11 Best Service Provider Pro Alternatives 

When you're running an agency, managing all the moving parts of your projects can feel like solving a Rubik's cube. Every color represents a different element of your service delivery, and as you twist and turn to find the right solution, the pressure of an impending deadline mounts. Service delivery software like Service Provider Pro helps you align all the components of your productized service to deliver to your clients quickly.

However, what if your agency needs something else? You are in the right place if you're looking for Service Provider Pro alternatives. This guide will help you find the best agency management software for your agency so you can grow your productized service and focus on what you do best.

One option to consider is the Orchestra. This solution, with its all-in-one toolkit, can help you grow your productized service. It offers various tools to streamline your operations, improve service delivery, and create better client outcomes.

What Is Service Provider Pro?

Service Provider Pro is a cloud-based solution to help digital marketing, SEO, and content agencies manage their clients, operations, and projects. The platform includes features like order forms, client portals, essential project management, team management, helpdesk, analytics, and third-party integrations to streamline operations.

Agencies can use Service Provider Pro to improve client management, project workflows, billing, and team collaboration. Key features include customizable order forms with invoicing capabilities, client portals for a branded experience, essential order management, task assignments, and deadline tracking. These tools allow agencies to manage client relationships and ensure timely project delivery efficiently.

The platform also provides team management features like permission controls, collaboration tools, and a built-in helpdesk for handling client inquiries. Its analytics and reporting capabilities offer insights into revenue, team performance, and client value, enabling data-driven decisions. Additionally, Service Provider Pro integrates with third-party tools such as ActiveCampaign, Stripe, and Zapier, allowing agencies to enhance their existing tech stack and streamline operations further.

What Does Service Provider Pro Cost?

Service Provider Pro offers a flexible pricing model with three tiers:

Basic

$129/month or $99/month (yearly billing) for up to 5 team members

Pro

$299/month or $249/month (annual billing) for up to 10 team members

Plus

$1,500/month for up to 50 team members

The Basic plan includes a custom workspace domain, white-label email domain, built-in helpdesk, and affiliate tracking.

The Pro plan adds editable client-facing pages, client-side teams, and a reseller program. The Plus plan offers custom rules and workflows, custom integrations, priority support, removal of “Powered by” branding, uptime SLA, and API access.

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Key Features of Service Provider Pro

Client Management: A Personalized Approach

Service Provider Pro enhances customer communication by providing a unique portal for each client. The dashboard lets clients view and track project progress, respond to messages, and access important files and documents. This organized approach to client management helps retain customers and improve their experience. You can even customize the onboarding process to fit your business’s needs. Additionally, the software integrates with email tools to automate communication and let clients know what to expect when working with your agency.

Project Management Tool: Keep Everything Under One Roof  

Forget about switching back and forth between different software solutions. With Service Provider Pro, you can manage your projects, team, and client communications all in one place. The project management feature allows you to track assignments, oversee customer communications, and manage payments. You can add team members to your account and assign them tasks. This can be done manually or automatically by setting custom rules to distribute functions in your preferred format.

Order Management: Smooth and Automatic  

When a client fills out an order form, the information is updated automatically in Service Provider Pro. This feature streamlines your order management by eliminating the need for manual entry. You can also use order forms to sell services, replacing invoicing software like Freshbooks. There are several ways to sell services with order forms, including:

• One-time services

• Subscription services

• Customizing projects with memorable quotes

Additionally, you can upsell clients on upgrades directly from the Service Provider Pro client portal. This allows you to increase the value of every customer.

Manage an Affiliate Program: Boost Your Growth Strategy  

Affiliate programs are one of the most effective strategies to grow your business. Service Provider Pro comes with a solid affiliate program feature included. You can choose who can promote your services and set commission rates by manually reviewing affiliates. Clients also get instant access to a referral link without registering on any third-party platform.

