1. Account Creation & Setup
Sign up and create your account in minutes. No technical skills or coding required to get started.
Help your clients run their business with one simple platform
Invoicing, contracts, scheduling, and more – all white-labeled under your brand. No more juggling multiple tools and logins.
Everything your clients need in one place
Features
Invoicing
Create recurring and one-time invoices your clients can send in seconds. Track payments, automate reminders, and get paid faster – all in one place.
Document Builder
Build professional contracts, proposals, and invoices with a simple drag-and-drop editor. Customize everything to match your client's brand in minutes, not hours.
E-Sign
Close deals faster with built-in e-signatures for contracts and proposals. No third-party tools, no extra logins – just simple, legally binding signatures.
Meetings
Embeddable, customizable calendars that integrate with Google Meet for automatic link generation. Your clients can schedule meetings and manage their calendar without the back-and-forth.
SaaS Mode
Build custom pricing plans and choose which features each client gets. Want to offer invoicing and meetings for $30/month but skip contracts? You decide what to sell and how to package it.
No missing pieces
From customer portals and team permissions to API integrations and custom fields – we didn't skip the features that make day-to-day operations actually work.
Why agencies choose us
Benefits
White-labeled & resellable
Set your pricing, keep the profit
Predictable monthly revenue
No hidden fees
Walk away anytime
Built for agencies
No upsells ever
Active development
Transparent roadmap
Complete platform included
Continuous updates
Easy client onboarding
increase customer retention
No technical skills needed
Professional client experience
Get started in 4 simple steps
How It Works
2. Customize & Whitelabel
Add your logo and domain to make the platform completely yours. Your clients will never see our branding.
3. Create & Sell
Set your pricing and decide which features to offer. Package it however you want – you're in full control.
4. Acquire Customers
Start selling to your clients and earn recurring monthly revenue. They get a better platform, you get predictable income.
agency-scaled pricing
Pricing
Our Customers Love us
Testimonials
Within just one quarter of switching, we saw a 30% increase in client conversions. The level of organization and automation helps us respond faster to new business leads and plan our campaigns more strategically, which has been a game-changer for our bottom line.
This platform's security features give us peace of mind. The intuitive interface means minimal training for new hires, saving time and resources.
Integration with e-commerce tools streamlined order tracking and follow-ups. Customer satisfaction is at an all-time high, and we've reduced errors significantly.
We love the automation features—they handle repetitive tasks so our staff can focus on high-value interactions. Revenue growth has been impressive, and we're seeing better client relationships as a result.
The customizable dashboards provide real-time insights into customer behavior. Our retention rates have skyrocketed.
This CRM has transformed our sales pipeline with seamless integrations. We've reduced follow-up times by 40% and closed more deals.
The collaboration tools foster teamwork across departments, aligning marketing and sales for cohesive campaigns that drive better results and team morale.
We've cut down on data entry errors with smart imports. Accuracy has improved client trust.
This CRM scales perfectly with our growing business. Performance stays strong as we add users, and updates bring even better features that adapt to our evolving needs.
Frequently Asked Questions
FAQs
Of course! You can simply import a CSV file into the app. We have import functionality for customers and products/services for a quick way to get started.
Absolutely! That’s why we built this software, to give you the ability to resell it to your customers. We even built an automated billing software that allows you to sell it as a SaaS.
Yes, you can decide exactly what features are included in each sub-account. All features are included from our end; it’s up to you to decide what your customers see.
Currently, we have a project manager, two frontend devs, two backend devs, a QA tester, and a marketing manager.
Currently, we have built the following features: invoicing, contracts/proposals, meetings
We use Stripe for all payments processing. Which means, you and your customers will have to obtain a Stripe account.
From The Blog
Blog
Well you've scrolled this far
Can't make up your mind? Schedule a demo with us and we'll be happy to give you a complete tour of our app and show you how it can boost your bottom line.
