesk, client management, invoicing, and CRM — but that’s just asking for trouble.

Enter Agency Handy. An all-in-one management platform for agencies and service providers that eliminates many other tools to simplify business operations. Seriously, it’s a business in a box. Let’s explore Agency Handy’s innovative features below! 

Key Features

Services Page

Easily create and share detailed service pages that allow clients to purchase directly and trigger orders that move onboarding and fulfillment forward.

Create & Send Proposals

Secure deals by sending custom proposals directly to your clients from the platform. Then, take payments from clients every month or one-time.

Client Management

Streamline the onboarding process by generating client profiles and creating custom intake forms to collect essential information. Clients can confirm their invitation with just one click.

Task Management

Breakdown orders into small tasks, assign deadlines, and delegate tasks to your team. Gain insights into the status and progress of each task, ensuring timely project execution.

Tickets / Messages

Manage clients requests by creating tickets for issues and assigning them to team members to provide support, updates, or gather client feedback.

Manage Files & Deliverables

No more lost files. Organize your files seamlessly in the Files tab. Attach any required files for a specific order, task, or ticket so that clients & team members find exactly what they need.

Reporting

Get an overview of which stages each task is & how well the progress is going to ensure smooth and timely project execution. Kanban view available.

Custom Branding

Configure your workspace colors and add your logo to match your brand. And set your custom domain too! (available in every plan)

AgencyHandy Key Features

Overview

Agency Handy is the one platform you need to manage clients and operations easily.

The big reason most online service-based or freelance businesses can’t scale is not a lack of talent or poor marketing. 

It’s systems and operations.

Without them, most agency owners or freelancers are stuck in the “putting out fires” mode. 

  • Did I respond to XYZ Client?
  • Where are the file deliverables? 
  • Did we send last week’s consult call a proposal? 
  • What tasks are remaining and who is completing them? 
  • Where is the feedback the client sent us? 

Disjointed operations means you’re losing time, doing rework, and constantly losing customers.

To grow, you’ll need an end-to-end management platform built for service providers. 

No more jumping from tool to tool or paying expensive monthly software fees. 

With Agency handy you can:

  1. Create your unique service catalog page and link to your website
  2. Directly take orders from clients
  3. Break orders into tasks, assign them to employees & check progress
  4. Send Invoices for both prepaid & postpaid orders
  5. Get a centralized Dashboard to monitor everything
  6. Receive payments with payment gateway integrations
  7. Manage tickets, files & communications

It’s the operating system for your productized services.

Why Choose AgencyHandy?

why choose agencyhandy

Here are a few reasons to choose Agency Handy to sell and manage your services:

Efficient client management: Centralizes all client information allowing you to provide clarity and make informed decisions.

Streamlined onboarding process: Generates client profiles with ease and automate client invitations, saving you time and effort.

Customized proposals: Create proposals quickly through the platform increasing your chances of securing deals.

Task and project management: Breakdown orders into manageable tasks, delegate responsibilities, and keep track of progress effortlessly.

Clear communication: Foster collaboration and feedback by centralizing team and client communications on one platform.

Who Needs AgencyHandy?
AgencyHandy Who Needs AgencyHandy

Agency Handy can be used in various types of service-based businesses including:

  • Content Providers
  • Marketing Agencies
  • SEO Services
  • Advertising Agencies
  • Designers or Design Firms
  • Web development
  • Link-Building or PR Firms
  • Video Editing Services

Get lifetime access to AgencyHandy today!

Want to See AgencyHandy in Action? Watch the Demo Video Below 👇

Here is our webinar replay for, don't miss this at any cost 👇

Plans and Features

Deal Terms

  • Lifetime access to AgencyHandy
  • All future RocketHub LTD plan updates that map to your plan
  • You must activate your license within 60 days of purchase
  • 30-day money-back guarantee, no matter the reason. No exceptions thereafter.

