The Ultimate Guide to White-Label CRM Software for Agencies
AI-powered platforms and tools are transforming industries at an unprecedented pace. In this evolving landscape, agencies and small businesses must embrace cutting-edge technologies to deliver enhanced value to their clients and remain competitive. However, developing bespoke tools—such as Customer Relationship Management (CRM) software—can be prohibitively expensive and time-consuming.
Fortunately, there’s a smarter, more cost-effective solution: white-label CRM software. This game-changing option allows your agency to access robust, AI-powered platforms that can be fully customized to meet your and your clients’ unique needs.
With white-label CRMs, you can go beyond managing client relationships; you can strengthen them. These tools allow you to expand your service offerings, build deeper trust with your clients, and even open up new revenue streams, all while presenting a seamless, branded experience.
Are you wondering how to pick the best white-label CRM platform for your agency? In this guide, we’ll dive into everything you need to know about top white-label CRM providers—from how they work to the incredible benefits they bring to agencies like yours. Let’s get started!
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Table of Contents
- What Is White-Label CRM Software?
- Benefits of White-Label CRM Software
- Key Features of a White-Label CRM
- Top 10 White-Label CRM Solutions
- How to Choose the Best White-Label CRM
- How to Sell White-Label CRM to Your Clients
- Why Vendasta Is the Best White-Label CRM
What Is White-Label CRM Software?
Imagine offering your clients a powerful customer relationship management (CRM) tool that’s branded entirely as your own—without spending months or years developing software from scratch. That’s the magic of white-label CRM software!
At its core, a white-label CRM is a fully developed, ready-to-use SaaS (Software as a Solution) designed to manage and streamline customer interactions, sales pipelines, and marketing efforts. What makes it special? You can rebrand it with your company’s logo, colors, and even your custom domain, creating a seamless, professional experience that looks like it’s been built exclusively by your team.
Check out this image below to see how white-label SaaS works. 
Benefits of White-Label CRM Software
White-label CRM software offers a treasure trove of benefits for businesses, from saving costs to unlocking new revenue streams.
Let’s break down why it’s a must-have for any agency or company:
Cost-Effectiveness: Save Big on Development
You may have to dig deep into your pocket to build a CRM from scratch. From hiring developers to maintaining infrastructure, the costs add up fast. With white-label CRM software, all that heavy lifting is done for you. You get a fully functional, cutting-edge system at a fraction of the cost—saving both time and resources. This means you can focus on delivering value to your clients rather than worrying about coding and debugging.
Brand Consistency: Keep Your Identity Front and Center
Your brand is your business’s identity, and maintaining it across every client-facing tool is crucial. White-label CRMs allow you to customize the platform with your logo, colors, and domain, ensuring a seamless experience for your clients. They’ll see the CRM as an extension of your business, building trust and reinforcing your professionalism.
Scalability: Grow Without Limits
As your business grows, so do your clients’ needs. White-label CRMs make scaling a breeze. Whether you’re onboarding more users, expanding features, or entering new markets, you can do so without the headaches of managing software development. The flexibility of these platforms means you’re always ready to meet demands and grow your offerings effortlessly.
Quick Deployment: Get Up and Running Fast
Time is money, and waiting months (or even years) to build a CRM can be a deal-breaker. With white-label solutions, you can hit the ground running almost immediately. Providers handle the setup, so you can focus on using the software to engage clients, track performance, and streamline workflows—all in record time.
Revenue Generation: Turn CRM Into a Profit Center
Here’s the cherry on top: white-label CRMs aren’t just tools—they’re opportunities. By reselling CRM solutions under your brand, you can create an entirely new revenue stream. Offer it as a standalone product or bundle it with your existing services. Either way, you’re adding value to your clients while boosting your bottom line.
Key Features of a White-Label CRM
White-label CRMs pack a powerful punch with features that are not only robust but also designed to uplift your business operations and client relationships.
Here are some of the standout features that make them indispensable:
Customizable Branding: Your Identity, Front and Center
With white-label CRMs, you can seamlessly integrate your company’s logo, colors, and domain into the platform. This ensures a consistent brand identity that builds trust and reinforces professionalism when clients interact with your tools. By presenting a unified, polished experience, you create a stronger connection between your brand and your clients.
