White label customer relationship management (CRM) software is highly customizable and can be rebranded with your company’s logo, domain, and brand palette. It is often used for reselling, mostly by software or business consulting firms, and for developing an organization-specific CRM platform for a particular operation. The best white label CRM allows simple customization for numerous business modules, including sales, marketing, and customer service.
We evaluated dozens of providers teams use widely and came up with the 10 best white label CRM software systems:
- Bitrix24: Best free white label CRM
- AllClients: Best simple marketing solution
- SalesPype: Best for financial firms
- ActiveCampaign: Best for sales and marketing automation
- DashClicks: Best for marketing agencies
- HighLevel: Best for lead generation and nurturing
- OroCommerce: Best open-source ecommerce CRM
- Complete CRM (formerly GreenRope CRM): Best all-in-one business management solution
- Vendasta: Best for CRM resellers and wholesalers
- Soffront: Best for building industry-specific CRMs
Best White Label CRM Software Compared
Provider | Free Plan? | Our Rating Out of 5 | |
|---|---|---|---|
 | ✔ Unlimited users | $49 for five users | 4.49 |
 | ✕ 14-day free trial | $24 for one user | 4.43 |
 | ✕ 14-day free trial | $79 for one user | 4.40 |
 | ✕ 14-day free trial | $15 for one user | 4.29 |
 | ✕ 7-day free trial | $199 for unlimited users and subaccounts | 4.16 |
 | ✕ 14-day free trial | $77.60 for unlimited users and 3 subaccounts | 4.16 |
 | ✔ One user | Contact the provider for a custom quote | 4.13 |
 | ✕ | $250 for unlimited users | 3.84 |
 | ✕ 14-day free trial | $79 per user | 3.58 |
 | ✕ | $50 per user | 3.02 |
Bitrix24: Best Free White Label CRM Overall
Pros
- Offers free and relatively low-cost (starting at $49 per month for five users) white labeling and branding options
- Offers up to 50% commission for each sale
- Offers niche-specific modules for marketing, ecommerce, and project management
Cons
- Has steep learning curve because of robust and advanced features
- Does not offer custom URL and domain until the Professional plan ($199 per month for 100 users)
- Locks in lead management and project management features with the Standard plan ($99 per month for 50 users)
- You need free or low-cost white label CRM software: Bitrix24’s offers tier-based white labeling and branding options for your CRM. The free plan supports unlimited users and allows you to use a custom company name for your CRM account. Paid plans (starting at $49 per month for five users) allow you to use a custom company logo, background, URL, and domain name for your CRM system.
- You’re seeking a CRM provider with high commissions for reselling: Bitrix24’s partnership program offers up to 50% commission for every resale. You can also earn 100% from value-added services, such as CRM installation, customization, integration, training, and app development. These benefits and customization capabilities are why it’s one of the top customizable CRMs.
- You want a simpler and more intuitive white label CRM system: Bitrix24 is packed with several niche-specific and advanced features, such as ecommerce and marketing tools. While robust, its intuitiveness when designing and white labeling the CRM system is a significant disadvantage.
- Alternatives: ActiveCampaign and AllClients are two alternatives that do well for ease of use. They both offer a simple and intuitive interface that makes it much easier to operate and customize.
- You’re looking for more affordable options with a custom URL or domain name: With Bitrix24, all plans allow you to add a custom company name for your CRM account, and the Standard plan ($49 per month for five users) includes a custom logo. However, you must subscribe to the Professional plan ($199 per month for 100 users) to use a custom account URL with your own domain name.
- Alternative: SalesPype offers robust customization options for domains, branded desktop apps, and mobile apps across all plans, starting at $79 for a single user.
Bitrix24 Pricing Plans*
Bitrix24 Partner Program
- Commissions: 50% from each sale and 100% from value-added services
- Kick Start Bonus: $1,000 credit for initial Bitrix24 products
- Free leads
- Free copies of Bitrix24 subscription
- Marketing resources
*Pricing is based on annual billing based on a per-month breakdown of the plans, though monthly billing is available at a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing.
