Transforming Your Digital Agency: The Ultimate Guide to Managing Clients and Teams

Digital agencies are the powerhouse of modern businesses, handling the complexities of client management and team coordination. Agency Handy offers a comprehensive solution to streamline these crucial aspects, making the management process effortless and efficient. In this ultimate guide, we will delve into the features, benefits, and success stories behind Agency Handy, providing a step-by-step roadmap for transforming your digital agency’s operations.

Onboard or Import all your clients in one place

Managing a plethora of clients has never been easier, thanks to the Agency Handy platform. By integrating all the essential client details, service offerings, and necessary information into a single unified portal, you can create a unique service list tailored to represent your agency’s distinctive capabilities. Clients gain the ability to make informed decisions by choosing between services, all presented with detailed clarity to facilitate seamless decision-making.

Let them choose the services you offer

The platform empowers agencies to generate client profiles with essential information, simplifying and streamlining the onboarding process. With automated client invitations and instant email notifications, the one-click confirmation feature accelerates the process, ensuring a swift and hassle-free onboarding experience.

Bill your clients and keep track of your revenue

Creating custom quotations for clients has never been easier. Agency Handy enables personalized quotations and proposals to be sent directly to clients, offering a secure way to lock in deals and manage them effectively within the platform.

Onboard your all-star team and get the work going

Effortlessly transform client conversations into organized orders, gaining a clear overview of your agency’s workload. This feature ensures that every project detail, including time, progress, and status, is meticulously tracked and managed, maintaining a transparent and organized workflow.

Keep your workflow organized and everyone synced

Breaking down orders into smaller tasks facilitates seamless tracking of project details, ensuring that deadlines are met and progress is monitored effectively. Delegate tasks, assign deadlines, and monitor progress to maintain exceptional team productivity.

Delegate the tasks to your employee, assign deadlines & follow up daily.

Keep track of issues or complaints to deliver top-notch work

Visualize your workflow seamlessly, gaining insights into the status and progress of each task within your projects. This feature allows you to stay informed about each task’s stage and progress, ensuring that projects are executed smoothly and on time.

Communicate with teams & clients

By centralizing team and client communications within a single platform, Agency Handy fosters collaboration and feedback, ensuring that everyone is on the same page and facilitating the delivery of exceptional results.

Manage issues with Tickets

Maintaining clarity and organization in resolving concerns, clients can raise issues through tickets, ensuring that they are promptly assigned to team members for resolution.

Pricing Plans & Packages

Agency Handy offers flexible pricing plans to cater to the diverse needs of digital agencies. Whether you are a Solopreneur, managing a team, or a pro agency, there is a suitable plan for every requirement.

Frequently Asked Questions

• How does the trial work? You initially get a 7-day free trial with access to all features for unlimited users and clients. After the trial period, you have the option to choose our standard package or contact sales for further continuation.

• Can I cancel anytime? Yes, you can cancel your subscription at any time with no long-term commitment.

• Will I get any refund once I cancel? Upon cancellation, the subscription stops renewing after the current payment cycle, but there is no refund.

• Do I need a credit card to access the free trial? Yes, you must provide your credit card details to access the free trial. However, no charges will be incurred unless you upgrade your package after the trial.

• Can I change my plans later? You have the flexibility to upgrade or downgrade between different packages at any time within the billing period.

Let’s Get Started with Us NOW!

With its comprehensive features, user-friendly interface, and seamless integration, Agency Handy is undoubtedly a game-changer for digital agencies. To transform your agency’s management process and seamlessly streamline client and team coordination, get started with Agency Handy today.

Whether you’re a startup, mid-sized agency, or a large enterprise, Agency Handy has the perfect solution to meet your unique requirements. Don’t miss out on the opportunity to revolutionize your agency’s operations and deliver exceptional results.