Agency Management & Client Portal Software

Turn your agency into a profitable and scalable system…

Everything you need in one place

As your agency grows it becomes harder to stay on top of everything that's going on. Orders pile up or get lost, messages get sent in various channels. What worked for 4 clients won't work for 400.

The software you use is just as bad. Most of it was never made for your use case, and doesn't work well together. You end up with a rat's nest of integrations, one update away from bursting into flames.

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

Clients, payments, projects, and messaging need a home.

This is the reason we built SPP – the one platform that helps you manage and scale your agency.

Payment Forms

Easily sell services using beautiful order forms that integrate directly with your payment processor.

Project Management

Every new order shows up on your dashboard so you and your team can instantly see what needs to be done.

Helpdesk & Messaging

Finally have all messages in one place, whether users reply from the Client Portal or via email.

Client Management

Keep track of all your customers, their contact info, past orders, and lifetime value.

Form Builder

Use the drag & drop form builder to create order forms and project data forms.

Members Area

Give your clients one login to manage their orders, access invoices, and download reports.

Forget having to duct-tape together forms, billing, project management, helpdesk, and membership software. You get it all in one place with SPP...

Depending on how you work today, SPP can replace a bunch of other SaaS products you use, allowing you to simplify operations and give your team one central source of truth.

Sales funnel optimized for services

SPP gives you the perfect flow for selling productized services

Order form for your services

Use the drag & drop editor to quickly create custom order forms with different service options, add-ons, payment fields, and rules. Add as many custom fields as you need for things like website URL, keywords, or files.

Purchase receipt

After payment new customers get a user account in your Client Portal. They're signed in automatically and receive an email receipt along with a PDF invoice for their purchase.

Orders in your white labeled client portal

Get a customizable password protected member's area where clients can see all their orders, print invoices, download reports, send messages, and purchase your other services.

Intake form in client portal

While you can add custom fields to your order forms, you can also create dedicated intake forms for collecting information. That way clients can buy services in advance and provide details when they're ready.

Built-in project management

If you’ve found yourself digging through old emails or painstakingly copying stuff to a spreadsheet, you’ll appreciate how easy it is to keep track of everything inside SPP.

Imagine, new orders automatically showing up on your dashboard, getting updated whenever customers make a payment, fills out a form or sends a message. Finally having all customer communications in one place, easily accessible to you and your staff.

Order details page as an admin

All messages in one place

Any time you or your team post a message in a client’s order, they’ll get a notification in the Client Panel and via email.

Instead of having dozens of separate email threads for each project, when a customer replies to a message via email, their email response shows up in their order. That way you get a clear history of who said what and when.

User avatar
Erin Hannon

Jan 22nd at 11:13 am

Thanks for ordering our blogger outreach service. I've attached your report here, let me know if you have any questions.


User avatar
Gabe Lewis

Jan 25th at 4:20 pm

Downloaded the report, articles look solid. I'm placing another order today 👍

  • Message clients & team Finally have a clear history of who said what with all order messages in chronological order.
  • Attach files and reports Secure file storage for you and your clients makes sending and receiving attachments easy.
  • Know if clients saw your messages Open tracking lets you see if people are reading your emails.
Nemanja Mirkovic

We switched to SPP after using Gravity Forms checkout for two years and we are never going back! SPP has everything you need packed in a simple and intuitive interface. Chris and the team are constantly upgrading the software with new features and provides the best customer support I have seen in a long time.

Nemanja Mirkovic of LeadsFox

Recover lost sales

What happens when a customer’s subscription payment fails? Or they start to place an order and leave without buying?

Reaching out to every customer like that is a hassle. That’s why SPP helps you send automated emails to everyone who’s abandoned checkout, canceled their subscription or forgotten to pay an invoice.

Subject: Incomplete order

Hey {{ user.name_f }},

Just wanted to let you know we got your order yesterday but haven't received payment yet. If you didn't have time to complete checkout you can do so here: {{ link }}

Automated follow-up emails help you recover hundreds if not thousands of dollars in lost sales each month.


Welcome Back!

