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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
Workspace369 is an online platform designed for agencies, freelancers, consultants, studios, and service-oriented businesses to streamline their client work processes. This comprehensive tool consolidates various client-related elements such as records, requests, proposals, contracts, projects, files, invoices, and conversations into a singular workspace. Teams can easily send proposals for e-signatures, transform accepted proposals into invoices, and facilitate card payments via client links. Additionally, it allows for task organization on boards, scheduling of work on a shared calendar, and the inclusion of tracked time in invoices. A dedicated client portal provides seamless access to proposals, invoices, and appointments, while a shared inbox ensures all client communications are centralized; the Voyager plan includes calls and texts, whereas the Specialist plan introduces a complete business phone system alongside accounting features. Automated workflows enhance follow-up processes, and Workspace AI assists in drafting messages for users to review before sending out. The platform operates in a web browser and offers applications for iPhone, iPad, and Mac devices, with a 14-day free trial available for prospective users to explore its capabilities. Overall, Workspace369 aims to simplify client management and enhance productivity for various service-based industries.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Stripe
Yes
Gmail
No
Google Calendar
No
Microsoft 365
No
Model Context Protocol (MCP)
No
PayPal
Yes
Wise
Yes
Integrations
Stripe
Yes
Gmail
Yes
Google Calendar
Yes
Microsoft 365
Yes
Model Context Protocol (MCP)
Yes
PayPal
No
Wise
No
Pricing Details
$49 per month
Free Trial
No
Free Version
Yes
Pricing Details
$29/month
Plans start at $29 per month. A 14-day free trial is available. Voyager adds calls and texts; Specialist adds a business phone system and accounting tools.
Free Trial
Yes
Free Version
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
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
Yes
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)
Yes
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)
Yes
In Person
No
Vendor Details
Company Name
Agency Handy
Founded
2023
Country
Singapore
Website
www.agencyhandy.com
Vendor Details
Company Name
Workspace369 LLC
Founded
2025
Country
United States
Website
workspace369.com
Product Features
Portal
Chat
No
Collaboration
No
Content Management
No
Document Management
No
File Sharing
No
Search
No
Product Features
Professional Services Automation
Billing & Invoicing
No
CRM
No
Client Portal
No
Collaboration Tools
No
Document Management
No
Portfolio Management
No
Project Management
No
Proposal Generation
No
Quote Management
No
Resource Management
No
Time & Expense Tracking
No