Bitrix24 account with custom company logo (Source: Bitrix24)
Our Expert Opinion
The combination of a free plan, low-cost paid plans, and solid commission rates makes Bitrix24 the best value. Most customization options, including company name, logo, brand palette, menu design, and background, are available across all plans. Other notable features include built-in tools for managing projects, tasks, quotes, invoices, and ecommerce processes. Additionally, it offers excellent commission potential for resellers that can go as high as 50%.
AllClients: Best Simple Marketing Solution
Pros
- Has easy-to-use marketing features for generating newsletters, mass emails, and automated campaigns
- Has multiple partner programs to choose from depending on business type and desire to resell or refer business
- Offers low-cost and scalable plans ranging from $24 to $96 per month
Cons
- Lacks free plan; just a 14-day free trial
- Limits sales features mainly to data storage and organization
- Lacks specialized features, such as inventory tracking, invoicing, and voice communication
- You need user-friendly marketing tools: AllClients offers simple yet practical marketing solutions. The system comes with intuitive email marketing tools that make it easy to design, send, and monitor the progress of email campaigns. Other marketing capabilities include automated drip options for follow-up and nurturing messages, a landing page designer, text campaigns, and web forms for lead submissions.
- You want a provider with several options for partner programs: AllClients provides you with multiple partner program options. These include monthly discounts from active referrals, a 20% commission plus monthly product discounts for the affiliate program, and a white label partner program that allows you to set the product pricing.
- You’re looking for a free CRM that offers white labeling options: While AllClients offers a 14-day free trial and a low-cost starting price of $24 per user monthly, it does not have a freemium option.
- Alternatives: Bitrix24 is our top recommended free white label CRM software, as it supports unlimited users and offers a 50% commission for each resale.
- You need a robust sales CRM for white labeling: AllClients is focused on marketing features and automated campaigns. Its sales features are limited to contact management and file attachments. Other providers offer a base plan with more robust sales features.
- Alternative: ActiveCampaign’s features include not just marketing, but also sales and ecommerce tools. You can access tier-based white labeling options starting at just $15 per month for one user.
AllClients Pricing Plans*
AllClients Partnership Program:
- Refer-a-Friend: $5 discount from the user’s monthly subscription for every active referral
- White Label CRM: Partner-customized product pricing; keep profits over $25 per user monthly
*Pricing is based on annual billing on a per-month breakdown of the regular plans and the White Label CRM. Monthly billing is available for a higher cost. All plans come with a 14-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing.
AllClients customizable dashboard and mobile app (Source: AllClients)
Our Expert Opinion
End users and resellers of AllClients get access to a cost-friendly, white label CRM platform with a custom logo, branding, templates, and landing pages. Its marketing tools are also simple and easy to use. There are various options for their partner program, most notably the affiliate program, which pays a 20% commission rate on resales. Agencies have complete control over the pricing they set for clients using their custom-developed CRM system.
SalesPype: Best for Financial Firms
Pros
- Offers prebuilt campaign templates plus Geo Farming tool to help financial firms search and identify nearby leads
- Has a solid partner program with commissions on first and second-tier resales
- Has multiple marketing channels, including text messaging, phone calls, ringless voicemails, and direct mail
Cons
- Lacks free plan and has a relatively high starting cost of $79 per month for one user
- Lacks features ideal for ecommerce, such as inventory management
- Charges an extra $1,000 per year for a Geo Farming tool in the White Label option
- You need a highly customizable CRM for your financial firm: SalesPype’s features and prebuilt tools make it ideal for financial firms like insurance agencies, mortgage brokers, and real estate agents. It is equipped with a Geo Farming tool that lets users search and identify nearby leads to add to the system for outreach. There’s also smart automation for workflows specific to those specialized financial verticals.
- You’re seeking higher earnings from first and second-tier resales: SalesPype has a solid partner program offering a 40% commission on first-tier sales of both white label and standard CRM products. You can also earn a 5% commission on second-tier accounts and affiliates.
