Agency Handy is an all-in-one client portal and agency management platform designed to replace multiple tools with a single branded workspace.
If you are running a digital agency and still juggling separate apps for invoicing, project tracking, client communication, and proposals, Agency Handy is built to end that chaos. This guide covers everything you need to know before you buy features, pricing, the active coupon code, lifetime deal status, alternatives, and honest user reviews.
What Is Agency Handy?
Agency Handy is a cloud-based agency management platform that consolidates client portals, project management, invoicing, CRM, proposals, and payments into one system.
Rather than stitching together tools like Typeform for forms, Notion for task tracking, Invoice Ninja for billing, Proposify for proposals, Filestage for feedback, and Dropbox for storage, Agency Handy positions itself as a single replacement. According to the official Agency Handy pricing page, those six tools combined cost around $221 per month while Agency Handy’s entry plan starts at $29 per month.
The platform is trusted by 100,000+ customers according to the official Agency Handy website.
Who It Is For
Agency Handy is built for service-based businesses that manage clients, deliver projects, and need a branded client-facing workspace.
The official website identifies its primary users as digital agencies, productised service businesses, freelancers and solopreneurs, and coaches managing client workflows. It suits any team that delivers services and needs one place to handle the full client lifecycle.
Best Use Case
The best use case is a small-to-medium digital agency running retainer or productised services that wants to stop switching between apps.
Agency Handy is particularly strong for teams that onboard clients, assign tasks, collect file feedback, send invoices, and manage recurring payments all within one branded portal.
Standout Value
The standout value is the connected workflow every stage from client inquiry to final payment lives in one system.
According to G2 reviewer James K. (March 2026), the platform connects client onboarding directly into projects, and services link through to proposals, invoices, and payments in a single flow. That eliminates the gaps where client details get missed and payments get delayed.
Setup Time and Support
Agency Handy is a no-code platform that requires no technical knowledge to set up or customise.
The official FAQ confirms no coding is needed. G2 reviewers report being operational within hours. Support is available 24/7 via live chat, confirmed on the Capterra listing, and multiple G2 reviewers specifically praised the responsiveness of the support team.
Why Agency Handy Stands Out
Agency Handy covers the full client lifecycle from first inquiry to final payment in a single branded workspace, at a price point most agency tools cannot match.
Most agency tools solve one problem well. Agency Handy covers the entire workflow. The white-label portal, service catalogue, built-in subscription management, and file feedback tools are all in the same platform. It also runs an active AppSumo lifetime deal, which is uncommon for a platform at this stage of development.
Key Features
Agency Handy covers every core workflow a service agency needs, from lead capture to recurring billing.
| Feature | What It Does | Why It Matters |
| Client Portal | A branded, white-label workspace where clients log in to view projects, invoices, and communications | Removes email back-and-forth and keeps all client activity in one place |
| CRM (Lead & Client Management) | Create and manage lead profiles, convert leads to clients, track inquiry stages, filter by status or owner | Keeps your pipeline organised without a separate CRM tool |
| Project & Task Management | Kanban boards, task assignment, due dates, labels, task views, and project status tracking | Gives your team a clear visual overview of every project and deadline |
| Invoicing & Subscriptions | Create invoices, set tax rates, send payment links, manage recurring billing cycles, track invoice status | Handles one-time and retainer billing from within the same workspace |
| Proposals | Create, send, and track professional proposals; monitor proposal status in real time; download and share | Speeds up the sales process and keeps proposal history on record |
| Service Catalogue | Package services as one-time or recurring offers, add-ons, free trials, and discount coupons; embed via iFrame or public share link | Lets clients buy directly from a storefront without manual quoting |
| File Feedback & Approval | Clients leave annotated feedback directly on uploaded files; track revisions and version history | Eliminates scattered email feedback and lost revision notes |
| Custom Forms | Build intake and order forms, add public forms, duplicate fields, filter and organise responses | Collects client information at the right stage of the workflow |
| Time Tracking | Start and stop timers, log work manually, view team timesheets | Tracks billable hours and team workload in one place |
| Custom Branding & Configuration | Upload logo, set business name, configure custom domain and email, customise sidebar and appearance | Makes the platform look like your own product to clients |
| Tickets | Clients submit support requests; assign by priority, category, or team member | Keeps support requests organised and out of personal inboxes |
| Client & Internal Conversations | Built-in messaging for client-facing and internal team communication | Replaces scattered messages and email threads |
Agency Handy Top Integrations
Agency Handy integrates with payment gateways and communication tools confirmed on the official features and terms pages.
