Best White-Label CRMs

In a highly competitive market, companies are striving to live up to customer expectations. And when it comes to CRM software, the bar is high. With big names dominating the industry, it’s hard for brands with a lower budget to find their ideal match. But, as one of the most essential tools for managing how businesses handle their relations with current and future customers, CRMs can make or break a business.

White-label CRMs provide an extra edge—companies can brand the platform as their own, increasing brand exposure and consistency. Read on for our favorite white-label CRMs, from giants like HubSpot and Salesforce to budget-friendly solutions like Clientjoy. 

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Clientjoy

Clientjoy combines a single CRM suite with sales, invoicing, and client management features. The ability to white-label Clientjoy allows users to present a branded experience to their clients, making it particularly appealing for those looking to enhance their professional image.

Why Clientjoy Stands Out

Clientjoy is a growing platform that is best known for catering to agencies and freelancers.

Features:

  • Lead, client, and deal management
  • Proposal and invoice generation
  • Email sync and tracking
  • Customizable client portals
  • Integrations with popular tools like Zapier, Stripe, and PayPal

Pricing:

  • Essentials: $19/user/month
  • Growth: $29/user/month
  • Enterprise: Custom pricing is available upon request

Should I use Clientjoy?

Clientjoy offers an intuitive user interface and seamless integrations, making organizing everything in one place incredibly easy. Some users report issues with the mobile app, noting it can be glitchy and lacks some features available on the desktop version. But, if you’re an agency or freelancer, Clientjoy is recommended.

HubSpot

Known for its comprehensive tools that support sales, marketing, and service teams, HubSpot also allows for significant customization and white-labeling, making it ideal for businesses looking to offer a branded experience.

Why HubSpot Stands Out

HubSpot is a leader in inbound marketing and sales software, providing an extensive CRM that is free at the entry-level.

Features:

  • Contact and deal management
  • Marketing automation and analytics
  • Ticketing and helpdesk tools
  • Extensive integration ecosystem with over 500 apps
  • Custom reporting and email tracking

Pricing:

  • Starter: $45/month (starts with two users)
  • Professional: $450/month (starts with five users)
  • Enterprise: $1,200/month (starts with ten users)

Should I use HubSpot?

HubSpot CRM's seamless integration with email and social media helps our sales team more efficiently convert leads into customers. However, the cost escalates quickly as you add more premium features and users, making it less affordable for small businesses on a tight budget. If you’re a large company, this CRM is ideal!

Salesforce

Salesforce's vast array of features and the ability to extensively customize and white-label the interface makes Salesforce a top choice for companies looking to make a CRM their own.

Why Salesforce Stands Out

Salesforce is arguably the most influential player in the CRM market, offering a highly customizable platform that caters to businesses of all sizes.

Features:

  • Comprehensive customer data management
  • Advanced analytics with AI capabilities
  • Extensive app marketplace (AppExchange)
  • Automation of sales processes and workflows
  • Robust integration capabilities with third-party apps

Pricing:

  • Essentials: $25/user/month
  • Professional: $75/user/month
  • Enterprise: $150/user/month
  • Unlimited: $300/user/month

Should I use Salesforce?

Salesforce provides deep customization that allows us to tailor the platform to our needs, boosting productivity. Due to its complexity, new users might find Salesforce overwhelming, and the learning curve can be steep for non-technical users. If you’re willing to learn or have the funds to hire an administrator, Salesforce is the perfect business solution.

Zoho CRM

Zoho CRM is renowned for its versatility and affordability, making it a popular choice among small—to medium-sized businesses. Its ability to white-label its CRM makes it ideal for businesses offering a tailored experience under their brand.

Why Zoho CRM Stands Out

The Zoho CRM platform offers comprehensive CRM tools that support sales, marketing, and customer support activities.

Features:

  • Multichannel communication (email, telephony, live chat)
  • Sales automation and pipeline management
  • AI-powered sales assistant
  • Real-time analytics and reporting
  • Integration with Zoho apps and over 300 third-party applications

Pricing:

  • Standard: $14/user/month
  • Professional: $23/user/month
  • Enterprise: $40/user/month
  • Ultimate: $52/user/month

Should I use Zoho CRM?

Zoho CRM’s integration capabilities are outstanding, providing a unified platform that simplifies our workflow and enhances productivity. Due to its many features, Zoho CRM can feel clunky and overwhelming, but it offers excellent integration options and functions, making it suitable for small—to mid-size companies.

Bitrix24

Bitrix24 is an all-in-one business hub with extensive CRM functionalities and communication and task management tools.

Why Bitrix24 Stands Out

Known for its social intranet features, Bitrix24 allows businesses to create a collaborative environment that can be white-labeled, ensuring a seamless branding experience.