Let your team handle the work

Managing a team is one of the hardest parts of any services business. From assigning tasks to making sure everyone is doing a great job, it drains your time and energy. That's why having a central system for both staff and contractors is so helpful.

Not only can you see how they interact with customers, you can also see your team's response times, completed orders and overdue deadlines.

Tommy McDonald

I've been looking for something like this for a long time and even considered getting a custom client panel built for $10k. When I found SPP, the combination of functionality, integrations, and support, checked all the boxes I needed. So I've been happily using it in my agency ever since.

Tommy McDonald of SerpLogic

Works with your Google Analytics

See exactly how much money you’re bringing in each month, the services customers have purchased and their average order value.

With our Google Analytics integration, you can get full sales funnel analytics, conversion rate data for your forms, as well as enhanced e-commerce data.

Google Analytics Funnel
Luka Bozic

Having dealt with over 5,000 SEO clients, we've tested out many different client management solutions, however, none have matched the quality and simplicity that SPP offers. On top of that, their support is outstanding and my questions are always replied within minutes. You won't go wrong with SPP.

Luka Bozic of AuraRank

Simple, clean and organized

Upgrading to new software can be tough. Going through pages of meaningless settings, wasting hours on simple tasks, and waiting days on end to get your questions answered. What a nightmare that can be.

We didn't want SPP to be like that, so we designed it with simplicity and ease of use in mind. Still, when you do need help from somebody who knows the system inside and out, we're available via email and live chat.

Imagine your life before SPP & after...

  • Manual data entry

    Manually updating multiple spreadsheets or Google Docs, keeping track of orders one by one.
  • Email inbox from hell

    Wasting time digging through email archives trying to find client files and information.
  • Boring day-to-day management

    Scrambling to manage the chaos and never having enough time to focus on the big picture.
  • Automatic order processing

    Sitting back while SPP processes new orders, collects project information and assigns work to your team.
  • Neatly organized projects

    Enjoying the peace of mind that comes from having all project data, messages, and files easily accessible.
  • Your team working on orders

    Orders are rolling in, and your team is delivering them faster than ever. Happy clients all around.

We've been using SPP since it launched and we haven't looked back since. The ease of use, beautiful interface, responsive customer support - and most of all, regular updates makes this a no-brainer for anyone looking for a client management solution for their services. In particular, we love how easy it is to customise templates within the panel - which allows us to design and style the dashboard exactly how we envision it.

Vithurs of Rankfluence

Trusted by successful agencies

Here's what a few of our paying users have to say...

Time is money and SPP saves us time every single day. It helps my agency fulfill orders efficiently, reply to tickets, track conversions and scale my business rapidly. If I were asked to mention the best thing about SPP, it has to be their heroic customer support.

If you are a service provider, you need this in your life. Period.

Sathish S. of SERPninja

SPP works, and it works great. It helps us keep everything organized and in a single central place even when things get hectic. Our clients love it because they feel it's much more professional than email/project management.

Support is never "robotic" but always personal and helpful. When you request new features, you'd expect a software company to take months to implement them (that is if they even decide to put them on the roadmap in the first place).

With SPP, if it's a quick fix/feature, they'd sometimes roll it out within days. We're not even on their highest tier plan but this kind of personal support and dedication makes us feel like we won't be going anywhere else anytime soon.

Youssef M. of ContentPit

I have been using SPP from beta and was able to use it to open five new companies. In the past it was a mess for me to handle tracking orders, assigning them to teams via email and sending reports. SPP has made it much easier and changed my business.

Waseem Saleem of BLCWebs

We took a leap of faith and transitioned from WHMCS to SPP, even though it had a lot fewer bells and whistles. I’m pleased to say we do not regret that decision.

From day one we had a laundry list of feature requests and were stunned at how fast they were implemented. Since then SPP has grown by leaps and bounds and is ideally suited for dealing with project-based clients.

It has helped us focus more on what we need to do to keep our business streamlined and producing better results for our clients. Happy clients = Great Business. With SPP and the team behind it, we are confident in our ability to scale and grow our business.

Cecilia Hanif of i5Marketing

Ready to give it a try?

You're in good company - SPP is helping our users sell millions of dollars in services every month.

Or, learn more about the features...