Agency Handy vs OnRamp

by Gralio Feb 21, 2025

Agency Handy and OnRamp serve different business needs. Agency Handy is tailored for small digital agencies requiring deep customization and branding control, while OnRamp offers broader appeal with its automated onboarding workflows for mid-sized B2B companies.

At Gralio.ai we help to simplify your decision-making process by offering detailed, side-by-side software comparisons like this one, to help you confidently choose the tool that aligns with your business goals.

This comparison was created by analysing 129 reviews and 60 websites, saving 1 hour, 13 minutes of reading.

Agency Handy

Website

OnRamp

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About

Agency Handy is a work management software designed specifically for digital agencies in the USA. It helps you manage the entire client lifecycle from onboarding to invoicing. This includes creating a service catalog, managing client orders, assigning tasks to your team, tracking project progress, collecting feedback, and getting paid. It stands out by offering a high level of customization and branding options to maintain a consistent agency image. Agency Handy ultimately promises to streamline your agency's operations and improve client satisfaction.

OnRamp is a customer onboarding software designed for mid-sized B2B businesses, particularly in SaaS, client services, retail, and distribution. It provides a centralized platform with a client-facing portal to guide customers through onboarding tasks. OnRamp aims to automate workflows, improve customer experience, and give your team better visibility into the onboarding process. This leads to faster customer setup, increased engagement, and ultimately, quicker time-to-value for your business.

Summary

Main difference

Agency Handy is a highly customizable platform ideal for small digital agencies in the USA seeking to manage their client lifecycle and branding. OnRamp is designed for mid-sized B2B businesses across various sectors, focusing on streamlining and automating the customer onboarding process.

Relative strengths of Agency Handy (compared to OnRamp)

Offers extensive customization and branding options.
Caters specifically to the needs of digital agencies with features like service catalogs and client order management.
Provides a comprehensive suite of tools for managing the entire client lifecycle, from onboarding to invoicing.

Relative weaknesses of Agency Handy (compared to OnRamp)

Limited integrations compared to OnRamp.
Less focus on automation and workflow streamlining.
Not ideal for larger businesses or those outside the digital agency niche.

Who should use Agency Handy VS. OnRamp

Agency Handy is a work management software perfect for small digital agencies in the USA. It helps manage the entire client lifecycle, from onboarding to invoicing. Key features include client portals, collaboration tools, and file sharing. With customizable branding options, agencies can maintain a consistent image and streamline operations.

OnRamp centralizes and streamlines customer onboarding, especially for mid-sized B2B SaaS, client services, retail, and distribution companies. A user-friendly client portal facilitates collaboration and document sharing, automating workflows and improving visibility. While users appreciate the centralized platform and excellent support, some find the backend UI difficult to navigate and desire more customization.

Best for small agencies (1-50 employees).
Ideal for digital agencies in the USA.

Ideal for mid-sized B2B businesses.
Best fit for SaaS, client services, retail, and distribution.

Agency Handy and OnRamp features

Supported

Partially supported

Not supported

Type in the name of the feature or in your own words tell us what you need

Onboarding checklists

Partially supported

Onboarding checklists are not a core feature, but project management tools can be adapted for similar use.

Partially supported

OnRamp supports structured onboarding processes, but checklists are not explicitly mentioned.
Success Plays

Not supported

Agency Handy does not support automated workflows based on customer behavior.

Partially supported

OnRamp offers configurable playbooks and adjustable timelines, but automated workflows based on specific events are not confirmed.
Lifecycle stage segmentation

Not supported

Lifecycle stage segmentation is not supported.

Partially supported

OnRamp primarily focuses on onboarding, a crucial lifecycle stage, but lacks explicit segmentation beyond that.
Client portals

Supported

Client portals are supported to facilitate project information access and collaboration.

Supported

OnRamp provides a customer portal designed for client collaboration and information access.
Task management

Not supported

Tasks can be assigned to team members, but assigning tasks to clients is not supported.

Not supported

OnRamp does not directly support assigning tasks to clients and team members.
Client portal

Supported

Agency Handy offers a customizable and white-labeled client portal.

Supported

OnRamp provides a customizable client portal for onboarding, collaboration, and document sharing.

Qualities

Value and Pricing Transparency

No data

-0.33

Rather negative sentiment
Customer Service

No data

+1

Strongly positive sentiment
Ease of Use

No data

+0.86

Strongly positive sentiment
Reliability and Performance

No data

+0.2

Neutral sentiment
Ease of Implementation

No data

+0.52

Rather positive sentiment
Scalability

No data

+0

Neutral sentiment

Agency Handy and OnRamp Pricing

Agency Handy is a comprehensive agency management software that offers three pricing plans: Solopreneur, Teams, and Pro. The software provides unlimited clients, orders, white labeling, custom domain, custom email, CRM, task management, file feedback and annotations, invoicing, client and internal team conversation. The plans differ in the number of users, workspaces, storage, and webhook events.