However, the SPP software doesn’t hold funds so you can pay your affiliates through PayPal mass payments or account balances. Lastly, Service Provider Pro has an account-level tagging feature, where affiliates can receive commissions on sales over the customer’s lifetime.

Reseller Program: White Label Your Services  

This great feature allows any other company to white-label your services. You sell them at the standard price, complete their orders, charge customers whatever they want for the services, and profit from the difference. Unfortunately, it’s only accessible on Pro plans and higher.

Shopping Cart: Sell Services Effortlessly  

Service Provider Pro helps users choose a service or product displayed on a website, order it, and finally complete purchasing.

Client Portal: Custom Interface for Clients  

Service Provider Pro allows clients to view and track their progress through the client portal to access select files, information, documents, and projects.

Try Orchestra for Free to Grow Your Productized Service Today

Launch your productized service effortlessly with Orchestra's all-in-one growth toolkit. Designed for creatives ready to scale, Orchestra provides a branded, white-labeled client portal, task management, and real-time analytics, with no coding needed, just your Stripe account.

Whether you’re a designer, developer, or copywriter, Orchestra streamlines your workflow, letting you collaborate with clients seamlessly while maintaining a private workspace with your team. Add integrations like Slack and webhooks to customize your setup and deliver a branded experience. Enhance your service with a platform built to grow alongside you. Try Orchestra for free and develop your productized service today!

11 Best Service Provider Pro Alternatives for

1. Orchestra

Orchestra is a comprehensive growth toolkit designed for creatives aiming to scale their productized services. The platform helps users launch with a white-labeled client portal, task management, and real-time analytics, and no coding is required, just your Stripe account. Orchestra simplifies the workflow of designers, developers, copywriters, and other professionals by helping them collaborate with clients seamlessly while maintaining a private workspace with their team. The software integrates with Slack and other tools to help you customize your setup, deliver a branded experience, and elevate your services. Try Orchestra for free to grow your productized service today.

2. Aligned

Aligned is a collaborative workspace for B2B sellers & buyers. It allows reps to create a digital environment for each deal to communicate more effectively with all stakeholders, better collaborate on resources, and create accountability for timelines, plans, and next steps. It also provides analytics on all buyer interactions between calls. Revenue teams use Aligned to better control complex deals, differentiate their customer experience, and gain visibility on the blind spots in the buyers' journey.

Pros

• More modern UI than alternatives

• Powerful task management

• Fast and snappy UI

• White labelled client portal

• Realtime team collaboration

• Modern invoicing system

• Customer Support

Cons

• Recent in the market

• Only integrates with Stripe

3. ManyRequests

ManyRequests is another client portal software and the first tool we want to suggest as an SPP alternative. ManyRequests have appeared on our blog, including an article comparing three productized service software. In that comparison, this software lost the battle with SPP, mainly because of the exact cost, but the features are more limited, and the tool is less intuitive overall.

But let’s give it one more chance and see how positively different it can be from SPP. If you haven’t encountered ManyRequests, it’s client portal software created in 2019. The most prominent aspect of its brand is its productization group on Facebook. The community has 6.5 thousand members sharing their thoughts on productization and ManyRequests as a tool.

Pros

• Good customization

• It makes it easy to create one-off and recurring productized services

• It makes it easy to create add-ons and coupons

Cons

• Not the most intuitive

• Pretty expensive

• Software Bugs

4. Zendo

Zendo is an excellent tool for any service-based business. Whether you're talking about marketing agencies, translators, copywriters, developers, or anyone else, Zendo has the right features to make running your business easy. You can set up productized, custom, accessible, and even subscription services; systemize your processes with customizable workflows; keep your clients updated on their orders with statuses and triggers; issue quotes and invoices; and create your Service Catalog.

