Client portal software for agencies

Running an agency involves handling multiple clients, projects, and payments—Agency Handy brings everything together in one place.

The platform provides a fully white-label experience, allowing agencies to customize branding, domains, and emails for a professional client interface.

Manage client projects seamlessly with kanban boards, task assignments, deadlines, and direct client feedback.

Streamline invoicing by creating custom payment plans, managing one-time or recurring payments, and integrating with Stripe, PayPal, and Wise.

With built-in service catalog functionality, agencies can list their offerings, set pricing, and receive orders directly from clients.

The platform simplifies communication by keeping client discussions, approvals, and file sharing within a single workspace.

Automated workflows and task tracking ensure teams stay organized while delivering projects on time.

Detailed financial tracking and reporting help agencies stay on top of revenue, outstanding payments, and cash flow.

Designed for freelancers, marketing teams, and web agencies, Agency Handy makes managing agency operations more efficient.

Key Features:

White-label branding with custom domains and emails

Kanban-based project and task management

Automated invoicing and payment tracking

Service catalog with direct client ordering

Integration with Stripe, PayPal, and Wise