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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
Enhance the efficiency of your board meeting preparations with Directors Desk, a platform that facilitates the compilation of board books, document storage, and distribution, as well as the execution of votes, surveys, and discussions. With its centralized approach, Directors Desk software streamlines the sharing of essential information through a web interface or board meeting application, ultimately boosting the productivity of meetings regardless of location. Tailored for corporate secretaries and administrators, this tool aids in the effective distribution of board materials and management of meetings. Administrators benefit from the ability to control user access, maintain an audit trail, and utilize a centralized document repository. Accessible via PC, tablet, or smartphone, Directors Desk allows users to log in to their accounts to view and download up-to-date board materials, add annotations, respond to votes and surveys, and engage with fellow board members directly within the platform, thereby fostering more interactive and collaborative discussions. This comprehensive approach to board management not only saves time but also ensures that all members are well-informed and actively participating in the decision-making processes.
API Access
Has API
API Access
Has API
Pricing Details
$49 per month
Free Trial
Free Version
Pricing Details
No price information available.
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
Nasdaq
Country
United States
Website
www.nasdaq.com/solutions/governance/directors-desk
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Product Features
Board Management
Agenda Time Management
Approval Process Management
Board Assessment
Calendar Management
Collaboration
D&O Questionnaires
Document Management
Electronic Signature
For Nonprofits
Member Directory
Minutes Management
Polls / Voting
Role-Based Permissions
Roles and Terms
Single Sign On
Skills Tracking
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search