White label CRM software lets agencies and SaaS builders resell a ready-built platform under their own brand, skipping years of development.
GoHighLevel stands out for marketing-focused agencies, with its SaaS Pro plan enabling full white-labeling and client billing at $497/month.
What Is White Label CRM Software?
White label CRM software is a pre-built platform for client management that you rebrand as your own product. You take a system like GoHighLevel’s SaaS Pro, swap in your logo, domain, and colors, then sell access to clients, often at $297–$997/month per sub-account.
This turnkey approach delivers:
- A complete CRM with pipelines, automation, and multi-channel outreach (email, SMS, calls)
- Unlimited sub-accounts for client isolation
- Built-in billing via Stripe for automated MRR
Agencies use it to bundle CRM with services, turning one-off projects into sticky subscriptions.
Why White Label CRM Fits Agencies and SaaS Builders
Agencies face two core challenges: keeping clients engaged post-project and building predictable revenue. White label CRMs like GoHighLevel address both by giving clients a daily-branded dashboard they log into, boosting retention to 80–90% in real agency cases
The model shifts your business from hourly services to product-led growth. Clients pay monthly for the platform, creating MRR while you upsell setup, training, or custom snapshots (pre-loaded workflows for niches like real estate or fitness).
In 2026, white label SaaS demand surges as agencies compete on software ecosystems, not just tactics. GoHighLevel’s agency-first design makes it a top pick for scaling without custom dev costs.
Agencies report 80–90% retention boosts – HighLevel case studies
Key Benefits of Using GoHighLevel White Label CRM
GoHighLevel’s SaaS Pro plan ($497/month, or less annually) unlocks full white-label CRM, ideal for agencies reselling to multiple clients.
Core strengths include:
- All-in-one marketing suite: CRM pipelines, email/SMS automation (via Twilio/Mailgun), funnels, landing pages, calendars, and AI tools like review generation, all in one dashboard.
- Full branding control: Custom domain, logo, colors for desktop/mobile apps, and API for system links.
- Sub-account management: Unlimited client portals with snapshots for quick niche setups (e.g., healthcare follow-ups).
- SaaS tools: Stripe integration for client billing, affiliate tracking, and plans with trials/upsells.
Agencies report 40% productivity gains and $3k+ extra MRR from white-labeling alone.
White Label CRM Challenges & Fixes
White label CRMs promise speed but come with trade-offs agencies must navigate.
- Limited deep customization: You can’t overhaul core UI or logic. Solution: Lean on snapshots and workflows for 80% of client needs; upsell custom integrations via API.
- Support scaling: Clients expect hand-holding. Solution: Build self-serve resources like video onboarding and a branded help center before adding staff.
- Pricing pressure: HighLevel costs $497/month base, so your markup must cover it (aim for $97–$497/client tiers). Solution: Test 2–3 plans with trials; track churn via login metrics.
- Vendor dependency: Roadmap and uptime tie to GoHighLevel. Solution: Export data regularly and choose niches where their marketing tools shine.
Success hinges on client training. Ensure they see ROI in week one via automated wins like SMS reminders.
Step-by-Step: Build Your SaaS with GoHighLevel
GoHighLevel’s SaaS Mode (unlocked on the $497/month SaaS Pro plan) lets agencies white-label and resell the full platform to clients, auto-creating sub-accounts on signup. Stripe is required for billing, no other gateways work.
Agency-Level Setup (Do Once)
- Create/Confirm Agency Sub-Account: In your agency dashboard, add a sub-account as the base for testing. Skip if done.
- Activate Telephony: Link LC Phone or Twilio (agency-wide). This enables client SMS/calls; set rebilling markup later. Cap initial client credits at $50–$100 to avoid surprises.
- Set White-Label Login Domain: Go to Settings > White Label. Add your custom domain (e.g., app.youragency.com) for branded logins. Verify DNS.
- Configure API Domain: Brand system links (e.g., calendar invites) via API domain settings. Matches your original “brand system links” point.
- Upload Branding & Premium Features: Add logo, colors, fonts. Enable/rebill premium add-ons like Workflow AI or LC Premium Triggers.
- Connect Agency Stripe: Settings > Payments > Connect Stripe (agency level). This handles all client billing.
Build SaaS Plans (Core of Reselling)
SaaS Configurator: Agency Dashboard > Plan Configurator.
