White label customer relationship management software lets agencies, consultants, and software resellers offer a client-facing CRM or portal under their own brand. The strongest platforms go beyond changing a logo: they support custom domains, separate client accounts, repeatable onboarding, automation, reporting, and a practical way to charge clients for software or services.
Choosing a white label CRM requires more than comparing logos and prices. Buyers should test the client experience, administration, resale model, and total cost of each white label CRM software option before committing to a platform.
CRM | Best for… | Starting price per month, billed annually |
| HighLevel | Selling a CRM as SaaS | $80 |
| DashClicks | Marketing agencies needing CRM and fulfillment | $199* |
| Vendasta | Reselling digital solutions to local businesses | $99* |
| SuiteDash | Branded CRM and client portals | $15 |
| Clientjoy | Small agencies managing sales and client billing | $44 |
| ActiveCampaign | White label email and marketing automation | $15 |
*Billed monthly.
- Best white label CRM software at a glance
- What makes HighLevel best for selling a CRM as SaaS?
- What makes DashClicks the best for marketing agencies needing CRM and fulfillment?
- What makes Vendasta the best for reselling digital solutions to local businesses?
- What makes SuiteDash best for branded CRM and client portals?
- What makes Clientjoy best for small agencies managing sales and client billing?
- What makes ActiveCampaign best for white label email and marketing automation?
- How to choose the best white label CRM for your business
- Bottom line
- Recommended for you…
Best white label CRM software at a glance
| CRM | Client accounts | White label portal or app | Resale model | My expert score out of 5 |
| HighLevel | Unlimited on evaluated plan | Desktop app; branded mobile app add-on | SaaS Mode on Agency Pro | 4.51 |
| DashClicks | Unlimited | White labeled platform | Software plus optional fulfillment | 4.13 |
| Vendasta | Unlimited | White label client portal on Professional | Marketplace and wholesale products | 4.03 |
| SuiteDash | Unlimited portals | Branded domain, login, portal, and app | Portal and service delivery | 4.00 |
| Clientjoy | Up to 100 on Premium | Custom domain and end-to-end branding | Agency services and billing | 3.99 |
| ActiveCampaign | Volume-based resold accounts | Custom branding and domain | Agency-priced resold accounts | 3.88 |
Why you can trust Fit Small Business
Methodology: How did I evaluate the best white label CRM software?
I scored each white label CRM platform from zero to five for every criterion, using scores of one, two, and four when performance fell between the defined anchors. Category subtotals are weighted averages of their subcriteria, and the final score applies the category weights below.
- White label and resale (25%): I assessed brand removal, custom domains and login pages, client accounts, rebilling, and branded portals or mobile apps.
- Pricing and value (20%): I compared entry costs, included users and accounts, free trials, contract flexibility, add-on fees, and pricing transparency.
- Core CRM features (20%): I evaluated contact and pipeline management, tasks, appointments, lead capture, communications, and reporting.
- Automation and client growth (15%): I reviewed workflows, email nurturing, proposals, payments, reusable templates, and recurring revenue opportunities.
- Ease of use and support (10%): I considered setup, branding effort, everyday usability, onboarding, customer support, and mobile access of the white label CRM providers.
- Integrations, data, and administration (5%): I examined integrations, API access, migration tools, permissions, security, and usage limits.
- Expert score (5%): I rated the white label CRM solutions based on overall product quality, value, use-case fit, and verified user feedback.
Why I chose HighLevel
HighLevel combines contact and opportunity management, appointment scheduling, forms, funnels, email, SMS, calling, payments, dashboards, and reusable sales pipeline automations in one platform. The Unlimited plan supports unlimited client subaccounts and users, while Agency Pro turns the platform into a more automated software-resale business.
I chose HighLevel as the best overall option because it gives an agency room to start with managed CRM services and later add subscription software. Its main limitation is complexity: buyers should plan the onboarding, support, usage charges, and add-ons as carefully as the base subscription.
Also read: 8 Best Appointment Scheduling Apps for Small Business
Key features
- SaaS Mode plan builder: Package selected CRM capabilities into agency-defined subscription tiers for clients.
- Automated account provisioning: Create a client subaccount when a customer purchases a SaaS plan, reducing manual setup as the reseller base grows.
- Usage rebilling with markup: Rebill supported phone, email, and other usage charges through the agency and add a markup on Agency Pro.
- Reusable snapshots: Clone funnels, workflows, pipelines, forms, calendars, and other configurations into new client accounts for repeatable deployment.
- Branded mobile app option: Extend the reseller brand to a client-facing mobile experience through HighLevel's optional branded app service.
HighLevel pricing
HighLevel plans | Starter | Unlimited | Agency Pro |
| Monthly price, billed annually | $80.33 | $247.50 | $414.16 |
| Monthly price, billed monthly | $97 | $297 | $497 |
| Sub-accounts | 3 | Unlimited | Unlimited |
Free trial: 14 days
Why I chose DashClicks
DashClicks pairs a capable white label CRM with the operational tools a marketing agency needs to manage clients. Its $199 plan includes all applications, unlimited users, and unlimited subaccounts. Teams can manage leads, pipelines, inbox conversations, payments, projects, forms, websites, and reporting, then buy fulfillment services when internal capacity is limited.
