Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

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

Many agencies boast about their excellent customer service, but what specific tools and resources can you genuinely offer to enhance that service? Elevate the customer experience by leveraging Zywave’s Client Cloud, which equips your clients with centralized tools and content tailored to address their unique business challenges. Whether it's HR support, compliance assistance, employee training, or any other requirement, Zywave’s Client Cloud supplies everything necessary for delivering outstanding customer service throughout the year. Establish your reputation as a reliable advisor by guiding your clients through the intricate landscape of compliance and risk management. By providing them with access to comprehensive tools and an extensive content library, you can help them ensure compliance and steer clear of potential penalties. Additionally, offering training courses through an intuitive learning management system (LMS) has never been simpler, enabling you to meet the needs of your clients and their teams effectively. This comprehensive approach not only strengthens client relationships but also enhances the overall value you provide as their trusted partner.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

PayPal
Stripe
Wise

Integrations

PayPal
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

Zywave

Founded

1995

Country

United States

Website

www.zywave.com

Product Features

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Product Features

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Alternatives

CloudRadial Reviews

CloudRadial

Azurative
Axero Reviews

Axero

Axero Solutions