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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
Provide your clients with a comprehensive one-stop shop experience through a client portal that simplifies communication, payment processing, file sharing, access to help centers, and custom applications, among other features. Businesses leveraging technology—such as accounting firms, marketing agencies, startups, consulting firms, and real estate companies—utilize Copilot to deliver a cohesive, branded, and enjoyable user experience across both web and mobile platforms. Streamline your technology infrastructure with the built-in capabilities of Copilot, which includes messaging, billing, file-sharing, e-signatures, intake forms, and customer support systems. Additionally, the platform’s modular design allows you to begin with a single application and progressively enable more functionalities as your needs evolve. You can easily generate branded invoices and subscription plans, allowing clients to manage payments and access their invoice details effortlessly. Moreover, organize client files into folders, share them securely, and facilitate contract signing through eSignature requests, ensuring a smooth and efficient process for everyone involved. Embrace a more efficient way to engage with your clients and enhance your service delivery.
API Access
Has API
API Access
Has API
Integrations
PayPal
Stripe
Wise
Pricing Details
$49 per month
Free Trial
Free Version
Pricing Details
$29 per user per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Agency Handy
Founded
2023
Country
Singapore
Website
www.agencyhandy.com
Vendor Details
Company Name
Copilot
Founded
2020
Country
United States
Website
www.copilot.com
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search