Pipeline, contacts, and client relationships.
6 listed
All-in-one CRM, automation and white-label platform for agencies.
HighLevel (GoHighLevel) is an agency platform that combines CRM, funnels, automation, messaging and reputation tools with sub-accounts, snapshots, white-labeling and a SaaS mode that lets agencies resell the software. Every plan has unlimited contacts and users, 24/7 support and a 14-day trial.
CRM and sales software with a free tier.
HubSpot Smart CRM and Sales Hub combine contact management, deal pipelines, sequences, forecasting and AI agents on one platform, with a free tier and Starter, Professional and Enterprise plans priced per seat. It has more than 2,000 app marketplace integrations and a Solutions Partner Program for agencies.
Visual sales CRM built around the pipeline.
Pipedrive is a sales CRM for managing leads, deals and pipelines with email sync, automations, forecasting, AI reports and more than 500 integrations. It sells four per-seat plans, Lite to Ultimate, each with a free 14-day trial.
Client management for independent service businesses.
HoneyBook is a client management platform with proposals, contracts, invoices and payments, a client portal, scheduling, automations and an AI assistant. It sells Starter, Essentials and Premium plans billed yearly, with a 30-day free trial.
White-label platform and wholesale marketplace for agencies and channel partners.
Vendasta gives agencies a white-label client portal, CRM, reputation and listings tools, AI products and a wholesale marketplace of products to resell. Platform plans carry a $0 subscription against a monthly minimum of wholesale spend, with a free 14-day trial.
Client management and automation for creative service businesses.
Dubsado is a client management platform with forms, contracts, proposals, invoicing and payment plans, scheduling, client portals and automated workflows. It sells Starter and Premier plans with a 21-day free trial.