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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.

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From $197/mo · see plans
What it does

One tool, 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

The operator read

Retainers are the difference between an agency and freelancing. One-off projects reset you to zero every month; a pipeline you own keeps the revenue compounding.

How we sourced this

  • Public operator case studies (Liam Ottley, Nick Saraev, and others) · self-reported revenue and scaling numbers
  • GoHighLevel pricing · category price reference, 2026
  • Reddit AI-agency pain corpus (n=796 pain threads, 2026) · harvested via RSS, classified; aggregate grade A
Try it

See the pipeline in action

Walk a sample deal from new lead to signed retainer inside the board. Live demo coming soon. Want it now? Start your plan below.

Live demo coming soon
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Plans

Keep using it on a monthly plan

Pick this one tool, or get the whole toolkit at a bundle discount. Start any plan in minutes.

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
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The whole toolkit

Every tool

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

Chat assistant, lead capture, CRM and pipeline, ROI reporting, and the rest of the toolkit, in one monthly plan at a discount. Want it done for you instead? Done-for-you growth runs as a separate plan.

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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.

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See exactly where your agency can grow on every platform. No cost, no commitment.

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