Features Included in All Plans

  • Task Management
  • Invoicing
  • Notes
  • Clients & Internal Team Conversations
  • Client Approvals

Tier 1: RH-Solo

Maps to: Solopreneur
$ 79 One Time Purchase
  • All features above included
  • 3 Users
  • Unlimited Clients
  • Unlimited Orders
  • Custom Domain / CNAME
  • 1 Workspace
  • 1TB Storage

Tier 2: RH-Teams

Maps to: Teams
$ 149 One Time Purchase
  • All features above included
  • 15 Users
  • Unlimited Clients
  • Unlimited Orders
  • Custom Domain / CNAME​
  • 1 Workspace
  • 5TB Storage

Tier 3 - RH-Pro

Maps to: Pro Plan
$ 299 One Time Purchase
  • All features above included
  • Unlimited Users
  • Unlimited Clients
  • Unlimited Orders
  • Custom Domain / CNAME​
  • 10 Workspaces **
  • 20TB Storage
Popular

Plan Notes:
** Multiple workspaces functionality is currently in development but will be included as per the plan limit above.

Frequently Asked Questions

Yes, you can personalize your proposals to align with your agency’s unique offerings and branding.

Absolutely! Agency Handy provides a clear overview of task and project progress, allowing you to monitor and manage your agency’s workload effectively.

Workspaces are separate instances of brands you can have within Agency Handy. For example, you may have Agency A which does SEO and also Agency B which does video editing. You’ll want separate workspaces in this scenario to keep all services, files, communications, and clients separated. It’s perfect for multiple business owners.

After purchasing you will get a unique redemption code within your Order Confirmation email. It will also contains Redemption Instructions. Simply follow the instructions to redeem your purchase.

We offer a hassle-free 30-day money back guarantee. You can submit a refund request from your My Account dashboard once logged in – OR – you can email – [email protected] – with details and we’ll process the refund as soon as possible. Refund requests AFTER the 30-day period will not be provided.

RocketHub does not support changing or upgrading your plan after purchase. Deals purchased via RocketHub also do not support combining or stacking purchase codes.  We recommend purchasing the tier that your business can grow into as once a RocketHub deal ends, it’s truly gone and rarely returns to RocketHub or any other platform.

Yes. To the extent that new features do not have a per-use cost or API usage cost to the deal partner, they will be included in the respective plans. When possible, the lifetime deal plans map to standard plans on the partner’s website. Like any business, the deal partner may update pricing, limits, and/or names of their public plans in the future but will always honor the plans and limits as shown here for lifetime deal license holders.

Letter From the Founder

Hey Rocketeers, 

Our team is mixed with SaaS developers and SEO/Digital Marketing agency owners with a combined 10+ years of experience realized how tough it is to manage everything in an agency. We came up with the perfect solution.

Agency owners need help to keep Client communication, Team Management & Invoices on One platform. Everything available in the market lacked in 1 of those 3 aspects while being incredibly expensive.

That’s why we started Agency Handy, a platform that helps you manage clients, teams, and invoices all in one platform. 

Our goal with Agency Handy is to make the lives of agency owners simpler. We want to be the one-stop solution that you need to manage everything in your agency

Rashik Hoque, Founder

Lifetime Deal

$79.00$299.00

(1 customer review)

1 review for AgencyHandy

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Reviewed by 16 customer(s)

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    Andrew Jack

    Seems like a solid product

    AgencyHandy has good support and seems like a solid product so far.

    I would not that anyone buying the Tier 3 option that you will have to wait for the Workspaces feature to be completed before you can use it on more than 1 site. I hope they will be working on this in the next month!

    February 21, 2024
    Verified Review

Only logged in customers who have purchased this product may leave a review.

Got a Question? Ask here.


Avatar
Guest
Hameed
11 days 3 hours ago

How much storage volume is available in each tier?

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Product Owner
Rashik Hoque
10 days 8 hours ago

2TB
4TB
20TB

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Guest
Peter Jensen
11 days 2 hours ago

What about storage space? I didn’t see any mentions of storage space per Tier,, per Workspace?

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Product Owner
Rashik Hoque
10 days 8 hours ago

Storage for each tier:

Tier 1: 2 TB
Tier 2: 4 TB
Tier 3: 20TB

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Guest
Peter Jensen
11 days 2 hours ago

In Tier 3 will each Workspace have the ability to have it’s own CName as well as SMTP for outgoing emails?

