Client Portal Software For Growing Agencies

Bring your clients, payments, and projects under one roof. Built for Digital Marketing, SEO & Content agencies.

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What worked for 5 clients won't work for 500

You have accounts, invoices, projects and processes scattered across different tools. Things get lost and the client experience suffers.

Your agency needs a proper system . Something to stay organized, something to grow with.

This is the reason we built SPP – the one platform that keeps everything in sync and helps you scale your agency .

A streamlined workflow for billing and projects

A dashboard to keep your projects organized and make your clients happy.

1. Order form

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

Key features

One-page or multistep checkout
Service types, quantities, and add-ons
If → then rules for conditional fields

2. Invoice & billing

Not all your services fit into a package. With SPP, you don't need a separate invoicing platform.

Key features

Contact forms for quote requests
Shareable invoice payment links
Capture client details when they pay

3. Intake form

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

Key features

Various field types and rules
Automated follow-ups
Save drafts and come back later

4. Client portal

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

Key features

Custom colors, menus, and language
Support for custom pages
Full control over underlying templates

5. Team inbox

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

Key features

Permission controls for your team
Internal & external messaging
Custom statuses and tags

Order form with options to select a service, input a coupon code, and pay

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Client messaging, in one place

Send and receive order updates without leaving email.

Clients are happier when they stay on top of projects and results. With SPP, all communications are right there in the dashboard so that everybody is on the same page – no excuses.

Feels just like email to your clients

Order updates show up in the Client Portal and go out via email to your customer.

Incoming email processing

Client replies to your emails get added to the correct conversation in your dashboard.

Email from your domain

Emails go out from your agency's domain, making them feel like direct replies.

Open tracking

See when clients have opened your emails or read your messages in the portal.

Business hours auto-reply

Automatically acknowledge customer's emails and let them know when to expect a reply.

SPP has been a key ingredient in our winning recipe for a successful productized service. It's easy for staff to use and customers love the client portal software for managing their service account.

Watch the case study →

Garrett Smith, Owner

A builder showing custom CRM field creation for a client

Detailed customer CRM

Clients can securely update their billing details and payment methods without asking your team.

Custom fields

Extend client profiles with additional custom fields.

Localization and time zones

All dates and times shown in your clients' local timezone.

GDPR data export and deletion support

Allow your EU customers to request data export or deletion.

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More CRM features

Handle subscriptions and requests

Self-service features for subscription management and request-based services.

Orders list in your client portal with a button for creating new requests

Payment method management in your client portal

Subscription management

Give customers the option to upgrade or cancel subscriptions on their own.

Payment method management

Clients can log in to manage their saved payment methods with you.

Dunning emails

Give your clients a heads-up to update their payment info with automated reminders.

SPP.co has been the perfect solution for my business. The platform is incredibly user-friendly and well-designed. The SPP team is also very accommodating and has helped me customize the platform to fit my unique needs. I can't recommend enough!

Lauren Popish, Founder