- You’re looking for free or more affordable white label CRM solutions: Unfortunately, SalesPype does not offer a free option. In addition, its starting price ($79 per month for one user) is relatively high compared with other providers in this list.
- Alternatives: Bitrix24 has a free plan that supports unlimited users and allows you to use a custom company name for your CRM account. Paid plans with a custom company logo start at $49 per month for five users. AllClients is another provider that offers low-cost and scalable plans that start at $24 per month for one user and $15 per month for each additional user.
- You need access to ecommerce tools to manage your online store: SalesPype might not fit the needs of ecommerce businesses since it lacks tools needed for online store management, such as inventory and order management.
- Alternative: OroCommerce’s free open-source edition lets you access advanced ecommerce features, such as coupons, shipping rules, and upselling.
SalesPype Pricing Plan*
SalesPype Partnership Program:
- Affiliate Program: 40% recurring commissions for active accounts + 5% from second-tier accounts
- White Label Program: 40% recurring commission for all approved affiliates + 5% from second-tier affiliates
*Pricing is based on monthly billing on a per-month breakdown. Plans come with a 14-day free trial. Quarterly and annual billing options for the White Label CRM are available at a lower cost. The Fully Loaded plan only offers a monthly billing option. While we update pricing information regularly, we encourage our readers to check current pricing.
SalesPype geographic farming feature for pinpointing ideal clients within a geographic region (Source: SalesPype)
Our Expert Opinion
SalesPype offers a white label option for financial firms needing a customizable CRM. Its system customization includes domains, branded desktop applications, and branded mobile apps. Insurance agencies and real estate brokers can leverage its Geo Farming tool to locate nearby leads. Resellers can set customizable client pricing plans and earn a 40% commission on each sale.
ActiveCampaign: Best for Sales & Marketing Automation
Pros
- Offers sales, marketing, and ecommerce automation
- Offers low-cost and scalable white label options on all plans (ranging from $15 to $145 per month)
- Offers 20% to 30% commission rates and 25% to 55% discounts for agency partner programs
Cons
- Lacks free plan, only a 14-day free trial
- Requires an additional fee (starting at $39 per month) for sales pipelines, deal management, and lead scoring
- Does not offer branded account domain, forms, and landing pages until the Plus plan ($49 per user monthly)
- You want a CRM with sales, marketing, and ecommerce tools: ActiveCampaign offers tier-based tools for sales, marketing, and ecommerce automation. In fact, it’s one of the best small business CRMs for automated lead engagement. You can automate outreaches, meeting scheduling, and ecommerce processes. Plus, the platform allows you to create multistep marketing automations.
- You need a CRM with low-cost and scalable branding options: ActiveCampaign’s entry-level plan ($15 per month for one user) allows you to add a custom mail server domain. Higher plans (starting at $49 per month for one user) include a custom domain, branded forms, and branded landing pages.
- You’re looking for a free white label CRM solution: While ActiveCampaign is not necessarily expensive (ranging from $15 to $149 per month), it does not have a freemium option. Some businesses might be more comfortable starting with a free plan before scaling up to a paid subscription.
- Alternative: Bitrix24 offers the best value with its free tier, which has an unlimited user cap and robust tools for managing sales, marketing, tasks, and ecommerce.
- You need out-of-the-box deal management and lead scoring tools: ActiveCampaign’s sales pipelines, deal management, and lead scoring tools require add-on fees that start at $39 per user monthly.
- Alternatives: OroCommerce has a free open-source edition that lets you create unlimited custom workflows for opportunity management. Soffront’s Marketing & Sales Software includes built-in lead scoring at $50 per user monthly.
ActiveCampaign Pricing Plans*
ActiveCampaign Partnership Program:
- Affiliate Program: 20% to 30% recurring commission from each active subscription
- Agency Program: 20% to 30% commissions in lifetime revenue + 25% to 55% plan discount dependent on account volume
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available at a higher cost. All plans come with a 14-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing.
