In the dynamic world of business, where change is the only constant, service providers like marketing agencies hold extraordinary power in nurturing the growth of small businesses. As a partner catering to SMBs, you understand the unique challenges they face and the importance of offering efficient and effective solutions.

One solution that has gained immense popularity is white label customer relationship management (CRM) software. A white label CRM enables you to provide your clients with a powerful tool to manage customer interactions, streamline operations, and enhance their overall business performance. However, with the multitude of options available in the market, choosing a white label CRM for your agency to include in your SMB offering can be a daunting task.

In this blog post, we will explore the key considerations and features that should be on your radar, ensuring that the CRM you choose aligns perfectly with the unique needs and goals of your agency’s clients.

What is a white label CRM platform?

At its core, a white label CRM platform serves as a customizable solution that allows you to offer CRM functionality under your own brand. In simpler terms, it’s like having your very own CRM software without having to develop it from scratch.

White label CRM platforms come equipped with an array of features designed to streamline customer interactions, enhance communication, and optimize sales and marketing processes. These platforms allow businesses to effectively organize customer data, track leads and customer statuses, automate workflows, and gain valuable data for informed decision-making.

By leveraging a white label CRM platform, your agency can offer an all-encompassing CRM solution to your small business clients. This empowers them to increase the efficiency of their operations, strengthen customer relationships, and ultimately achieve their business objectives.

What are the benefits of adding a white label CRM to your offering?

The benefits of a white label CRM

You might find yourself asking, “Why not develop my own CRM?” While building a CRM system from scratch may seem tempting, it can be an arduous and resource-intensive process.

Instead, consider partnering with an experienced SaaS vendor and the numerous advantages of incorporating a white label CRM into your agency’s offerings.

  • Strengthen your brand: White labeling a CRM enables you to incorporate your agency’s branding elements into the platform. You can customize the CRM with your logo, colors, and design elements, providing a seamless and consistent experience for your clients. This branding opportunity reinforces your agency’s identity, enhances professionalism, and strengthens brand recognition among your small business clientele.
  • Enhance client engagement: Adding a white label CRM to your offering means your clients will be using your solution on a daily basis, creating a sticky solution your clients might find hard to leave. In addition, having a white label CRM will help your agency prove its value and show ROI to your small business clients as all the data will be laid out in front of them..
  • Expand your service offering: Adding a white label CRM expands the range of services your agency can provide. You can offer your clients a comprehensive solution for managing customer relationships and improving sales, along with the marketing services you already provide. This diversification allows you to become a one-stop shop for your client’s needs, increasing client satisfaction and revenue opportunities.
  • Deliver a turnkey solution that can be expanded: White label CRM platforms are typically feature-rich and come equipped with a wide range of functionalities. These include contact management, lead tracking, task automation, email marketing, and reporting. This can help you save your clients from the hassle of sourcing, implementing, and learning a separate CRM system. They can focus on their core business while reaping the benefits of your robust CRM platform.
  • Save time and resources: Building a CRM system from the ground up requires significant investments of time, money, and expertise. By leveraging a white label CRM, you can bypass the development process and immediately access a fully functional CRM solution.

What to consider before partnering

What to consider before partnering

When selecting a white label CRM platform to partner with, it’s essential to carefully consider several key factors. These considerations will ensure that you choose a partner that aligns with your agency’s goals and empowers you to provide exceptional CRM solutions to your clients.

Let’s explore the crucial aspects to evaluate before forming a partnership:

Ease of use for your clients

One of the primary goals of incorporating a white label CRM is to offer your clients a user-friendly experience. Ensure that the CRM platform you choose is intuitive and easy to navigate, even for users with minimal technical expertise. A user-friendly interface and well-designed features will enhance client satisfaction and minimize the learning curve.

The type of white label partnership being offered

There are many types of white label partnerships: from closed, to open, referral to reseller. Each comes with different perks and knowing which one to choose depends on your agency’s goals. The type of white label partnership will determine things like:

  • Will the white label partner have contact with your end clients?
  • How big of a cut will the white label partner require from the sales?
  • To what extent will the white label partner offer support?

And more.

Support from your partner

Look for a partner that offers comprehensive support, including sales enablement kits, training sessions, and ongoing assistance. Consider whether they provide additional services such as customer success as a service (CSaaS), which can significantly benefit your agency and clients by ensuring long-term success and satisfaction.

Functionality of the CRM

Evaluate the functionalities and features offered by the white label CRM platform. Does it meet the specific needs of your clients? Look for features such as marketing automation to streamline campaigns, collaboration tools to enhance teamwork, and customizable reporting to provide valuable insights. The more comprehensive and tailored the CRM’s functionality, the better equipped your clients will be to achieve their goals.


The ability to seamlessly integrate with existing software and third-party applications can enhance efficiency and data synchronization. Look for a partner that offers a wide range of integration options, allowing your clients to leverage their preferred tools and, at the same time, the CRM’s full potential.

Try out vcita’s white label CRM

vcita’s white label CRM platform is designed to enable marketing companies serving SMBs to propel small business growth while increasing their ARPA, and reducing churn.

The platform is fully customizable, flexible, and built on the years of experience vcita has serving the SMB community. And the best part? It’s all under your brand.

Your SMB clients will love the robustness and features available in our smart CRM:

  • Contact management: Your SMB clients will love their ability to easily organize and manage client information, including contact details, communication history, and notes, all in one centralized location.
  • Lead management: SMBs can track and nurture leads efficiently, ensuring no opportunity slips through the cracks. With our white label CRM, they can stay on top of their sales pipeline and convert leads into loyal customers.
  • Task automation: Small business owners are busy people. Empower them to automate repetitive tasks, streamline workflows, and save time. They can set up automated reminders, follow-ups, and notifications to stay organized and never miss an important interaction.
  • Email marketing: Marketing is crucial for the growth of a business. Our white label CRM allows SMBs to create and send professional email campaigns to engage with their clients, promote new offerings, and nurture customer relationships.
  • Scheduling and online booking: Your SMB clients can easily schedule appointments, meetings, and consultations through an intuitive online booking system. This helps them put the power in their clients’ hands and enjoy fuller calendars without all the calling to schedule.
  • Invoicing and payments: Small businesses can use vcita to generate professional invoices, accept online payments, and track financial transactions seamlessly. This helps simplify their billing processes and improve cash flow.
  • Document sharing: Using our white label CRM, your SMB clients can share important documents, contracts, and files securely with their clients through a centralized document repository.
  • Customizable reporting: Help your SMB clients gain valuable insights into their performance with reports and analytics. Using the system they can track key metrics, measure the success of marketing campaigns, and make data-driven decisions.

By partnering with intandem white label CRM, you can leverage these features and enhance client trust, create a sticky solution, and provide your small business clients with the tools they need to turn their leads into paying customers.

Choosing the best white label CRM for your agency

Incorporating a white label CRM platform is a strategic decision that can greatly benefit your agency and its small business clients. By carefully considering factors such as ease of use, pricing, support, functionalities, and integration, you can choose the best white label CRM solution that aligns with your agency’s goals.

Make the smart choice to incorporate a white label CRM into your agency’s offerings and experience the transformative impact it can have on client relationships and agency growth. Embrace the power of white labeling and unlock new possibilities for success.

intandem partners with leading organizations that serve SMBs to propel forward a joint vision of empowering SMB digital transformation. To learn more, check out intandem.