We Tested Service Provider Pro – Is It Worth Using for Your Digital Agency?

By Nate McCallister


Click here to scroll down and read the abbreviated review and summary.

The hardest part (for me) in creating my blogging agency has been setting the framework for success. 

Creating SOPs, training the team, finding clients and everything else means little if I don't have a good system to manage everything. 

This means a place that is (1) user friendly for the clients to see and manage their orders (2) user friendly for my team to communicate with clients and each other (3) user friendly for marketing and sales. 

Marketing Agency Software

Service Provider Pro (which I will abbreviate as SPP for the rest of this article) advertised itself as meeting all of these needs. 

In this article, I'll dive a little bit deeper into my experience and how well each need was served. 

What Does Service Provider Pro Do?

A lot. Which is part of why I was apprehensive when signing up. 

I've found that "more" isn't always more in the world of SAAS. It often means below average solutions to many things so you end up with a bunch of money saved but at the cost of some quality. 

Here are the key things that SSP does and the tools it can replace. 

#1 Sell service packages with order forms. It replaces invoicing softwares like Freshbooks which costs me about $400 per year (unfortunately I can't cancel because I use it for many other things not service related).

You can sell services in many different ways.

You can also add upgrades to purchases such as faster turnaround so you can increase the average value of each customer. 

Another great feature is that if you have multiple offers, you can show them inside of the client portal. They can upgrade or purchase form this "shop" at any time.

#2 Communicate with customers and deliver work in their own client portal.  Clients will have their own unique login and dashboard area where you communicate with them. They can also order additional offers from you at any time.

You can still fit in things like DropBox or Google Drive to the process if you'd like, but the work will be completed in a messenger style format.  

SSP Flow

You can also increase retention with customized client onboarding and email integrations to let them know what you need from them to get started. 

#3 Manage your team and assignments. You can add your team into SSP and assign them to tasks as needed. You can do this manually or create custom rules to assign tasks however you'd like. 

#4 Manage an affiliate program. Affiliate programs are one of the greatest growth hacks in the world of business and SSP has a decent one built directly into it. You can set commission rates and decide who can promote your services. I recommend allowing all clients to promote on your behalf and making the affiliate area appear by default for them.

Another awesome feature is the reseller program. This allows other companies to white label your services. You sell them to them at the same price as usual and then fulfill the orders and they sell the services to their clients at whatever price they want and net the difference. Unfortunately only available on the Pro plan and higher though. 

Service Provider Pro Pricing 

Pricing for all of the plans listed below are shown if you pay annually. If you pay monthly, expect to pay about 30% more on average.

All plans include the following. 

  • A Client Portal with your agency's branding
  • Unlimited orders, clients, affiliates, services, and forms
  • Unlimited file storage
  • All integrations, including Zapier and Webhooks
  • Customizable Client Portal colors, menus & language
  • Unlimited order messaging via portal and email
  • Drag & drop builder for order forms, contact, and intake forms
  • Priority email support
Starter

Not highlighted on main sales page but it is available if you look closely.

$

49

 

/mo

  • 2 team members included
Pro

For established agencies

$

249

/mo

  • All basic features
  • 10 team members included
  • Use with your own domain 
  • Edit your client facing pages
  • Create a reseller plan
  • Remove "powered by"

They also offer an enterprise custom pricing option if you need more than 50 team member and some added "under the hood" features like access to the API and custom rules and workflows.

If your agency is operating at scale, these costs shouldn't be a problem and they are more than fair (in my opinion). 

Service Provider Pro Alternatives

There are a couple of other options if you aren't a fan of SSP (although I do suggest giving them a test first). 

SuiteDash - The purest direct alternative to Service Provider Pro in terms of client management. Its actually just as feature rich and costs about half as much. The interface is a bit rough around the edges but they provide onboarding sessions for new clients (starting with their mid tier plans). 

Accelo - More expensive solution that is perhaps more polished but far more complex (not a benefit to me frankly). 

MavenLink - Built for larger companies with 50-5,000 employees. 

Monday - Very popular collaboration software but not as "out of the box ready" as SSP. 

Service Provider Pro Logo

overall 

4.5/5

Service Provider Pro is an all in one platform for managing your agency. If you have clients and deliver them some sort of services (typically virtually although in person services like landscaping would also work) this if for you. 

It allows you charge for and deliver your services to clients and replaces the need for many other 3rd party tools like Freshbooks (or any invoicing software), Slack (or any messaging software), First Promoter (or any affiliate management software), WooCommerce (or any checkout software) and Trello (or any project management tool). 

Pros

  • Professional looking interface
  • Manage unlimited clients
  • Sell one time or recurring offers
  • Add pricing upgrades
  • Create invoices for custom projects
  • Email support is extremely fast and helpful
  • Assign team members
  • Communicate with clients
  • Client interface is clean and easy to navigate
  • Analytics reports are basic but enough
  • Zapier integrations
  • Rules and time saving automations galore
  • Reseller program (on Pro plan and higher)
  • High reviews on G2, Capterra and TrustPilot
  • Integrates with white label reseller agencies

Cons

  • No drag and drop builder on onboarding page
  • Minor learning curve
  • No live chat support option
  • Minor cache related glitches
  • SuiteDash might be better option
  • Not a lot of native integrations (Zapier workaround works though)

Quality

Support

Cost

Functionality


About the author

Nate is the founder and main contributor of EntreResource.com and author of Evergreen Affiliate Marketing. He is a lifestyle entrepreneur who spends his time building businesses and raising his four kids Sawyer, Brooks, Van and Lua with his beautiful wife Emily. His main interests include copywriting, economics and piano.

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