Back to all tools
Agency Handy

Agency Handy

Use this agency management software to manage clients, teams, and payments

Visit Agency Handy
Agency Handy screenshot

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

Pricing

StandardPricing varies; available through AppSumo

Core features for client, team, and payment management

Quick Info

Pricing
Paid
Platforms
Web
Categories
Finance, Developer Tools, Code
Launched
Mar 2026

Ready to try Agency Handy?

Visit their website to get started.

Go to Agency Handy