Client Portal Software for Agencies & Productized Services
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:
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!
Easily create and share detailed service pages that allow clients to purchase directly and trigger orders that move onboarding and fulfillment forward.
Secure deals by sending custom proposals directly to your clients from the platform. Then, take payments from clients every month or one-time.
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.
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.
Manage clients requests by creating tickets for issues and assigning them to team members to provide support, updates, or gather client feedback.
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.
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.
Configure your workspace colors and add your logo to match your brand. And set your custom domain too! (available in every plan)
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.
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:
It’s the operating system for your productized services.
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.
Agency Handy can be used in various types of service-based businesses including:
Get lifetime access to AgencyHandy today!
Deal Terms
Features Included in All Plans
Yes, AgencyHandy team has made updates during the deal and post the launch as well. [Click here to view the Screenshot of Updates,Enhancements & What’s coming next]
Sure, here are the original plans that were present in February [Click here to view the Screenshot]
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.
Here are comparisons:
* Data is as of March 5th, 2024 and additional features may have been added by AgencyHandy and/or others since then.
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 – support@rockethub.com – 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.
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
02 Customer(s) recommended this item
AgencyHandy is an app that I’ve been looking at for a few weeks and wondering if it would be something extra. I am the owner of a small marketing agency in the Czech Republic. We can communicate with clients via email and phone. We use spreadsheets to keep track of clients and their requests. When I saw AgencyHandy, I thought I could simplify my business and make our work more professional. I’m just setting up the app now, but I’m looking forward to introducing it to new clients, where I’ll tell them that individual services are ordered in the app, as well as enquiries and bug reports.
When I introduced AH to my teammates, they raved that we’d finally have everything centralised and wouldn’t have long meetings or have to search for all the enquiries, requests and bug reports. The only thing they were afraid of was the English environment for our Czech customers. But I’m discussing that with the app developers now and we should have the app in Czech as well. It will take a while for AgencyHandy to be fully functional, but I can’t wait to get it up and running.
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!
Only logged in customers who have purchased this product may leave a review.
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![[Click here to view the Screenshot of Updates,Enhancements & What’s coming next]](https://www.rockethub.com/wp-content/uploads/2024/06/AgencyHandy-feature-launches-post-RH-deal.png){kind=link}
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Got a Question? Ask here.
How much storage volume is available in each tier?
2TB
4TB
20TB
plans say 1tb 5tb 20tb
What about storage space? I didn’t see any mentions of storage space per Tier,, per Workspace?
Storage for each tier:
Tier 1: 2 TB
Tier 2: 4 TB
Tier 3: 20TB
In Tier 3 will each Workspace have the ability to have it’s own CName as well as SMTP for outgoing emails?
yes
Hi, what about GDPR and multilingual support/usage?
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,
Hello I am interested in this but can you please add Activepieces integration? It is an open source Zapier alternative.
Hey Jad, thanks for your interest. Adding this on our roadmap
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?
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
Can you accept payment (link bank accounts, stripe, PayPal, etc)?
What are subscriptions/recurring payments functionality?
GDPR compliance?
Thanks
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,
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
You can add notes to any invoice you sent to your clients. You can just add your bank details there and then manually update the status
Is there a checkout feature like spp.co?
We have already launched the Intake form. Will also launch a similar order form by the end of the week
Hi, can you add your own link tabs and also embed links, in the same way you can on kitchen?
You can embed you service links in your website but you can’t use links as extensively as in Kitchen
When do you expect to complete all of the tasks on the current road map?
It is priority based but most of these will be live in Q1
Will all future updates (everything on the roadmap) be pushed to the life-time purchase options at no charge?
Yes! you will get everything in the roadmap. (workspace is exclusive to the Tier 3 plans only)
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
Hey Jesse, apologies for the delay in response.
1. With our latest update over the weekend clients will be able to attach files in intake forms. Most types of information like dropdowns, and options are already live.
2. Yes, actually you will be able to do that before order forms. Next week we will have subscription option live where you can manage all of that. even new orders will be created if you want simultaneously
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
Every workspace will be under 1 master account. Its on you if you want to share credentials or the access
Is there the Italian leaguage?
Hi Savio – the current in-app languages are:
English
Bangla
Spanish
Chinese
French
German
Korean
They can likely add Italian too. Maybe you can provide them the translation to help expedite that?
Before purchasing, I would like to know what are the triggers and actions for pabbly?
We will be launching Wise and Paypal next week. Pabbly is right after that
Is it possible to add custom fields to clients and contacts?
As of now not really but we have plans on adding that
Can I receive here payments? Do you have a video on how a noob can learn to integrate gateway payments? Can we Use wise?
Yes. You can receive payments via Stripe. And next week, you’ll be able to receive payments via PayPal.
Plase upvote Wise on the roadmap so that if enough people do, they can prioritize it.
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???
Thanks Anthony. Unfortunately, we’re mirroring how their back-end plans are setup so it won’t be possible without a lot of customization.
So in this case, best to purchase 2 separately or just go for the highest tier so you never have to worry about whether 2-3 turns into 5-6 or 9-10 later.
Is there an autopay integration with stripe?
Where we can use the client’s payment on-file to bill them? create new subscriptions or 1 off payment without invoices?
You can share your catalog with clients and they can do a self checkout to purchase. We are working on the subscription feature where you’ll be able to set how recurring you want these payments to be and clients will be charged like a subscription
This feature should be live in 10 days time
I noticed the upload file size is only up to 5MB each file. Is there possibility to increase it?
