[ Agency ... Reviews ](https://www.g2.com/products/agency-handy/reviews) [ Agency ... Reviews ](https://www.g2.com/products/agency-handy/reviews) # Agency Handy Features ##### ## Tasks (9) Creation & Assignment Create and assign tasks for individual users with details and due dates. Due Dates Set deadlines and milestones for tasks, manually or automatically (based on project templates). Task Prioritization Set priority levels on tasks so individuals can organize their work. To-Do Lists Each user can view their list of tasks to be completed without having access to other tasks. Dependencies Define dependencies between tasks and the rules to manage them. Mass Updates Allows users to update multiple tasks at the same time, accross multiple projects. Drag & Drop Users can move tasks and change dependencies using drag and drop. Recurring Tasks Define recurring tasks that can be scheduled automatically at pre-defined intervals. Real-Time Updates Receive system updates as soon as any changes are made Show More ##### ## Projects (35) Planning Plan and create work breakdown structure (WBS) based on the scope of the project. Project Map Projects can be mapped out with milestones, due dates, deliverables and interdependencies. GANTT Provide visual representations of tasks, dependencies, and progress. Calendar View Planned projects are mapped to a schedule with due dates and deliverables detailed day-by-day. Views Create customized project views for internal and external purposes (eg: for customers). Project Budgeting Associate a budget with a project and allocate it accordingly by task or resource. Issue Tracking Track issues at the project or task level, and manage resolutions. Templates Provide standards templates that can be customized by users to create new projects. Critical Path Automatically calculate the critical path for projects and update it when projects change. Time & Expense Track time and expenses associated with projects or tasks. Methodologies Support agile and waterfall project management methodologies. Project Time Tracking Measure time to completion or hours worked for projects Bug Tracking Monitor and track bugs and issues in the system. Milestone Tracking Monitor task progress and planned accomplishments to better manage project status Task Progress Tracking Track the status and progress of tasks Activity Tracking Track and document all activities across devices, networks, and other systems Project Tracking Monitor the progress of projects from start to finish Status Tracking Track the status over time for a request, process, asset, or transaction Progress Tracking Reporting on how each user, task or process has advanced since its initiation Agile Methodologies Iterative project Management approach that involves technologies such as Kanban, Scrum, XP, APF, XPM and more Sprint Planning Identifying the tasks to be completed and the people to complete them during a set period of time Project Planning Organize and schedule projects Release Planning A timeline for taking a project live that outlines what features should be operational at the go-live date Multiple Projects Ability to handle several projects simultaneously Multi-Department/Project Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Project Templates Pre-designed project plans that can be customized Gantt/Timeline View Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Percent-Complete Tracking Level of completion within a task Reporting/Project Tracking Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Time Tracking Measure and track time including hours worked and paid time off (PTO) Traditional Methodologies Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch Task Planning Traditional Methodologies Sequential approach (i.e. Waterfall) in which users break down and plan an entire project before the launch Show More ##### ## Resource Management (5) Resource Definiton Create human and material resources and categorize them based on skills and other criteria. Capacity Monitor capacity in real time to track resource use and identify bottlenecks. Scheduling Allocate resources by matching capacity and demand, by project, team, or department. Task Scheduling Track and manage the scheduling of tasks Project Planning/Scheduling Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Show More ##### ## Project Monitoring (4) Baselining / KPIs Track key performance indicators or baseline assessments throughout project lifecycle or across multiple projects. Resource Allocation Monitor resource allocation to identify shortages and adjust accordingly. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Show More ##### ## Automation (3) Workflows Provide standard workflows that can be used accross the company. Customization Allow administrators to configure workflows and processes. Data repository Deliver a single data repository for all project information. Show More ##### ## Administration (3) Permissions Define and manage roles and access rights for the entire system. Procedures Maintain procedures for data access and governance. Remote Work Allow users to use the system online and on mobile devices. Show More ##### ## Project management (7) Task Prioritization Set priority levels on tasks so individuals can organize their work. Dependencies Define dependencies between tasks and the rules to manage them. Planning Plan and create work breakdown structure (WBS) based on the scope of the project. Views Create customized project views for internal and external purposes (eg: for customers). Scheduling