Contacts and companies
Tags, custom fields, a timeline, duplicate warnings and CSV import.
White Label CRM
White Label CRM for Agencies and Resellers
Sell a full sales CRM under your own brand: contacts, companies, a drag-and-drop pipeline, tasks, email, an AI assistant and automations. Your clients sign in on your store, and you set the price.
- $15Wholesale a month
- AIAssistant built in
- 5Apps add contacts
- $0Monthly platform fee
Quick answer
What is a white label CRM?
A white label CRM is customer relationship software an agency sells to its clients under its own brand. The client manages contacts, deals and tasks in an app with the agency's name on it, and the agency sets the price.
With ResellPortal, that means
- Contacts, companies, deals and tasks
- An AI assistant and automations built in
- $15 a month wholesale per client
- Your brand on the app and the sign-in
Real screens
Your CRM, on every screen
What your clients see on your store. The screens show Apex Digital, our sample reseller, with sample data.
Pipeline value, won and lost deals and the win rate.
A Full CRM, Not a Contact List
Everything a small sales team uses every day, with AI built in.
Your CRM
Every Contact and Deal in One Place
Contacts and companies with a full timeline, a drag-and-drop pipeline, tasks and a calendar, all under your brand on your store.
- CSV import with duplicate checks
- Email with templates and opens
- AI assistant and automations
Drag-and-drop deals
A pipeline board with a column per stage, showing deal count and value.
Tasks and calendar
Priorities and due dates, with monthly, weekly and daily calendar views.
Email with templates
Send email, reuse templates and see an Opened badge on what gets read.
AI Assistant
Knows their contacts, deals and tasks. Ask what is closing this week.
Automations
Workflows run when a contact is added, a deal moves or a task is done.
Follow One Lead Through the CRM
What happens when a client owns the CRM and a few of your other apps. Every step runs on its own.
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Step 1 · AI Smart Forms
A quote request comes in
Someone fills in a form on the client's website. AI scores it hot, warm or cold and replies within a minute.
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Step 2 · CRM
They land in the CRM
The person and their answers become a contact with a timeline, ready for the owner to add a deal.
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Step 3 · AI Receptionist
They call back, and it is logged
The AI receptionist answers, books the visit and adds the conversation to the same contact.
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Step 4 · Invoicing
The job is invoiced
A Create Invoice button on the contact opens Invoicing already filled in. Sent and paid invoices go on the timeline.
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Step 5 · Reputation Management
Paid, then reviewed
When the invoice is paid, the customer gets a review request, and the contact gets an Ask for Review button.
A CRM That Fills Itself
When a client also owns these apps, they connect to the CRM on their own. There is nothing to set up, and each connection 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.
Wholesale prices
Buy the CRM at wholesale and set your own price
Your wallet pays wholesale for each client. Your client pays your price, straight into your own Stripe or PayPal.
$15CRM wholesale a monthPer client, taken from your wallet.
$49Your priceThe suggested retail price. You set your own.
$34You keepEvery month, on every client, while they stay subscribed.
Also sold quarterly ($40), every 6 months ($75) and yearly ($140) at wholesale.
Your price, your margin
Set one margin for every product or price the CRM on its own. Change it any time.
Paid straight to you
Clients pay into your own Stripe or PayPal account. We never touch your revenue.
No monthly platform fee
No subscription to ResellPortal. You only pay wholesale for active clients.
Works with your other apps
Invoicing, bookings, the AI receptionist, e-signature and phone add contacts on their own.
Who Buys a CRM From You
Any small business that sells, follows up or books customers.
Service businesses
Contractors, agencies and consultants tracking quotes and jobs from lead to paid.
Small sales teams
A shared pipeline, tasks and email without paying per seat for a big CRM.
Clients of your other apps
Bookings, invoices and receptionist leads flow into the CRM on their own.
Businesses leaving spreadsheets
CSV import with field mapping and duplicate checks gets them moved in minutes.
Start Selling a CRM in 4 Steps
There is nothing to install and no data migration for you to run.
Step 1
Create your account
Sign up free and add $20 to your wallet. The wallet pays our wholesale price whenever a client starts or renews.
Step 2
Make it yours
Add your logo and colours and connect your domain. The CRM and its sign-in show your brand.
Step 3
Set your CRM price
Switch on the CRM and set your price on top of wholesale, monthly, quarterly or yearly.
Step 4
Clients sign in and sell
Clients pay you by card or PayPal and open the CRM from their account on your store, already signed in.
Apps That Fill the CRM for Them
These connect to the CRM on their own when the same client owns both.
CRM System
Contacts, deals, tasks and email in one sales CRM, with an AI assistant and automations.
From $15/moView product→Invoicing with AI
Estimates, invoices and Pay Now links with AI pricing and automatic payment reminders.
From $10/moView product→Appointment Booking
Customers pick a service, time and provider online, and reminders go out on their own.
From $20/moView product→AI Receptionist
Answers website chats and phone calls 24/7, books appointments and captures every lead.
From $15/moView product→E-Signature Software
Contracts sent, signed and filed: upload a PDF or draft one with AI, then send.
From $8/moView product→Business Phone
Local and toll-free numbers with forwarding, voicemail transcripts and a phone menu.
From $10/moView product→White Label CRM: Common Questions
Quick answers before you start reselling a CRM.
What is a white label CRM?
Customer relationship software an agency sells under its own brand. The client manages contacts, deals and tasks in an app with the agency's name on it, and the agency sets the price.
Will my clients see ResellPortal?
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 other apps?
Yes. Invoicing, Appointment Booking, AI Receptionist, Document Signer and Business Phone add contacts automatically when the same client owns both apps.
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. The CRM has a Demo button on your store, so prospects can try it without signing up.
What does it cost me?
$15 a month, $40 a quarter, $75 for 6 months or $140 a year per client, from your wallet. There is no monthly platform fee.
Start Selling a CRM Under Your Brand
Create a free account, switch on the CRM and set your price. $20 to start, no monthly platform fee, no contracts.