Agency Handy

Agency Handy is a unified client and operations management platform designed specifically for digital and creative agencies. It centralizes client data, projects, billing, and reporting into a single, easy-to-use portal, reducing the need for multiple disconnected tools. The primary purpose is to streamline agency workflows from client onboarding through project delivery and ongoing subscription management.

The platform supports structured client onboarding with configurable intake forms, task checklists, and document collection, ensuring consistent processes across accounts. Project management features typically include task assignment, timelines, milestones, and progress tracking, enabling teams to manage multiple client engagements in one place. Billing capabilities cover invoices, recurring subscriptions, and payment tracking, helping agencies manage retainers, fixed-fee projects, and ongoing services. Reporting tools provide visibility into revenue, project status, and client performance, giving agency owners actionable insights for planning and decision-making.