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 CRMs will allow simple customization for modules that cover numerous business functions, including sales, marketing, and customer service.
We evaluated dozens of white label CRM systems teams use widely and came up with the top eight providers:
- Best overall: ActiveCampaign
- Best choice for the finance industry: SalesPype
- Best for end-to-end process automation: Soffront
- Best option for all-in-one business management: CompleteCRM (formally GreenRope)
- Best value: Bitrix24
- Best open source system: OroCRM
- Best for CRM vendors: Vendasta
- Best marketing white label CRM: AllClients
Best White Label CRM Software Compared
Provider | Our CRM Rating | Starting Price* | Key Features | Partner Program |
---|---|---|---|---|
4.85/5 | $29 per month | Sales and marketing automation | 20-30% resell commission and 25-55% volume discounts | |
4.44/5 | $79 per month plus $25 per user, per month | Automations and campaign templates specific for financial companies | 40% resell commission | |
4.37/5 | Free to $49 per user, per month | Sales, marketing, service, and project management automation | 20% commission—but requires setup fees | |
4.35/5 | $499 setup fee | White label customization for sales, marketing, and operations | Not indicated on website | |
4.20/5 | Free to $46 per month | Low-cost customization with sales, marketing, and projects features | Up to 50% commission on resales | |
4.20/5 | Must contact for pricing | Tailorable open source code for CRM and ecommerce platforms | Not indicated on website | |
4.15/5 | Free to $299 per month | Custom, white label CRM plus add-ons for wholesaling | 20-30% commission on resales | |
3.73/5 | $29 per month | Email marketing, campaign automation, and landing page designer | 20% commission on resales | |
*Based on annual billing; monthly billing is also available for slightly higher rates.
Pro tip: Small business CRMs are cost-friendly and have easy-to-use, essential features for managing leads, sales data, marketing campaigns, and tasks. To find the best product for your organization, check out our guide on the best small business CRMs.
Featured Partners: Customer Relationship Management Software
ActiveCampaign: Best Overall White Label CRM
Pros
- White label options are available on all plans
- Solid commission rates and discounts for agency partner programs
- Includes features for sales and marketing
- Robust automation capabilities
Cons
- Most CRM branding options require Enterprise plan
- No free plan
- Not ideal for using or reselling to larger teams as the number of users is capped at 10
White labeling ActiveCampaign gives consultants and resellers an easy solution to designing and distributing a CRM for their client’s unique requirements. The customization capabilities include rebranding logos, hypertext markup language (HTML) links, and uniform resource locator (URL) links. The platform can also create custom objects and design an email server within the system. Agency partners who design and resell ActiveCampaign can also expect hefty commissions—starting at 20%–which includes recurring business.
As for CRM features, users can create, send, and automate email marketing campaigns for distributing newsletters, sales introductions, and company updates. Additionally, ActiveCampaign comes with lead scoring tools and predictive sending, which sends emails to contacts at what the system considers “an optimal time.” There are also predictive content features, such as automations that identify which content will likely convert specific leads.
ActiveCampaign is the best overall white label CRM platform because it combines solid automation features, marketing capabilities, and ease of use when redesigning the system. It also stands out for its generous commission rates that resellers can earn closing deals and selling ActiveCampaign to others.
ActiveCampaign, unfortunately, caps the total number of users on the highest Enterprise plan at 10 team members. This is not ideal if an agency, consultant, or developer targets larger businesses to sell their white label CRM system. SalesPype is the best white label alternative that allows unlimited users on all plans.
ActiveCampaign Pricing at a Glance*
- Lite: $29 per month (up to one user)
- Plus: $49 per month (up to three users)
- Professional: $149 per month (up to five users)
- Enterprise: Contact for pricing (up to 10 users)
- Partner Program: 20-30% commissions (including recurring revenue), 25-55% plan discount depending on account volume
- Free trial: 14 days
*Pricing is based on annual billing. Monthly billing is also available for a higher cost. Pricing is based on the number of contacts stored. The prices shown are for 1,000 contacts.
SalesPype: Best for the Finance Industry
Pros
- Unlimited users allowed on white label plan
- Solid commission rates for reselling
- System includes prebuilt campaign templates specifically for real estate, insurance, and mortgage companies
Cons
- Costly for all plans
- Does not contain features ideal for ecommerce such as inventory management
- No free plan option
SalesPype offers a white label option for marketing agencies, consultants, and larger businesses needing a customizable CRM option. Resellers can expect a 40% commission on sales of both the white label and the standard CRM product. The robust system customization includes domains, branded desktop applications, branded mobile apps, and the ability to connect email and telephone systems using an application programming interface (API). There’s even the option for agencies to set customizable client pricing plans for their software.