I chose DashClicks for marketing agencies because the platform and fulfillment marketplace support the same client lifecycle. HighLevel offers a stronger SaaS-resale engine, but DashClicks can be easier to justify when an agency also needs white label delivery for services such as SEO, paid advertising, content, listings, or websites.
Also read: 7 Best SEO Audit Tools for Small Businesses
Key features
- Fulfillment Center: Add white label SEO, paid media, content, listings, web design, and other delivery capacity without hiring for every service.
- Unlimited client subaccounts: Bring new agency clients into separate workspaces without increasing the base subscription for each account.
- Branded client reporting: Give clients an agency-branded view of campaign and business performance instead of sending reports from separate tools.
- InstaSites website builder: Launch templated client websites from the same platform used to manage leads, projects, and fulfillment.
- Unified agency operations: Coordinate CRM activity, forms, projects, payments, communications, and service delivery from one operating workspace.
DashClicks pricing
- Software: $199/month (billed monthly)
- Fulfillment: Free
Free trial: 7 days
Why I chose Vendasta
Vendasta’s Partner Center, CRM, white label client portal, billing tools, reporting, marketplace, and resellable products are designed for companies serving local businesses. The Professional plan provides the white label portal, five internal team seats, and unlimited client users.
I chose Vendasta for reselling digital solutions because it supports a broader commercial model than CRM alone. Agencies can package reputation, listings, websites, marketing, AI, and other services around a branded portal. The pricing tradeoff is material: buyers must be able to use the Professional plan’s monthly minimum and annual commitment productively.
Also read: 8 Best Local SEO Services for Small Businesses
Key features
- Marketplace and wholesale catalog: Build local-business packages from resellable software and services without developing each product in-house.
- White label Business App: Give clients one branded portal for purchased products, reporting, communications, and account access.
- Snapshot Report prospecting: Generate an automated assessment of a local business's online presence to create a concrete sales conversation.
- Partner Center administration: Activate products, manage accounts, monitor fulfillment, and oversee client relationships across a reseller portfolio.
- Multi-product billing: Package marketplace products and agency services into client subscriptions while managing billing from the same ecosystem.
Vendasta pricing*
Vendasta plans | Starter | Professional | Premium |
| Monthly price, billed annually | $99 | $499 | $999 |
| Reseller’s price per month | $0 (resell $99/month or more) $39 (resell $60/month or more) | $0 (resell $499/month or more) $199 (resell $300/month or more) | $0 (resell $999/month or more) $499 (resell $500/month or more) |
*Billed monthly.
Free trial: 14 days
Why I chose SuiteDash
SuiteDash offers an unusually broad client-management toolkit at a low price. The Start plan includes unlimited CRM contacts, staff members, and client portals plus extensive branding. Thrive adds deal pipelines, proposals, drip marketing, and other growth tools, while Pinnacle adds deeper automation and onboarding capabilities.
I chose SuiteDash for branded CRM and client portals because it covers the operational side of a client relationship particularly well. It is best for service businesses that need secure portals, files, projects, appointments, invoices, subscriptions, and support in one branded system. Its sales CRM and resale automation are less advanced than the top-ranked agency platforms.
Also read: 15 Small Business Branding Examples (+ Why They Work)
Key features
- Extreme white labeling: Replace SuiteDash branding across the portal and login experience and serve clients through a custom domain.
- Branded client portals: Give each client a secure home for messages, files, tasks, appointments, invoices, and service updates.
- FLOWs onboarding automation: Trigger role assignments, forms, tasks, portal access, and other onboarding steps from reusable workflows.
- Proposal-to-payment operations: Move service clients from proposals and e-signatures into projects, invoices, subscriptions, and payment collection.
- Unlimited staff and client portals: Expand the internal team and client base without adding per-seat or per-portal subscription charges.
SuiteDash pricing
Start | Thrive | Pinnacle | |
| Monthly price, billed annually | $15 | $40 | $80 |
| Monthly price, billed monthly | $19 | $49 | $99 |
Free trial: 14 days
Why I chose Clientjoy
Clientjoy follows an agency prospect from lead capture through proposals, contracts, invoices, payments, and ongoing client access. The Premium plan includes end-to-end white labeling, a custom domain, up to 10 team members, up to 100 client accounts, and unlimited client users.
I chose Clientjoy for small agencies because its narrower scope can be an advantage. Teams that mainly need a branded sales and billing process may find it easier to deploy than a large all-in-one platform. It narrowly trails SuiteDash overall because it places tighter limits on account capacity and offers less depth in reporting, communications, and automated resale.
