Agency Handy Review (2026): Pricing, Features & Honest Verdict

TLDR

Agency Handy is client portal software that bundles CRM, productized service ordering, invoicing, tasks and proposals into one white labelled workspace. It replaces four or five separate tools for a small agency and undercuts most rivals on price. Best for: small productized service agencies. Price: From $29/mo, no free plan. Rating: 7.2/10

What is Agency Handy?

Agency Handy is a client portal and operations platform built for service businesses that sell packaged work. Instead of stitching together a CRM, a project tool, an invoicing app and a shared drive, you run the whole client relationship in one branded portal. Clients log in, browse your service catalogue, place an order, fill out an intake form, pay, and then track the job and leave feedback on files without a single email thread.

The product is built by Agency Handy Inc and it targets a specific type of business: the productized agency. Design subscriptions, SEO retainers, video editing shops, white label dev studios. These teams sell repeatable packages at set prices, and generic project management tools like Asana were never designed for that. We dug into the feature set and the fingerprints of that focus are everywhere, from the service catalogue with fixed pricing to the subscription billing engine that handles recurring retainers automatically. It launched into a crowded category and has leaned hard on lifetime deal promotions to build its base.

What Are Agency Handy’s Key Features?

Productized service catalogue and order flow

This is the core of the product. You build a catalogue of services with fixed pricing, optional add ons and tiered packages. A client picks one, an intake form collects the brief, payment is taken, and a task or project is created automatically on your side. The whole loop runs without you writing a quote. For an agency selling five to fifteen repeatable packages this removes a genuine amount of admin every week. If your work is bespoke and scoped per project, the catalogue model fights you rather than helping.

Invoicing, subscriptions and multiple payment gateways

Invoices are branded, can be automated, and recurring retainers are handled by a built in subscription engine rather than an external tool. Payment options are broader than most competitors offer: Stripe, PayPal, Wise, bank transfer and crypto. Wise in particular matters for agencies with international clients, because it kills the currency conversion tax that Stripe quietly applies. Most rivals in this bracket give you Stripe and nothing else.

White label portal with custom domain

You can put your logo, your colours and your own domain on the client facing portal, and this is available on paid plans rather than being locked behind an enterprise tier. That is a real differentiator. Service Provider Pro reserves full custom branding for a plan that costs an order of magnitude more. If your clients are agencies themselves, or you resell under your own brand, this is the feature that justifies the switch.

CRM, leads and intake forms

The CRM side covers client records, leads and a simple pipeline, which is more than most client portal tools bother with. You can build public intake forms, order forms and internal forms, embed them on your site, and route a submission straight into a lead record or an order. It is not going to replace HubSpot, and there is no email sequencing or lead scoring, but for an agency doing ten to fifty deals a year it removes the need for a separate CRM subscription entirely. Conversations are threaded per client inside the portal, so the history of a relationship stays in one place rather than in three inboxes.

Tasks, proposals and file feedback

Beyond ordering and billing you get a task board with deadlines, a proposal builder with send and track, and annotation style comments directly on delivered files. The file feedback tool is the one users mention most often, because it kills the round of emails where a client describes which corner of the mockup they mean. None of these modules is best in class on its own. Together, in one workspace your client already logs into, they are more useful than three separate best in class tools.

How Much Does Agency Handy Cost?

Agency Handy starts at $29 per month for the entry plan, which covers a single user with unlimited clients and unlimited orders. From there the ladder runs to roughly $99 per month for a team plan supporting up to 10 users and about $199 per month for the business tier covering up to 30 users, with annual billing bringing the effective rate closer to $19 per month at the bottom of the range. There is no free plan. You get a 7 day free trial with no credit card required, and the trial opens up all features for unlimited users and clients.

The company also runs lifetime deal tiers through AppSumo style promotions: $409 one time for up to 10 users, 5 workspaces and 2TB of storage, $799 for up to 30 users and 10 workspaces, and $1,059 for up to 50 users and 15 workspaces. If those are still live when you read this, the maths is stark. The $409 tier pays for itself against the $99 monthly plan in about four months.

