Agency Handy is one of the very few tools I’ve used that genuinely lives up to the “all-in-one” promise. Instead of stitching together 5–10 different tools (CRM, invoicing, proposals, project management, client comms, etc.), everything is finally in one clean, intuitive platform.

The biggest win for me is how connected everything feels:

• Client onboarding flows straight into projects

• Services → proposals → invoices → payments all link together seamlessly

• Tasks and deliverables are automatically created from what clients purchase

• The client portal gives a genuinely professional, branded experience

The service catalog + proposal system alone is a game-changer. It makes selling services feel structured and scalable instead of manual and messy.

On top of that:

• The UI is incredibly clean and easy to navigate

• Setup is fast (we were up and running properly within hours, not weeks)

• The client portal reduces email back-and-forth massively

• Recurring billing + payments just work (huge time saver)

• Team collaboration and task tracking are built-in and actually usable

And honestly — the support and development team deserves serious credit. They’re responsive, helpful, and clearly shipping updates consistently. You can tell this isn’t a stagnant tool — it’s evolving quickly based on real user feedback. Review collected by and hosted on G2.com.

If I had to pick something, it would be that there are still areas where deeper customization (especially around branding, layouts, or UI tweaks) could go further.

That said — and this is important — this is actually one of the reasons I’m bullish on the product.

Unlike most tools where limitations feel “baked in,” Agency Handy is clearly being actively developed, and many of the things you might initially want are either already being improved or on the roadmap.

So rather than being a frustration, it feels more like:

👉 “This is already great — and it’s only getting better.” Review collected by and hosted on G2.com.

The ability to consolidate our entire agency tech stack into one platform. I am managing my clients onboarding, subscriptions, invoicing, and Kanban project boards in a single, white-labeled portal. It completely eliminates the need to duct-tape multiple SaaS tools together just to run our daily operations Review collected by and hosted on G2.com.

While the white-labeling is fantastic, as a design-focused agency, I would love to see even more granular UX/UI customization options for the client portal. It looks highly professional, but having deeper control over the layout and aesthetic to perfectly match our brand guidelines would be a great addition. Review collected by and hosted on G2.com.

What I like best about AgencyHandy is how clean and straightforward it is to use—creating and sending proposals looks professional, takes only a few minutes, and the whole workflow feels well thought out. On top of that, the support is excellent: Hasib replied quickly and helped me resolve custom domain settings and configuration issues right away. Review collected by and hosted on G2.com.

I ran into a few issues with the custom domain setup and a small display error, but nothing serious. Support helped quickly and everything was resolved. Review collected by and hosted on G2.com.

I really like Agency Handy’s interface, it is very clean, intuitive, and easy to understand, which helps me work faster and stay organized. The app is extremely powerful for service based agencies and has transformed my workflow from something that was previously manual and chaotic into a more structured system, especially for billing, projects, proposals, and invoicing. The initial setup was very easy; within 30 minutes, I already understood how to use it. Review collected by and hosted on G2.com.

I hope Agency Handy continues to grow and can also be used for e-commerce sales to help me manage my other clients. Review collected by and hosted on G2.com.

The "all-in-one" nature of the tool is its biggest strength. We’ve been able to eliminate the "tool fatigue" that comes with jumping between separate apps for CRM, task management, and client billing. Everything is consolidated into a single, intuitive dashboard. Additionally, the development team is incredibly impressive. They are highly responsive and are constantly pushing out new feature updates that actually make sense for our workflow. Review collected by and hosted on G2.com.

Not much. Seeing how fast the team moves and how frequently they release updates, I have total confidence that it will be on market leading spot soon. Review collected by and hosted on G2.com.

I love how Agency Handy simplifies my operations with its streamlined setup and intuitive interface. The ease of account creation without requiring a credit card for the free trial made it simple to get started and test out the software. The integration of recurring billing and task management tools significantly enhances the efficiency of handling a high volume of clients at my agency. It is remarkably beneficial as the process is seamlessly connected—each client onboarding automatically triggers new tasks or projects with minimal effort. I find the task management feature and the cleanliness of the client portal particularly valuable, as it organizes our workflow effectively. My clients appreciate being able to make orders independently, which then generates tasks for my team automatically, further optimizing our process management. I've decided to settle with Agency Handy because it brings everything I need into one accessible platform and I plan to integrate additional software to further capitalize on its potential. Review collected by and hosted on G2.com.

I would add a client chat feature to directly communicate with clients via a unified inbox, email, WhatsApp, or in-app messaging. Review collected by and hosted on G2.com.

I find Agency Handy easy to operate, which makes it really user-friendly for me. I especially appreciate the CRM feature because it helps me easily manage clients, and I can send proposals and invoices effortlessly. The initial setup was easy too, which was great for my team. Review collected by and hosted on G2.com.

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I love the organization ability of Agency Handy. It really helps me keep my orders organized and in one spot along with payments. I can manage a lot of stuff without having a bunch of tools all over the place. I also appreciate being able to manage my customers, products, and forms all in one place, which enhances my ability to sell my services effectively. Review collected by and hosted on G2.com.

The customization options are lacking. I wish there was a more custom client portal, and overall, more customization. I'd like to be able to build it how we want, with more logo options and changeable layouts. A better editable view for clients is also something I miss. Review collected by and hosted on G2.com.

With this app, I am able to manage all of my clients' information in one place. Additionally, I can receive payments directly through the app. Review collected by and hosted on G2.com.

So far, I haven't found any shortcomings that would make me dislike the app. I am satisfied with it. Review collected by and hosted on G2.com.

I love that Agency Handy integrates multiple functionalities into one tool, which has impressed me. The setup was notably easy, saving me time. I appreciate the custom branding capabilities which uplift my brand and instill confidence in my clients. The project management tool is excellent, providing transparency on project progress. Additionally, the Stripe integration enhances the seamless checkout process. I value the scalability Agency Handy offers, allowing me to grow my business without infrastructure issues. Review collected by and hosted on G2.com.

I have a few small suggestions for how Agency Handy could improve. One of them is the design of the invoices. They don't allow for custom fonts, and that would be nice. And another one is on the services page for there to be a space to upload videos or GIF files so that the services can be illustrated with more media instead of just one, simple photo. Review collected by and hosted on G2.com.