Integration Capabilities: Everything in Sync
Modern businesses rely on a variety of tools, and a white-label CRM makes sure they all work together effortlessly. With integrations for email platforms, marketing automation systems, payment processors, and more, you can streamline workflows, improve efficiency, and provide users with a seamless experience across all their essential tools.
Advanced Analytics and Reporting: Insights That Drive Results
A great CRM doesn’t just store data; it turns it into actionable insights. White-label CRMs offer advanced analytics for tracking performance, sales metrics, and client engagement. Features like customizable dashboards and automated reporting make it easy to monitor trends and make data-driven decisions that boost results.
Pro Tip: Vendasta’s white-label CRM platform offers Snapshot Report, a powerful tool that delivers automated insights into your prospects’ digital marketing performance. Sales representatives leveraging this report see an 18x increase in pipeline revenue.
Lead and Pipeline Management: Stay on Top of Every Opportunity
Keeping track of leads and their progress through the sales funnel can be challenging, but white-label CRMs simplify the process. Tools like automated lead scoring, activity tracking, and task reminders ensure you never miss a follow-up. These features help agencies nurture relationships and close deals efficiently.
Marketing and Sales Automation: Work Smarter, Not Harder
Repetitive tasks like sending follow-up emails, scheduling appointments, and running lead nurturing campaigns can eat up valuable time. White-label CRMs come equipped with marketing automation features for agencies that handle these tasks for you while maintaining a personalized touch. This not only saves time but also ensures your prospects feel valued and engaged.
With features like these, a white-label CRM becomes much more than a tool—it’s a comprehensive solution for streamlining operations, enhancing client relationships, and driving business growth.
Top 10 White-Label CRM Solutions
1. Vendasta
Vendasta provides a robust white-label CRM platform designed specifically for your agency and your clients. Equipped with AI-powered tools such as lead capture, web chat, and email tracking, it offers an all-in-one solution to streamline sales automation, optimize marketing efforts, and simplify client management.
What sets Vendasta apart is its dual-purpose functionality: it empowers your team with a powerful CRM experience while allowing you to rebrand and resell the same platform to your clients, enhancing your service portfolio and driving business growth. 
- Snapshot Report: This feature enables your team to leverage automated insights into your prospects’ digital marketing performance.
- Lead and Opportunity Management: Vendasta's CRM enables your agency to efficiently track and manage leads throughout the sales pipeline, ensuring no opportunity is overlooked. The platform provides insights into lead behavior and engagement, facilitating timely and informed follow-ups.
- AI-Powered Lead Capture: Easily add AI web chat to your client’s website and respond to customer queries instantly, enable prompt follow-up via text or email, and capture leads effectively.
- Marketing Automation: The platform includes robust marketing automation capabilities, allowing agencies to create, schedule, and monitor marketing campaigns across various channels.
- Meeting Scheduler: It allows your clients to book appointments at their preferred and convenient times. Additionally, it seamlessly integrates with Google Calendar, ensuring appointments are automatically synchronized for efficient time management and organization.
- Customizable Client Portals: Offer your clients personalized portals branded with your own logos and color schemes. These portals provide clients with access to reports, analytics, and tools, enhancing transparency and engagement.
- Integration with Third-Party Applications: Vendasta's CRM integrates seamlessly with a wide array of third-party applications, including email platforms, social media tools, and analytics services.
Ideal For:
Vendasta's white-label CRM is particularly suited for digital agencies aiming to provide a comprehensive, branded experience to their local business clients without the need for extensive in-house development.
2. Bitrix24
Bitrix24 is a comprehensive business platform that integrates a wide array of tools, including a white-label CRM system and project management features. This all-in-one solution is designed to streamline operations, enhance collaboration, and drive business growth.
Key Features:
- Automates the sales process by managing leads, tracking interactions, and moving prospects through the sales funnel efficiently.
- The platform offers robust tools for task assignment, progress tracking, and project planning.
- Includes communication features such as chat, video calls, and document sharing, fostering seamless collaboration among team members.
- Users can tailor dashboards to display relevant metrics and data, providing insights into performance and facilitating informed decision-making.