ActiveCampaign multistep marketing automation (Source: ActiveCampaign)
Our Expert Opinion
ActiveCampaign combines easy-to-use sales marketing automation features in one customizable platform with a drag-and-drop AI-powered automation builder. You can use it to manage deals, score leads, and deploy email campaigns. Its customization capabilities include rebranding logos, mail server domains, accounts, forms, and landing pages. Agency partners who design and resell ActiveCampaign can also expect at least 20% in recurring commissions.
DashClicks: Best for Marketing Agencies
Pros
- Has single pricing plan that supports unlimited users and subaccounts, plus full white labeling options
- Has additional revenue potential from affiliate programs and white label marketing services, such as backlinks and social media ads
- Has robust all-in-one software for CRM, reporting, website building, pipeline management, and project management
Cons
- Has relatively steep pricing at $199 per month
- Lacks marketing features, like A/B testing, blogging, and phone marketing
- Is challenging to set up and navigate because of robust features and quantity of menu options
- You’re seeking a CRM provider with unlimited income potential: With DashClicks, you only need to subscribe to a plan at $199 per month to add unlimited users and subaccounts. You can keep 100% of the profits from each subaccount you add to your main DashClicks account. Plus, you can earn a 40% commission for every software subscription from your referral link and additional marketing services.
- You need a robust CRM with lead and project management tools: Each DashClicks subscription gives you access to all of the platform’s apps, including its lead and project management tools. Other advanced features include website building, pipeline management, analytics, lead management, payment processing, forms, and a survey builder.
- You need a more affordable CRM for white labeling: DashClicks is not necessarily expensive on a per-user basis, given that it allows you to add unlimited users and subaccounts. However, its starting pricing is relatively steep at $199 per month.
- Alternatives: Bitrix24 has a free plan with unlimited users and a paid plan that starts at $49 per month for five users. Other low-cost and more scalable providers are ActiveCampaign (starting at $15 per month for one user) and AllClients (starting at $24 for one user).
- You’re looking for built-in tools for content and phone marketing: DashClicks offers forms, a website builder, and marketing performance reports, but it lacks advanced tools for blog content and phone marketing engagement.
- Alternatives: Vendasta’s comprehensive marketing plans include email campaigns, newsletters, blogging, and social media posting. Other alternatives that offer advanced content marketing tools are HighLevel and Complete CRM.
DashClicks Pricing Plan*
DashClicks
Cost:
- $199 for unlimited users and subaccounts
Key Features:
- White-labeled platform, mobile app, and help center
- CRM for contact management, communication, and segmentation
- Invoicing and payment processing with automated rebilling
- Sales funnel builder
- Drag-and-drop website builder
- Business reviews and listing management
- Lead management
- Digital marketing strategy performance reports
- Forms and surveys
- Project management
DashClicks Partnership Program:
- White Label Software: 100% profit from every subaccount added
- Affiliate Program: 40% commission for every referral, excluding subaccounts
*Pricing is based on monthly billing of the plan, which comes with a seven-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing.
Our Expert Opinion
DashClicks is an ideal white label solution for marketing agencies seeking unlimited income potential from CRM resale as one subscription allows you to add unlimited subaccounts. You can earn additional revenue from referrals and by offering white label marketing services for managing ads, SEO, backlinks, and content. Plus, you get a robust CRM with advanced features like lead management, project management, and website building.
HighLevel: Best for Lead Generation & Nurturing
Pros
- Has a full suite of tools for lead generation and nurturing, including a website builder and multichannel marketing campaigns
- Has a white label option that allows unlimited subaccounts and integrations
- Has affiliate program with 40% first-tier commission and 5% second-tier commission
Cons
- Doesn’t offer branding options until the Unlimited plan ($238 per month)
- Has steep learning curve because of comprehensive sales and marketing features despite intuitive interface
- Charges separate fees (starting at $398 per month plus $99 one-time enrollment fee) for the white label mobile app
- You need a white label marketing CRM for lead capture and nurturing: HighLevel is equipped with a robust set of tools for lead capture, such as appointment scheduling, forms, surveys, landing pages, and a website builder. You can also nurture leads with automated campaigns via phone, voicemail drops, text messaging, emails, and social media messaging.
