Best Client Portal CRM · pricing · Updated June 2026

Agency Handy pricing (2026)

Agency Handy starts at $109/mo (Freelancer), across 3 plans. Best for agencies. Every figure links to Agency Handy's own page and the date we captured it.

At a glance

  • Entry price: $109/mo (Freelancer)
  • Free tier: No · 7-day trial
  • Compliance: HIPAA — · SOC 2 — · GDPR —
  • Best for: agencies; productized service businesses; teams with multiple clients; white-label service providers

Agency Handy plans & pricing

All published Agency Handy plans. Sourced per row; quote-only tiers show no price.
PlanMonthlyAnnualBillingNotesSource
Freelancer $109 flat 1 user, 1 workspace, up to 100 leads. Client portal, CRM, unlimited clients and projects, productized and custom services, project and task management, invoicing and subscriptions, proposals, tickets, custom branding, time tracking, file feedback and approval, custom forms. Annual $349/yr with 'Yearly70' code. 7-day free trial, no credit card. agencyhandy.com
Team Starter $359 flat 10 users, 1 workspace, up to 300 leads. Everything in Freelancer plus custom domain and email, app embeds, sidebar customization, custom scripts, API key, webhook, priority support, Slack. Annual $1,189/yr with 'Yearly70' code. 7-day free trial. agencyhandy.com
Business Pro $719 flat 30 users, 5 workspaces, up to 10,000 leads. Everything in Team Starter plus dedicated account manager. Annual $2,389/yr with 'Yearly70' code. Custom plans available. 7-day free trial. agencyhandy.com

Last verified 2026-06-18. Confirmed from agencyhandy.com/pricing-plan/ 2026-06-18. Monthly $109/$359/$719 are undiscounted rack rates; annual $349/$1,189/$2,389 require the 'Yearly70' promo (70% off). annualDiscountPct=null because the discount needs a coupon, not an automatic toggle.

Capabilities

Integrations: Slack, Zapier, Stripe, Webhooks, API.

Key features: Multi-workspace support (Business Pro); Productized service storefront built in; File feedback and approval workflow; Custom domain and white-labeling on Team Starter+.

Plan limits: Freelancer: 1 user, 100 leads; Team Starter: 10 users, 300 leads; Business Pro: 30 users, 5 workspaces, 10,000 leads.

Frequently asked questions

How much does Agency Handy cost?

Agency Handy starts at $109/mo (Freelancer); it has 3 published plans. Verified 2026-06-18.

What are cheaper alternatives to Agency Handy?

Cheaper client portal crm than Agency Handy (entry $109/mo) include Bonsai at $15/mo, Plutio at $19/mo, Indy at $25/mo. Verified 2026-06-18.

Does Agency Handy support HIPAA?

Agency Handy HIPAA support: —. SOC 2: —. GDPR: —.

Does Agency Handy have a free plan?

Agency Handy free tier: No; 7-day free trial.

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