


Taskip Vs. Agency Handy- Which Client Management Tool Is Right For You?
The right client management tool can completely transform how you work. Imagine having everything you need—task management, client communication, invoicing, and more—all in one place. Sounds like a dream, right? Well, Taskip and Agency Handy are two platforms that promise just that.
But here’s the question: Which one is actually the best fit for your business? Taskip Vs. Agency Handy-In this comparison, we’ll break down the features, pricing, and unique advantages of each tool. By the end, you’ll have a clear picture of which platform will help you work smarter, not harder.
Overview of Taskip and Agency Handy
Taskip: One-Stop Solution for Client Management
Taskip is an all-in-one business management tool that takes care of everything from task management to client communication. It is designed to simplify day-to-day operations, offering features like invoicing, quotation creation, document management, and real-time team discussions. Taskip integrates these tools into a single platform to keep things running smoothly. Its intuitive task manager, centralized inbox, and customizable forms make client and team management efficient, helping businesses stay on top of their operations. For businesses looking for an organized, collaborative workspace with automation capabilities, Taskip serves as a comprehensive solution for managing tasks, workflows, and client relationships in one place.

Agency Handy: Make Client Handling the Easier Part for Your Content Agency
Discover how Taskip can help your team stay organized, improve efficiency, and boost productivity. Sign up today and take control of your business.
Agency Handy is a platform designed specifically to simplify client management for content agencies. Whether you’re a freelancer or a growing agency, it provides a comprehensive set of tools that streamline every aspect of client interactions—from initial onboarding to managing orders and projects. With features like customizable intake and order forms, client invoicing, task delegation, and a centralized dashboard, Agency Handy helps you stay organized and keep clients satisfied. The platform’s focus is on ease of use and automation, allowing agencies to manage multiple clients and projects with minimal effort, so you can focus more on delivering quality work.
Taskip vs. Agency Handy: Comparison Table
Short on time? Here’s a quick comparison of Taskip and Agency Handy across pricing, features, and integrations.
Category | Taskip | Agency Handy |
Pricing | – Free plan available- Paid plans start from $19/month | – 14-day free trial- Plans start from $49/month |
Features | – Task management with prioritization- Client communication tools (Inbox & Discussions)- Invoice & Quotation management- Form Builder & Document collaboration- Sales Pipeline (Coming Soon)- Workflow Automation (Coming Soon)- Proposal Builder (Coming Soon)- Project Management (Coming Soon) | – Custom Intake & Order Forms- Client Profile Management- Order Tracking- Task Management with Kanban- Client & Internal Team Communication- Invoice & Payment Processing (PayPal, Stripe, Wise)- Automated Client Invitations- Client Approval Workflow- Webhooks for Automations- White Labeling & Custom Branding |
Integrations | – WhatsApp- Slack – Cloudflare- Upcoming Workflow & Project Management integrations | – Webhooks (5,000 events for Solopreneur, 10,000 for Teams, 30,000 for Pro)- PayPal, Stripe, Wise for payments- Custom Domain & Email Integration |
Customer Support | – 24/7 customer support (via chat and email)- Help documentation | – 24/7 customer support (via chat and email)- Help documentation- Dedicated support for larger plans |
Ease of Use | – User-friendly interface- Easy task and client management- Intuitive setup | – Visual interface with easy-to-use task management tools- Client management system designed for ease of use |
Customer Reviews | – 5/5 on Capterra | – 4.7/5 on G2 |
Storage | – Unlimited document and file storage in all plans | – Solopreneur: 1 TB- Teams: 5 TB- Pro: 20 TB |
Analytics & Reporting | – Task and workflow tracking (Sales Pipeline & Proposal Builder analytics in development) | – Dashboards summarizing orders, tickets, and revenue generation- Custom reporting features |
CRM | – Integrated CRM features for manages contacts, communications, Sales pipeline and Projects | – Integrated CRM features for client profiles, client communication, and order tracking |
Mobile App | – No mobile app (yet) | – No Mobile App |
Taskip Features
- Sales Pipeline (Coming Soon)
- Automate and streamline your sales process for improved conversions. This feature will enable businesses to track leads and opportunities with greater ease, moving them seamlessly through the sales funnel.