- You’re an agency looking for unlimited income potential from CRM sales: HighLevel’s white label marketing CRM allows agencies, consultants, and marketers to add unlimited subaccounts to their main accounts. This means there is no increase to their monthly subscription no matter how many customers sign up. Its affiliate program also has a commission rate of up to 45% from each active referral.
- You’re looking for a CRM with more affordable rebranding options: HighLevel’s white label option provides much value with its unlimited subaccount allocation and robust marketing features. However, this option requires a subscription to the Unlimited plan ($238 per month), which is relatively higher priced than other providers that offer the same features on this list.
- You want a simpler CRM with little to no learning curve: While HighLevel has an intuitive interface, it has lower usability because of its comprehensive sales and marketing features.
- Alternatives: ActiveCampaign and AllClients have simple and intuitive interfaces that are easy to learn and navigate for all users, regardless of technical experience.
HighLevel Pricing Plans*
HighLevel Partner Program:
- Affiliate Program: 40% monthly recurring commission for first-tier referrals
- Second-tier Referrals: 5% recurring commission
- HighLevel Certifications: 40% commission
*Pricing is based on annual billing on a per-month breakdown of the plans, though monthly billing is available at a higher cost. All plans come with a 14-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing.
HighLevel branded CRM with AI-powered text messaging (Source: G2)
Our Expert Opinion
HighLevel is an excellent white label marketing solution for agencies looking for unlimited income potential. There’s no cap on the number of users, subusers, and contacts. Plus, it has solid lead generation and nurturing features, which include page builders and multichannel marketing campaigns. Agencies can also earn up to 45% from successful referrals.
OroCommerce: Best Open-source Ecommerce CRM
Pros
- Open-source CRM with advanced ecommerce tools, such as coupons, upselling, shipping rules, and payment rules
- Free marketing capabilities for managing search engine optimization (SEO) and creating landing pages
- Unlimited custom workflows for customer account registration, sales quote creation, and opportunity management
Cons
- Resale commission rates are unclear; a professional partnership requires a one-time fee of $5,000
- No mobile apps
- Clunky interface, complex configuration, and outdated online resources
- You want to rebrand and resell an ecommerce CRM: OroCommerce, built on the OroCRM platform, is a top open-source CRM with advanced ecommerce features. These include tools for marketing, customer retention, and online store management. You can also create personalized access permissions, payment and shipping options, and purchase experiences for customers.
- You’re looking for free marketing tools: OroCommerce comes with a robust set of features, including marketing tools such as SEO management, a landing page builder, and content templates. You can also use it to track customer website behavior and conduct a Recency, Frequency, and Monetary (RFM) analysis to identify your top customers.
- You want a CRM provider with a more structured partner program: OroCommerce isn’t ideal for consultants, agencies, and CRM resellers as the commission rates and referral fees are unclear. Plus, you must pay a one-time fee of $5,000 to become a Professional Solution Integrator.
- Alternative/s: Among the providers in this list, Bitrix24 offers the most generous and clear-cut terms for its partner program. You can earn up to 50% in commission from each sale, plus 100% from value-added services. You’ll also get a $1,000 credit that you can use to purchase your initial Bitrix24 products.
- You need a white label CRM with mobile apps: OroCommerce currently has no mobile apps and only has a desktop version. This can be a downside for businesses needing a mobile CRM to track sales data and for field sales reps like those in pharmaceutical sales.
- Alternatives: The best alternatives for mobile CRMs include SalesPype, AllClients, and DashClicks.