- Create up to 20 plans (e.g., Basic $97/mo: core CRM; Pro $297/mo: full automation + Twilio).
- Set trials (14–30 days), snapshots (pre-loaded niches like real estate), Twilio rebill profit %.
- Copy Stripe Product IDs for each price—do not delete them in Stripe.
Client-Facing Setup (Per Sub-Account or Sales Funnel)
Sub-Account Business Settings: Name, logo, domain (e.g., client.youragency.com).
Stripe on Sub-Account: Payments tab > Connect client Stripe if needed for their payouts.
Import Plans to Sales Page:
- Sites > Funnels > New funnel/website.
- Payments > + Import from Stripe > Paste Product ID (shows as “agency plan”).
- Add to 1-Step/2-Step Order Form. Set optional setup fees.
Optional: Calendars & Phone: Buy numbers, configure calendars for demos/onboarding.
Automate Onboarding:
- Workflow: Trigger on “Order Form Submission” (filter to your sales funnel).
- Notify you of signups; auto-apply snapshot/permissions.
What Happens on Signup?
- Sub-account auto-creates with buyer’s name/email.
- User account + temp password emailed.
- SaaS Mode + plan permissions activate.
- Twilio rebilling starts per config.
Pro Tips from Guide:
- Niche with snapshots (e.g., dentists: auto-reminders).
- Test flow: Use new email; avoid test mode/Stripe.
- Scale: Agencies hit $10k+ MRR in months via funnels + betas at discount. Monitor churn in dashboard.
White Label CRM Alternatives Comparison
GoHighLevel leads for marketing agencies needing deep automation, funnels, and SMS, with its SaaS Pro plan at $497/month offering unmatched MRR tools like auto-sub-accounts and Stripe rebilling.
For reseller networks and local SEO services, Vendasta starts at just $99/month, however lacks GoHighLevel’s automation depth, better for reputation management than full CRM pipelines. Check our full Vendasta review.
SuiteDash excels at client portals plus project management from $129/month, though its marketing tools (funnels, SMS) feel weaker compared to GoHighLevel’s all-in-one suite. See the SuiteDash review for details.
Bitrix24 handles all-in-one business operations with a free tier, but its clunky UI and less polished white-labeling make it a step behind for agencies prioritizing seamless client branding. Read the Bitrix24 review.
GoHighLevel pulls ahead for pure MRR potential through SaaS Mode, especially if your focus is agency-scale marketing workflows.
Real-World Use Cases
- GrowthMaster Solutions: Automated client onboarding with snapshots, hitting higher subscriptions and revenue. Fits agencies scaling services-to-SaaS.
- National Brokers: Used reminders for auctions, spiking attendance; proves niche automation ROI.
- Dr. Waseem Saqib (Healthcare): Scheduling automations cut no-shows; ideal for appointment-heavy niches.
These show white label CRM’s versatility when paired with strong onboarding.
Expert Tips to Succeed (and Pitfalls to Skip)
Do:
- Offer white-glove onboarding with custom snapshots.
- Track metrics: Aim for <10% churn, 50%+ monthly logins.
- Niche down (e.g., gyms, realtors) for faster sales.
Don’t:
- Launch 5+ plan tiers – start with 2.
- Skip client training; it kills retention.
- Ignore add-on costs like SMS ($0.01–$0.02/message).
FAQ
Conclusion
White label CRM software like GoHighLevel empowers agencies to launch branded SaaS products fast, turning one-off services into scalable MRR without dev teams or big budgets. In 2026, this model thrives as agencies compete on ecosystems: pipelines, funnels, and automation bundled under your name beat hourly retainers every time.
GoHighLevel’s SaaS Pro plan delivers the full stack: unlimited sub-accounts, Stripe rebilling, snapshots for niches, and marketing tools agencies actually use daily. Real users hit $10k+ MRR by starting simple: two plans, beta clients, strong onboarding.
Alternatives like Vendasta or SuiteDash fit narrower needs, but none match its agency-first polish for recurring revenue.
Next steps to launch yours:
- Read our complete GoHighLevel review with pricing, user ratings, and deal comparisons.
- Compare top CRM software or white label alternatives side-by-side.
- Start GoHighLevel’s 14-day trial via Tekpon for agency-focused snapshots and setup guides.
