White‑label CRM for marketing agencies

A CRM on its own is just software. What your clients need is a lead-to-close system that answers, follows up and books every lead, under your brand. Here's how to choose one.

Buyer's guide · Updated November 2026

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The short answer

If your agency has its own CRM specialist, reselling the software yourself is the cheapest route. If you don't want to learn, set up or support it, pick a service that builds each client account, handles texting approval and answers your tickets. SellableCRM is that service: $175 a month per live client, about 40 minutes of your time per client, fully under your brand.

The leads are fine. The follow-up isn't.

A form comes in at 9:42 pm and gets a call back the next afternoon. A missed call goes to voicemail, and the caller rings the next company. Nobody chases the no-show.

To your client, that looks like bad leads. The blame lands on you, and it costs you the retainer, over something you never controlled.

A lead-to-close system fixes everything after the inquiry: an instant reply to every lead, follow-up until they respond, booking with reminders, and a monthly report showing your client what happened to every lead you sent. Because it carries your brand, it becomes part of your package, not another vendor your client has to manage.

Three ways to offer a white-label CRM

They differ less in features than in who does the work. For a small agency, that usually decides it.

 
Resell the software yourself
Hire a contractor
SellableCRM
Who builds each account
You or your team
The contractor, to your spec
Our team, from one tested system
Texting approval
You
Sometimes, often extra
We register it and fix carrier requests
When something breaks
You become the support desk
Depends on the contract
Tickets answered in 4 business hours
Your time per client
Hours to days of setup
Briefing, review and checking
About 40 minutes
How you pay
Monthly platform fee plus usage
Hourly or a retainer
$175 per live client, $300 setup
Best for
Agencies with an in-house specialist
One-off builds and custom projects
Agencies that want it handled
Contractor vs. SellableCRM in detail

Eight things to check before you sign

Ask every provider these. Our answers are under each one, so you have something to compare against.

Is it white-label everywhere?Texts, logins, booking pages and reports should all carry your name, not the provider's.
OursYour client sees your brand only. We never contact your clients.
Who does the setup?"White-label" sometimes means a blank account and a help center.
OursOur team builds, personalizes and tests every account before go-live.
Is texting approval handled?US business texting needs carrier registration per client. It's where most setups stall.
OursWe register it and fix anything carriers ask for. Email, booking and chat go live first.
How fast is support, and for whom?Check whether support is for you, your clients, or neither.
OursTickets in 4 business hours, Mon–Fri, 9am–6pm Eastern. You stay the point of contact.
What happens if you leave?You want your clients' leads and conversations, not a locked account.
OursCancel any client from your hub. Full export of every lead and conversation.
Can you pause a client?Seasonal clients and slow months happen.
OursPause any time. No charge while paused.
Is usage billed clearly?Texts, calls and email cost money somewhere. Find out where.
OursItemized per client on one invoice. Typically $15–30 a month.
What isn't included?A good provider lists it plainly, so there are no surprises.
OursAds, SEO, websites, content writing and bulk promotions stay with you. Custom work is $40 an hour, quoted first.

The whole lead-to-close system, in every account

The same six core features for every client from day one, add-ons switched on per client, and the tools your client's team uses every day.

6Core features, always on

  • Instant reply by text and email
  • Missed-call text-back
  • Lead nurture until they reply or book
  • Team alerts, with a backup contact after 15 minutes
  • Booking with 24h and 2h reminders
  • No-show recovery

7Add-ons, free to switch on

  • Review requests
  • Quote follow-up
  • Service reminders
  • Referral ask
  • Keyword replies
  • Old-lead reactivation
  • AI chat and voice agent (pay per use)

7Tools in every login

  • CRM and pipeline
  • Inbox for every channel
  • Calendar
  • Google reviews
  • Content scheduling
  • Tasks
  • Surveys and quizzes

Every account also comes with a lead form, booking page, landing page and website chat, ready on day one. It runs on HighLevel, which our team sets up and supports, so you never have to learn it.

What it costs, and what you can charge

Billed per client, and only once the client is live.

Pricing

Per live client, monthly$175
One-time setup, per client$300
Usage: texts, calls, email~$15–30 / mo
AI chat and voice agentPer use, if on
Custom work, quoted first$40 / hour
Paused clients$0
The monthly fee starts when a client's first channel goes live. All clients on one invoice, in US dollars.

Example: a local plumber's package

Google Ads management$900
Local SEO$600
Lead-to-close, under your brand+$500
New monthly retainer$2,000
Example figures. You set the price. It costs you $175 a month per live client, plus usage. Charge $500 and you keep $325 a month for that client; charge $1,000 and you keep $825.

Who this is for

A good fit

  • Owner-led agencies of 1 to 5 people
  • Doing ads, SEO, social or websites for local service businesses
  • Clients who get leads but reply slowly
  • You don't want to learn a CRM or hire someone who knows one

Probably not a fit

  • Agencies with an in-house CRM team and their own templates
  • Clients who want bulk promotional blasts
  • Projects that are mostly custom builds, not a standard system

A whole team for less than one hire

What it costs each month to run lead-to-close for five clients.

Hire locally ~$5,500/month

One CRM specialist's base salary, at the US average of $66,146 a year.

  • Plus payroll taxes and benefits
  • Plus software to buy and learn
  • Plus your time managing them
Hire contractors or freelancers $10–100/hour

Typical rates in HighLevel job posts. Every build, fix and change is billed time.

  • Plus software you pay for
  • Support stops when the project ends
  • Your clients wait on one person
Lowest cost SellableCRM $875/month

Five live clients at $175 each. Plus $300 one-time setup per client and usage, typically $15–30 a month.

  • A dedicated team, setup and testing
  • Texting approval and support included
  • No hiring, no managing, no training
Book a demo

Example for five clients. Local hire: PayScale, average US CRM specialist base salary, 2026. Contractors: HighLevel job posts on Upwork, November 2026. Your costs will differ.

Questions agencies ask

What is a white-label CRM for marketing agencies?
A CRM your agency offers to its clients under your own brand. The client sees your name on texts, logins and reports, and the provider behind it stays invisible. SellableCRM goes further: our team sets up and runs the whole lead-to-close system in each client's account.
Do I need to learn the software?
No. Your part is a 10-minute form and a 30-minute setup call per client. Our team builds, tests, registers texting and maintains every account, and handles change requests like new hours or lead sources.
Will you contact my clients?
No. You stay the point of contact. Your client logs in to an account with your brand, gets reports with your brand, and never hears from us.
What does my client need to provide for texting?
US business texting needs the client's business registration details, and approval takes a few days. Email, booking, website chat and reminders can go live before that.
What happens to the data if we stop working together?
Cancel any client from your hub, no call required. The service stays active until the end of the billing period, and you get a full export of every lead and conversation for that client.
How much does it cost?
$175 a month per live client, plus $300 one-time setup per client. Texts, calls and email are passed through as usage, typically $15–30 a month per client. Custom work is $40 an hour, quoted in advance. All prices are in US dollars.

Start with one client.

Choose the client with the highest lead volume and the slowest response times. We’ll set everything up under your brand.

Book a demo