The features and prebuilt tools make SalesPype ideal for financial firms like insurance agencies, mortgage brokers, and real estate agents. First, the geo-farming tool is a powerful feature that lets users search and identify nearby leads to add to the system for outreach. There’s also “smart” automation that can run workflows specific to those specialized financial verticals. For instance, it’ll connect sources like Zapier or Realtor.com to generate leads, then automatically nurture them using industry-specific email templates by the provider.
While an excellent option for many users within specific industries, SalesPype does not have a free plan and gets expensive on all the paid plans. Bitrix24 stands out as the best in terms of value, offering a free plan and relatively low-priced paid plans.
SalesPype Pricing at a Glance*
- Fully Loaded: $79 per month plus $25 per user, per month
- Enterprise: $2,499 per year
- White Label CRM (Annual): $2,499 per year (unlimited users)
- White Label CRM (Semi-annual): $1,300 per semi-year (unlimited users)
- White Label CRM (Quarterly): $685 per quarter (unlimited users)
- White Label Partnership Program: 40% commission for both SalesPype standard and white label accounts
- Free trial: 14 days
*White label CRM includes additional costs for texting, voicemail, and additional domains.
Soffront: Best for End-to-End Automation
Pros
- Free CRM plan available
- Resellers can sell using their own pricing
- White label option lets developers create industry-specific solutions
Cons
- Some partner programs require fees
- Users report for system ease of use
- Project management features only available on CRM Software plan
Soffront white labeling lets agencies resell using their own pricing, receive 20% commission on CRM sales, and build out industry-specific solutions for their customers. It has rebranding options where users can add their logo and brand palette to the interface. There are also solutions that allow users to tailor their CRM menu to meet their navigation requirements. Finally, developers can give each CRM its own domain, and add custom data tables, workflows, and forms to the system.
What makes Soffront unique is the 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. Some of the sales features include automated quote generation, follow-ups, and record management. For marketing, there are campaign designer tools with automation for generating, qualifying, and nurturing leads. Finally, the customer service features include a self-service portal and automated communication.
One of the main issues with Soffront is platform usability. Many users report navigating the interface and customizing the white label CRM components is challenging. ActiveCampaign is the best alternative for users who need the easiest platform to operate, navigate, and customize.
Soffront Pricing at a Glance
- Free CRM: Basic features only
- Marketing and Sales Software: Starts at $49 per user, per month
- CRM Software: Starts at $65 per user, per month
Partner Programs
- Referral Partner: 20% commission on resale revenue
- Business Partner Program: 20% commission but costs $300 per month
- White-Labeled Program: 20% commission but requires a $2,000 upfront payment
CompleteCRM: Best All-in-One Business Management System
Pros
- Unlimited users for all plans
- All-in-one business management platform with sales, marketing, and operations features
- Offers white label solutions for standard end users, nonprofits, franchises, and reselling consultants and agencies
Cons
- Expensive for all plans
- No free plan available
- Custom email, landing page, and website templates not available until Complete plan
GreenRope, which was recently rebranded to CompleteCRM, 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. The Essentials and Complete plans extend white labeling options to include custom branding, automations, and even the ability to create e-books, sales resources, and marketing assets for their white label CRM.
As far as CRM features go, CompleteCRM is a sales, marketing, and operations platform built into one system. The standard features include lead and deal management, sales forecasting, custom data fields, a landing page designer, and marketing campaign automation. The operations modules come with built-in features for project and events management, plus tools for handling customer service operations and overseeing employee skills development.
While robust in terms of the built-in features and white labeling capabilities, CompleteCRM has a simple product weakness in that custom email and landing page templates are unavailable until the Complete plan for a $10,000 fee. ActiveCampaign is the best alternative to fill that specific gap, with custom email templates available on the Lite plan and landing page templates available starting on the Plus plan.
CompleteCRM Pricing at a Glance*
- Single White Label Account: $499 setup fee
- White Label: $599 per month
- Essentials: $5,000 setup fee
- Complete: $10,000 setup fee
- Free trial: 14 days
*Pricing based on annual billing; monthly billing is also available for a higher cost.
Bitrix24: Best for Price Value
Pros
- Free plan for unlimited users
- Low-cost white labeling and branding, with most capabilities available on the Standard plan
- Very high commissions for reselling (extending to 50%)
- Includes CRM and marketing features, plus an ecommerce module and built-in project management
Cons
- Custom URL and domain unavailable until Professional plan
- User reviews indicate platform is difficult for setting up and customizing the system
- Custom data fields not available until Professional plan
Bitrix24 gives resellers and end users a low-cost solution to customizing a white label CRM. Developers can design the system with the logo and company name of their choice, as well as apply menu and background designs. In terms of features, Bitrix24 contains a built-in project and task management system and CRM tools for managing leads, deals, quotes, and invoices. There’s also an ecommerce module and contact center that offers teams multi-channel communication with contacts through phone, email, and live chat.
