Service Provider Pro

Service Provider Pro (SPP) is a client management software designed specifically for productized service agencies. According to the vendor, it offers a comprehensive set of tools to help agencies streamline their operations, manage clients, and automate invoicing and billing processes. SPP is said to be suitable for small to medium-sized agencies that offer productized services. It caters to various professions and industries, including digital marketing agencies, SEO agencies, content agencies, marketing consultants, advertising agencies, web development agencies, graphic design agencies, and content creation agencies.

Key Features

Client Portal Software: According to the vendor, SPP provides a branded client portal that aims to save clients time and enhance the professional image of agencies. It allows customization of colors, menus, and language, and offers support for custom pages and full control over underlying templates.

Order Form: The vendor claims that SPP allows agencies to easily create order forms for clients to purchase services. It offers both one-page and multistep checkout options, allows for service types, quantities, and add-ons, and provides conditional fields with if-then rules.

Invoice & Billing: According to the vendor, SPP includes an integrated invoicing platform for easy billing. It also offers contact forms for quote requests, shareable invoice payment links, and the ability to capture client details when they make payments.

Intake Form: The vendor states that SPP enables agencies to collect necessary information from clients without back-and-forth communication. It offers various field types and rules for customization, automated follow-ups to ensure timely completion, and the ability to save drafts and allow clients to come back later.

Team Inbox: According to the vendor, SPP provides a unified support inbox for both internal and external messaging. It offers permission controls for team members, custom statuses and tags for efficient task management, and open tracking to monitor client engagement.

Client Messaging: The vendor claims that SPP allows seamless communication between clients and agencies. Order updates show up in the client portal and are sent via email, and incoming email processing adds client replies to the correct conversation. Furthermore, agencies can send emails from their own domain for a personalized touch.

Customer CRM: According to the vendor, SPP offers detailed customer profiles with custom fields, localization and time zone support, and GDPR data export and deletion capabilities.

Subscription Management: The vendor states that SPP provides self-service features for subscription management, including options for customers to upgrade or cancel subscriptions and manage their saved payment methods. It also sends dunning emails to remind clients to update their payment information.

Project Management: According to the vendor, SPP streamlines workflow for billing and projects, offering a dashboard to keep projects organized and clients satisfied. It enables order status tracking for clear project progress and provides task checklists for team members to ensure completion.

Analytics and Reporting: The vendor claims that SPP includes built-in reports to track team performance and response times. It also offers native Google Analytics integration for detailed e-commerce event data, Google Tag Manager integration for easy conversion tracking, and advanced reporting options with integrated reporting and analytics.