Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
InfoCenter is a robust and user-friendly self-service web portal that allows organizations to securely share documents and records from various sources. The platform provides comprehensive monitoring of user interactions, including detailed search histories and access to related documents and data. This makes it an excellent choice for various applications, including requests for public, student, or employee records, as well as resources for customer service and inquiries about invoice payments. With a highly customizable authentication system, InfoCenter ensures that content can be selectively accessed by both external and internal users, without jeopardizing the security of sensitive internal data or systems. Whether handling public record requests or managing strictly confidential information, this level of control enables your organization to meet regulatory mandates and legal responsibilities effectively. Ultimately, InfoCenter equips your business to deliver the appropriate information to the right users at the right moments, enhancing overall operational efficiency. Its versatility makes it an invaluable tool for organizations looking to streamline their information-sharing processes.
API Access
Has API
API Access
Has API
Integrations
PayPal
Stripe
Wise
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
ICM Document Solutions
Founded
1988
Country
United States
Website
www.icmdocs.com/document-management/infocenter-self-service-web-portals/
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search