Yeah we are planning on increasing the size a bit more. What’d be a good size for you?
Hey Brian, a small point of clarification. 1 GB is the limit for any file. 5 MB is the limit for service banner page only. Please let us know if you face any issues regarding it
Can you notify me when everything will be translated into Italian? Thanks
Hey Savio, can you leave me your email id? We’ll try to do it in a few days for you
why is it a must to link stripe to launch the service ?
As we have only one payment gateway now. There is no other way to receive payments other than stripe. That’s why we made it mandatory
what about i dont want or have stripe , and i wil close the deal via paypal or whatsapp?
You can create an order manually if you are not receiving payment. Paypal should be live next week. Then you will be able to link Paypal and access everything
Rashik Hoque (sorry unsure how to reply to the same thread). If 1 GB, then it’s great. Just notice the Intake Form is indeed you can upload 1GB.
You might want to update all the attachment with 1GB cause notice the following is showing 5MB and only in this format PNG, JPG, JPEG:
1) Order
2) Proposal
3) Tickets
4) Order Details attachment
5) Others?
Yeah. That was a bug on our end. Should be fixed by the end of the day. 1 GB for all file should be available
hi
tier 2 does not seem very good, only more users that probably wont use and extra storage , but max file size is only 5 mb so would take a lot of using, can you please make tier 2 2x workspaces at least ?
tx
hi
tier 2 does not seem very good, only more users that probably wont use and extra storage , but max file size is only 5 mb so would take a lot of using, can you please make tier 2 2x workspaces at least ?
tx
Per file limit is at 1 GB for all the files shared. Unfortunately, the workspace feature is for Tier 3 only. Tier 2 is primarily for smaller teams who need the added users
A few questions for you:
1) Right now the only difference between the plans are limits not features (eg number of users and workspaces) – do you anticipate there being features added to the teams/pro level in the future that won’t be in solopreneur? I personally only need 1-3 users and 1 workspace, however I wouldn’t want to miss out on functionality only added the higher plans down the track if the differences go beyond just limits.
2) Is it possible to have the custom domain go straight to the catalog rather than the sign-in? I’m keen to have a self-help service shop as the main thing (maybe with menus, about us etc) and then the sign-in to be a sub-page/link).
3) Any plans to allow services to be added in bulk via CSV?
1. As of now apart from workspaces we don’t plan on making features exclusive to any plans.
2. We can look into that. Can’t guarantee that it’ll be the case. Maybe down the line we can let you customize that.
3. Yes we have plans of doing that in around May once we have few of the other priorities released
When will Italian be available?
It can made available pretty quickly. If you’re looking for it, we can release it by next week
Why is the deal not available on Appsumo as well?
Hi Philip – this deal is exclusive to only RocketHub, hence it cannot be on another marketplace at the same time. Thanks!
can you make tier 2 have 2 x workspaces ? only 5mb for file uploads ?.
Hey Jim, unfortunately, we cannot change the limits of the deal at this moment. Plus, the file upload size is 1 GB and not 5 MB. 5 MB is only for the cover banner that you add inside your dashboard.
I noticed in the video you said to go manually mark the invoice as paid. Do you have to do this for all invoices or can they be automatically marked paid by the system? This is what’s holding me back from purchasing. I have a lot of small invoices each month and having to manually mark them paid is a big no for me.
If I run out of storage can I purge old data?
How can I add my local payment gateway? Is there an API?
Looks interesting! Do you have a public API, so we can automate tasks such as creating new clients, folders, tasks, and such things? If you do, what’s the URL for it, and where to find it’s documentation?
We will release all the APIs doc soon. Structuring the docs
looking solid. any ETA for Paypal integration? and also, what would be the cost for additional workspaces? like if I wanted say 50 of them? thanks
PayPal should be live anyday. Just pending the approval from them.
Not sure we can accommodate 50 workspaces on LTD. Might be able to structure a deal post LTD
is the paypal gateway live now?
Submitted to Paypal. Just pending their final approval
When do you think the Workspaces feature will be available? And is there a workaround (like logging into separate workspaces with different usernames and passwords) until it comes online?
It has been live for months now
Hi Rashik,
Thanks for your previous answer.
Do you guys plan on creating space for custom workflows, and access to your API? Or possibly connections to Pabbly Connect etc?
Warm regards.
Workflows aren’t planned out anytime soon but we will have a public documents for all the APIs soon. And yeah things like pably and zapier integration too are in the pipeline
I am interested in Tier 3. I want to use three workspaces for different businesses of mine. However, I plan to sell the remaining workspaces to others for their use – would that be acceptable? If so, I still do not want to access their portals without permission. Is there any provision to maintain good faith in this regard? Not everyone would want me to view their business services, revenue, etc. Is there a solution for this? Can they set their passwords? Will they be notified if I attempt to make changes, etc.? I would want that so there is transparency, trust. I hope you understand my concern here.
I don’t think you’d be able to manage that really. The workspaces get created from one log in so it’d be difficult. If you can, we don’t have any issues
I want to buy level 3 right now, but I am doing the test and you have my agency’s logo in a round shape and that means that our agency’s brand does not have much presence, you have not thought about modifying this so that the logo appears normal, large and not round.
This affects our vision as a brand.
Apologies for this.its just that with the current UI we wanted to have a fixed shape. Hopefully down the line we will make it more dynamic