Ideal For:
Bitrix24 is particularly suited for small to medium-sized businesses seeking a unified platform that combines CRM, project management, and collaboration tools.
3. AllClients
AllClients is a user-friendly white-label CRM designed to simplify client relationship management for small businesses.
Key Features:
- Centralizes client information, including contact details, notes, to-dos, and appointments, all accessible from a single screen.
- Enables the creation and distribution of personalized email campaigns with features like beautiful and responsive email templates and high deliverability rates.
- Automates follow-up sequences to nurture leads over time, ensuring consistent engagement.
- Allows you to tailor the CRM's appearance to align with your brand identity, enhancing professionalism.
Ideal For:
AllClients is for small businesses and agencies seeking a straightforward CRM solution that combines essential features with ease of use, without the complexity of more extensive systems.
4 SalesPype
SalesPype is a comprehensive white-label CRM platform designed to streamline and automate sales processes and enhance marketing efforts for agencies.
Key Features:
- Utilize a click-and-drag sales pipeline to visualize and manage prospects as they transition from new leads to clients, with the ability to trigger automations by moving contacts between stages.
- Engage leads and clients through built-in communication channels, including CRM-powered email marketing, video email, and 2-way text messaging, facilitating effective and personalized outreach.
- Create customized landing pages to capture leads and drive conversions, integrating seamlessly with the CRM to streamline lead management.
- Access detailed analytics and reporting features to track campaign performance, sales data, and customer behavior, enabling data-driven decision-making and strategy optimization.
Ideal For:
SalesPype is ideal for agencies seeking to enhance their sales processes with integrated marketing tools, providing a unified platform to manage client relationships, automate marketing efforts, and drive business growth.
5. ActiveCampaign
ActiveCampaign is a comprehensive platform that seamlessly integrates email marketing and CRM functionalities, offering businesses a unified solution to manage customer relationships and marketing efforts.
Key Features:
- ActiveCampaign's automation builder allows users to create complex, multi-step workflows that automate tasks such as sending emails, updating contact information, and managing sales pipelines.
- The platform provides robust email marketing capabilities, including customizable templates, segmentation, and A/B testing.
- Users can automate lead scoring, deal updates, and task assignments, allowing sales teams to focus on building relationships and closing deals.
- While ActiveCampaign offers extensive customization options within its platform, it's important to note that it does not provide a white-label solution.
Ideal For:
ActiveCampaign is ideal for businesses seeking to integrate marketing automation with CRM functionalities.
6. DashClicks
DashClicks is a comprehensive white-label CRM platform designed to empower marketing agencies with tools to efficiently manage clients and campaigns.
Key Features:
- DashClicks offers an advanced CRM system that centralizes client information, facilitating improved efficiency and productivity in managing client relationships.
- The platform provides customizable dashboards with pre-built widgets across all applications, allowing agencies to pull data into a unified client dashboard for easier management and real-time reporting.
- Enables agencies to manage inbound leads from multiple platforms, distributing them to sales teams for instant follow-up, thereby accelerating prospecting efficiency.
- Allows you to rebrand the platform with your own logo, colors, and domain, providing a seamless client experience that enhances brand credibility.
Ideal For:
DashClicks is ideal for marketing agencies seeking a centralized platform to manage client interactions, streamline workflows, and enhance service offerings through a customizable CRM solution.
7. Pipedrive
Pipedrive is a sales-centric Customer Relationship Management (CRM) platform renowned for its intuitive interface and robust pipeline management capabilities.
Key Features:
- Pipedrive offers visual pipelines that provide a clear overview of ongoing deals, enabling sales teams to track progress and manage opportunities effectively.
- The platform integrates seamlessly with various email services, allowing users to send and receive emails directly within Pipedrive. This integration ensures all communications are centralized, enhancing efficiency and organization.
- Pipedrive includes activity reminders and task management features that help sales professionals stay on top of follow-ups, meetings, and deadlines.
- The CRM provides comprehensive reporting and analytics tools, offering insights into sales performance, forecasting, and team activities.
Ideal For:
Pipedrive is ideal for sales teams seeking a user-friendly CRM that streamlines sales processes, enhances pipeline visibility, and improves overall efficiency.
8. HighLevel
HighLevel is a white-label CRM platform designed to streamline marketing automation and lead generation for agencies.