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Stripe
Stripe is supported as a payment gateway for collecting client payments inside Agency Handy.
You can connect Stripe to process one-time invoices and recurring subscription payments directly from the platform. Clients pay through the branded portal without you needing a separate payment processor setup.
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PayPal
PayPal is listed as a supported payment gateway on both the official features page and the Agency Handy Terms & Conditions page.
Agencies and freelancers working with international clients often prefer PayPal for its global reach. Agency Handy supports it alongside Stripe so clients have payment choice.
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Wise
Wise is listed as a supported payment gateway on the official Agency Handy features page.
Wise is useful for agencies working across borders where traditional payment processors carry high conversion fees. Its inclusion makes Agency Handy practical for internationally distributed teams.
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Slack
Slack integration is included in the Team Starter plan and above, as confirmed on the official pricing page.
The Slack integration connects team notifications and communication with your Agency Handy workspace. It is not available on the Freelancer plan.
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Webhook
Webhook support is included in the Team Starter and Business Pro plans, as confirmed on the official pricing page.
Webhooks allow Agency Handy to connect with other tools in your stack via custom triggers, enabling automation workflows without a native integration for every tool.
Pros and Cons of Agency Handy
Agency Handy scores strongly on value for money and support quality, with noted limitations around mobile experience and customisation depth.
| Pros | Cons |
| All-in-one platform replaces multiple separate tools | No native mobile app as of mid-2025 (confirmed by Capterra reviewer) |
| 7-day free trial with no credit card required | Web version not optimised for small screens like iPhone (Capterra reviewer, June 2025) |
| Active 70% off coupon code for annual plans (Yearly70) | Custom domain and email require Team Starter plan or above |
| Lifetime deal available on AppSumo | API Key and Webhook access locked to Team Starter and above |
| 24/7 live support confirmed on Capterra | Limited portal layout and branding customisation noted by G2 reviewers |
| 4.9 out of 5 on G2 from 19 verified reviews | Users express desire for more native third-party integrations |
| Payments via Stripe, PayPal, and Wise | Refunds are not offered on cancellation per the official Terms & Conditions |
| No coding required | Freelancer plan limited to 1 user, 1 workspace, and 100 leads |
Agency Handy Pricing Plans
Agency Handy offers three subscription plans billed monthly or annually, plus a 7-day free trial and an active lifetime deal on AppSumo.
All pricing data below is taken directly from the official Agency Handy pricing page at agencyhandy.com/pricing-plan.
Active Coupon Code
Use code Yearly70 at checkout to get 70% off annual plans.
This coupon code is displayed on the official pricing page for all three plans. No other coupon codes are confirmed at the time of writing.
Free Plan
There is no permanent free plan. Agency Handy offers a 7-day free trial with access to all features for unlimited users and clients. No credit card is required.
Pricing Table
| Plan | Monthly Price | Annual Price (Yearly70 applied) | Users | Workspaces | Leads |
| Freelancer | $29/month | $109/year | 1 | 1 | Up to 100 |
| Team Starter | $99/month | $359/year | 10 | 1 | Up to 300 |
| Business Pro | $199/month | $719/year | 30 | 5 | Up to 10,000 |
Annual prices are the discounted totals after applying the Yearly70 coupon code, as listed on the official pricing page.
What Each Plan Includes
Freelancer plan includes: Client Portal, CRM, Unlimited Clients & Projects, Productised & Custom Services, Project & Task Management, Invoicing & Subscriptions, Proposals, Tickets, Custom Branding, Time Tracking, File Feedback & Approval, Custom Forms, Client & Internal Team Conversation.
Freelancer plan does not include: Custom Domain & Email, App Embeds, Sidebar Customisation, Custom Scripts, API Key, Webhook, Priority Support, Slack Integration, Dedicated Account Manager.
Team Starter adds: Custom Domain & Email, App Embeds, Sidebar Customisation, Custom Scripts, API Key, Webhook, Priority Support, Slack Integration. Does not include Dedicated Account Manager.
Business Pro adds: Dedicated Account Manager. Also expands to 30 users, 5 workspaces, and up to 10,000 leads.
