Your Agency's New Client Portal

A professional back office for your clients, complete with their orders, tickets & invoices.…

Orders in your white labeled client portal
All orders in one place
Your Client Portal is the one central place for your customers to get the full history of their orders, reports, and payments.
Use your domain and branding
Your Client Portal runs on your domain e.g. portal.youragency.com and is fully branded with your logo and colors.
Flexible menus
Easily modify existing menu items, add new links, change icons, even add new pages.
Multi-language
Edit any client-facing language lines, and add translations with ease.
Deposit system
Clients can deposit funds into their accounts and use them towards future purchases.
A referral program for your agency
Convert your clients into brand ambassadors with shareable affiliate links and coupons.

Plays nicely with email

Send and receive order updates without leaving email.

Order details page as the client
Feels just like email to your clients
When you send an order update it shows up in the Client Portal and goes out as a regular email to your customer.
Incoming email processing
Client replies to your messages get added to the conversation inside their order.
Email from your domain
Email notifications go out from your domain, making them feel like direct conversations to your customer.
Open tracking
See when clients have opened your emails and read your messages.
Business hours autoreply
Automatically acknowledge customer's emails and let them know when to expect a reply.
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How it works

Your services catalog

A page inside the Client 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
Customer's profile in your client portal

Detailed customer profiles

Clients can update their billing details and payment methods on their own.

Custom fields
Extend client profiles with additional fields.
Local timezones
All dates and times shown in your clients' local timezone.
GDPR data export and deletion support
If you want your EU customers to be able to request data export or deletion, it is possible from the portal.

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
If payments fail clients get a notification to update their payment info.
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

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 the perfect intake form for various services.
Multi-page forms
Break up lengthy intake forms into pages and keep clients happy.
Show fields based on rules
Set up advanced intake forms by showing and hiding fields based on another field's value.
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.
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How it works

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 reports, information, or videos.
Integrated reporting
Connect various SEO tracking services, or embed automated Google Data Studio reports.
Capterra logo
TrustPilot logo
G2 Logo

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