Key Features:
- HighLevel provides a drag-and-drop funnel builder, enabling agencies to create optimized sales funnels that guide prospects through the buying journey.
- The platform integrates SMS and email marketing capabilities, allowing for automated, personalized communication with leads and clients.
- Includes an online scheduling feature that streamlines the scheduling process for your agency and clients.
- Allows you to rebrand the platform with your own logo, colors, and domain, providing a seamless and professional client experience that reinforces brand identity.
Ideal For:
HighLevel is ideal for agencies aiming to consolidate their marketing and CRM tools into a single, cohesive platform.
9. OroCRM
OroCRM is an open-source, white-label Customer Relationship Management (CRM) platform designed to offer extensive flexibility and customization to meet diverse business requirements.
Key Features:
- OroCRM consolidates data from multiple touchpoints—including online B2B and B2C stores, social channels, and email campaigns—providing a comprehensive view of each customer.
- The platform includes robust tools for managing leads, opportunities, and sales pipelines, as well as executing targeted marketing campaigns.
- OroCRM allows you to create and modify workflows to align with specific operational processes.
- The platform supports integration with various third-party applications and services, including e-commerce platforms, email marketing tools, and customer support systems.
Ideal For:
OroCRM is particularly suited for businesses that require a highly customizable CRM solution capable of adapting to specific workflows and processes.
10. Complete CRM (formerly GreenRope)
Complete CRM, formerly known as GreenRope, is an all-encompassing white-label platform that seamlessly integrates sales, marketing, and operational functionalities to streamline business processes.
Key Features:
- Complete CRM offers robust email marketing tools, enabling businesses to design, send, and track personalized email campaigns.
- The platform provides intuitive sales pipeline management, allowing teams to visualize and manage the progression of deals. Users can track leads, set reminders, and automate follow-ups to ensure consistent engagement throughout the sales cycle.
- Complete CRM includes integrated project management capabilities, facilitating task assignments, progress tracking, and collaboration among team members.
- Allows you to customize the platform with your own branding elements, such as logos, color schemes, and domain names.
Ideal For:
Complete CRM is particularly suited for businesses seeking a unified platform to manage various aspects of their operations, including sales, marketing, and project management.
How to Choose the Best White-Label CRM
Selecting the perfect white-label CRM for your business can feel overwhelming with so many options available. But don’t worry—we’ve broken it down into five key factors to help you find the right fit. Let’s dive in!
1. Assess Your Business Needs
Before you start comparing CRMs, take a step back and evaluate what your business truly needs. Are you looking for advanced features like sales automation or marketing integration? Do you need a solution that can handle a large number of users or leads? By identifying your must-haves upfront, you can filter out options that don’t meet your criteria and focus on the ones that align with your goals.
2. Customization and Branding
One of the biggest advantages of a white-label CRM is the ability to make it your own. Check how much customization the platform offers. Can you add your logo, brand colors, and domain name? Does it allow you to tailor features or dashboards to meet your specific needs? The more customizable it is, the more seamless and professional your client experience will feel.
3. Integration Capabilities
Your CRM shouldn’t exist in a silo—it needs to work harmoniously with your existing tools and systems. Whether it’s your email marketing platform, payment processors, or project management software, it must ensure a seamless CRM integration. Compatibility means smoother workflows, less manual data entry, and better efficiency for your team.
4. Support and Training
A robust CRM is only as good as the support behind it. Look for a provider that offers reliable customer support, whether through live chat, email, or phone. Training resources like tutorials, webinars, and documentation are also crucial, especially during onboarding. The right support can make all the difference when your team is learning the ropes or troubleshooting issues.
5. Pricing and ROI
While cost shouldn’t be your only consideration, it’s a vital factor. Compare pricing plans and see what features are included at each tier. Then, think about the potential return on investment. A slightly pricier CRM that saves you time, enhances efficiency, and improves client satisfaction can be worth every penny in the long run.
Choosing the best white-label CRM isn’t just about finding a tool with the most features—it’s about finding one that fits your business like a glove. Take your time to assess your needs, prioritize customization and integration, and make sure you’re supported every step of the way.