- Contacts
- Centralized management of all business contacts, allowing you to store and organize customer information efficiently.
- Invoice
- Create, send, and track invoices with ease. This tool simplifies the invoicing process, making it easier to bill clients accurately and manage payments.
- Quotation
- Generate professional quotes quickly and share them with clients, streamlining the process of securing deals.
- Documents
- Organize and collaborate on business documents within the platform. Whether for internal teams or client collaboration, documents are easily accessible and manageable.
- Form Builder
- Build customized forms to collect specific data from clients or prospects, enhancing the data-gathering process.
- Inbox
- Centralize email communication, allowing businesses to manage messages in real-time. The Inbox feature ensures that you never miss an important communication.
- Task
- A simple, intuitive task management tool that allows you to assign priorities, set due dates, and manage workflow. Track progress and receive notifications to stay on top of important tasks.
- Discussions
- Facilitate real-time conversations within teams. This feature promotes collaboration by enabling efficient communication between colleagues.
- Proposal Builder (Coming Soon)
- Create compelling and professional business proposals that can be sent directly to clients, enhancing the sales process.
- Meetings (Coming Soon)
- Manage and schedule meetings in one central place, improving coordination between teams and clients.
- Workflow (Coming Soon)
- Automate and streamline workflows, improving operational efficiency and consistency in task execution.
- Project (Coming Soon)
- Track, plan, and manage projects from start to finish, ensuring that projects are delivered on time and within budget.
- Support Ticket
- Integrated ticketing system to handle customer support queries, ensuring issues are tracked and resolved promptly.
Agency Handy Features
- Intake & Order Forms
- Create customized intake and order forms that collect all the necessary information for client projects. These forms help businesses efficiently capture client data and initiate work orders without delays.
- Client Management
- Manage client profiles seamlessly by inviting, importing, and organizing essential client information. The platform automates client invitations, streamlining the onboarding process for new clients.
- Order Tracking
- Track and manage client orders, breaking them into manageable tasks. Orders can be assigned deadlines, and progress can be monitored, ensuring that clients receive timely and quality service.
- Task Management
- Create tasks based on orders, assign them to team members, and track deadlines. The platform ensures that every task is completed on time, boosting team productivity and accountability.
- Kanban Workflow
- Use Kanban boards to visually organize and track tasks. This workflow feature helps teams understand task statuses at a glance, improving transparency and team coordination.
- Invoicing
- Generate invoices for services rendered, with flexible payment options through PayPal, Stripe, Wise, or manual banking. The platform supports upfront payments and payment splits, allowing businesses to manage cash flow better.
- Quotations & Proposals
- Create custom quotations and proposals tailored to client needs, and send them directly through the platform. This feature allows businesses to close deals quickly with clear and professional documents.
- Ticketing System
- Log and manage client issues through a ticketing system. This feature allows businesses to track, resolve, and delegate tasks to the appropriate team members to ensure swift resolutions.
- File Organization
- Keep all project-related files organized in one place. Whether it’s for orders, tasks, or tickets, files can be easily shared and accessed by both team members and clients.
- Branding & Customization
- Customize the platform’s appearance by adding logos, color schemes, and even setting up a custom domain. These options allow businesses to personalize the platform and maintain a cohesive brand identity.
- Central Dashboard
- A central dashboard that offers a comprehensive view of key metrics, such as client feedback, ticket status, and revenue. This gives businesses a real-time overview of their operations, helping them make informed decisions quickly.
Feature Comparison: Taskip vs. Agency Handy
- Task and Project Management
- Taskip
- Taskip is designed to simplify internal task management, allowing businesses to prioritize tasks, set deadlines, and track workflow. The upcoming Project and Workflow features will expand its capabilities by offering more detailed project tracking and automation options.
- Agency Handy
- Agency Handy offers a more comprehensive set of project management tools. The Order Tracking feature transforms client conversations into actionable orders, while Kanban Workflow helps visually manage the progress of tasks, making it an ideal choice for businesses that need to manage client-facing projects with complex workflows.
- Client Management and Communication
- Taskip
- Taskip provides tools for managing client information via Contacts, Inbox, and Discussions. These features centralize client communication and foster real-time collaboration between teams, enhancing internal communication.
