---
title: "Build a white-label agency CRM"
section: "Inspirations to Build From"
canonical_url: "https://support.buildwithhq.com/inspirations/agency-crm.html"
reviewed_at: "2026-09-14"
authority: Official
---

# Build a white-label agency CRM

An agency platform with isolated client sub-accounts, pipelines, and communication history — sold under your own brand.

## In brief

- **Category:** Agency & reseller platforms
- **Build from:** Modules, workflows, and the page editor
- **Extend with:** Your container when you outgrow the visual tools

## Data model

Build these as [modules and custom fields](../builder-guide/menus-user-types.html)  — no schema migration, no code required to add a field or a relationship:

- Agency account and client sub-accounts
- Contacts and companies
- Deal pipelines and stages
- Appointment calendar
- Unified communication history (email, SMS, calls)
- Landing pages and forms
- Reputation-request records
- Client billing and usage

## Pages

Compose these in the [page editor](../builder-guide/page-editor.html)  from data-bound blocks, or start from a template pack and customize from there:

- Pipeline Kanban board
- Contact directory with activity timeline
- Unified inbox per client account
- Landing-page builder
- Client billing dashboard

## Automation: when a review request is triggered

Model this as a [workflow](../builder-guide/workflows.html)  — each bullet is naturally one step, run automatically on the trigger:

1. Wait until the job/appointment record marks complete
2. Send a review-request message on the client's chosen channel
3. Log the outreach on the contact's timeline
4. If no response in N days, send one follow-up
5. Notify the account owner when a review lands

## Market and pricing

Read these as directional

Market sizes and competitor prices move constantly, and published figures vary widely by source and methodology. Treat the numbers below as order-of-magnitude orientation for deciding what to build — not as researched inputs for a pitch deck or a pricing page. Verify current figures before either.

| Segment | Agency / all-in-one marketing platforms |
| --- | --- |
| Market size (directional) | Marketing & sales software overall is a $70B+ category; the agency all-in-one niche is a small but fast-growing slice of it. |
| Who actually buys | Marketing agencies and MSPs reselling to local businesses |
| Where incumbents price | Agency all-in-one platforms typically run roughly $100–500/mo per agency, with unlimited or high sub-account counts at the top tier. |
| Suggested entry pricing | **$150–400/mo per agency, or $30–60/mo per client sub-account** |

## Building in more value

Where the margin actually lives — the upgrades and add-ons worth designing in from the start rather than bolting on later:

- Per-sub-account pricing — revenue scales with your reseller's own growth, the single best-aligned model in this list
- White-label domain and branding as a paid tier
- Usage-metered SMS and email volume on top of the base fee
- Done-for-you niche template packs (dental, HVAC, legal) sold through your [storefront](../selling/index.html)
- AI assistant seats priced per user, since each one replaces measurable labor

## The BuildWithHQ angle

The classic version of this product keeps every reseller on a centrally controlled master template — an update anywhere is an update everywhere, whether a reseller wants it or not. Here, each reseller gets their own [fork](../builder-guide/templates-forking.html): they customize fields, layouts, workflows, and connections freely, and a future improvement to your master template arrives as a choice they adopt block-by-block, never a change forced on their running business.

---

Capability review: 2026-09-14. [View the canonical guide](https://support.buildwithhq.com/inspirations/agency-crm.html).