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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

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

Taskory is a cloud-driven application designed for project and task management tailored specifically for agencies and teams that handle multiple clients. It efficiently categorizes each client's projects, tasks, discussions, and documents within a unified workspace, ensuring that client-facing perspectives remain distinct. The platform seamlessly integrates with Gmail, Outlook, Slack, Google Drive, OneDrive, Notion, and monday.com, allowing teams to consolidate their communications and project details without the need to overhaul their existing tools. Additionally, its AI assistant provides insights on client work, summarizes project statuses, aids in prioritizing activities, and transforms commitments into manageable tasks. Teams can monitor task responsibility and advancement, utilize both list and Kanban formats, and share a specially scoped client portal link without incurring charges for client seats. Taskory features various subscription options including Free, Solo, Teams, and Enterprise plans, with email integrations intentionally set to read-only access for security and privacy. This makes it an excellent choice for those looking to enhance their project management without excessive costs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

Integrations

Gmail No 
Google Drive No 
Microsoft OneDrive No 
Microsoft Outlook No 
Model Context Protocol (MCP) No 
Notion No 
PayPal Yes 
Slack No 
Stripe Yes 
Wise Yes 
monday AI work platform No 

Integrations

Gmail Yes 
Google Drive Yes 
Microsoft OneDrive Yes 
Microsoft Outlook Yes 
Model Context Protocol (MCP) Yes 
Notion Yes 
PayPal No 
Slack Yes 
Stripe No 
Wise No 
monday AI work platform Yes 

Pricing Details

$49 per month
Free Trial No 
Free Version Yes 

Pricing Details

$0
The Free plan is $0. Solo is $15/month or $12/month billed annually. Teams is $15/user/month or $12/user/month billed annually. Enterprise pricing is custom.
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Agency Handy

Founded

2023

Country

Singapore

Website

www.agencyhandy.com

Vendor Details

Company Name

Taskory AI

Founded

2026

Country

India

Website

taskory.ai/

Product Features

Portal

Chat No 
Collaboration No 
Content Management No 
Document Management No 
File Sharing No 
Search No 

Product Features

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies No 

Alternatives

Alternatives