Allocate resources by matching capacity and demand, by project, team, or department. Critical Path Automatically calculate the critical path for projects and update it when projects change. Dashboards Deliver dashboards that display project data and KPIs in real time. Show More ##### ## Workload (4) Resource Allocation Monitor resource allocation to identify shortages and adjust accordingly. Workspace Define customizable workspace for teams, departments, and external users. Configuration Provide drag and drop options to configure workspaces. Insights Monitor work accross the company and analyze performance. Show More ##### ## Communication & Collaboration (3) Communication Channels Support multiple channels for internal and external communications. Document Management Allow users to share and collaborate on documents and files. Collaboration Help users meet, share workspaces, and collaborate on tasks. Show More ##### ## Cost Management (3) Project Budgeting Associate a budget with a project and allocate it accordingly by task or resource. Time & Expense Track time and expenses associated with projects or tasks. Profitability Monitor project proftability by team or department. Show More ##### ## Integration (6) Front Office Integrate with CRM, marketing, or customer service software. Back Office Provide integration with accounting software and ERP systems. External data Connect to external data sources such as databases or BI software. Payments Integrate with payment processing software and payment gateways. Accounting Integrate with financial management systems such as accounting and ERP. CRM & Sales Integrate with software that manages customers, sales, and marekting. Show More ##### ## Order Management (4) Opportunities Manage open opportunities for new or existing customers. Order History Track all open and closed orders by customer, or by product and plan. Upsell & Cross-sell Identify opportunities to upsell and cross sell based on product usage. Renewals Plans can be renewed automatically or manually, when changes are required. Show More ##### ## Products & Plans (7) Packages Track the financial performance of various types of packages. Multi-part Deals Create deals that combine multiple products and plans, with differrent pricing Plan Changes Monitor plan changes such as upgrades and downgrades, or cancellations. Bundles Ability to group standard plans and products to create bundles Sales Tax Management Calculation of consumption tax imposed on the sale of goods/services Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Customizable Reports Alter the layout and content of reports Show More ##### ## Pricing (3) Standard Price Assign standard monthly and yearly prices to products, plans, and packages Discounts Define standard and custom discounts that can be applied to one or more products and plans Optimization Analyze pricing data to identify opportunities to improve prices. Show More ##### ## Revenue Management (5) Automation Ability to create and send invoices automatically at predefined or custom frequencies. Consolidation Consolidate invoices so customers can make one payment for multiple bills. Adjustments Adjust invoices to handle exceptions and correct errors. Billing Types Provide the option to combine recurring, one-time, and usage based billing Recurring/Subscription Billing Automated process of charging customers at regular intervals for repeated access or use of a product or service Show More ##### ## Generative AI (5) AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Generative AI Use AI to generate content in the form of text, images, videos, etc. AI Text Generation Allows users to generate text based on a text prompt. AI Text Summarization Condenses long documents or text into a brief summary. Show More ##### ## Agentic AI - Project Management (9) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Third-Party Integrations Set up connections to third-party platforms to improve business processes File Transfer Move files across different systems or networks Show More ##### ## Agentic AI - Subscription Management (8) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Decision Making Makes informed choices based on available data and objectives Accounting Integration Integrate with a third-party accounting system Third-Party Integrations Set up connections to third-party platforms to improve business processes Multi-Language Manage and support multiple languages Show More ##### ## Agentic AI - Work Management (4) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Natural Language Interaction Engages in human-like conversation for task delegation Show More ##### ## Additional Functionality (122) Backlog Management The process of evaluating, scheduling, and assigning tasks that have been put on the back burner in favor of higher priority items. API Application programming interface that allows for integration with other systems/databases Retrospectives Management Coordinating stand-up meetings where team members reflect on past processes to identify strengths and areas for improvement Task Management Create, manage and track all task activities and progression Access Controls/Permissions Define levels of authorization for access to specific files or systems Supports Scrum Ability to accommodate the methodology that incorporates frequent work reassessment and continuous short periods of focused work. Team Management Organizing a group of people to accomplish a task Kanban Board Visualization tool to organize and optimize tasks and