OroCommerce Pricing Plans*
OroCommerce Partner Program:
- Professional Solution Integrator: Consultancy and joint marketing opportunities; requires a $5,000 one-time partnership fee
- Referral Program: Commission for every successful referral
*While we update pricing information regularly, we encourage our readers to check current pricing.
OroCommerce’s seller dashboard (Source: Oro Inc.)
Our Expert Opinion
OroCommerce is both a white label and an open-source CRM system, meaning developers can take the platform’s code and alter it to their organization’s unique requirements. It lets business-to-business (B2B) and business-to-consumer (B2C) companies create a tailored ecommerce platform using its code. You can customize it to manage your sales and marketing, including features for leads, accounts, campaigns, and SEO.
Complete CRM: Best All-in-One Business Management Solution
Pros
- Has an all-in-one business management platform with sales, marketing, and operations features
- Provides complete control over rebranded software and pricing
- Allows unlimited users for all plans
Cons
- Lacks free plan and is relatively expensive starting at $250 per month
- Charges additional fee of $99 per month for custom branded mobile app
- Charges an extra $99 per month or requires a subscription to Single White Label Account (starting at $499 per month) for a dedicated IP address
- You need an all-in-one CRM with business management features: Complete CRM is an all-in-one CRM with sales, marketing, and operations features rolled into one platform. The standard features include lead and deal management, sales forecasting, and marketing automation. The operations module comes with tools for managing projects, events, customer service operations, and employee skills development.
- You want complete control over software pricing and rebranding: With Complete CRM, you have the flexibility to tailor the system precisely to the needs of your organization and users. You can even remove features that are not needed to create a more simplified interface. Once subscribed to any plan, you can set your pricing for your white label and rebranded software.
- You’re looking for a more affordable option with custom branding capabilities: Complete CRM does not offer a freemium option, and although its plans support unlimited users, they are relatively expensive. The White Label Account costs $250 per month and only allows you to add up to five subaccounts, while the Single White Label Account starts at $499 per month.
- Alternatives: Bitrix24’s free plan allows you to use a custom company for your CRM account, while its paid plans (starting at $49 per month for five users) offer more customizations for logo, URL, and domain. ActiveCampaign, on the other hand, lets you create branded forms and landing pages starting with its Plus plan at $49 per month for one user.
- You want a white label package that includes custom-branded mobile apps: Unfortunately, Complete CRM’s packages do not include custom branding for mobile apps. You have to shell out an additional $99 per month for this feature.
- Alternatives: SalesPype, AllClients, and DashClicks all come with out-of-the-box capabilities for rebranding mobile CRM apps.
Complete CRM Pricing Plans*
Complete CRM Partner Program:
- Complete control over rebranded CRM
- Complete control over pricing
*Pricing is based on annual billing on a per-month breakdown of the plans. Monthly billing is also available for a higher cost. While we update pricing information regularly, we encourage our readers to check current pricing.
Our Expert Opinion
Complete CRM truly exhibits its name by being both a comprehensive sales management solution and white label option. Both end users and resellers can design custom login pages, support unlimited users and emails, and create certification courses for your specific CRM. As far as CRM features go, CompleteCRM is a sales, marketing, and operations platform built into one system. It also offers special features, such as project management, blogging, and an LMS.
Vendasta: Best for CRM Resellers and Wholesalers
Pros
- Has features that are specifically designed for CRM resellers, wholesaling, and vendor businesses
- Includes white labeling for both desktop and mobile apps in all features
- Offers comprehensive plans for vendor marketing and advertising
Cons
- Doesn’t offer customizable client portal login URL until the Professional plan ($399 per month)
- Locks in multibranch support and customizable reports with the Premium plan ($799 per month)
- Has relatively expensive vendor plans (starting at $499 per month)
- You are a CRM software reseller or wholesaler: Vendasta’s main platform has specialized features for CRM resellers, wholesalers, and vendors. Aside from white labeling for desktop and mobile apps, it offers tools like automated recurring payments, fulfillment services, client portals, and project management. It even lets you sell your white labeled app on the Vendasta Marketplace.