Features:

  • CRM with complete sales funnel management
  • Contact center features (social networks, messengers, telephony)
  • Task and project management
  • Website builder and e-commerce capabilities
  • Integration with popular apps like Microsoft, Google, and Slack

Pricing:

  • Free plan available (limited features)
  • Start+: $24/month
  • CRM+: $69/month for six users
  • Project+: $69/month for 24 users
  • Business: From $99/month for 50 users

Should I use Bitrix24?

Bitrix24 is like a Swiss Army knife for business management—comprehensive tools in one package that help streamline operations.

Users sometimes find the system overly complex, and the steep learning curve can be challenging for new users. Bitrix is excellent for companies looking for a business management CRM tool.

Freshworks

Freshworks's Freshsales CRM features an intuitive design and a user-friendly interface, making it suitable for businesses of all sizes. Freshworks offers white-label options that help companies maintain brand consistency across customer touchpoints.

Why Freshworks Stands Out

The Freshworks CRM enhances user engagement and automates tasks to increase sales efficiency.

Features:

  • AI-based lead scoring
  • Visual sales pipeline management
  • Built-in phone and email
  • Marketing automation tools
  • Extensive integrations, including Zapier, Slack, and Office 365

Pricing:

  • Free plan available
  • Growth: $15/user/month
  • Pro: $39/user/month
  • Enterprise: $69/user/month

Should I use Freshworks?

Freshsales provides a spotless interface and robust automation features that save us time and keep the team focused. However, the email integration occasionally glitches, and support can be slow to respond during critical times.

Agile CRM

Agile CRM is a comprehensive solution designed for small—to medium-sized businesses. It offers robust white-label capabilities, allowing businesses to brand the CRM as their own and enhance their professional image with clients.

Why Agile CRM Stands Out

It integrates sales, marketing, and service tools into a single platform.

Features:

  • Contact and deal management
  • Marketing automation and campaign management
  • Helpdesk and ticketing system
  • Telephone and mobile messaging
  • Integration with major platforms like Stripe, Shopify, and WordPress

Pricing:

  • Free for up to 10 users (limited features)
  • Starter: $8.99/user/month
  • Regular: $29.99/user/month
  • Enterprise: $47.99/user/month

Should I use Agile CRM?

Agile CRM automates our daily processes, allowing us to focus more on customer interaction and less on repetitive tasks.

Some users have reported that the interface can feel outdated, and customer support sometimes falls short of expectations, but this is a great solution for small to mid-size businesses on a budget.

Creatio

With comprehensive white-label options, Creatio helps firms establish a strong brand identity while leveraging advanced CRM features.

Why Creatio Stands Out

Creatio is known for its strong emphasis on process automation and low-code solutions, making it highly adaptable for businesses looking to tailor their CRM workflows.

Features:

  • Process management with a low-code editor
  • Sales force automation and lead management
  • Customer data management with a 360-degree view
  • Case and knowledge management
  • Integration with a wide range of apps and services

Pricing:

  • Pricing is available upon request, with editions tailored to sales, marketing, and service needs.

Who Should Use Creatio?

Creatio's process automation is top-notch, providing flexibility and efficiency that seamlessly adapts to our complex needs.

Though powerful, the platform requires a steep learning curve and significant time investment to utilize its capabilities thoroughly.

Keap (formerly Infusionsoft)

Keap offers targeted solutions aimed at small businesses. Keap allows for extensive customization, including white-label features that enable companies to maintain brand consistency across all customer interactions.

Why Keap Stands Out

It combines CRM, sales, and marketing automation into a streamlined service.

Features:

  • Advanced CRM combined with sales and marketing automation
  • Customizable campaigns and detailed reporting
  • E-commerce tools, including payments and invoicing
  • Email marketing with easy-to-design templates
  • Integrations with platforms like PayPal, Zapier, and WooCommerce

Pricing:

  • Pro: $129/month
  • Max: $199/month
  • Max Classic (formerly Infusionsoft): Custom pricing is available upon request

Should I use Keap?

Keap simplifies our marketing and sales processes with powerful automation and an easy-to-use interface. Users often mention the high cost as a significant barrier, especially for startups and small businesses with limited budgets.

Pipedrive

Pipedrive is a user-friendly CRM explicitly designed for sales teams. It can be fully white-labeled to reflect a company's branding, making it especially attractive for businesses prioritizing sales force efficiency and brand coherence.

Why Pipedrive Stands Out

It focuses on effectively managing leads and sales pipelines. It is known for its simplicity and visual approach to sales management.

Features:

  • Visual sales pipelines
  • Customizable reports and dashboards
  • Email integration and tracking
  • Mobile apps available for iOS and Android
  • Integrations with popular tools such as Zapier, Mailchimp, and Slack

Pricing:

  • Essential: $15/user/month
  • Advanced: $29/user/month
  • Professional: $59/user/month
  • Enterprise: $99/user/month

Should I use Pipedrive?

Pipedrive makes it easy to track progress in our sales pipelines and helps keep everyone on the same page, which is crucial for our success. While it excels in sales management, some users find Pipedrive needs deeper marketing integration and advanced automation features.

