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CRM & Pipeline

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.

Use the CRMCustomize it
From $197/mo · see plans
What it does

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
from $197/mo
your plan, set when you start
indicative launch pricing
Use it

Runs on your account, on a monthly plan

Create your account, pick the plan, and the agent goes to work. Pick this one agent, or get the whole toolkit at a bundle discount.

CRM & Pipeline

$197/mo

Indicative launch pricing. Your plan is set when you start.

  • One pipeline for everything
  • White-label for clients
  • Stops the reset to zero
  • Gets you out of the work
Get Started

The whole toolkit

Every tool

One plan, bundle discount versus buying each tool on its own.

Outreach, chat, voice, lead capture, content, CRM, and ROI reporting, in one monthly plan at a discount. Want it done for you instead? Done-for-you growth runs as a separate plan.

Get Started
Customize it

Want CRM & Pipeline made yours?

Your pipeline built around how your agency actually sells and delivers: stages, automations, and client views configured for you, under your brand.

What the package covers

  • Stages and automations mapped to your sales process
  • White-labeled under your agency's brand
  • Your leads and deals migrated in
  • Your team onboarded on the working system

A paid package on top of your monthly plan. The standard agent ships configured; this one ships built around you.

Your version

starting at $1,500

One-time package, quoted fixed on the scoping call. Nothing starts until you approve the quote.

Book the scoping call
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?

A monthly plan starting at an indicative $197/mo. Add the full toolkit for a bundle discount. Final pricing is set when you start.

Can I migrate my existing pipeline?

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

Put CRM & Pipeline to work

Start your plan today, or add it to the full toolkit at a discount. Fix the bottleneck, keep the result.

Get Started

Get your Growth Plan

Start with a custom plan to grow your agency.

Get your Growth Plan
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  • Growth Plan
  • The Agency Growth Guide
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  • Ask Us Directly
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  • Growth Partner
  • AI Implementation
  • White Label AI Agents
  • AI Agents for Coaches
  • AI Agents for Communities
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