- You need multichannel marketing for your white labeled CRM: Vendasta offers comprehensive marketing and advertising plans for vendors. Its services include email campaigns, newsletters, guest blogging, social media posting, and managing online reviews. Advanced features include podcast ads, in-platform ads, press releases, and local advertising.
- You need low-cost tools for customizing client portals: All of Vendasta’s plans allow you to white label its desktop and mobile CRMs. However, you cannot customize client portals until the Professional plan, which costs $399 per month
- Alternative: Soffront’s CRM Software ($65 per user monthly) includes a customizable customer portal on top of its sales and service automation capabilities.
- You manage more than one business location: Vendasta supports multiple business branches, but this capability is not available until the Premium plan at $799 per month. Other providers in this list offer this feature at a much lower cost.
- Alternative: Bitrix24’s Enterprise plan is a much more affordable alternative offering multiple branch management features at $399 per month for 250 users.
Vendasta Pricing Plans*
Vendasta Partner Program:
- Affiliate Program: Up to 30% commission from subscription revenue for two years
- Vendor Platform: Volume discount on Vendasta products and resell at a markup
*Pricing is based on annual billing on a per-month breakdown of the plans. Monthly billing and enterprise-level options are available for a higher cost. CRM plans come with a 14-day free trial. While we update pricing information regularly, we encourage our readers to check current pricing.
Vendasta white labeled business app (Source: Vendasta)
Our Expert Opinion
Vendasta is unique because it has features for teams to customize their CRM for end use, resale, and wholesale. In addition to agencies or consultants supporting their business clients with a branded CRM, they can create a generic CRM for other resellers to distribute using the Vendor add-on platform. Some useful advertising tools include social media posting, press releases, ads on the Vendasta website, and a branded case study.
Soffront: Best for Building Industry-specific CRMs
Pros
- Can rebrand and create industry-specific CRMs and resell under your own pricing
- Has an all-in-one automation system for sales, marketing, and customer service
- Includes project and knowledge management features in the CRM software
Cons
- Charges a $2,000 setup fee for the White-labeled Partner Program; Charges $300 monthly for the Business Partner Program
- Is challenging to navigate and customize because of clunky system interface; outdated online resources
- Only offers phone dialer in the Marketing & Sales Software ($50 per user monthly)
- You want to rebrand and resell industry-specific CRMs: Software developers can use Soffront to build industry-specific solutions with custom domains, data tables, workflows, and forms. Agencies can also rebrand and resell it using their own pricing. You can add a custom logo and brand palette to its interface, plus tailor the CRM menu to meet your navigation requirements.
- You need a white label solution for sales, marketing, and service automations: Soffront’s White Labeled Partner Program includes a full-featured CRM with sales, marketing, and customer service automations. Some of the sales features include automated quote generation, follow-ups, and record management. For marketing, there are campaign designer tools with lead automation features. Finally, the customer service features include a self-service portal and automated communication.
- You’re looking for a CRM partner program with no upfront fees: While Soffront’s plans are relatively low-priced starting at $50 per user monthly, its White-labeled Partner Program requires a setup fee of $2,000. Plus, you need to pay $300 per month to join its Business Partner Program.
- Alternative: Bitrix24’s partner program does not require any membership or setup fees. You just have to start selling the product within 90 days of signing up with the program, or else your membership will be revoked.
- You need a CRM system with a simple interface for easier customization: One of the main issues with Soffront is platform usability. Many users report that navigating the interface and customizing the white label CRM components is challenging.
- Alternatives: ActiveCampaign and AllClients are among the best alternatives for users who need the easiest platform to operate, navigate, and customize.
Soffront Pricing Plans*
Soffront Partner Program:
- Referral Program: 20% monthly recurring commission
- Business Partner Program: $300 monthly fee to get access to free promotion for your CRM distribution
- White-labeled Partner Program: $2,000 one-time setup fee; resell Soffront’s CRM and Marketing Platform at your own pricing
*Pricing is based on monthly billing on a per-month breakdown of the plans. While we update pricing information regularly, we encourage our readers to check current pricing.