Pros

• Free Starter Plan

• Modern UI

• Allows you to create productized, custom, accessible, and even subscription services easily

Cons

• Zendo is relatively new on the market, and some features may still be a work in progress

• Not the most user-friendly

• UX is not the best

5. CoPilot

Copilot, formerly known as Portal, is a simple client portal software that combines messages, billing, intake forms, files, and invoices. The whole app is based mainly on those segments and even allows you to disable any basic features you won’t use. Copilot was founded in 2020 and received significant funding in 2022 that consisted of $10 million. Copilot is simple but offers a client portal with messages, files, invoices, intake forms, and a help center you can build from scratch. What’s especially important is the help center builder part. If you’re looking for this particular feature combined with a client portal, Copilot could be your choice.

Pros

• Simplicity

• Ease of use and intuitiveness

• Simple messages

• The possibility to create a help center easily and have it available to clients

• Simple client portal that meets the basic needs

Cons

• The price is not adequate for the features you get

• The software froze off on us quite a few times

6. Monday.Com

Perfect for small-medium businesses, monday.com provides a fully customizable CRM and project management platform combined. Often dubbed the CRM without the frustration, monday.com easily adapts to your needs. Whether storing contact information, recording notes from a demo call, or launching new cross-team initiatives, all your workflows can fit on monday.com. Finally, you can use the built-in automations to streamline any manual processes so that you can focus more on sales.

Pros

• Clean and intuitive user interface.

• Robust customization options.

• Powerful automation tools.

• An extensive list of integrations.

Cons

• Advanced features have a steep learning curve.

• Time tracking is only available in the Pro account.

• Automation, work views, and integrations are limited across plan tiers.

7. ClinetVenue

ClientVenue software is a platform for agencies to handle client requests, teams, billing, etc. The software offers tools to manage Onboarding to self-serve and prevent project delays from happening. Build portal experience with services and show it up to customers. Connect with all popular payment platforms and automate invoicing and bill collection.

Pros

• Streamlines client communication and project management.

• Offers customizable templates and workflows.

• Provides time tracking and invoicing features.

• Easy integration with other tools (e.g., Slack, Google Drive).

Cons

• Limited reporting and analytics features.

• The interface can be overwhelming for new users.

• Pricing may be high for small teams or startups.

8. ClientJoy

Clientjoy is an integrated client lifecycle management platform for agencies and freelancers. Users can leverage the software to manage individual clients, leads, proposals, revenues, and invoicing under a single roof. Moreover, agencies also organize their contacts and check for incomplete or duplicate entries. The active Sales Pipeline view offered by ClientJoy helps users identify bottlenecks and remove them in real time. They can even generate custom statuses depending on the business sales processes.

Pros

• Intuitive interface and user-friendly.

• Great for managing clients, proposals, and invoicing.

• Offers automated reminders and follow-ups.

• Robust reporting and analytics tools.

Cons

• Limited integrations with other third-party apps.

• It can be expensive for smaller teams.

• Some users report occasional glitches or slow performance.

9. Portal

The portal amplifies the brand by letting clients log in to their websites to send messages, share files, make payments, and more. Portal Provides a streamlined experience. Portal can help grow sales, save time, and improve client relationships. And start with just one module and enable more over time. Create articles with text, images, and video content for the clients.

Pros

• Centralized platform for client communication and document sharing.

• Customizable user interfaces and branding options.

• Provides secure access control and permissions.

• Streamlines client onboarding and project management.

Cons

• It can require significant setup and customization.

• It may have a steep learning curve for users.

• Limited integrations with specific third-party tools.

• It can be costly for small businesses or startups.

10. oClient

oClient is a Client Management software that helps companies enhance their client list. The software generates leads and creates instant PDF offers and contracts for the clients on behalf of the organization. With this application, organizations can create client invoices in customized PDFs and keep the files related to clients organized in a client card. Users can invite clients to their system and build a sales pipeline together.

oClient comes with an inbuilt calendar where the organizations can add upcoming events and client appointments. There is also an inbuilt task list regarding those events and appointments. The software has an SMS and Email feature that sends SMS and Emails to the clients on behalf of the company. oClient has a validation system through which organizations can track their clients' assets. Users can then store those data in customized fields, groups, and tags, thus making account management simple and easy.