- Agency Handy
- Agency Handy excels at managing client relationships through features like Intake & Order Forms and Client Management. The platform allows businesses to automate client invitations and manage client profiles, ensuring a smooth onboarding process. It also integrates client communication seamlessly with a ticketing system.
- Automation and Customization
- Taskip
- Taskip offers features like Form Builder and Workflow Automation that allow businesses to create customized forms and streamline internal workflows. The Sales Pipeline feature promises to further automate sales processes, increasing overall efficiency.
- Agency Handy
- Agency Handy excels in automation for client-facing processes. The platform’s automated client invitations, invoice generation, and the ability to customize branding give businesses significant control over client interaction and workflow. Its custom domain and email setup ensure a tailored experience.

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- Reporting and Analytics
- Taskip
- While Taskip provides basic task management and workflow tracking, its reporting and analytics features are still under development. Future features like the form Builder are expected to enhance data reporting and analysis.
- Agency Handy
- Agency Handy provides a comprehensive Central Dashboard that gives a high-level overview of key metrics, such as client feedback, ticket status, and revenue generation. This feature offers a more detailed and accessible reporting system, allowing businesses to monitor operations in real-time.
- Invoicing and Payments
- Taskip
- Taskip offers basic invoicing tools that allow businesses to create and send invoices. However, its invoicing system may not have the same level of flexibility in payment options or payment scheduling as Agency Handy.
- Agency Handy
- Agency Handy supports more advanced invoicing functionality, including automated invoice creation, payment tracking, and multiple payment options. The ability to accept upfront payments and payment splits offers businesses flexibility in managing cash flow.
Taskip vs. Agency Handy Pricing Comparison
Taskip Pricing Plans
- Starter Plan – $0/month
- Designed for small-scale operations or freelancers, this plan offers essential features like invoicing, quotations, task management, and document storage, but is limited to just 1 team member and 1,000 contacts.
- Ideal for those who need basic management tools without the financial commitment.
- Professional Plan – $19/month (Regularly $39)
- Provides advanced task management, invoicing, and unlimited forms. Supports up to 5 team members and 5,000 contacts, making it suitable for growing businesses or small teams.
- This plan is more affordable compared to Agency Handy’s entry-level option.
- Team Plan – $39/month (Regularly $59)
- Expands on the Professional Plan with additional features like a Client Portal, and supports 5 team members. Ideal for businesses looking for scalability without a significant price increase.
- Powerhouse Plan – $59/month (Regularly $99)
- Provides the ultimate flexibility with unlimited teams, unlimited contacts, and unlimited document storage, making it perfect for large businesses or teams that need a robust system for managing tasks and client communication.
Taskip brings your team together with real-time collaboration, task management, and automated workflows. Experience the difference today—free for 30 days!
Agency Handy Pricing Plans
- Solopreneur Plan – $49/month
- Tailored for freelancers, this plan includes essential features like task management, invoicing, and client approval capabilities. However, it’s limited to just 3 users and 1 TB of storage.
- Agency Handy‘s Solopreneur Plan is more expensive than Taskip’s Starter Plan, but it offers custom branding features (like custom domains and emails), which Taskip lacks.
- Teams Plan – $99/month
- Designed for small agencies, this plan supports up to 10 users, unlimited clients, and offers 5 TB of storage. It provides more robust tools for managing client relationships and workflows, such as webhooks and client approvals, which are not part of Taskip’s offerings.
- Pro Plan – $149/month
- Aimed at larger teams, it supports up to 30 users and up to 5 workspaces, providing 20 TB of storage and additional webhook events. This plan is ideal for agencies that need to manage a large volume of clients and data, with advanced tools like multi-workspace support.
Key Pricing Differences:
- Entry-Level Plans:
- Taskip‘s Starter Plan is free, making it a highly cost-effective option for those just starting out. In contrast, Agency Handy’s Solopreneur Plan starts at $49/month, which includes additional features like white-labeling, but at a higher entry cost.
- Number of Users:
- Taskip provides flexibility in team size with most plans offering 5 team members. However, the Powerhouse Plan offers unlimited teams.
- Agency Handy, on the other hand, has fixed limits on users depending on the plan, ranging from 3 users in the Solopreneur Plan to 30 users in the Pro Plan. This makes Agency Handy better for larger teams or agencies needing extensive user access.
