Client Portal Software for Agencies & Productized Services
✅🛒 Deal link: https://go.downloadsilo.com/agancyhandy
✅ 10% discount code HandyLTD for extra 10% off
✅ AgencyHandy is the one platform you need to manage clients and operations easily.
✅ An all-in-one management platform for agencies and service providers that eliminates many other tools to simplify business operations.
✅ Alternative to: Moxie, Flozy, Copilot, SuiteDash, Clinked, Moxo, Accelo, OneHub, Zendesk, Zoho CRM
✅Services Page
Easily create and share detailed service pages that allow clients to purchase directly and trigger orders that move onboarding and fulfillment forward.
✅ Create & Send Proposals
Secure deals by sending custom proposals directly to your clients from the platform. Then, take payments from clients every month or one-time.
✅ Client Management
Streamline the onboarding process by generating client profiles and creating custom intake forms to collect essential information. Clients can confirm their invitation with just one click.
✅ Task Management
Breakdown orders into small tasks, assign deadlines, and delegate tasks to your team. Gain insights into the status and progress of each task, ensuring timely project execution.
✅ Tickets / Messages
Manage clients requests by creating tickets for issues and assigning them to team members to provide support, updates, or gather client feedback.
✅ Manage Files & Deliverables
No more lost files. Organize your files seamlessly in the Files tab. Attach any required files for a specific order, task, or ticket so that clients & team members find exactly what they need.
✅ Reporting
Get an overview of which stages each task is & how well the progress is going to ensure smooth and timely project execution. Kanban view available.
✅ Custom Branding
Configure your workspace colors and add your logo to match your brand. And set your custom domain too! (available in every plan)
➡️ Efficient client management: Centralizes all client information allowing you to provide clarity and make informed decisions.
➡️ Streamlined onboarding process: Generates client profiles with ease and automate client invitations, saving you time and effort.
➡️ Customized proposals: Create proposals quickly through the platform increasing your chances of securing deals.
➡️ Task and project management: Breakdown orders into manageable tasks, delegate responsibilities, and keep track of progress effortlessly.
➡️ Clear communication: Foster collaboration and feedback by centralizing team and client communications on one platform.
AgencyHandy can be used by various types of businesses including:
✅🛒 Deal link: https://go.downloadsilo.com/agancyhandy
✅ 10% discount code HandyLTD for extra 10% off
✅ Contact: https://www.agencyhandy.com/new-contact-us/
✅ Help centre: https://docs.agencyhandy.com/
✅ Roadmap: https://roadmap.agencyhandy.com/t/roadmap
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