For agency owners
A CRM your clients log into. Under your brand.
Contacts, pipeline, conversations and automations — plus the conversion and AI-visibility engine — rebranded as your agency’s own stack. One login across every client, your name on every screen, priced per client and never per seat.
What your agency resells
The whole client operation, on one login and under one brand — yours.
Contacts & companies
One deduplicated record per lead, tied to the client account it belongs to. Every touch, form and purchase on one timeline.
Pipelines & opportunities
A sales pipeline per client, with stages and values you set. The agency sees every deal across every client; the client sees only their own.
Conversations in one inbox
SMS, email and social messages land in a single thread per contact, so a client’s whole conversation history lives in one place.
Calendars & booking
Booking pages and calendars per client, with appointments written straight onto the contact record.
Workflows & automation
Trigger follow-ups, tag on behaviour, route leads and fire your own webhooks — the busywork that turns a captured lead into a booked call.
Your brand, your domain
Your logo, your colours, your domain on the screen the client logs into — not a white-labeled PDF, the product itself.
The CRM half
Captures the lead and works it: contact record, pipeline stage, the whole conversation in one inbox, the follow-up fired automatically. This is where your client’s revenue actually gets managed.
The conversion half
CRO9 fills the top of that pipeline: whether AI search can find the client, what is refusing the crawlers, the behavioural data behind the 95% who leave, and the fixes published to the site. See SXO for agencies →
Both halves, one login, one brand. The client never sees the seam.
Why agency owners run it this way
Priced per client, not per seat
Add your whole team at no extra cost. Seat pricing punishes an agency for growing; this does not.
A sub-account per client
Each client gets their own isolated workspace — their contacts, their pipeline, their data — while you keep one login across all of them.
One login, every client
Switch between clients from a single screen. Nothing to log out of, no vendor tab your client should never see.
Reports under your name
Daily briefs and monthly summaries go out from your identity, with your mark on them. The client credits your agency, because it is your agency.
Officially open to agencies
Put your name on the whole stack
Start an agency account and run your first client through it, or book a walkthrough and we’ll set the first sub-account up with you. Priced per client, cancel anytime.
Questions agency owners ask
Is it really my brand the client sees?+
Yes. Your logo, colours and domain are on the dashboard the client logs into and on every report that goes out — not just a white-labeled export. The default palette is neutral grey, never our brand, so nothing of ours reaches your client by accident.
Do I get a separate workspace per client?+
Yes. Every client is a sub-account with its own contacts, pipeline, conversations and data, fully isolated. You hold one login that spans all of them; each client only ever sees their own.
What exactly is included in the CRM?+
Contacts and companies, sales pipeline and opportunities, a unified SMS / email / social inbox, calendars and booking, and workflow automations — plus the CRO9 conversion tracking and AI-visibility engine on the same login.
How is it priced?+
Per client, not per seat — so your team size never changes the bill. The self-serve white-label plan is Dominate at $199/mo; larger books run on a custom Agency plan. See agency pricing or book a walkthrough.
Can I resell it to my clients?+
That is what it is built for. You set your own prices, bill your clients directly, and the platform stays invisible behind your brand.