Soffront account management with Kanban-style pipeline (Source: Soffront)
Our Expert Opinion
Soffront lets developers build out industry-specific solutions for their customers, and agencies can resell it using their own pricing, plus earn 20% commission referrals. Another characteristic that makes this provider unique is its all-in-one automation capabilities. Both end users and resellers can create workflow automations for sales, marketing, and customer service, as well as project management.
How We Evaluated the Best White Label CRM Software
To determine the best white label CRM providers, we evaluated the specific features within the platform, such as marketing automation, integration options, and reporting tools. We also looked at the level of customization and rebranding a reseller could complete when white labeling the CRM. Finally, we evaluated partnership programs in terms of commission opportunities along with other critical product attributes such as price and customer support.
25% of Overall Score
We looked at overall features that are crucial to a white label CRM. For instance, platform customization, rebranding, and prebuilt campaign templates are essential to helping an organization create its own CRM system or a product for a client. We also evaluated the availability of third-party CRM integrations for data synchronization and centralized workflows—enabling end users or resellers to maximize CRM functionality. Other capabilities we evaluated are reporting, email management, appointment scheduling, and mobile access.
20% of Overall Score
We examined each CRM deeper regarding advanced CRM features, which include workflow and marketing automation, text messaging, drag-and-drop editor, and website builder. Other advanced tools include form builders, calendar tools, and project management modules. We also looked at sophistication in terms of customizing the white label CRM. Rather than just logo and brand palette customization, we wanted to see tailoring for internet protocol (IP) addresses and URL links.
20% of Overall Score
Pricing considered free plan and/or free trial availability and various scalable pricing options businesses could afford as they grow. We also looked at the availability for a subscriber to either pay monthly or save by paying annually. Finally, we looked at the costs of using the white label features, and costs associated with signing up for a partner program to resell your CRM.
15% of Overall Score
Based on our personal experience of using the CRM platforms and testimonials from third-party review sites, we assessed the intuitiveness and scalability of each provider’s interface. We considered the simplicity of the navigation setup, feature organization, built-in automation, and onboarding implementation.
10% of Overall Score
Excellent customer support helps prevent poor user experiences or technical issues a small business may encounter while using any of these CRMs. This was evaluated in terms of customer service hours and the availability of support through phone, live chat, and email. We also looked at self-service resources users can access, like knowledge base articles, tutorials, user forums, and FAQ pages.
10% of Overall Score
In addition to firsthand experience with these CRM systems, we looked into what actual users say about each provider according to online reviews from trusted sites. This category helps us better understand how users feel about the product’s features, platform ease of use, and value customers feel the gain from each CRM.
Frequently Asked Questions (FAQs)
A white label CRM is a generic platform that allows businesses to create a branded CRM for their own use or to resell to other businesses. Highly customizable, these platforms let you tailor data fields, features, and branding to your needs. They are often used to enhance marketing or sales consulting services, providing added value to clients.
The main benefit of a white label CRM is the ability to fully customize the system to meet your unique business and data needs. You can also rebrand the CRM for your own business or for other organizations, allowing you to resell it as part of a consulting or agency offering. However, potential challenges include the initial cost and the learning curve associated with implementing the system.
A white label CRM allows rebranding for reselling purposes. Additionally, most white label systems use low-code solutions, such as drag-and-drop functionality, the ability to upload logos like a file, and simple copywriting to enter information into the interface. An open-source CRM, merely has a specific CRM software code that is openly available for configuration and programming. They are usually more complex and require programmers for customization.
Bottom Line
White label CRMs let organizations easily create a branded CRM with their data and functionality requirements. Agencies and businesses can also use white label elements, such as branding capabilities, to develop and resell a CRM system that meets their client needs. While Bitrix24 is our pick for the best white label CRM, other products on this list may be the best for your business in terms of pricing or functionality attributes.
