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.
Client Portal
Send automated transactional emails and receive client replies.
Invoices & Subscriptions
Increase your average order with fast and flexible payment flows.
Projects & Tasks
Assign work to your team based on various rules.
CRM
Track your contacts, leads, and clients in one place.
Tickets
Support your customers with full context of their past activity.
Forms
Build forms with drag & drop, rules, e-signatures, and file uploads.
Purpose built for Digital Marketing Agencies
Service Provider Pro is the all-in-one solution for agencies selling productized services
SEO Agencies
Helps you sell audits, link building, outreach, or local SEO.
Content Agencies
Helps you sell content packages and manage your writers.
Link Building Agencies
Your link catalog, checkout, orders, and delivery in one place.
Video Editing Agencies
Unlimited editing packages, or a fixed number of monthly episodes.
Local SEO Agencies
Sell GMB services and ongoing website packages.
SMM Agencies
Sell your monthly social media management with ease.
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.
Client Side
Empower your clients with self-service billing, reporting, and live project updates.
Scales with your agency
Stable and secure platform
Expert help when you need it
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
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
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
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
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
Infinitely flexible and extendable
Extend your Client Portal with custom pages, reports & integrations.
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
$500M+ In Services Sold
Stable and secure platform, trusted by agency teams of 2 to 200.
“Since joining SPP, our client base has grown by 215%”
“Customers love the client portal software for managing their service account”
“SPP turned my clunky old process of retainer clients into a seamless productized service”
Ready to give it a try?
You're in good company. We've helped agencies like yours sell $500M+ in services.
