/agency/client-workspaces
Agency home
Sub-accounts
Contacts
Pipeline
Google locations
Automations
12 sub-accounts
$84.6k pipeline
38 new leads
New
Qualified
Won
Google profile linked
SMS follow-up ready
Form route active
Owner alert enabled

Every client gets the whole stack.

CRM Stack is a white-label CRM for agencies and local-service operators: sub-accounts, forms, pipeline, automations, client sites, reports, and Google location visibility in one owned workspace.

Open dashboardSee pricing
01
Capture
02
Route
03
Respond
04
Track
05
Report

Built for selling CRM as a service.

The product should be priced like infrastructure plus implementation, not like a cheap contact list. The value is replacing a scattered stack and giving each client a cleaner operating system.

Sub-accounts

Give every client a private workspace with its own contacts, forms, pipeline, team, and reporting.

Lead capture

Publish hosted forms, embed them on client sites, and route each submission into the right client account.

Pipeline

Track new, qualified, won, and lost opportunities without forcing a heavy enterprise CRM onto local teams.

Google locations

Keep addresses, Google Maps links, profile URLs, and lead geography visible beside the sales workflow.

Automations

Trigger SMS, email, owner alerts, and follow-up tasks from form submissions and pipeline movement.

Client sites

Stand up simple service pages and connect native-looking forms back to the correct sub-account.

Sell the CRM by itself, too.

Some buyers already have a website, ads, and follow-up process. Give them a clean CRM-only ladder before pitching the full growth stack.

CRM-only entry: $97/mo plus setup

CRM Lite

For a solo operator who needs a clean place to track leads and deals.

$97/mo per location
$250 setup
  • One workspace
  • Contacts
  • Pipeline
  • Manual tasks
  • Basic import

CRM Pro

For a small team that wants forms, follow-up visibility, and cleaner reporting.

Popular CRM
$197/mo per location
$500 setup
  • Everything in Lite
  • Hosted lead forms
  • Google location links
  • Team members
  • Basic reports

CRM Managed

For a business that wants the CRM maintained, cleaned up, and reviewed each month.

$297/mo per location
$750 setup
  • Everything in Pro
  • Pipeline setup
  • Monthly cleanup
  • Lead source review
  • Priority support

Then upsell the full stack.

When a client needs more than record keeping, move them into website, forms, automations, broadcasts, and managed review. That is where the offer becomes a revenue system.

Launch target: $497/mo plus setup

Starter CRM

For one service business that needs contacts, forms, and pipeline.

$297/mo per location
$750 setup
  • One client workspace
  • Hosted lead forms
  • Contact and deal pipeline
  • Google location links
  • Basic reporting

Growth Stack

Best fit for a local business that wants the site, CRM, and follow-up lane together.

Best fit
$497/mo per location
$1,500 setup
  • Everything in Starter
  • Client website builder
  • Automation templates
  • Broadcast and task lanes
  • Monthly performance review

Agency White Label

For an agency selling CRM workspaces to multiple clients under its own brand.

$997/mo
$2,500 setup
  • Up to 10 client workspaces
  • $49/mo per extra workspace
  • Agency dashboard
  • White-label app name
  • Priority implementation

Start with the middle offer.

$497/mo is high enough to fund support and continued buildout, while still landing under the cost of cobbling together CRM, forms, website, texting, reporting, and agency software subscriptions separately.

Launch rule

Do not discount the monthly. If needed, discount setup for the first three customers in exchange for testimonials, screenshots, and permission to turn their workflow into the next vertical template.

Open CRM Stack