Also read: 7 Best Invoicing & Billing Software for Small Businesses
Key features
- Prospect-to-payment workflow: Move an agency lead from pipeline and proposal through contract, invoice, payment, and ongoing client management.
- Proposal and contract workspace: Create proposals, collect approvals and signatures, and preserve the commercial history alongside the client record.
- Branded client portal: Give clients a custom-domain destination for documents, communication, invoices, payments, and account activity.
- Revenue and cash-flow tracking: Monitor invoices, collections, and expected revenue without separating sales activity from financial follow-up.
- Small-agency account model: Support up to 100 client accounts and unlimited client users on Premium without the complexity of a broad reseller marketplace.
Clientjoy pricing
Clientjoy plans | Starter | Premium |
| Monthly price, billed annually | $44 for 5 users | $89 for 10 users |
| Monthly price, billed monthly | $49 for 5 users | $99 for 10 users |
Free trial: 7 days
Why I chose ActiveCampaign
ActiveCampaign is the specialist option in this comparison. Its Agency Program lets partners purchase accounts at a discount, set their own client pricing, and control the client relationship. Rebranding options can replace logos, remove vendor links, and use a custom domain, while the underlying product remains strongest in email, segmentation, automation, and sales follow-up.
I chose ActiveCampaign for white label email and marketing automation because agencies can package strategic services, templates, and campaigns around a mature automation product. It ranks sixth because the rubric rewards full client-account administration, monetization, and delivery tools that ActiveCampaign does not try to provide.
Also read: 9 Best Email Marketing Platforms for Small Businesses
Key features
- Volume-based account discounts: Reduce the underlying software cost as the agency grows from a few resold accounts to 100 or more.
- Agency-controlled client pricing: Set the resale price and retain the direct commercial relationship instead of passing the client to the vendor.
- Resold-account branding: Replace supported logos and vendor links and host client accounts on an agency-controlled domain.
- Automation recipes and journey design: Turn agency strategy into reusable nurture, segmentation, scoring, and follow-up programs for client accounts.
- Behavior-driven email personalization: Use contact data and engagement signals to tailor timing, branches, and messages for managed campaigns.
ActiveCampaign pricing*
ActiveCampaign Agency Program plans | Discount from list price |
| 1 resold account | Full list price (starting at $15/month) |
| 2 to 24 accounts | 25% discount |
| 25 to 49 accounts | 35% discount |
| 50 to 99 accounts | 45% discount |
| 100 accounts or more | 55% discount |
*Billed monthly.
How to choose the best white label CRM for your business
Start with the client experience and revenue model you plan to offer, then work backward to the platform requirements. A branded login matters, but it does not automatically make a white label CRM system suitable for your business.
To narrow your options, use the following steps to evaluate branding, total cost, account administration, service fit, and data portability before committing to a provider.
1. Confirm what clients will see: Test the login screen, domain, emails, reports, portal, mobile experience, support links, and billing documents for vendor branding.
2. Model the full cost per client: Include the subscription, required add-ons, communications usage, payment fees, mobile branding, implementation, support, fulfillment, and minimum commitments.
3. Test account administration: Create a sample client account, apply roles and templates, import data, and confirm how easily your team can manage multiple clients.
4. Match the platform to what you sell: SaaS resellers need provisioning and rebilling; marketing agencies may value fulfillment; consultants may prioritize portals, proposals, contracts, and billing.
5. Review portability and risk: Verify exports, API access, security controls, contract terms, support, and the process for moving a client away from the platform.
Frequently asked questions (FAQs)
What is a white label CRM?
A white label CRM is software a business can present to clients under its own brand. Depending on the platform, branding may cover the logo, colors, domain, login page, emails, reports, portal, and mobile experience.
Can I resell a white label CRM?
Yes, but the model varies. Some platforms support separate client accounts and manual billing, while others add automated provisioning, recurring subscriptions, usage rebilling, or a marketplace of resellable products and services.
What is the best white label CRM for agencies?
HighLevel is the best overall option in this evaluation because it combines strong CRM functionality, automation, unlimited agency accounts, and an upgrade path to SaaS Mode. DashClicks is a better fit when white label marketing fulfillment is equally important.
What is the most affordable white label CRM?
SuiteDash has the lowest transparent starting price in this comparison at $19 per month or $180 per year. Buyers should confirm that the selected plan includes the sales, portal, automation, and branding features their workflow requires.
What should I test during a free trial?
Create a client account, apply branding, connect a domain, import sample data, configure roles, build a pipeline, send a message, generate a report, and export the data. Check every client-facing email, help link, invoice, and mobile screen for vendor branding.
Bottom line
The best white label CRM software should support your workflows, client volume, branding requirements, and resale model at a sustainable cost. HighLevel is the best overall choice for its robust CRM tools, automation, branding, client management, and resale capabilities. DashClicks is better suited to marketing agencies that also need fulfillment, while Vendasta stands out for reselling a broader catalog of digital solutions. Before committing, assess your workflows, client volume, branding needs, and total costs to ensure it fits your business.
