Agency Handy review
A client portal, project workflow, and billing hub for service agencies.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Agency Handy brings client records and lead management together with projects, service catalogs, billing, and a branded client portal. It is aimed at service agencies, freelancers, and solopreneurs that want clients to follow work and handle approvals, invoices, and support in one cloud product. The portal can expose project progress and invoices, while intake forms, proposals, tickets, and conversations support the broader client relationship. Its scope suits teams that need more than contact tracking; a business looking only for a simple client database may find the project and billing breadth unnecessary.
According to the vendor's published plan comparison, Freelancer costs $29 per month and includes a client portal, CRM, unlimited clients and projects, productized and custom services, project and task management, invoicing, and subscriptions. Team Starter is $99 per month and adds a custom domain and email, app embeds, an API key, a webhook, and Slack integration. Business Pro is $199 per month and adds a dedicated account manager to Team Starter. A seven-day free trial is offered without a required card. The pricing notes say tiers impose limits on users, workspaces, and leads, so agencies should check how those limits fit their operating model before choosing a plan.
The workflow spans custom intake and order forms, task assignments and status tracking, file feedback, comments, deliverable approvals, recurring subscriptions, payment reminders, and internal or client conversations. Stripe, PayPal, Wise, Slack, Google Drive, and Notion are listed integrations; GDPR is listed as a compliance posture, and support includes chat, docs, community, and 24/7 support. The listed platform is web, with no mobile apps listed. Choose Agency Handy if a web-based portal plus project delivery and billing matters more than mobile access. Teams that depend on native mobile apps or need to avoid user, workspace, and lead limits should compare alternatives.
Agency Handy pros and cons
- Where it wins
- Branded portals show project progress, files, feedback, and invoices
- Combines CRM, project tasks, proposals, tickets, and billing
- Freelancer plan lists unlimited clients and projects
- Where it doesn't
- Entry plan is paid, starting at $29 per month
- Mobile apps are not among the listed platforms
- User, workspace, and lead limits apply across pricing tiers
Agency Handy fact sheet, pricing and score →
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