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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
Flowup is an easy-to-use platform that allows users to quickly become proficient in its various features. It offers secure cloud storage, ensuring that data remains safe from loss or unauthorized access. The system accommodates multiple access levels, enabling users to restrict information access based on specific roles. This helps to keep your team's efforts focused and prevents any potential misdirection in their tasks. Additionally, it allows for monitoring of employee hours and project contributions, ensuring deadlines are met consistently. Users can organize and manage tasks effectively through either a Kanban board or Gantt chart, keeping track of each task's status and facilitating material sharing while evaluating team performance all in one location. Flowup also provides tools for financial management, such as cash flow tracking, invoicing, budgeting, and monitoring the financial health of individual projects. Real-time financial reports are available to enhance daily operations. Ultimately, Flowup empowers you to oversee your company's operations, productivity, and finances seamlessly and online, making it the perfect solution for efficient management. With its comprehensive features, Flowup can significantly improve the way businesses operate.
API Access
Has API
API Access
Has API
Integrations
PayPal
Stripe
Wise
Pricing Details
$49 per month
Free Trial
Free Version
Pricing Details
$13 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
Flowup
Founded
2015
Country
Brazil
Website
flowup.me/
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Product Features
Project Management
Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies