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Agency Management & Client Portal Software
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SPP.co is a software that includes everything to be able to manage your clients and billing, ideal for companies that sell productized services. You don't need anything else to manage every single project, keep track of all customer communications and manage/control payments.
The actual organization of each project is something fantastic: every single member of the team has under control the part (or parts) of the project that has been assigned to him, so he knows the indications (thanks to the forms that customers fill in), objectives and deadlines.
SPP also connects to the main marketing tools, so this means that if a client places an order it will be part of a database on which marketing strategies can then be developed.
What I disliked was not being able to customize the order forms much. Because to be able to edit them further you need some code knowledge, which not everyone has. Same with the login and logout page: we had to hire a code expert to get what we wanted.
Even the customer dashboard can be poorly customized in color: in fact we had to change one color of our logo because it was not clearly visible according to our corporate colors.
Complete and stable platform, support is really helpful! Helped us quickly with an issue on email! And the constant updates keep it on the leading edge!
The main problem it solves is that it avoids the dispersion of information related to a project with a client. All aspects of the project are centralized and viewed by all team members in one easy-to-use platform.
It's amazing how simple it really is, but how effective it is the customer order management! SPP does it all!
SPP is the easy way to sell services online, I literally wouldn't have a business without them.
no complete Whitelabel unless your on the top plan.
the core of my service selling and delivery
Invoicing, subscription, task, customer portal, team profiles, job management, and a lot more are all included in a nice package.
Their customer service is great.
I like to see more options to automate with zapier or automate.io
SPP makes it simple to run an agency because the essential tools are in one package. No need to have multiple tools.
The support team is what's best about SPP
The tool is complex, billing is annoying
I'm solving a variety of problems with SPP but mainly providing customers with a personalized experience and automating the entire content lifecycle from ideation all the way through to reporting. SPP is flexible and powerful enough to do that well by integrating with our other existing tools such as Airtable and HubSpot.
The UI is self-explanatory and was able to setup a Sergice, associated Order Entry process for my clients. A free tier to try different things is appreciated.
End to end examples for different business verticals is needed. I may have missed it in the online documentation.
Simple Client Portal for Order Entry/Fulfillment
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We use it to keep track of partners' projects, payments and sales tools.
I'm just a user of SPP within our company, and we have it set up well. Not sure what I would improve.
Partner payment tracking, communication, and new project onboarding.