Agency Handy
Use this agency management software to manage clients, teams, and payments
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What is Agency Handy?
Agency Handy is management software designed for service-based agencies that need to coordinate clients, staff, and finances in one place. It handles the core operational tasks: tracking client projects and communication, managing team members and their workload, and processing payments and invoices. The tool aims to reduce the administrative overhead of running an agency by centralising information that would otherwise live across multiple spreadsheets and email threads. It's particularly suited to small to medium-sized creative agencies, marketing firms, and consulting businesses that juggle multiple client accounts simultaneously and need visibility across their operations.
Key Features
Client management
store contact information, project history, and communication records for each client
Team organisation
track staff members, assign tasks, and monitor project allocation
Payment processing
send invoices, track payments, and manage billing workflows
Project tracking
oversee active projects, deadlines, and deliverables
Financial reporting
view revenue, expenses, and profitability across clients or projects
Pros & Cons
Advantages
- All-in-one solution reduces the need for separate tools for CRM, project management, and accounting
- Simplifies invoice and payment workflows, saving time on administrative tasks
- Centralises client and team information for better visibility across the agency
Limitations
- May lack advanced features compared to specialised tools in each category (dedicated project management or accounting software)
- Requires team adoption and proper data entry for effectiveness
Use Cases
Marketing agencies coordinating multiple client campaigns and billing arrangements
Design studios managing projects, freelancers, and client payments
Consulting firms tracking billable hours and invoicing across different client engagements
Web development agencies handling client projects, team capacity, and payment collection