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Project Management That Works With Your Client Portal

Choose what clients can see, and give your team the whole picture. Connected with billing, onboarding forms, and messaging for maximum automation.

Project management dashboard

See what needs to be done

Get a birds-eye view of orders assigned to you.

Order statuses

Give your team and clients a clear idea of where their projects are at.

Automatic due dates

Set deadlines based on when clients complete onboarding.

Keyboard shortcuts

Quickly navigate your orders, assign people, and add tags.

Turn purchased services into projects

Automate onboarding and project setup for your team.

Custom production flow

If an order requires extra steps outside the standard process you can add them on the fly.

All client information in one place

Easily reference client's onboarding info right from the order details.

Clear timelines for everyone involved

Production starts only when the client has provided all the necessary information.
Order details screen

Build tasks and SOPs for your team

Create a repeatable checklist for each service you offer, or add one-off tasks as needed.

Repeatable or one-off tasks

If an order requires extra steps outside the standard process you can add them on the fly.

Dynamic task deadlines

Add tasks that are due on a specific date, or a certain time after the previous task is completed.

Automatic assignees

Once you complete a task, the order is assigned to the next person automatically.
Order with tasks

Collaborate internally, or with clients

Back and forth project messaging, that feels just like email.

Team notes

Internal project updates for your team.

Team notes

Client messages

Send client-facing updates and project reports.

Client messages

Assign your team and track their workload

Make sure everybody knows what they need to do next.

Assign based on purchased services

Segment your team based on the services they work on.

Assign different steps to different people

Automatically pass the order along to the next person in the process.

Assign account managers to bigger clients

Assign your main point of contact to all client's current and future projects.
Assigning an order
Rebecca Hey
SPP is fantastic for my content writing agency. It offers an awesome user experience for my customers and team members, plus the feature set is excellent.
Rebecca Hey
Owner, Strategically
Strategically Agency

Limit access to sensitive data

Use roles to control team member permissions.

Edit role screen

Frequently asked questions

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Ready to give it a try?

You're in good company. We've helped agencies like yours sell $500M+ in services.

SPP Client Portal orders list on the admin side
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