Agency Client Management & Billing Software

Order forms

Let your clients pick services, select add-ons and pay, all on the same page.

Service selection

Many ways to showcase your services and sell packages that fit your clients' needs.

Customer data

Collect client billing address, phone number, or tax information.

Payment

Show different payment methods in your order forms.

Demo order form

Contact forms

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

Pop-up widget

Embed contact forms on your website using a pop-up widget.

Respond from your dashboard

Each contact form submission creates a contact account and a ticket in your portal.

Collect any information

Use custom fields to collect any information you need.

Demo contact form

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Intake forms

Collect client information for each project.

Shown after checkout

Streamline your checkout flow and collect project information after payment.

Save draft & complete later

Clients can return to the portal and complete their intake forms when they're ready.

Automated reminders

Send reminders to clients who haven't completed their intake forms.

“

We've been able to scale to thousands of clients and 7x our active subscriptions on SPP.

Harry Strick

Owner, Ranked.ai

Onboarding forms

Collect client brand information for future projects.

Reuse across projects

While intake forms are project-specific, onboarding forms let you collect brand information that can be reused across projects.

Save to client profile

Your team can easily see client's brand info when working on their projects.

Let clients update their data

Clients can update their brand information when it changes.

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Many field types

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

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.

If → Then rules

Use rules to conditionally show form fields or pages based on client input.

Ready to give it a try?

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

Book a Demo Ready? Try It Free

SPP Client Portal orders list on the admin side

Up next:

Helpdesk & Contact Forms

Form Builder For Agencies

Order forms

Contact forms

Intake forms

Onboarding forms

Many field types

If → Then rules

Ready to give it a try?

We're on it!