Lifetime Deal
Agency Handy has an active lifetime deal on AppSumo. The AppSumo listing confirms lifetime access with all future plan updates included, up to 5 licence tiers available, and a 60-day window to activate the licence after purchase.
For current AppSumo lifetime deal tier prices and availability, visit: appsumo.com/products/agency-handy
Cancellation and Refund Policy
Per the official Terms & Conditions page: you can cancel at any time, and access continues until the end of your billing cycle. Refunds are not offered on cancellation. Payments are processed via Stripe and PayPal.
Agency Handy Reviews
Agency Handy holds a 4.9 out of 5 rating on G2 from 19 reviews and a 4.5 out of 5 rating on Capterra from 2 reviews.
All review data is sourced directly from the G2 and Capterra product pages for Agency Handy.
Positive Review Themes
- All-in-one consolidation. Multiple G2 reviewers highlight eliminating tool fatigue as the primary benefit. Reviewers describe replacing separate CRM, invoicing, project management, and client communication tools with a single platform.
- Clean, intuitive interface. Ease of use is the most mentioned positive point, appearing across 10 of 19 G2 reviews. Reviewers describe fast navigation and a short learning curve for both agency staff and clients.
- Responsive customer support. Six out of 19 G2 reviews specifically mention the quality and speed of the support team.
- Fast setup. Multiple reviewers report being operational within hours. One G2 reviewer describes being fully set up within 30 minutes.
- Active product development. Several G2 reviewers note the development team ships updates frequently and responds to user feedback.
- Recurring billing that just works. Reviewers running retainer-based agencies call out automated recurring billing as a significant time-saver.
Common Criticisms
- No native mobile app. Capterra reviewer Henry P. (June 2025) confirmed no native iOS or Android app exists, and the mobile web version is difficult to use on small screens.
- Limited portal customisation. Multiple G2 reviewers want deeper control over the client portal layout and aesthetic beyond current branding options.
- Desire for more integrations. One G2 reviewer mentions wanting more native connections with third-party tools.
- Feature access at lower tiers. One G2 reviewer notes the tier structure limits certain features at lower price points.
Review Summary
Agency Handy performs strongly on ease of use, support quality, and value for money. The primary gap is the absence of a native mobile app, which matters for agency owners managing client communication on the go. The product is actively developed and reviewers consistently praise the pace of improvement.
Alternatives of Agency Handy
The best alternative to Agency Handy depends on your agency size, primary workflow, and budget.
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Service Provider Pro (SPP.co)
Best for agencies that want a highly configurable client portal with deep white-label control.
SPP.co is a mature agency-focused client portal platform covering billing, onboarding, projects, CRM, forms, and payments in a single branded workspace. It tends to suit larger agencies willing to invest more for an established feature set. Agency Handy positions itself as the more affordable entry point for small and growing teams.
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ManyRequests
Best for design, development, and content agencies running subscription-based service models.
ManyRequests focuses on subscription service delivery with client portals and order management. Agency Handy is compared directly to ManyRequests on its own website, positioning itself as the lower-cost option with broader feature access at entry-level pricing.
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HoneyBook
Best for freelancers and creative professionals managing proposals, contracts, and client relationships.
HoneyBook covers proposals, contracts, invoicing, and scheduling for individual freelancers and small creative businesses. Agency Handy targets a more team-oriented agency workflow, while HoneyBook suits solo operators and micro-businesses.
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Moxie
Best for freelancers who want a simple, affordable all-in-one workspace without team complexity.
Moxie covers project management, invoicing, time tracking, and client portals for independent freelancers. It is lighter than Agency Handy in terms of team and multi-client features but suits solopreneurs who find Agency Handy’s entry plan more than they need.
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Zendo
Best for agencies selling subscription services or productised packages with a clean client experience.
Zendo is a service delivery and client portal tool with similar positioning to Agency Handy. Agency Handy lists Zendo as a direct comparison on its website.
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Kitchen.co
Best for agencies wanting a streamlined client-facing portal without heavy project management features.
Kitchen.co is a client portal platform. One Capterra reviewer switched from Kitchen.co to Agency Handy, citing simpler UI and lower pricing as the reasons for the move.
FAQ’s of Agency Handy
Editorial note:
This article is written with care, but some details may change or contain unintentional mistakes. If you find anything outdated or incorrect, please contact us so we can review and correct it.