track their status at every stage of workflow Request Management Evaluating and prioritizing change requests that are received while working on the project Commenting/Notes Leave comments and notes on documents for others to view Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. @mentions An @mention is a way to tag or notify a specific person about a message/post Planning Tools Projections Estimate or forecast of a future scenario based on the study of present trends Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Calendar Management Track and manage schedules and meetings via an integrated calendar Email Management Manage, store and organize emails within the system or via third-party apps Project Workflow Create, manage, or update project workflows. Deadline Management Specify or track the date/time a project, task, etc., is due for completion Role-Based Permissions Set & manage permission levels based on user roles and restrict access to only authorized individuals Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Fields Customize data fields to support various needs and use cases AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Resource Management Process of planning, scheduling and executing the optimal and effective use of human capital across projects Workflow Management Create, design and manage workflows for repetitive tasks Template Management Create, save, and re-purpose templates for emails, forms, etc. Negative Feedback Management Identify, track, and respond to negative feedback Data Import/Export Import and export data to and from software applications File Management Create, save, and store files Assignment Management Assign issues and tasks based on availability or required skills Progress Reports Document and report the progress of ongoing projects Budget Management Forecast, allocate funds, organize financial resources and report & analyze project's income and expenditure Real-Time Reporting Active reporting of data and metrics Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Requirements Management Enables creation, management, and tracking of product requirements & features during product production/development Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Issue Management Identify and respond to unexpected problems or failures (ie. "negative events") Document Management Store, manage, and track all electronic documents in a centralized location Release Management Planning, scheduling, and overseeing the release of software or system changes into a live or production environment For IT Project Management Supports project management for IT professionals & teams Product Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Change Management Track and monitor efficient handling of all changes/transitions Mobile App Access the system via a mobile application Portfolio Management Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Testing/QA Management Checking for errors to prevent quality issues and maintain the integrity of the product/service as per set standards Billing & Invoicing Create, manage, and send invoices or bills to customers Risk Management Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties Web-based Deployment SaaS, web-based, online deployment Idea Management Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects Client Portal Private online space that lets businesses securely share documents and provide information access to clients File Sharing Public or private sharing of digital files such as documents, audio/video, images, and more Version Control Track revisions and updates made to files and navigate between different versions Availability Management Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients Productivity Analysis Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Forecasting Form predictions based on past and present data/trends Key Performance Indicators Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Remote Support Provide support to your customers and employees remotely over a shared network Predictive Analytics Predict future data based on historical data sets Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service User Management Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Network Diagram Diagram that depicts connections among nodes in a network Project Management Plan and coordinate all the resources, costs and time needed to execute assignments Document Storage Store and organize documents in a centralized system Visualization Graphical representation of data or processes Customizable Reports Alter the layout and content of reports Time Clock Reminders Timed notification for any upcoming task, deadline, appointment, or activity Daily Reports A document that lists daily activities or maintains a record of all events that happened in a day Configurable Workflow Configure existing workflows to meet your organization's needs Roadmapping Identifying desired outcomes and important milestones and creating a plan on how to achieve them Iteration Management Planning out the structure and duration of repetitive intervals of time dedicated to specific tasks during the development cycle Timeline Management Manage a detailed schedule of a product plan KPI Monitoring Tracking the status of previously identified performance measurements For Small Businesses Designed for small businesses Chat/Messaging Communicate using direct chat or messages within the system Messaging Communicate using messages within the system Billing & Invoicing Create, manage, and send invoices