SharpSpring

SharpSpring is a comprehensive marketing automation platform with robust CRM capabilities tailored to marketing agencies and SMBs. Its white-label options are particularly strong, allowing agencies to brand the platform as their own.

Why SharpSpring Stands Out

SharpSpring is appreciated for its flexibility and suite of tools that bridge the gap between marketing and sales.

Features:

  • Behavior-based email automation
  • Dynamic form builders and landing pages
  • Blog builder and social media management
  • Comprehensive lead scoring and analytics
  • Native and third-party integrations, including Salesforce and Shopify

Pricing:

  • Pricing is available upon request and typically structured as a monthly fee based on database size.

Should I use SharpSpring?

The automation features in SharpSpring save us hours of work, and the detailed analytics help us make informed decisions. Users have pointed out that the learning curve can be steep and that the user interface needs modernization to improve usability.

GreenRope

GreenRope offers a complete CRM and marketing automation solution to consolidate various business operations into a single platform. The platform supports white-labeling, allowing businesses to maintain a consistent brand experience.

Why GreenRope Stands Out

It's particularly effective for businesses that manage client relationships, sales, and marketing all in one place.

Features:

  • Integrated CRM with email marketing and social media tools
  • Event and project management
  • Workflow automation and journey mapping
  • Advanced reporting and analytics
  • Integration capabilities with WordPress, QuickBooks, and more

Pricing:

  • Starter: $99/month for up to 1,000 contacts
  • Price: $199/month for up to 3,000 contacts
  • Pro: $299/month for up to 5,000 contacts
  • Premium: $449/month for up to 7,500 contacts
  • Powerhouse: $699/month for up to 25,000 contacts
  • Custom packages available for more extensive needs

Should I use GreenRope?

GreenRope's all-in-one approach means we don't have to use multiple platforms for different tasks. It's incredibly efficient for managing our complex business needs. Some users report that the interface can be outdated and clunky, sometimes affecting the user experience, particularly on more complicated tasks.

Kapture CRM

This platform is handy for hospitality, real estate, and retail businesses. It offers white-label options to maintain brand consistency across customer service touchpoints.

Why Kapture CRM Stands Out

Kapture CRM is tailored for customer service operations and field service management, providing tools to enhance customer engagement and streamline operations.

Features:

  • Automated customer support ticketing system
  • Field service management with geolocation
  • Real-time customer data and interaction tracking
  • Mobile CRM for on-the-go access
  • Integrations with major platforms like Zapier, MailChimp, and WhatsApp

Pricing:

  • Pricing is available upon request, with packages customized based on feature access and user count.

Should I use Kapture CRM?

Kapture CRM’s focus on customer support and field services has significantly improved our response times and customer satisfaction rates. Some users have expressed concerns over the complexity of setting up and customizing the system to fit specific business processes.

Accelo

Accelo’s CRM functions are integrated with project management and billing, offering a white-label option that enhances the professional appearance of client interactions.

Why Accelo Stands Out

Accelo is designed to automate and optimize client-focused business operations, which is ideal for professional service businesses like marketing agencies, consultants, and law firms.

Features:

  • Automated project tracking and client database management
  • Time tracking and billing
  • Comprehensive task and resource scheduling
  • Extensive reporting tools
  • Integration with over 40 apps, including Xero, HubSpot, and Jira

Pricing:

  • Sales: $39/user/month
  • Projects: $39/user/month
  • Service: $39/user/month
  • Retainers: $39/user/month
  • ServOps (all-in-one): $79/user/month

Should I use Accelo?

Accelo streamlines our entire business process from lead to payment, beautifully integrating CRM with project management. However, the platform can be resource-intensive and sometimes feel sluggish, especially when handling large volumes of data.

EngageBay

EngageBay CRM offers extensive customization capabilities, including white-labeling options, making it an excellent choice for companies looking to build strong customer relationships under their brand.

Why EngageBay Stands Out

EngageBay is an affordable, all-in-one CRM, marketing, sales, and support automation platform for small and growing businesses.

Key features:

  • Integrated marketing, sales, and service CRM
  • Email marketing with a range of templates
  • Webforms and landing pages for lead capture
  • Workflow automation across marketing and sales
  • Integrations with WordPress, Zapier, and social media platforms

Pricing:

  • Free for basic features
  • Basic: $11.99/user/month
  • Growth: $39.99/user/month
  • Pro: $79.99/user/month

Should I use EngageBay?

EngageBay is incredibly cost-effective, offering a wide range of features usually only available in more expensive systems. Setting up the system has a learning curve, and the user interface could use some updates to enhance usability.

What are the best white-label CRMs?

Choosing the right white-label CRM is essential for your business. If you’re eyeing an extension for better customer relationships, there’s no better options than this list! With unique strengths, whether in robust automation and broad customization options like Salesforce or Clientjoy or targeted solutions in specific industries like Kapture CRM, there’s something out there for everyone.

Happy CRM shopping!