CRM FOR AGENCIES / YOUR BRAND

Sell the platform.
Keep the margin.

Fully customize the platform under your own brand, add clients as isolated client accounts, and set your own pricing. Your agency grows on recurring revenue while clients get a world-class CRM.

Apex Digital Agency view
Your client portfolio 0 clients
Active accounts
0
Contacts managed
0
Automations live
0
N
Northwind Co
Insurance · isolated account
Active
B
Bright Path
Coaching · isolated account
Active
A
Apex Digital
Marketing · 4 users
Active
Live activity
Switch agency brand
FULLY CUSTOMIZABLE FROM DAY ONE

Your brand. Never ours.

Your agency name, your logo, your colours, your domain. Clients log into software that looks entirely like yours. Switch the brand and watch the client login update live.

Clients never see a trace of the underlying platform.
ONE PLATFORM, NOT TWELVE

Replace the whole stack your clients pay for.

The tools businesses usually juggle and pay for separately, all in one platform you resell under your brand. Watch the stack collapse into one login.

Payments
Email tool
SMS / Chat
Scheduling
Reviews
Funnel builder
CRM
Forms
Analytics
Social planner
Pipelines
Memberships
Reputation
Websites
AI Voice
Calendar
Invoicing
Workflows
Your
platform
One login instead of twelve. One bill. Your brand on all of it.
EVERYTHING YOU RESELL

The full platform your clients get.

Every tool below is part of what you customize and resell under your own brand. One platform, every capability a modern business needs.

CRM

Every contact, conversation, note and task in one organised place.

Pipelines

Drag-and-drop deal tracking across every stage and value.

Automation

Trigger follow-ups, SMS, email and pipeline moves automatically.

AI Employee

Voice and chat AI that answers, qualifies and books around the clock.

Email

Campaigns, sequences, templates and reporting built in.

Calendars

Online booking with reminders and automated confirmations.

Funnels

High-converting landing pages and multi-step funnels.

Reputation

Request, monitor and reply to reviews from one inbox.

CLIENT ACCOUNT STRUCTURE

Every client, fully isolated.

Each client gets their own account with separate contacts, workflows, team and settings. Add one and watch it branch from your agency.

Your Agency
Master account
A
Client A
Isolated
Contacts312
Workflows8
B
Client B
Isolated
Contacts540
Workflows12
SET YOUR OWN PRICING

We set the platform. You set the margin.

Price each client plan however you like, then set how many clients you run. The platform cost stays flat while your margin multiplies across every account.

Illustrative. Your enterprise pricing is custom, let us scope it together.
You charge each client$765/mo
Number of clients8 clients
Your platform cost$497/mo
Profit per client$268/mo
Your monthly profit$2,144
Margin35%
The platform cost stays flat. Multiply your margin across every client account.
BLUEPRINT ONBOARDING

Build it once. Launch every client in minutes.

Configure your best client setup as a master blueprint. Clone it to every new account in seconds, pipelines, automations and calendars already in place.

MASTER BLUEPRINT
Pipelines & stages
Automations
Calendars & forms
Email templates
Cloning
N
Northwind Co
Deployed
0:38
B
Bright Path
Deployed
0:41
V
Vantage Co
Deployed
0:36
AGENCY OWNERS ON THE RECORD

Recurring revenue they actually keep.

Your agency should run on recurring revenue.

Customize the platform, add your clients, set your pricing, and start collecting recurring revenue. Enterprise pricing is custom, let us scope it with you.

QUESTIONS, ANSWERED

Running the platform as your own.

Fully. Your agency name, logo, colours and domain run across the whole platform, so clients log into software that looks entirely like yours. You can switch the brand and watch the client login update live, and clients never see a trace of the platform underneath.
Each client gets their own isolated account with separate contacts, workflows, team and settings, all branching from your agency master account. You can add multiple client accounts and manage them from one agency dashboard.
Yes. You price each client plan however you like. The platform cost stays flat while your revenue is entirely yours to set, so your margin is yours to keep. Enterprise pricing for your own scale is custom, and we will scope it with you.
Configure your best client setup once as a master blueprint, then clone it to every new client account in seconds with pipelines, automations, calendars and templates already in place. It turns onboarding from days of setup into minutes.
Yes. You can rebill clients for what they use and collect recurring revenue under your own brand, with invoicing and payments built into the platform. One bill from you, one login for them.
The full platform your clients would otherwise juggle as separate tools: CRM, pipelines, automations, email and SMS, scheduling, funnels and websites, reviews and reputation, forms, invoicing, AI voice and more, all under one login and your brand.