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Product Owner
Rashik Hoque
9 days 12 hours ago

yes

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Customer
Martin Tittes
11 days 54 minutes ago

Hi, what about GDPR and multilingual support/usage?

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Product Owner
Rashik Hoque
10 days 7 hours ago

Multi language support will be live by next week

We don’t have the compliance certificate as of now. We have implemented privacy policies accordingly from our backend and will start the audit process next month,

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Customer
Jad Farran
11 days 16 minutes ago

Hello I am interested in this but can you please add Activepieces integration? It is an open source Zapier alternative.

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Product Owner
Rashik Hoque
10 days 8 hours ago

Hey Jad, thanks for your interest. Adding this on our roadmap

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Customer
Jad Farran
10 days 20 hours ago

Hello I purchased tier 1. Do you guys have any extra charges on top of the regular stripe charge? Also when will the PayPal integration be live? Will you charge anything on top of what PayPal charges?

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Product Owner
Rashik Hoque
10 days 8 hours ago

Paypal integration is in test now. It should be live pretty soon. We won’t charge anything for any payment gateway.

Thanks for showing faith in us

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Guest
Anthony ross
10 days 19 hours ago

Can you accept payment (link bank accounts, stripe, PayPal, etc)?

What are subscriptions/recurring payments functionality?
GDPR compliance?

Thanks

Avatar
Product Owner
Rashik Hoque
10 days 7 hours ago

We already have Stripe payments integrated. Paypal will be live soon as well. We are looking into bank payments but that might be a while.

We don’t have the compliance certificate as of now. We have implemented privacy policies accordingly from our backend and will start the audit process next month,

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Customer
adri maximus
5 days 4 hours ago

Can you just add payment bank as notes only for while. so we can add bank payment information manually. So they should add proof transfer at the payment form confirmation

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Guest
Liam
10 days 18 hours ago

Is there a checkout feature like spp.co?

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Product Owner
Rashik Hoque
10 days 7 hours ago

We have already launched the Intake form. Will also launch a similar order form by the end of the week

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Guest
Darren
10 days 8 hours ago

Hi, can you add your own link tabs and also embed links, in the same way you can on kitchen?

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Product Owner
Rashik Hoque
9 days 12 hours ago

You can embed you service links in your website but you can’t use links as extensively as in Kitchen

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Guest
Davey B
9 days 20 hours ago

When do you expect to complete all of the tasks on the current road map?

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Product Owner
Rashik Hoque
9 days 12 hours ago

It is priority based but most of these will be live in Q1

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Customer
Michelle Woodhouse
9 days 4 hours ago

Will all future updates (everything on the roadmap) be pushed to the life-time purchase options at no charge?

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Product Owner
Rashik Hoque
9 days 43 minutes ago

Yes! you will get everything in the roadmap. (workspace is exclusive to the Tier 3 plans only)

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Guest
Jesse
8 days 20 hours ago

A couple quick questions:

1. How advanced are the intake forms for the orders? Drop downs? Conditional logic? Ability for clients to upload attachments on a per question basis? etc.

2. When the order forms roll out, can we set those up for subscriptions so that if a client pays for a monthly service they’re CC is automatically charged monthly until they cancel?

Thx

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Guest
Jesse
8 days 19 hours ago

If I purchase Tier 3 and set up 2 workspaces (one for each individual agency) and I later want to sell one of the agencies, would that be a problem? Are both workplaces under the same account/user/login?

Thx

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Guest
Savio
7 days 3 hours ago

Is there the Italian leaguage?

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Guest
Azrul
6 days 8 hours ago

Before purchasing, I would like to know what are the triggers and actions for pabbly?

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Guest
Art
3 days 20 hours ago

Is it possible to add custom fields to clients and contacts?

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Guest
David
3 days 10 hours ago

Can I receive here payments? Do you have a video on how a noob can learn to integrate gateway payments? Can we Use wise?

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Guest
Anthony
10 hours 2 seconds ago

I believe tier 1 maybe 2 is all I’d need but the workspace would be nice to be able to have 2-3 workspace options even in tier 1 or 2 would it be possible to add the workspace option or will I need to purchase two tier 1 accounts???