5 best Agency Handy alternatives for agencies

An agency can publish services, collect order details, manage leads, bill clients, run plans, assign tasks, receive tickets, and share files. The platform owns client access and internal work.

Wayfront also manages projects and tasks. The difference is that the service purchase controls intake, delivery, permissions, billing context, support, and the next sale.

Agency Handy joins the service catalog, proposals, projects, task tracking, time tracking, files, invoices, tickets, and branded client portal. The building blocks are there.

The risk is outgrowing the connections between them. Test service-template changes, recurring intake, client permissions, task handoffs, email replies, billing exceptions, and repeat purchases with a real account.

Wayfront is built for that repeatable productized-service lifecycle. Staff run the project and tasks in the same system while clients see only the work and actions meant for them.

Agency Handy's current plans include unlimited clients and projects. Each plan changes the limit on users, workspaces, storage, leads, and some portal controls. It offers a short free trial rather than a permanent free plan.

Both products price internal team capacity. Compare the plan each agency needs for its real team, workflow, permissions, customization, and client volume.

Agency Handy clients access orders, project progress, tasks, files, invoices, tickets, comments, and approvals in one branded portal. This helps when clients should see the project management structure and give client feedback there.

Wayfront keeps the client view close to the sale. Clients see what they bought, what the agency needs next, current work, files, bills, support, and ways to buy again. Staff-only tasks and notes stay hidden through permissions.

Invite a real client to both versions. Ask them to find an invoice, approve a file, answer a question, and buy the next package. The best portal shows enough delivery context without forcing the client to learn the agency's full back office.

Agency Handy supports one-time and recurring services. A subscription can create an order, generate invoices automatically, process renewals through Stripe or PayPal, and flag a failed payment. That works well for service businesses that sell fixed-scope packages or monthly plans.

Wayfront also supports recurring billing and subscription services. The decision is what happens around the payment. Agency Handy connects it to the wider agency operation. Wayfront connects it to the paid client account, support, repeat purchases, referrals, and reseller sales.

Agency Handy supports branding, custom domains, custom email, embeds, sidebar changes, and scripts on higher plans. These controls can make the portal look like the agency and connect it to other tools.

Wayfront Pro lets an agency edit the source templates behind client-facing pages. The agency can change the structure and language of the experience alongside its logo, colors, navigation, and embedded content.

Agency Handy is built to run services and current client work. Its public pages focus on the catalog, orders, projects, bills, tickets, files, and client records.

Wayfront adds built-in client referrals and connected reseller workspaces to repeat purchases inside the same account. Those are meaningful only when an agency has a real referral or partner channel, but they make the platform a different kind of client-revenue system.

Agency Handy lets a service firm publish a catalog, create order forms, collect intake, bill buyers, and manage open orders in one place. Set packages fit that path well.

Its CRM and order records form one system for clients and internal work. An agency can move a buyer from service choice into delivery without opening another client record.

Wayfront gives the purchased service a clear path after checkout. Intake, client updates, support, billing, repeat sales, referrals, and reseller work stay linked.

Agency Handy puts task tracking, project tracking, file sharing, and client approval processes beside orders and bills. One management tool owns the current job and its project progress.

Wayfront creates projects and tasks from the purchased service and controls what staff and clients can see. Teams that need Gantt charts, time tracking, or deep resource planning may still add a specialist planning tool.

Run the same client project in both products. Decide where client feedback, private notes, staff work, and project delivery belong. Clients should see useful progress while the internal team keeps its delivery detail.

Agency Handy supports a custom domain, custom email, embeds, scripts, sidebar changes, and white label controls on relevant plans. These tools can create a branded client portal and give clients access under the agency's identity.

Wayfront Pro lets the agency edit the source templates behind client-facing pages. That supports a fully branded client portal whose structure, terminology, and actions can change around a mature service model.

Build the actual white label client portal before choosing. Test one awkward account with multiple clients and contacts. Change the navigation, remove an irrelevant action, and add a service-specific page. The client experience depends on what the team can shape and maintain.

Agency Handy puts client requests, tickets, file management, comments, approval, and client messages beside the work. It can replace separate tools when clients are happy to return to the portal.

Wayfront keeps messages with the order or support ticket. Clients can reply from email. Files, bills, services, and account history stay in the portal.

Invite a client who rarely uses portals. Send a file, request approval, ask a billing question, and reply from email. The stronger client collaboration model is the one that keeps client data and context without requiring staff to copy the same conversation across other tools.

Agency Handy joins automated billing, orders, client records, CRM features, and workflow automation. The suite owns both sales admin and current client work across the client lifecycle.

Wayfront connects the service, billing, intake, work, and support. It also helps the same client buy again, refer a buyer, or create a reseller order.

Name the system that owns prospects, paid clients, invoice exceptions, agency workflows, and account expansion. Then test whether each handoff stays connected to the service and client record.

Agency Handy fits when one suite should handle managing clients, client projects, tasks, files, billing, CRM, support, and team collaboration.

Wayfront fits when the agency sells and delivers repeatable productized services. The portal and staff workspace share one account, with permissions separating client actions from internal work.

Build one real service in each product. The better boundary will show up in the handoffs the team must maintain.

List the current CRM, project management, time tracking, invoicing, file management, help desk, and client portal tools. Mark each tool that Agency Handy would replace on day one. A lower bill matters only when the team can retire the old system and its copy of the client data.

Test whether the standard Agency Handy workflow still fits after adding recurring intake, multiple service variants, staff-only tasks, client permissions, billing exceptions, and a second purchase.

Wayfront is built around that repeatable lifecycle. The service connects what the client buys to the project the team runs and the account the client returns to.

Export the current services, prices, order forms, active clients, invoices, files, and open support work. Leave inactive experiments and old projects in the archive.

Rebuild one service and confirm the client journey before importing more accounts.

Invite a small group of clients, complete delivery, and run one repeat purchase. Test a referral or reseller flow only if the agency already intends to operate that channel.

Move the remaining clients after staff know where to handle email replies, support, billing exceptions, and the next sale.

Name the owner for a new order, client onboarding, project creation, task assignments, file feedback, invoice exceptions, and support. Then run the whole agency workflow with a real client.

The test exposes whether Agency Handy's standard workflow or Wayfront's service-triggered workflow makes ownership and client access clearer.