Contacts and companies
Every person and business in one place, with tags, custom fields, a timeline, duplicate warnings and CSV import and export.
Products/CRM
Resell White-Label CRM Under Your Brand
A full sales CRM for any small business: contacts, companies, deals, tasks, email, an AI assistant and automations. Sold from your store, under your name, at your price.
- $15Per client, per month
- $0Setup cost
- 6Apps add contacts
- AIAssistant built in
It fills itself
Why CRM Reselling is Your Next Big Opportunity
A CRM only works if it stays full. When a client also uses your other apps, their customers land in it with no typing.
AI Receptionist
Every lead and booking, with the conversation.
Appointment Booking
Everyone who books, with bookings and cancellations.
Invoicing
Everyone they invoice, with invoices sent and paid.
Business Phone
Callers, with calls, missed calls and voicemails.
AI Smart Forms
Everyone who fills in a form, with their answers.
Their website
Everyone who sends the contact form on their WordPress site.
Six Tools That Run Your Clients' Sales Operation
Everything a small sales team works in every day, under your brand.
Drag-and-drop deals
A pipeline board with a column for each stage, showing its deal count and value. Stage names, colors and order can all be changed.
Tasks and calendar
Tasks with priorities and due dates, plus a calendar with monthly, weekly and daily views, reminders and repeat schedules for events.
Email with templates
Send email, save drafts and reuse templates, with an Opened badge on what gets read. They add SMTP or SendGrid details first.
AI Assistant
Opens beside their work and knows their contacts, deals and tasks. Ask what is closing this week, or have it draft a follow-up email.
Automations
Workflows run on their own when a contact is added, a deal moves, an email arrives, a task is finished or a tag is added to a contact.
See it in action
Real screens from the CRM your client logs in to, under your brand. The records shown are sample data from the live demo.
Pipeline value, won and lost deals and win rate.
Better with your other apps
When a client owns both apps, the connection switches on by itself. There are no API keys to copy, and each one has its own on/off switch.
AI ReceptionistEvery lead and booking arrives as a contact, with the conversation on their timeline.
Appointment BookingEveryone who books becomes a contact, with bookings and cancellations on their timeline.
InvoicingEveryone invoiced becomes a contact, and any contact or deal gets a Create Invoice button.
Business PhoneCallers become contacts, with calls, missed calls and voicemails on their timeline.
Document SignerEveryone who signs becomes a contact, with the signed document on their timeline.
Cloud StorageEach contact gets a Files button for its own folder, with share links in one click.
AI Smart FormsEveryone who fills in a form becomes a contact, with their answers on their timeline.
Reputation ManagementEvery contact with an email gets an Ask for Review button.
Their websiteA contact form on their WordPress site adds each sender as a contact and emails the business.
Give Every Client a CRM Automatically
Your signup form can create the client and their CRM with nobody logging in to your panel.
WhenSomeone fills in your form
Our APICreates their client account
ResultSet-password email goes out
WhenTheir account is ready
Our APIActivates their CRM
ResultLogin details come back to you
WhenYour report runs
Our APIPulls every active client
ResultYour records stay up to date
Four billing periods, your retail price
You pay wholesale from your wallet and keep the difference. The retail prices shown are examples, you set your own.
Monthly
$15 per client, per month You charge $49, keep $34 69% marginQuarterly
$40 per client, every 3 months You charge $129, keep $89 69% margin6 months
$75 per client, every 6 months You charge $249, keep $174 70% marginAnnual
$140 per client, per year You charge $449, keep $309 69% marginEvery period includes the full CRM. No commissions and no transaction fees on top of wholesale. Volume discounts unlock as your wallet grows.
How a client gets set up
There is nothing to install. Your client is signed in and ready to go.
Step 1
Buy from your store
The client picks a billing period on your storefront, or you order it for them in your Marketplace. Nothing needs to be installed.
Step 2
Open it signed in
They open it from their account on your store, already signed in, and land on a dashboard that carries your brand, not ours.
Step 3
Bring in their contacts
They import contacts, companies, deals and tasks from CSV, with field mapping and duplicate checks, or add records by hand.
Common questions
Straight answers for resellers. Anything else, read the docs or talk to us.
Does the client see ResellPortal anywhere?
No. They open the CRM from their account on your store, already signed in, in your brand.
How does the CRM reseller program work?
You pay $15 a month wholesale per client and set your own retail price. Clients buy on your store, or you order it for them in your Marketplace.
Does it connect to my other apps?
Yes. Invoicing, Appointment Booking, AI Receptionist, Document Signer, Business Phone and AI Smart Forms add contacts automatically. Invoicing and Reputation Management also add buttons inside the CRM.
Can clients bring their existing data?
Yes. Contacts, companies, deals and tasks import from CSV with field mapping and duplicate checks, and any list can be exported to CSV.
Does email work straight away?
The client adds their own SMTP or SendGrid details in Settings first. After that they can send email, reuse templates and see when an email is opened.
Can prospects try it first?
Yes. CRM has a Demo button on its product card on your store, so prospects can try it without signing up.
What does it cost me?
Only the wholesale price, taken from your wallet: $15 a month, $40 a quarter, $75 for 6 months or $140 a year per client. You set the retail price and your client pays you directly through Stripe or PayPal.
Start selling CRM today
Open your reseller account, set your price and add your first client. $20 to start, no monthly fees, no contracts.