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CRM & Pipeline · On the roadmap

Run every client
from one pipeline

A white-label CRM to run your own pipeline and your clients', so the business doesn't live in your head. The system owns the process, not you.

Join the waitlist
What it will do

One agent, one job done right

A white-label CRM to run your own pipeline and your clients', so the business doesn't live in your head. The system owns the process, not you.

One pipeline for everything

Your leads, your deals, and your client work in a single view you actually keep current.

White-label for clients

Run it under your own brand and resell the seat as part of your retainer.

Stops the reset to zero

Recurring pipeline and retainers, instead of one-off projects that restart from scratch each month.

Gets you out of the work

Process lives in the system, so demand isn't capped by your own hours.

Why it matters

Agencies that scale own a process. The ones that stall own a to-do list.

Operators who break past the $10k to $20k a month wall stop being the fulfillment bottleneck. The work runs on a system with recurring retainers, not one-off projects that reset every month.

$10k to $20k
the monthly wall when the founder is the whole process
operator case studies
$97 to $497/mo
what agencies pay for a GoHighLevel-class CRM
vendor pricing, 2026
On the roadmap

CRM & Pipeline is not built yet

It is not on sale. Join the waitlist and we will email you when you can add it. When it ships it comes inside every plan.

FAQs

Questions about CRM & Pipeline

Is it really white-label?

Yes. It runs under your brand, so you can give clients a seat as part of the retainer.

How is this different from a spreadsheet?

It holds the process so the business doesn't live in your head, and it scales past your own hours.

What does it cost?

It is on the roadmap and not on sale yet. When it ships it comes inside every plan, so it has no price of its own. Join the waitlist and we tell you when you can add it.

Can I migrate my existing pipeline?

Yes. Bring your leads and deals in when you start.

Get your Growth Plan

Start with a custom plan to grow your agency.

Get your Growth Plan
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