How to Sell White-Label CRM to Your Clients
Selling a white-label CRM to your clients is all about showing them how it solves their problems and makes their lives easier.
Here’s how you can effectively position and market your CRM to win their trust and business:
1. Understand Client Pain Points
Start by identifying the challenges your clients face. Are they struggling to manage customer data, follow up on leads, or track sales performance? A white-label CRM is a powerful tool to address these pain points. Tailor your pitch to highlight how the CRM provides solutions, such as better organization, automation, and improved customer insights.
2. Demonstrate Value
Your clients need to see the tangible benefits of using a CRM. Show them how it saves time by automating repetitive tasks, improves customer relationships through detailed data tracking, and ultimately drives business growth. Use data, examples, and visuals to illustrate the efficiency and ROI they can expect.
3. Provide Case Studies
Nothing builds credibility like real-world success stories. Share examples of other businesses that have used your white-label CRM to achieve measurable results. Highlight metrics such as increased lead conversions, faster sales cycles, or enhanced client satisfaction. This helps potential clients envision how the CRM can work for them.
4. Offer Trials or Demos
Give your clients a chance to experience the CRM firsthand. Offer free trials or live demos that allow them to explore the platform’s features and understand how it fits into their workflow. A hands-on experience often makes it easier for clients to see the value and commit to your solution.
5. Bundle Services
Boost the appeal of your CRM by bundling it with other services you offer, such as marketing, lead generation, or project management. This creates a comprehensive solution that addresses multiple client needs in one package, making your offering even more compelling.
Selling a white-label CRM isn’t just about pitching a product—it’s about showing your clients how it can transform their business. Watch this video to discover how you can redefine your agency’s success with AI-powered CRM software.
Why Vendasta Is the Best White-Label CRM
Vendasta stands out as a premier white-label CRM solution, uniquely catering to both agencies and local business clients. Here's why:
Dual-Purpose CRM
Vendasta offers a comprehensive CRM tailored for your agency to manage your operations and a white-label CRM that you can provide to your local business clients. 
Comprehensive Features
Vendasta's CRM boasts a suite of robust functionalities:
- Automated Pipeline Management: Efficiently track and manage sales opportunities through customizable pipelines.
- Marketing Automation: Automate email campaigns, task assignments, and follow-ups to nurture leads effectively.
- Real-Time Insights: Access analytics and reporting tools to monitor performance and make data-driven decisions.
- Centralized Customer Communication: Consolidate interactions across various channels, ensuring seamless communication.
AI-Powered Functionalities
Vendasta leverages artificial intelligence to enhance client operations:
- 24/7 Lead Capture: AI-driven web chat captures leads around the clock, ensuring no opportunity is missed.
- Customer Engagement: AI tools for agencies to handle customer inquiries and interactions, providing immediate responses and maintaining engagement even outside business hours.
Seamless Integration
Vendasta's CRM stands out for its ability to integrate effortlessly with a wide range of tools and platforms, making it a versatile addition to any agency's toolkit. This integration capability allows you to maintain a unified workflow, minimize manual data entry, and optimize productivity.
Customization and Branding
One of Vendasta’s standout features is its ability to be fully customized and white-labeled, empowering you to present the platform as your own. With just a few adjustments, you can align the CRM’s interface and branding with your business identity, including logos, color schemes, and domain customization.
Support and Resources
Vendasta goes beyond offering AI software and platforms—it provides partners with a wealth of support and training resources to ensure success.
You gain access to a dedicated support team that is ready to assist with technical issues, onboarding, and strategic guidance. Additionally, the Vendasta Academy offers extensive training materials, tutorials, and certifications, enabling partners to quickly master the platform’s features.
Ensure White-Label CRM Success
Adopting a white-label CRM can revolutionize how you manage client relationships and grow your business. The benefits are clear: you save time and resources by avoiding the complexities of software development, maintain your brand identity with customizable features, and scale effortlessly as your business grows.
However, success depends on choosing the right solution. It’s essential to consider factors like customization options, integration capabilities, support, and pricing to ensure the CRM aligns with your specific needs and goals.
Ready to take your service offerings to the next level? Explore Vendasta’s white-label CRM solution, drive business growth, enhance client satisfaction, and position your brand as a trusted industry leader. Contact us to schedule a free demo today!