Agency Client Management & Billing Software

The problem with regular form builders

Regular form builders don't work for agencies. Not unless you want to keep double-checking submissions or following up with clients.

If you have to move client data from a form builder app to a project management tool, that's one more step that can go wrong.

What happens if a client submits your form twice? Or wants to update their data later? We've thought of all these things so you don't have to.

Order forms

Let your clients pick services, select add-ons and pay without leaving your form.

Order forms create Orders which is where your team can collaborate.

Service selection fields
Payment fields
Billing address and tax fields

Try an order form

Order form with service selection fields, email input, and a coupon field

Contact forms

Answer pre-sale enquiries, quote requests, and general support questions.

Add custom fields and rules to create complex forms
Embed in your website, or as a pop-up widget
Reply to tickets from the portal

Try a contact form

Intake forms

Collect the info you need to start a project.

Automated reminders for clients to fill the form
No duplicate submissions – only paying clients can fill your forms
Sets order due date based on when the form is filled

Intake form with a title and a spreadsheet field

Onboarding forms

Collect general client information for sales or future projects.

Assign forms to a client or share them with a link
Save data to client profile so it's always accessible
Can be updated by the client at any time

A table of onboarding information with field name and value

Form builder showing onboarding form creation

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

Many field types

Select from dozens of field types, from simple text inputs to hidden fields and e-signatures.

Large list of all available field types in the form builder

E-Signature field

Have customers digitally sign your client agreement before working with you. Helps reduce potential disputes.

Secret text

If you need to ask the client to share any sensitive info it will be additionally secured by the secret text field.

Spreadsheet input

For large orders you can collect bulk inputs using a spreadsheet field. Supports paste from Sheets and Excel.

Calendly booking

Add a Calendly step to your workflow to ensure clients can't proceed without booking a call.

Formatted text

Rich text editor helps you collect longer answers from clients. Supports pasting formatted text from Docs.

Hidden field

Let's you fill data like UTM parameters in the background without exposing it to the client.

Ready to give it a try?

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

or book a demo

Powerful Forms That Enhance Your Workflow