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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
These are the foundations of successful communities.
API Access
Has API
API Access
Has API
Integrations
Jira Work Management
Mailchimp
Mapbox
PayPal
Salesforce
Stackreaction
Stripe
Wise
Zapier
Integrations
Jira Work Management
Mailchimp
Mapbox
PayPal
Salesforce
Stackreaction
Stripe
Wise
Zapier
Pricing Details
$49 per month
Free Trial
Free Version
Pricing Details
$75 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
Invision Community
Founded
2002
Country
United States
Website
www.invisioncommunity.com
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search
Product Features
Community
Content Management
Content Moderation
Discussions / Forums
Event Management
Group Management
Ideation / Crowdsourcing
Member Directory
Membership Management
Social Media Management
Website Management
White Label
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
Search