Plans

See full Pricing page

No data

User sentiment

Rather negative

-0.33

We couldn't find a pricing page for OnRamp.

Agency Handy and OnRamp review insights

128 reviews analysed from

Users love

No data

User-friendly interface for customers and internal users.
Excellent customer support and training.
Centralized platform improves visibility and reduces email volume.
Helps streamline onboarding and project management.
Automates workflows and keeps everyone informed.

Users dislike

No data

Difficult to navigate the backend UI.
Limited customization for tasks and customer users.
Reporting capabilities need improvement.
Bugs and slow performance with text fields and tasks.
Lack of customization options, especially for homepage elements.

Agency Handy and OnRamp Ratings

G2

4.9/5

(4)
TrustPilot

3.7/5

(1)

G2

4.5/5

(125)

Company health

Employee growth

No data

84% increase in the last year

Web traffic

No data

26% decrease in the last quarter

Financing

No data

April 2024 - $14M

How customizable are OnRamp's client-facing portals?

OnRamp's client-facing portals offer some level of customization, but user reviews indicate limitations, especially regarding the homepage and task customization. While the portals are designed for collaboration and information access, the degree to which they can be tailored to specific branding or workflow needs may not be as extensive as some users require.

Which product better supports a growing client base, Agency Handy or OnRamp?

OnRamp better supports a growing client base. It targets mid-sized businesses and demonstrates growth with positive website traffic and significant employee growth on LinkedIn. While Agency Handy focuses on small agencies, limiting its scalability, OnRamp caters to a broader market with features designed for efficient onboarding and client management for larger client bases.

What are the advantages of Agency Handy?

Agency Handy offers a high degree of customization and branding, allowing agencies to maintain a consistent brand image with clients. It's designed specifically for the needs of digital agencies in the USA, covering the entire client lifecycle from onboarding to invoicing. It also consolidates various agency functions like creating a service catalog, managing client orders, assigning tasks, tracking progress, collecting feedback, and managing payments into a single platform.

What are the disadvantages of Agency Handy?

Agency Handy's disadvantages include its limited suitability for medium and enterprise-sized businesses, lack of specified industry focus outside of digital agencies in the USA, and limited publicly available user reviews compared to alternatives. There is also no pricing transparency beyond broad categories, making it difficult to assess value without direct contact.

Alternatives to Agency Handy and OnRamp

Rocketlane

Rocketlane is a software platform designed for client-facing teams to manage projects, onboard customers, and automate professional services. It helps businesses streamline their workflows, improve collaboration, and gain better control over projects and resources. Rocketlane aims to enhance project predictability, profitability, and customer satisfaction through a centralized hub for communication, task management, and resource allocation.

CogniSaaS

CogniSaaS is a software platform designed for onboarding new customers and managing projects, particularly for enterprise SaaS companies. It aims to streamline customer projects, improve team collaboration, and provide data-driven insights to optimize project delivery and revenue recognition. CogniSaaS offers features like task management, customer collaboration tools, timesheet tracking, reporting dashboards, and resource management functionalities. Their focus on customer success and industry best practices sets them apart.

Productive

Productive is a comprehensive management software designed specifically for agencies and professional service businesses. It brings together project management, resource planning, sales pipelines, financial tracking (budgeting, invoicing, forecasting), and business insights into one platform. This allows agencies to manage projects from client acquisition to completion and billing, while also providing a clear view of team capacity and overall profitability. Productive aims to streamline agency operations, improve resource utilization, and ultimately increase profitability by replacing multiple disconnected tools.

Valuecase

Valuecase is a customer onboarding platform designed for sales and customer success teams at businesses of all sizes. It helps companies create a structured and consistent onboarding process by offering customizable templates, automated reminders, and progress tracking. Valuecase integrates with popular CRMs like Salesforce and Hubspot and provides a central hub for all onboarding materials, communication, and task management. This streamlines the onboarding journey, eliminates manual work, and aims to accelerate the customer's time to value.

Smartsheet

Smartsheet is a work management platform used by companies to manage projects, automate tasks, and track progress. Its spreadsheet-like interface makes it easy to plan, schedule, and delegate work, while dashboards and reports provide real-time visibility into project status and team performance. Smartsheet also offers automation features, allowing you to streamline repetitive processes and improve efficiency. It integrates with popular business apps and prioritizes data security, making it a trusted choice for businesses of all sizes.

GUIDEcx

GUIDEcx is a software platform designed to improve the process of getting new customers up and running with your products or services. It helps businesses create a smooth transition from sales to implementation by providing tools for project management, task assignment, communication, and progress tracking. GUIDEcx aims to reduce the time it takes for customers to start seeing value from their purchase, keep customers happy with the onboarding process, and prevent customers from abandoning your business due to a poor onboarding experience. Its features include automated workflows, customer portals for easy collaboration, and integrations with popular business tools.

Page co-authored by

Michal Kaczor

CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

Tymon Terlikiewicz

CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.

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