Name: Getting Started With SPP
Uploaded: 2025-05-21T17:00:33.000Z
Duration: 4 min 8 s
Description: Getting Started With SPP

Help Desk

Web and Video Conferencing

Customer Support

Interactive Application Security Testing (IAST)

Kubernetes Monitoring

Software Repositories

WebOps

Development

Academic Advising

Classroom Management

Education

Business Intelligence (BI)

Collaboration

File Sharing

Workspace Planning

Enterprise

Accounting

Invoicing

Finance and Accounting

Applicant Tracking

Background Check

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Business Internet Service Providers (ISPs)

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Configuration Management Databases

Content Delivery Networks (CDN)

Data Collaboration

Data Observability

Database Load Balancing

Disaster Recovery as a Service (DRaaS)

Enterprise Architecture Management

Fraud Detection

IT Operations Analytics

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Internet Security

MLOps

Network Monitoring

Network Performance Monitoring

Release Management

SOA Application Gateways

Secret Managers

Technology Scouting Software

Threat Intelligence

WiFi Hotspot

Workload Automation

Information Technology

A/B Testing

AI Writing Assistant Software

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Digital Asset Management

Digital Content Creation

Email Marketing

Landing Page

Marketing Automation

Online Proofing

Retail Media Advertising

Search Engine Marketing (SEM)

Social Media Management

Social Media Marketing

Survey & Forms Building

Swag Management

Video Collaboration

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Social Commerce

Sales

Video Surveillance

Security

Oil and Gas

Real Estate

Vertical-Specific

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Appfluence

eMeetingsOnline

FastPIPE

FastEST, Inc.

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AspenOne Supply Chain Management

Aspen Technology

Crowdtap

Document Locator

ColumbiaSoft

Frosmo

Frosmo Ltd

Azurepath

Azurepath, LLC.

Aras PLM

Aras Corporation

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.

Basic

Plus

Forever Free

Solo

InvoiceBerry

Norada Solve360

SPP.co

A web portal is a web-based interface providing access to enterprise applications and other enterprise assets such as corporate databases, applications (including Web applications), and systems. They are designed as an on ramp to a variety of different assets, and can be configured easily by the end user.

Web Portal

Client Solutions

Getting Started With SPP

A quick start guide to help you get started on SPP 🚀

Check out SPP at https://spp.co/

Follow SPP on our socials -
Twitter - https://twitter.com/spp_app
LinkedIn - https://www.linkedin.com/company/sppapp/
Facebook - https://www.facebook.com/serviceproviderpro/

Chapters:
0:00 - Intro
0:10 - Client Flow - Order Forms
0:45 - Client Flow - Intake Form
0:55 - Client Flow - Adding a team member
1:06 - Client Dashboard Overview
1:45 - Admin Side Form Setup
2:25 - Admin Side Service Setup
2:40 - Admin Side Client Accounts
2:55 - Admin Side Intake Form Setup
3:06 - Admin Side Order Management
3:26 - Admin Side Service Management & Integrations

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