Client Portal
Send automated transactional emails and receive client replies.
Billing
Increase your average order with fast and flexible payment flows.
Project Management
Assign work to your team without the data entry.
Form Builder
Build forms with drag & drop, rules, e-signatures, and file uploads.
Helpdesk
Support your customers with full context of their past activity.
CRM
Track your contacts, leads, and clients in one place.
Referrals
Boost word of mouth with a built-in referral program.
Analytics
Find your best clients. See how your team is doing.
Service White-Labelling
Get other agencies to resell your services to their clients.

Agency Client Portal

Your Clients, Payments & Projects. In One Place.
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SEO Agencies
Helps you sell audits, link building, outreach, or local SEO.
Content Agencies
Helps you sell content packages and manage your writers.
Link Building Agencies
Your link catalog, checkout, orders, and delivery in one place.
Video Editing Agencies
Unlimited editing packages, or a fixed number of monthly episodes.
SMM Agencies
Sell your monthly social media management with ease.
Help Docs
Learn how to get started with Service Provider Pro.
Done-With-You Onboarding
Schedule a 1-hour onboarding session with a product expert.
Agency Growth Blog
Hard-won insights from agency owners and operators.
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Free Tools for Agencies
Years of expertise condensed in helpful tools and calculators.
Case Studies
See how other agencies are using Service Provider Pro.
Integrations
Discover tools and platforms that integrate with SPP.
Pricing
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Getting Started
  • Quick Start Guide
  • Stripe Payments
Core Concepts
  • Services
  • Order Forms
  • Intake Forms
  • Contact Forms
  • Onboarding Forms
  • Invoices
  • Subscriptions
  • Helpdesk
  • Notifications
  • Referral Program
  • Client Teams
Customization
  • Branding
  • Workspace Domain
  • Sidebar
  • Messaging
  • Emails
  • Taxes
  • Language
  • Currency
Payments
  • Stripe Integration
  • PayPal Integration
  • Recurring Subscriptions
  • Other Payment Methods
  • Account Balance
  • Invoicing
  • Coupons
  • Dunning
Integrations
  • ActiveCampaign
  • AgencyAnalytics
  • Credits
  • Google Analytics
  • Google Drive
  • Google Data Studio
  • Google Tag Manager
  • Intercom Chat
  • MailChimp
  • The HOTH
  • Zapier
Workflows
  • Orders
  • Tickets
  • Tasks
  • CRM
  • Credits
  • Signature
Tips
  • Keyboard Shortcuts
  • Email Marketing
  • Client Onboarding
  • Client Reporting
Admin
  • Team & Roles
  • Data Import
  • Data Export
  • Reporting
Security
  • Security Measures
  • 2-Factor Authentication
  • Data Storage
  • GDPR
Developers
  • Templates
  • Custom Pages
  • Conversion Pixels
  • Developer API
  • Webhooks
  • Whitelabel Program

Data Import

If you have existing data that needs to be imported into SPP we can absolutely help with that.

For Stripe data you can use our Stripe importer. It will help you pull in selected customers and subscriptions from Stripe without disrupting your existing setup.

For other client data, you can use the CSV importer available within your SPP workspace. Navigate to Dashboard → Services/Clients → [ ⋮ ] on the top right → Import and follow the on-screen instructions from there:

Client Solutions Ltd

Riga, Latvia

+1 (628) 225 4284

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Features

  • Client Portal
  • Billing
  • Projects
  • CRM
  • Helpdesk
  • Forms
  • Referrals
  • Analytics
  • Resellers
  • API

Use Cases

  • SEO Agencies
  • Content Agencies
  • Link Building Agencies
  • Video Editing Agencies
  • SMM Agencies

Product

  • Benefits
  • Changelog
  • Integrations
  • Case studies
  • Demo order form

Resources

  • Tools
  • Hire an expert
  • Productizing guide
  • Brand assets

Support

  • Docs
  • System status
  • Onboarding sessions
  • Schedule a demo
  • Contact us
  • About us