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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
Sonny9 is an innovative AI-driven front office solution tailored for professional services firms, aimed at optimizing the management of client onboarding, document collection, and communications. This platform automates the collection of client data, ensures thorough document validation, and engages in real-time follow-up inquiries, thereby facilitating prompt information delivery from clients. With seamless integration into major tools like QuickBooks, Sage, and Google Drive, Sonny9 allows firms to eliminate tedious tasks, enhance data management, and concentrate on more impactful projects. Furthermore, it empowers firms to efficiently handle client interactions by automating monthly data intake and providing immediate responses to any questions regarding documents. In addition to these features, the platform conducts initial analyses, creates reports, and updates the firm's central records, ultimately increasing team efficiency and conserving valuable time. By streamlining the document processing speed and enhancing communication channels, Sonny9 effectively alleviates client anxiety while boosting overall workforce productivity, making it an essential tool for modern firms. This powerful solution not only saves time but also fosters a more organized workflow, resulting in a better service experience for clients.
API Access
Has API
API Access
Has API
Integrations
Box
Google Drive
PayPal
QuickBooks Online
Sage 100
Stripe
Wise
Integrations
Box
Google Drive
PayPal
QuickBooks Online
Sage 100
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
Bitskout
Founded
2022
Country
United States
Website
www.sonny9.com
Product Features
Portal
Chat
Collaboration
Content Management
Document Management
File Sharing
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