The combination of a free plan option, 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 on the Free, Basic, or Standard plan. Additionally, it offers excellent commission potential for resellers that can go as high as 50%.
Though Bitrix24 is cost-friendly, its intuitiveness when designing and white labeling the CRM system is a significant downfall with this CRM. ActiveCampaign and CompleteCRM are two alternatives that do well all around in the ease-of-use category.
Bitrix24 Pricing at a Glance*
- Free: Unlimited users
- Basic: $46 per month (up to five users)
- Standard: $87 per month (up to 50 users)
- Professional: $175 per month (up to 100 users)
- Enterprise: $325 (up to 250 users)
- Partner Program: 50% commission from resale plus 100% commission from value-added services.
- Free trial: 30 days
*Pricing based on annual billing; monthly and quarterly billing are also available for a higher cost.
Learn more about Bitrix24 and all its excellent sales and marketing features by checking out our Bitrix24 review. You’ll get detailed insights on all the modules plus pricing, platform usability, and best-for use-case scenarios.
OroCRM: Best Open Source CRM
Pros
- Full 360-degree view of customers, accounts, leads, and associated opportunities
- Unique Recency, Frequency, and Monetary (RFM) analysis tool for marketers to identify top customers
- Includes sales, marketing, customer support, and ecommerce capabilities
Cons
- No transparent pricing—you must contact the sales team for a quote
- Resale commission rates are unclear
- No mobile apps
OroCRM is both a white label and open source CRM system, meaning that developers can take the platform’s code and alter it to their organization’s unique functionality and data requirements. With that capability, enterprise DevOps teams can essentially design any CRM component they’d like, such as data fields, integrations, automations, and objects, as long as they know how to configure the code correctly.
Because it is open source, OroCRM is particularly useful for larger businesses that plan on being the end users and need particular features and tools for their operation. It offers custom sales modules, such as lead and account management, and marketing modules, like campaign management. Additionally, OroCRM lets business-to-business (B2B) and business-to-consumer (B2C) companies create a tailored ecommerce platform using its code.
White label implies the CRM system can be either rebranded for resale or rebranded and customized for an end-using organization. That said, OroCRM isn’t ideal for consultants, agencies, and CRM resellers as it’s unclear what their partner program entails and whether they pay any sales commissions. ActiveCampaign is the best white label overall CRM, especially for reselling, as it has a structured partnership program with clear commission rates.
Vendasta: Best for Wholesaling Capabilities
Pros
- Offers free plan options
- Features are specifically designed for CRM resellers, wholesaling, and vendor businesses
- Customer support offers supplemental resources for sales like weekly webinars and go-to-market planning
Cons
- White label option not included until Professional plan
- Marketing automation and task management capabilities get expensive
- Custom data fields, objects, and automations not included until Premium plan
Vendasta allows you to create and operate modules for sales pipeline management, proposal generation, and payment processing. There are also custom features for white label marketing automation, task management, and project management. Additionally, you’ll have rebranding options for the platform, plus tailorable data fields, automations, and objects.
This platform 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.
While it offers a free plan, Vendasta starts getting expensive for the paid plans that start at $299 per month. Bitrix24 stands out as the most cost-friendly, white label CRM solution that is free for unlimited users—and starting paid plans at just $46 per month.
Vendasta Pricing at a Glance*
- Free: Limited features and users
- Essentials: $299 per month (up to two users)
- Professional: $599 per month (up to five users)
- Premium: $1,299 per month (up to 10 users)
- Custom: $2,499 per month
Vendor Platform
- Cultivate: $499 per month
- Campaign: $999 per month
- Conquer: $2,499 per month
*Pricing is based on annual billing. Monthly billing is also available for a higher cost, as well as two-year and three-year billing for lower prices.
AllClients: Best for White Label Marketing Solutions
Pros
- Low-cost and scalable paid plans
- Excellent and easy-to-use marketing features for generating newsletters, mass emails, and automated campaigns
- Multiple partner programs to choose from depending on business type and desire to resell or refer business
Cons
- No free plan options
- Maximum of five users allowed total
- Sales features are mainly limited to data storage and organization
End users and resellers of AllClients get access to a cost-friendly, white label CRM with custom logo, branding, templates, and landing pages. There are various options for their partner program, most notably the affiliate program, which pays a 20% commission rate on resales. Agencies can also fully control what they charge their clients to use their developed CRM system.
