White label CRM

White label CRM

Operate client revenue systems under your brand.

Give each client a tenant for contacts, pipelines, conversations, automations, sites and reporting while your agency keeps the operating model and brand consistent.

A tenant for every client

Keep client data, permissions, knowledge and workflows isolated while managing the relationship from an agency layer.

Your brand on the experience

Give clients a consistent product name, support identity and branded experience across their workspace.

Built for operating teams

Pair CRM with lead distribution, sites, campaigns, voice, support, payments and analytics instead of reselling disconnected tools.

See how it works in your workspace

Read the setup guide for configuration steps, permissions and day-to-day operation.

Read the setup guide

Frequently asked questions

What is a white label CRM?

It is CRM software an agency can present as its own client operating system, with separate tenant data and configurable branding.

Can each client have separate users and permissions?

Yes. Organizations have their own members, roles, permissions, data and workflows.

Does the platform include more than contact management?

Yes. The CRM is connected to lead capture, pipelines, inbox, automations, sites, campaigns, voice, payments and reporting.