- Storage:
- Taskip offers unlimited document storage on all its plans, providing businesses with ample space for client documents and files.
- Agency Handy offers varying amounts of storage, starting at 1 TB for the Solopreneur Plan, with 5 TB for the Teams Plan, and 20 TB for the Pro Plan. This tiered approach gives businesses more control over storage based on their needs.
Use Cases
Taskip
Taskip is ideal for businesses looking to automate workflows and manage tasks efficiently. It benefits agencies by centralizing communication, managing proposals and invoices, and automating sales pipelines. Taskip’s real-time discussions and task prioritization improve team collaboration and client relations.
Agency Handy
Agency Handy is perfect for service-based agencies like digital marketing, content, design, video editing, and development agencies. It streamlines client onboarding with custom intake forms, manages orders and tasks with clear deadlines, and facilitates client feedback and approvals. Features like task tracking, file organization, and team collaboration make it easy to stay organized and deliver quality work.
Why Choose Taskip?
- Simple and Efficient Task Management
Taskip provides an easy-to-use interface that simplifies task prioritization, setting deadlines, and tracking progress, making it ideal for small teams who need to stay organized without complexity. - Comprehensive Client Communication Tools
With built-in email management (Inbox) and real-time team discussions, Taskip centralizes communication and makes it easier to manage both client interactions and internal collaboration. - Affordable Pricing
Taskip offers a range of pricing plans that cater to small businesses, startups, and growing teams, including a free plan to get started. You can upgrade as your business scales without breaking the bank.

Why Choose Agency Handy?
- Customizable Client Management
Agency Handy excels at managing client relationships, with features like customizable intake forms, order tracking, and automated client invitations, making it a great choice for agencies with diverse client needs. - Order and Project Tracking
With built-in Kanban boards and task delegation, Agency Handy offers robust features for tracking project progress, task assignments, and deadlines, ensuring smooth delivery of client work. - Comprehensive Agency-Focused Features
Agency Handy provides everything an agency needs in one platform—from invoicing to storage, client approval workflows, and white labeling—making it a one-stop solution for running an agency efficiently.
Conclusion
Both Taskip and Agency Handy offer unique solutions designed to help businesses streamline their operations. Taskip focuses on simplifying internal task management, workflow automation, and client communication. Its features are well-suited for businesses looking for efficiency in internal processes.
On the other hand, Agency Handy offers a comprehensive suite of tools aimed at managing client relationships, order tracking, invoicing, and payment processing. It is particularly valuable for service-based agencies that need robust tools for client-facing workflows.
Ultimately, the choice between Taskip and Agency Handy depends on whether your business needs more internal task management and workflow automation (Taskip) or a comprehensive platform for managing client relationships and delivering services efficiently (Agency Handy).
FAQS
Can I use Taskip for my agency?
Yes, Taskip can be used by agencies for managing tasks, invoices, quotations, and communication. However, it may not offer the same level of client-specific features like Agency Handy, such as order tracking, client approval workflows, and in-depth reporting.
Which platform is better for invoicing, Taskip or Agency Handy?
Both Taskip and Agency Handy offer robust invoicing features, including customizable invoices. Agency Handy allows for more flexibility with payment options, including upfront payments and payment splits, and integrates directly with PayPal, Stripe, and Wise. Taskip focuses more on invoice creation and tracking.
What integrations are available in Taskip and Agency Handy?
Taskip integrates with popular platforms like WhatsApp, Slack, and Cloudflare. However, Agency Handy does not specify the integrations but provides tools for white labeling and customization (like custom domains and emails) to fit agency branding.
Can I try both platforms before committing to a plan?
Yes, both Taskip and Agency Handy offer free trials for their paid plans. Taskip provides a 30-day trial for the Professional, Team, and Powerhouse plans. Agency Handy offers a free trial for all its paid plans, allowing you to explore the features before making a decision.
Which platform is best for client management?
Agency Handy is specifically designed with client management in mind, offering tools for creating intake forms, tracking orders, and automating client invitations. If you need to manage and track clients seamlessly, Agency Handy is the better option. Taskip also offers client management tools but with a more internal-focused approach.