Pros

• Offers a simple, clean interface for managing clients and projects.

• Includes features for invoicing, quotes, and contracts.

• Allows easy client collaboration with file sharing and task tracking.

• Affordable pricing plans for small to medium-sized businesses.

Cons

• Limited customization options for workflows and templates.

• Essential reporting tools that may not suit larger teams.

• It can be slow to load large volumes of data or files.

11. Softr

Softr is an easy yet powerful no-code platform for building portals and internal tools. Connect to your spreadsheet or database, customize layout and logic, and share with your team or clients.

Pros 

• User-friendly and cost-effective: Softr is praised for its simplicity, user-friendly interface, and affordable pricing model, making it an accessible tool for businesses of all sizes

• Time-saving design features: The plug-and-play content blocks and automatic adjustment of CTA button sizes save users significant time when designing a website or app.

• Responsive to community feedback: Softr is known for incorporating features requested by the community, demonstrating its commitment to user satisfaction.

Cons

• Lack of mobile optimization: While Softr has made desktop usage easy, it has yet to achieve the same ease for mobile devices. This could limit the accessibility and usability of apps created with Softr on mobile platforms.

• Absence of 2FA or MFA for site owners: Softr currently lacks two-factor or multi-factor authentication, which can pose a security risk for sensitive data.

Pros and Cons of Service Provider Pro

The Good Stuff: Pros of Service Provider Pro

Custom Branding for Client Portals

You can fully customize and brand the client-facing pages of Service Provider Pro so customers enjoy a professional experience when accessing your services. This level of customization enhances the client experience and the agency’s professional branding.

Enhanced Collaboration Features

Service Provider Pro allows you to create client-side teams and user roles to facilitate better team management and collaboration. You can define different user roles and permissions for specific teams to ensure smooth communication and organization when working with clients.

Reseller Program

With Service Provider Pro, you can diversify your agency’s revenue streams with the built-in Reseller Program. This feature allows you to create a white-label environment for third-party resellers to sell your services or products with a markup.

Supports Growing Teams

The Service Provider Pro plan supports up to 10 users, making it suitable for growing agencies. If you need more than ten users, you can add them for an additional fee.

Robust Features

Service Provider Pro includes all features from the Basic Plan, which offers order forms, a client portal, a helpdesk, and more.

The Bad Stuff: Cons of Service Provider Pro

Higher Price Point

Service Provider Pro is more expensive than the Basic Plan. The monthly cost is $129, or $99 if billed annually.

Limited Number of Users

The base price for Service Provider Pro only supports 1-10 users. Adding more than 10 users will cost an extra $20 per user each month.

Limited Customization

While you can customize some features, there are no custom rules or workflow customization beyond the pre-built options.

No API or Custom Integrations

Service Provider Pro does not offer API access or allow for custom integrations, which may limit its functionality for some agencies.

No Priority Support

While you can access help via a support ticket, this plan does not include priority support via Slack.

Limited White Labeling Features

While Service Provider Pro includes a white-label email domain, 100% white labeling (removing Powered by branding) is only available in the Plus plan.

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• Digital Marketing Agency Management Software
• Ad Agency Project Management Software

Try Orchestra for Free to Grow Your Productized Service Today

Orchestra is an all-in-one toolkit for launching productized services. The software comes with a white-labeled client portal, task management, real-time analytics, and no coding needed to get started. Just connect your Stripe account and go.

For example, if you’re a web designer, Orchestra streamlines your workflow so you can collaborate with clients seamlessly while maintaining a private workspace with your team. Add integrations like Slack and webhooks to customize your setup and deliver a branded experience. Enhance your service with a platform built to grow alongside you.

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