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Description

SPP.co is a comprehensive client-portal solution designed specifically for digital service and productized agencies, unifying billing, onboarding, project management, support, customer relationship management (CRM), forms, portals, and payment processing within a singular branded interface. Agencies can utilize tailor-made order and intake forms to facilitate online service or subscription purchases, automatically generating invoices or Stripe subscriptions while effectively delegating projects and tasks based on predetermined rules and statuses. The platform features a customizable white-label portal for clients, offering the ability to personalize branding, domains, colors, and templates, where they can manage invoices, make payments, track project progress, and collaborate seamlessly. On the administrative side, the system offers robust support for team inboxes, user permissions, both internal and external messaging, task assignments, order history, custom statuses, and role-specific views, allowing agencies to efficiently manage workflows ranging from small teams of 2 to larger groups of 200. With a wide array of integrations, APIs, and webhooks, the platform enhances checkout processes, subscription billing, and more, making it an indispensable tool for agencies looking to streamline their operations and improve client interactions. This holistic approach not only boosts productivity but also fosters stronger relationships between agencies and their clients.

Description

Crafted by industry experts, Deltek WorkBook serves as a comprehensive management solution tailored for agencies, offering effective strategies to foster growth. By simplifying the management of projects, personnel, and finances from start to finish, WorkBook enables you to concentrate on client needs while making informed decisions for the future, ensuring enhanced control, insights, and visibility whenever required. Additionally, by integrating Deltek ConceptShare, you can effortlessly incorporate online proofing into your project management processes without sacrificing essential features. Moreover, with the Deltek Power Launch implementation, you can rapidly adopt WorkBook’s tailored, role-specific configurations, further enhancing your agency’s management capabilities. This all-in-one best practice solution streamlines projects, resources, and finances, paving the way for your agency's growth. By refining project management and resource allocation, you can significantly elevate productivity and improve overall utilization rates. Embrace this innovative approach to agency management and witness the transformation in your operational efficiency.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ActiveCampaign Yes 
Google Drive Yes 
AgencyAnalytics Yes 
Airtable Yes 
Calendly Yes 
ClickUp Yes 
Clockify Yes 
Databook Yes 
Figma Yes 
Google Analytics Yes 
Looker Yes 
Mailchimp Yes 
SAP Financials No 
SEO Gets Yes 
Search Atlas Yes 
Storagepipe No 
Whatagraph Yes 
Whereby Yes 
Zuko Analytics Yes 
monday AI work platform Yes 

Integrations

ActiveCampaign Yes 
Google Drive Yes 
AgencyAnalytics No 
Airtable No 
Calendly No 
ClickUp No 
Clockify No 
Databook No 
Figma No 
Google Analytics No 
Looker No 
Mailchimp No 
SAP Financials Yes 
SEO Gets No 
Search Atlas No 
Storagepipe Yes 
Whatagraph No 
Whereby No 
Zuko Analytics No 
monday AI work platform No 

Pricing Details

$99 per month
Free Trial Yes 
Free Version No 

Pricing Details

$19.00/month/user
Starting at $19 per user / per month
30 users minimum
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

SPP.co

Founded

2014

Country

France

Website

spp.co

Vendor Details

Company Name

Deltek

Founded

1983

Country

United States

Website

www.deltek.com/en/products/project-erp/workbook

Product Features

Advertising Agency

Campaign Management No 
Collaboration No 
Document Management No 
File Sharing No 
Project Management No 
Task Management No 
Time Tracking No 

CRM

Calendar/Reminder System No 
Call Logging No 
Document Storage No 
Email Marketing No 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals No 
Segmentation No 
Social Media Integration No 
Task Management No 
Territory Management No 

Portal

Chat No 
Collaboration No 
Content Management No 
Document Management No 
File Sharing No 
Search No 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal No 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies No 

Product Features

Advertising Agency

Campaign Management Yes 
Collaboration Yes 
Document Management Yes 
File Sharing Yes 
Project Management Yes 
Task Management Yes 
Time Tracking Yes 

Project Management

Agile Methodologies Yes 
Budget Management Yes 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking Yes 
Customizable Templates Yes 
Gantt Charts Yes 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies Yes 

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