or bills to customers Data Visualization Graphical representation of data Customizable Fields Customize data fields to support various needs and use cases Revenue Recognition An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. Cancellation Management Allow customers to cancel their subscription remotely. Real-Time Data Receive data and information in real time Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Summary Reports Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customer Profiles Record customer information, purchase history, and other notes Generative AI Use AI to generate content in the form of text, images, videos, etc. Client Portal Private online space that lets businesses securely share documents and provide information access to clients API Application programming interface that allows for integration with other systems/databases Customer Database A collection of customer information such as contact details, demographics, previous interactions, etc. Access Controls/Permissions Define levels of authorization for access to specific files or systems Tax Management Implementation of various strategies to manage tax obligations via planning and maintaining compliance ACH Payment Processing Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH) Usage Tracking/Analytics Track and interpret metrics on the usage of company resources Data Import/Export Import and export data to and from software applications Product Catalog Present a catalog of inventory that customers can view Discount Management Track products that are for sale at a reduced price or part of coupon promotions Revenue Management Monitor sales and make necessary adjustment in order to increase demand and revenue Invoice Management Captures invoice data and maintains comprehensive records for auditing and reporting purposes Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Customizable Branding Add customized logos and colors to align with company branding Billing Rate Management Setting up the amount/charge for per hour of work by a company or professional Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Real-Time Analytics Analyze and gain insights into data in real-time Multi-Currency Manage and handle various international currencies Invoice Processing Creation, processing, verification, and execution of invoices till the payment is made Self Service Portal Online portal through which end users can access the system, manage tasks, or obtain information Subscription Plan Management Manage the subscription plans of all active members Order Management Manage and track customer orders for goods, investments, or any other purchases Customer Accounts Record customer information, purchase history, and other notes Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Reporting Active reporting of data and metrics Credit Card Processing Accept and process credit card transactions Reminders Timed notification for any upcoming task, deadline, appointment, or activity Dunning Management Process of automatically notifying clients when payments fail to ensure invoices are paid Subscription Management Process of managing customer subscription lifecycle for a recurring service or a product Enrollments/Onboarding Manage the enrollment and onboarding of all new members and accepted applications Show More ## Top-Rated Alternatives [ ![Smartsheet](https://images.g2crowd.com/uploads/product/hd_favicon/1545251244/smartsheet.svg "Smartsheet") Smartsheet 4.4/5(22,701) ](https://www.g2.com/products/smartsheet/reviews) [ ![monday AI Work Platform](https://images.g2crowd.com/uploads/product/hd_favicon/0ecee4762e51bfed79001cde447b63a5/monday-com.svg "monday AI Work Platform") monday AI Work Platform 4.7/5(17,140) ](https://www.g2.com/products/monday-com/reviews) [ ![Asana](https://images.g2crowd.com/uploads/product/hd_favicon/1487565345/asana.svg "Asana") Asana 4.4/5(13,858) ](https://www.g2.com/products/asana/reviews) [ View All Alternatives ](https://www.g2.com/products/agency-handy/competitors/alternatives) ##### Categories on G2 [Work Management](https://www.g2.com/categories/work-management)[Project Management](https://www.g2.com/categories/project-management)[Subscription Management](https://www.g2.com/categories/subscription-management) ##### Explore More [Which healthcare provider directories enable real-time data syncing with EHR and claims systems?](https://www.g2.com/discussions/which-healthcare-provider-directories-enable-real-time-data-syncing-with-ehr-and-claims-systems)[Best platforms for automating merchandising strategies](https://www.g2.com/discussions/what-are-the-best-platforms-for-automating-merchandising-strategies)[Best platforms for tracking account-level data changes](https://www.g2.com/discussions/best-platforms-for-tracking-account-level-data-changes) [Which academic scheduling platforms provide real-time visibility into room availability and immediate conflict detection?](https://www.g2.com/discussions/which-academic-scheduling-platforms-provide-real-time-visibility-into-room-availability-and-immediate-conflict-detection)[Which Oracle Siebel resellers provide the strongest user adoption and change management support before committing to a multi-year CRM implementation?](https://www.g2.com/discussions/which-oracle-siebel-resellers-provide-the-strongest-user-adoption-and-change-management-support-before-committing-to-a-multi-year-crm-implementation)[Pros and Cons Details](https://www.g2.com/products/agency-handy/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)