Compared with the field, this is the cheap end. Service Provider Pro starts at $99 per month for a Basic plan capped at 5 users and jumps to $249 per month for 10 users. ManyRequests opens around $59 per month and then charges roughly $40 per additional seat, which climbs fast. SuiteDash runs $19 to $99 per month with unlimited users but is a broader, fiddlier product. Agency Handy sits below all of them at the entry point and does not punish you per seat as aggressively. Our one complaint is that plan naming and prices vary between the homepage, the pricing page and third party listings, which makes budgeting harder than it should be. Confirm your tier in the trial before you commit.

Who is Agency Handy Best For?

Use Agency Handy if you run a small productized agency between one and thirty people, you sell repeatable packages, and you are currently paying for four separate tools that barely talk to each other. The white label portal on affordable plans, the subscription billing and the broad payment gateway support are the three things that make it worth switching. It is also a sensible pick for freelancers who want to look bigger than they are, since a branded client portal on a custom domain does a lot of work at that stage.

Skip Agency Handy if your work is bespoke and scoped per engagement, because the catalogue and order flow assume fixed pricing. Skip it if you need deep integrations with an existing stack, since the connector list is thin next to a general purpose platform. Skip it if you have more than fifty seats, and skip it if you need a free tier to evaluate over months rather than a 7 day sprint.

• Great fit: productized design, SEO, video and dev subscription agencies
• Great fit: freelancers who want a branded client portal without enterprise pricing
• Poor fit: bespoke consultancies, teams needing a deep integration ecosystem, large organisations

One practical note on migration. Because the portal is client facing, switching means asking every active client to create an account somewhere new. Agencies who have done this successfully tend to roll it out with new clients first and move existing ones at renewal. Trying to move thirty clients in a 7 day trial window is how the evaluation goes badly.

Best Agency Handy Alternatives

Service Provider Pro

Service Provider Pro is the established name in productized agency software and the more mature product. Its order management, client dashboards and reporting are deeper, and it has been battle tested by bigger agencies for years. The problem is cost structure: Basic is $99 per month and caps you at 5 users, the mid tier Pro runs $249 per month for 10 users, and full custom branding sits on a much more expensive plan. Choose SPP if you have outgrown the small agency bracket and need proven scale. Choose Agency Handy if you want most of the same workflow at a third of the price.

ManyRequests

ManyRequests is the closest direct competitor and a strong choice for subscription based creative agencies. Its client portal is clean, the request queue model suits unlimited design services well, and onboarding is quick. Entry pricing sits around $59 per month, but each extra seat costs roughly $40 per month or $400 per year, which makes a five person team meaningfully more expensive than Agency Handy. ManyRequests also lacks proper lead management. Pick it for polish, pick Agency Handy for value and for the CRM side.

SuiteDash

SuiteDash is the sprawling all in one option, running $19 to $99 per month with unlimited users and unlimited contacts on every tier. That flat pricing is unbeatable for a ten person shop. In exchange you get a product with a reputation for a steep learning curve and a dated interface, and setup can take days rather than an afternoon. Choose SuiteDash if you want maximum functionality per dollar and have the patience to configure it. Choose Agency Handy if you want to be live with clients this week.

Final Verdict: Is Agency Handy Worth It?

We rate Agency Handy 7.2 out of 10. For a small productized agency the value is hard to argue with. Getting CRM, a service catalogue, ordering, invoicing, recurring billing, tasks, proposals, file feedback and a white labelled portal on a custom domain for $29 per month at entry is genuinely good, and the payment gateway range beats every rival we looked at. Users consistently praise the clean portal and how quickly onboarding a new client turns into live tasks.

The reasons it is not scored higher are real though. There is no free plan, and 7 days is a tight window to migrate client data and form a judgement. The integration list is short. The plan naming and prices are inconsistent across the company’s own pages, which is a bad look for a billing product. And the heavy reliance on lifetime deal promotions raises fair questions about how the pricing settles long term. If you sell packaged services and you are drowning in tool sprawl, start the trial and block out a day to actually migrate one client. If your work is custom scoped, look elsewhere.