Client Portal Software For Marketing Agencies

Bring your clients, invoices, and project management under one roof.

00:45 Intro
All your orders inside SPP
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How it works

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 your services

Everything you need to keep your workflow organized and make your clients happy.

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

Key features

  • One-page or multi-step checkout
  • Service types, quantities, and add-ons
  • If → then rules for conditional fields
Order form for your services
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How it works

Client messaging, in one place

Send and receive order updates without leaving email.

Order details page as the client

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.
Garrett Smith, Owner
GMB Gorilla
Garrett Smith

Your services catalog

A page inside the customer portal showing all your public services.

Organized into folders
Group your services into folders for easier navigation.
Add featured images
Images help your services stand out in the services list.
Control which services get shown
Only your public services are included in the services list.
Services page in your client portal Shopping cart within your client portal Cart checkout Purchase receipt
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How it works
Customer's profile in your client portal

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.

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 Client portal subscriptions list 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.
Luka Bozic
“No other solution has matched the quality and simplicity that SPP offers. On top of that, their support is outstanding.”
Luka Bozic
Founder of AuraRank
Nemanja Mirkovic
“SPP has everything you need, packed in a simple and intuitive interface. They are constantly adding new features and provide the best support.”
Nemanja Mirkovic
CEO of LeadsFox
Tommy McDonald
“I've considered getting a custom client portal built but the combination of functionality, integrations, and support, checked all the boxes”
Tommy McDonald
Owner of SerpLogic
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How it works

Collect project information in intake forms

Simplify your checkout flow by asking all the details after payment.

Custom intake form creation using the form builder Intake form in client portal
Drag and drop form builder
Many field types to choose from help make it easy to set up all kinds of forms.
Multi-page forms
Break up lengthy intake forms into pages and keep clients happy.
If/then rules to show fields
Set up advanced intake forms by showing and hiding fields based on client inputs.
Spreadsheet inputs
For large orders clients can copy their data from a spreadsheet.
Incomplete order reminder
A customizable notification, sent to clients if they haven't filled out your intake form within 24 hours.
Secure forms
Your intake forms are available only to clients who have purchased the service.

Infinitely flexible and extendible

Extend your Client Portal with custom pages and reports.

Client portal menu editor Client portal template editor
Advanced template editing
With full access to underlying HTML templates, you're not locked into the default design.
Custom pages
Add custom pages to the portal for offers, information, or videos.
Integrated reporting
Connect various SEO tracking services, or embed automated Google Data Studio reports.

Analytics for data-driven agencies

Built-in reports let you see what your team has done, their response times and more.

Google Analytics Integration
Native Google Analytics integration gives you detailed e-commerce event data.
Google Tag Manager Integration
Robust Google Tag Manager integration lets you add conversion tracking scripts without editing code.
Order details page as the client
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How it works

Make repeat business easy

Your portal makes it easy for clients to upgrade and buy more services.

Invoice payment page
One login for everything
Billing, reporting, and special offers all behind a secure login page.
Subscription management
Let clients manage their Stripe subscriptions from the portal.
Built-in referral system
Reward loyal clients for sending business your way.
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Ready to give it a try?

You're in good company. SPP is helping agencies like yours sell millions of dollars in services every month.

or book a demo