You are a superstar marketer (or at least a confident one) with a good number of clients.
You have a content toolbox that includes engaging email marketing campaigns, landing pages, autoresponders, follow-up systems, and workflow management processes.
Your clients couldn’t be happier with the quality of service and the content they are receiving from you, and they have already started recommending you to their friends.
That all sounds great. But there’s a problem…
Your clients still need a CRM to tie everything together, and instead of providing it for them, you are sending them off to go shop for third-party solutions. This will make it harder for you to manage your own content, not to mention the fact that you are missing a branding opportunity AND giving away revenue that should be yours.
Does that sound about right?
Well if so, read on to see that there is an alternative.
Become the total marketing solution
The alternative is to white label a CRM: take a proven, ready-made platform, put your brand on it, load it with your content, and offer it to your customers as your own. AllClients has been doing exactly this since 2009 — when we became the first company to offer a white label CRM.
You probably have spent years creating unique and valuable content for your clients. But your clients need a complete solution: your genius systems and strategies, PLUS all the tools needed to implement your teachings. If you don’t provide a sticky element to your offering, your clients will eventually leave you.
Consider upgrading your entire offering and providing your customers with an easy-to-understand CRM system that is loaded with your content, branded with your name, and perfect for their small (or very small) business.
Top 5 reasons to white label a CRM
#1 Your competitor’s complete solution is kicking your butt
You have lots of competition out there. Some of your competitors are providing their clients with a complete solution. Are you? It’s no longer enough to just have the best marketing strategies – today you also need to provide the tools needed to implement those strategies.
But what can you do?
Offering your own CRM seems like a big undertaking. After all, you can’t compete with HubSpot and Keap, can you? The answer to that is you ABSOLUTELY can!
Remember, you don’t have to build this mysterious CRM and Marketing Toolbox, it already exists. You just need to get it, add your content to it, and start including it in your offering. Easy – Peasy!
#2 Your customers are leaving you after one or two years
There is no question you have great marketing ideas, systems, and strategies. They are time-tested and as long as you can get your clients to follow your processes, they just work. So when your customers see how great your ideas work, they will be staying with you forever…right?
Wrong.
Would you keep paying someone for something you have already learned? Nope. You love the concepts, you use them on a daily basis, and they work great. You will probably thank the person who taught you, and probably even recommend them to your friends and colleagues, but will you continue to pay them? Not likely.
You need to provide something your customers will use on a daily basis and rely on in their business. When your customers leave you, do they also cancel their Salesforce or ActiveCampaign subscriptions? Well, no – they need those tools to continue their sales and marketing efforts.
Imagine if you provided a CRM loaded with your content. To the customer, it’s all one thing. If they leave you they lose it all: The machine that is running all of their sales and marketing, all of your emails, landing pages, and campaigns… PLUS their entire customer database.
The clients using your complete solution are sticky and will stay with you forever.
#3 You want to be promoting YOUR brand – not someone else’s!
You have given your clients all the information they need to be successful in the area of sales and marketing. But whose brand do they see every time they fire up their computer? MailChimp? ClickFunnels? Zoho? Whoever it is – it’s not you!
Why not have your brand in front of them every day?
When you White Label your own CRM, it has your logo, your colors, and your branding all over it. And if you have the White Label CRM from AllClients, there is no reference to the name “AllClients” anywhere in the product. Your customer will think that you built it!
You have spent so much time and effort creating your marketing content and systems that work. However, you are missing an opportunity to brand your genius as your clients see someone else’s branding and your brand is nowhere to be found.
A White Label CRM can offer your brand the exposure it deserves. After all, your content is getting all the results, so why not take credit for all that success?
#4 You want to stay focused on what you do best
When each of your customers is using different CRM tools to execute your marketing content, it becomes problematic for your support staff. Your team already knows all about your systems and strategies, but now they have to learn how to use all the various CRMs out there.
How you build email templates in Constant Contact is different than how you do it in MailChimp. Some CRMs can’t handle complex, multi-step workflows and campaigns. How do you help your clients who have one of those CRMs? What if one of your campaign steps is to send out a text message and your client’s CRM doesn’t have that capability?
When you can offer a complete solution, INCLUDING the CRM, everything is preloaded, so when your customer first logs in to the CRM it is all configured and ready to go. And when you have a new email template or a new sales campaign to give them, you press a button on your end and they get your new material in their system instantly. You’re not forcing them onto your CRM – you’re making their lives EASIER, and they will be grateful for it.
But the simplification isn’t just for your customers and your support team. It’s for YOU.
When you white label, you are not running a software company. You don’t have to chase bugs, worry about uptime, or keep pace with every new feature the other CRMs are shipping. That is your white label partner’s full-time job, not yours. You get to put all of your energy back into the one thing you are the best in the world at: your marketing genius. Let someone else do the software heavy lifting.
#5 Stop handing your software revenue to someone else
Right now, your customers need CRM and marketing tools to put your ideas to work — and every single month, they are paying someone else for them. That is revenue walking out the door. Worse, it’s the thing quietly keeping them tied to another platform instead of to you.
When the CRM is yours, that flips. The money your customers spend on software comes to you instead of going to MailChimp, Keap, or whoever else. You have no doubt seen what other CRM systems charge every month. Today that money is bypassing your wallet entirely, simply because you don’t offer a complete solution.
And here is the part that matters most: because the customer is sticky, that revenue is recurring. They don’t churn out the moment they’ve learned your material, because the whole machine running their business has your name on it. YOU are the expert, and they will gladly pay you for the tools that make your expertise work.
Remember, your customers are not just looking for great marketing information. They are looking for solutions to their problems. And the more complete the solution, the better.
”But couldn’t I just build it myself?”
Maybe you’re thinking you could just build this yourself — or that AI tools are good enough now to spin one up for you.
Here’s the thing. AI is getting better at writing software, and it will keep getting better. But the hard part of a CRM was never the code. The hard part is knowing what to build, what to leave out, and how the whole thing should feel to a non-technical small-business user — and that comes from years of watching real people actually use it, not from generating code.
Building also drags you away from the thing you’re best at. If you’re a coach or consultant, you’d be turning yourself into a software company on top of your real business. (Even software companies that absolutely CAN build often white label a CRM for this exact reason — they’d rather stay focused on their own product than run two roadmaps at once.)
There are a few ways to offer your own CRM, and building is one of them. If you want to weigh all of them side by side, we broke it down in Four Ways You Can Offer Your Own CRM. But for most marketers, white labeling a proven platform gets you to market in days with something that already works.
Lifelong Customers
You don’t just want customers, you want Lifelong Customers!
Your marketing content can only go so far, and today, implementing it requires your customers to rely on someone else’s CRM. They see the benefits of your expert content, but you are asking them to go out and use third-party tools to make your ideas work.
Create Lifelong Customers by providing the complete solution.