Your brand on the front
White-label options mean clients see your name first — ours underneath where it belongs.
For agencies & resellers
The CRM for agencies & resellers
Run coaching as your product: white-label portals, pipelines per client, team roles and honest integration labels — your brand on the front, the platform underneath.
Client onboarding
- Confirmation email sent
- Intake form completed
- Welcome call booked
- Goals agreed
- First payment received
- Resources shared
- Portal access granted
Onboarding on track
Client portalActive client
- Session workbook
- Program overview
- Resource pack
How it works
From new client to branded delivery, start to finish.
One example — the shape stays the same, the details are yours to set.
- 1
A pipeline per client or program
Each engagement runs on its own stages — or a portfolio view across all of them, if you prefer one board.
- 2
The team works from one record
Seats and roles place every coach and staff member inside shared records with clear boundaries.
- 3
Delivery wears your brand
Clients log into a portal that carries your name — white-label options are part of the product.
- 4
Connections stay labelled
Built-in connections, webhooks and API keys — every connection's status is on the page.
What you get
Built for how you actually work.
Roles that scale with the roster
Add coaches and staff as you grow — access fits the work, not the other way round.
Reporting across programs
Pipeline health and where inquiries come from, read across every program you run.
Honest status, everywhere
Capabilities show Live or Coming soon — no surprises halfway through a build.
Where it fits
Go deeper in the product.
Related pages — how each one works, in detail.
Next step
See the CRM built for agencies & resellers.
A short demo, your workflow in mind — the assessment, pipeline, follow-up and portal, in that order.