OVERVIEW

Supercharge Your Business with a White Label CRM

Empower your business with our white label CRM. Designed for software providers and coaches, this user-friendly solution offers a comprehensive marketing suite under your brand.

Boost Client Loyalty

Provide a seamless client experience to foster long-lasting relationships and increase product stickiness.

Generate New Income

Offer your branded CRM as an additional service to existing clients or as a standalone product to new clients.

Strengthen Your Brand

Build brand recognition and establish yourself as a marketing expert by putting your name on a powerful CRM solution.

Empower Your Clients

Give your clients the tools they need to manage their own marketing efforts and achieve their business goals.

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HOW IT WORKS

Not just any CRM, your CRM

You’ll get a custom CRM with your brand name and the features you want to offer. You'll add your pre-built content, like email templates, workflows, and marketing campaigns. You set the price and sell it to your customers, either on its own or as part of your other services.

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Step 1

Talk to us

Let’s get your questions answered and see if this is a good fit. Schedule a call here.

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Step 2

We build your CRM

We’ll build your new CRM on your URL, with your logo, your colors, and your feature set.

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Step 3

Now it’s all yours!

Load in your content, set your prices, and get it into the hands of your customers! 

THE PLATFORM

A Simple CRM

perfect for
Small Businesses

This CRM is designed for small businesses that aren't tech-savvy. It's easy to use and includes all the essential features, without the complexity of larger CRMs like Salesforce or HubSpot.

It's perfect for small businesses like real estate, insurance, and salons.

Contact Management

Put all your contacts in one place. Segment your client base, add detailed notes, set reminders, and track activity.

Email Marketing

Create, send, and track high-performing email campaigns Enjoy free email sending domains. and automated drip campaigns.

Marketing Automation

Auto-pilot your marketing with landing pages, popups, automated workflows, and SMS.

Monthly Client Newsletter

Stay connected with clients through monthly email newsletters. Use pre-built templates or AI-powered personalization.

Pipeline Views

Visualize your sales pipeline and track lead progress at a glance. Move leads smoothly through each stage of your sales process.

Team Collaboration

Team up seamlessly. Share contacts & templates for efficient collaboration and keep everyone on the same page.

Mobile Access

Stay connected and manage your business on the go with our mobile app. Access contacts, appointments, notes, and tasks anywhere.

Customizable Dashboards

Gain insights into your business with our customizable dashboard. Monitor key metrics, track sales, and analyze data with saved contact segmentations.

Developers API

Customize your CRM with our powerful API. Integrate with other tools and build custom solutions to streamline your business processes.

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DEMO

See the AllClients
CRM for Yourself


Before your discovery call, explore our core CRM to see if it meets your customers' needs. Your build can have some customizable elements, but the foundation remains consistent.

TRY THE CRM FOR FREE

WHO IS THIS FOR?

Perfect for Software Providers and Marketing Coaches

Software Provider

Integrate our white-label CRM with your software to offer a powerful all-in-one solution. Make your offering more sticky.

Marketing Coach

You are teaching great systems and strategies. Give your customers the CRM tool they need to implement your ideas.

EXPERIENCE THE BENEFITS:

  • Boost Client Loyalty

  • Generate New Revenue Streams

  • Strengthen Your Brand

  • Simplify Your Workflow

  • Empower Your Clients

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FAQ

  • A. A white label CRM allows you to rebrand a CRM platform as your own, offering a comprehensive marketing solution to your clients.

  • A. A white label CRM will help you:

    • Boost client loyalty

    • Generate new revenue streams

    • Strengthen your brand

    • Simplify workflows

    • Empower your clients

  • A. Software providers and marketing coaches who want to offer a comprehensive marketing solution, are ideal candidates for a white label CRM.

  • A. Unfortunately, no. Our white label program is designed for established businesses.

  • A. Our white label CRM includes features like:

    • Contact management

    • Email marketing

    • Marketing automation

    • Monthly client newsletters

    • Pipeline views

    • Team collaboration

    • Mobile access

    • Customizable dashboards

    • Developer's API

  • A. Our CRM is designed to be user-friendly, even for non-technical small businesses.

  • A. Our pricing starts at $25 per seat per month, plus additional fees for email, text messaging and AI functions. Volume discounts are available.

  • A. You, as the provider, will support your customers directly. We provide support to you, the white label partner.

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White Label CRM Success

The essential guide to a custom CRM solution.

A book titled 'White Label CRM Success' by Jeff Shamus, featuring a foreword by Dean Jackson. The cover is black with white text and emphasizes creating branded CRM and lifelong clients.