AllClients is great for organizations needing simple yet practical marketing solutions, and marketing consultants who target businesses that need a complete marketing platform. The system comes with intuitive email marketing tools that make it easy to design, send, and monitor the progress of email campaigns. Capabilities also include automated drip options to send follow-up and nurturing messages hands-free. Finally, AllClients lets users design landing pages, distribute text campaigns, and design web forms for lead submissions.
Regarding the sales-specific features, AllClients is mainly limited to CRM lead and customer data organization that tracks deal progress, tasks, and contact information. Other valuable tools, such as a phone system to place calls and quote generation, are unavailable on the platform. Bitrix24 is the best alternative, with similar pricing and robust sales capabilities.
AllClients Pricing at a Glance*
- Starter: $29 per month (one user)
- Standard: $41 per month (up to two users)
- Professional: $66 per month (up to five users)
- Free trial: 14 days
*Pricing based on annual billing; monthly billing is also available for a higher cost.
White Label Partner Programs
- Refer-a-friend: $5 discount for friend and $5 monthly discount for referrer
- Affiliate Program: 20% commission on resales
- White Label Enterprise: Upfront fee to resell under a business’ own name and brand
How We Evaluated the Best White Label CRMs
To determine the best white label CRM systems, 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.
We found ActiveCampaign to be the best overall white label CRM. Not only does it come with excellent automation features such as drip email campaigns, lead scoring, and predictive sending, but it also supplies excellent white labeling capabilities. Developers, for instance, can insert custom logos and brand colors, and make the CRM accessible through custom URLs and HTML links.
The tabs below offer insight into our evaluation process of the best white label CRMs:
30% of Overall Score
We looked at overall features we feel 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 integrations for data synchronization and centralized workflows—enabling end users or resellers to maximize CRM functionality.
20% of Overall Score
We examined each CRM deeper regarding advanced CRM capabilities. Form builders, calendar tools, and project management modules, for instance, extend CRM capabilities past simple lead and campaign management. 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
Extensive support and service help prevent poor user experiences and outcomes users may encounter while using, designing, or reselling any white label systems. Help and support were evaluated in terms of customer service hours and the availability of support via phone, live chat, and email. We also looked at self-service and help center resources users can access, like tutorials, forums, or training modules.
15% of Overall Score
Pricing considered free plan 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
In addition to firsthand experience with these white label CRM products, we evaluated what actual users say about each product. These criteria consider how customers feel based on their reviews. It allows us to gain more insight into value for the price paid, ease of use when operating the system and customizing the white label interface, and how users feel about the CRM’s features.
Frequently Asked Questions (FAQs)
What is a white label CRM?
A white label CRM is a generic platform developed by a provider that lets businesses create a branded CRM for themselves or for reselling to other businesses. They are highly customizable in terms of data fields, features, and branding, and often are used to supplement marketing or sales consulting services to add more value to clients.
What are the benefits & challenges of using a white label CRM?
The main benefit of using a white label CRM is that you can customize the system to fully meet your unique business and data needs. Additionally, the CRM can be rebranded for your business and other organizations—letting you resell a CRM as part of a consulting or agency business. If you are a reseller as part of a marketing agency or sales consultant, you could generate additional revenue from commissions by the developer.
One major challenge with white label CRMs, as you can see based on this buyer guide, is that most of them are pretty expensive since the developer is allowing you to rebrand them for other purposes. Another issue is that you have to design each white label CRM before you or a client can use the features. This can take a lot of time and effort, particularly if you don’t have the skills or experience to create a CRM system.
What are the main features found in a white label CRM?
What makes white label CRMs stand out compared to traditional CRM products is the customization and option for resale. For instance, most white label marketing platforms and sales systems let users add their own logos, brand palettes, automations, integrations, data fields, and other tailorable components of a CRM.
Also, because of the use-case of white label CRM is for agencies to resell it, the provider often has a structured partner program that pays commissions and provides resources to the agencies.
What’s the difference between a white label & an open source CRM?
While both types of CRMs are highly customizable, there are a few differences between white label and open source CRMs, such as regarding rebranding abilities. White label implies the provider allows the product to be rebranded 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, on the other hand, does not imply businesses can rebrand them for resale. Also, it refers to the specific CRM software code that is openly available for configuration and programming. Because it’s referring to the code, open source is usually more complex and requires programmers and development/operations (DevOps) teams to tailor the CRM to their organization’s needs.
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 ActiveCampaign 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.