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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
Ingegno Cloud is a customer relationship management platform specifically designed for professional studios and agencies. It enables teams to efficiently handle client relationships, monitor projects, automate various workflows, and enhance communication all within a single interface. Key features encompass lead management, a kanban pipeline, workflow automation, email sequences, contact management, and integrated analytics. This platform is tailored for small to mid-sized service-oriented businesses that seek a straightforward yet robust CRM solution. By consolidating essential tools, Ingegno Cloud empowers teams to work more effectively and maintain strong client connections.
API Access
Has API
API Access
Has API
Screenshots View All
No images available
Integrations
PayPal
Stripe
Wise
Pricing Details
$49 per month
Free Trial
Free Version
Pricing Details
$19/month/user
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
Ingegno
Founded
2026
Country
Italy
Website
ingegno.cloud
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Product Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management