Introducing Agency Handy: Client Portal Software for Modern Agencies
Agency Handy is client portal software for agencies — productize services, onboard clients, run projects and tasks, and handle invoices and payments in…
Introducing Agency Handy: Client Portal Software for Modern Agencies
Agency ops break when leads, projects, files, and invoices live in different tabs. Agency Handy is client portal and agency operating software — productize services, onboard clients, run projects and tasks, and handle invoices and payments in one place.
It is built for agencies that want clients to self-serve without losing delivery control.
What Agency Handy does
An operating system for agency client work:
- Client portal — branded space for services, files, and progress
- Productized services & catalog — package offers clients can buy cleanly
- Lead → project → delivery — manage the full client lifecycle
- Invoices & payments — keep cash flow closer to delivery work
- Tasks, forms, and subscriptions — run recurring and one-off work
- Custom branding — keep the portal on your agency identity
Explore:
- Agency Handy
- Features
- Contact: support@agencyhandy.com
Who it is for
Digital, creative, and service agencies that productize work and need a client portal plus ops layer without enterprise CRM weight.
Where it fits in a content stack
Agency Handy owns sell packaged services → onboard → deliver → invoice. Marketing still creates demand; Agency Handy turns buyers into managed clients.
Why it matters now
Agencies scale delivery only when onboarding and billing stop living in inbox chaos. A portal plus productized catalog is how small teams look bigger.
How teams typically use Agency Handy
A creative agency publishes a service catalog and lets clients request packages through the portal. A marketing shop runs retainers with recurring invoices. A boutique studio centralizes files, tasks, and status updates in one branded space.
Quick tips if you try Agency Handy
- Productize 3–5 core offers before inviting every client in.
- Brand the portal so it feels like your agency, not a generic tool.
- Use forms for intake to cut kickoff email threads.
- Turn on invoicing early so delivery and cash stay linked.
- Contact support@agencyhandy.com for demos and setup help.
Soft close — related tool
If you also need concept → storyboard → animated or whiteboard explainer / Reels (not talking-avatar presenters), see Scro Explainer. Scro (by NOVAX) is built around approving an AI storyboard before you render — useful when the job is teaching a process, not clipping a long take. Keep Agency Handy as the focus of this intro; Scro is only a related option for storyboard-first explainers.