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Agency Client Portal

Your Clients, Payments & Projects. In One Place.

Trusted by thousands of agencies

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SPP admin dashboard showing client orders

What worked for 5 clients won't work for 500

When your processes are scattered across tools, things get lost and client experience suffers. Service Provider Pro keeps everything in one place.

For you and your clients

Manage projects, assign tasks, track progress, and provide clients with self-service billing, reporting, and live updates.

Admin Side

Power your project management, assign work, and keep track of progress.

Order on the admin side

Client Side

Empower your clients with self-service billing, reporting, and live project updates.

Order on the client portal side

Scales with your agency

Trusted by agencies with teams of 2 to 200. Built-in redundancy to handle huge launches.

Stable and secure platform

A track record of 99.999% historic uptime. Your data is encrypted and isolated from other customers.

Expert help when you need it

Reviewers praise our hands-on support. No chat bots, only real people with deep product knowledge.

Project management that integrates with your billing

A complete workflow from signup to service delivery

Order Form

No matter what type of services you sell, order forms make it easy for clients to buy them.

One-page or multi-step checkout

Service types, quantities, and add-ons

If → then rules for conditional fields

Order Form screenshot

Invoice & Billing

SPP creates a Stripe subscription and generates invoices automatically.

Contact forms for quote requests

Shareable invoice payment links

Capture client details when they pay

Invoice & Billing screenshot

Intake Form

Collect the info you need from your clients without the back-and-forth.

Various field types and rules

Automated follow-ups

Save as draft and complete a form later

Intake Form screenshot

Client Portal

A branded client portal that makes you look professional and saves your clients time.

Custom colors, menus, and language

Support for custom pages

Full control over underlying templates

Client Portal screenshot

Team Inbox

Your team can see everything that needs to be done, when orders are due, and who's assigned.

Permission controls for your team

Internal & external messaging

Custom statuses and tags

Team Inbox screenshot
Order form feature
Invoice creation and payment features
Intake form builder feature
Onboarding page builder feature
Client project messaging feature

Infinitely flexible and extendable

Extend your Client Portal with custom pages, reports & integrations.

Client portal onboarding page editor Client portal sidebar customization

Custom pages

Add new pages to your portal for offers, information, or videos.

Your branding

Personalize your workspace with your logo and brand colors.

Bring your own code

Change almost anything in your portal with HTML and CSS.

API and Webhooks

Developers can build custom automations and integrations.

Connect external marketing services and embed all kinds of client reports. View our integrations

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Ready to give it a try?

You're in good company. We've helped agencies like yours sell $500M+ in services.

SPP Client Portal orders list on the admin side