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Managing revenue operations means juggling lead tracking, client engagement, and data management daily. That's where white-label lead management software steps in, offering a tailored solution to streamline these tasks.

In my experience, a good tool can improve how your team handles leads. In this review, you'll find options that cater to various specific needs, whether it's enhanced collaboration or automated marketing. 

I'll share unbiased, well-researched reviews of the top white-label solutions available. You'll get insights into features, usability, and the unique use cases that set each tool apart. Let's dive into finding the best fit for your team.

Why Trust Our Software Reviews

We’ve been testing and reviewing revenue operations software since 2022. As revenue operations experts ourselves, we know how critical and difficult it is to make the right decision when selecting software. We invest in deep research to help our audience make better software purchasing decisions.

We’ve tested more than 2,000 tools for different revenue operations use cases and written over 1,000 comprehensive software reviews. Learn how we stay transparent & check out our software review methodology.

Best White-Label Lead Management Software Summary

This comparison chart summarizes pricing details for my top white-label lead management software selections to help you find the best one for your budget and business needs.

Tool Best For Trial Info Price
1
Vendasta

Vendasta supports local businesses with CRM, marketing tools, and operations.

Best for local businesses

Free demo available

From $79/month (billed annually) Website
2
DashClicks

DashClicks offers tools for agencies with custom reports, automation, and scaling.

Best for marketing agencies

7-day free trial

From $199/month Website
3
Bitrix24

Bitrix24 offers collaboration tools, project tracking, and CRM for teams.

Best for team collaboration

Free plan available

From $43/month (billed annually) Website
4
OroCRM

OroCRM boosts B2B sales with segmentation, pipeline tracking, and analytics.

Best for B2B commerce

Free demo available

Pricing upon request Website
5
LeadRebel

LeadRebel tracks B2B leads, scores prospects, and reveals visitor insights.

Best for B2B lead-tracking

14-day free trial

From $43/month Website
6
AllClients

AllClients offers easy CRM, email marketing, and task management for SMBs.

Best for small business needs

Free demo available

From $24/month Website
7
SalesPype

SalesPype enhances CRM with lead tracking, custom pipelines, and automation.

Best for business process-specific pipeline customization

14-day free trial

From $79/month Website
8
OptinMonster

OptinMonster boosts lead generation with pop-ups, exit intent, and targeting tools.

Best for lead generation

No free trial available

From $7/month (billed annually) Website
9
ActiveCampaign

ActiveCampaign excels in email automation, CRM integration, and segmentation.

Best for automated email marketing

14-day free trial

From $20/month (billed annually) Website
10
White Label Suite

White Label Suite enables scalable growth with lead generation, management, and reporting.

Best for scalability

Free demo available

From $125/month (billed annually) Website

How to Choose White-Label Lead Management Software

It’s easy to get bogged down in long feature lists and complex pricing structures. To help you stay focused as you work through your unique software selection process, here’s a checklist of factors to keep in mind:

FactorWhat to Consider
ScalabilityEnsure the software can grow with your business. Look for options that handle increased data volume and user expansion without performance issues.
IntegrationsVerify it connects with your existing tools like CRM or email platforms. Smooth data flow can save your team time and reduce manual errors.
CustomizabilityCheck if you can tailor features to fit your processes. Custom dashboards or reports can align the software to your specific business needs.
Ease of UseAssess the interface for simplicity. A user-friendly design means less training time for your team and faster adoption of the tool.
BudgetCompare pricing plans to find one that fits your financial constraints. Consider both upfront costs and long-term value.
Security SafeguardsLook for advanced data protection measures and compliance with industry standards. Safeguarding client information should be a top priority.

Best White-Label Lead Management Software Reviews

Below are my detailed summaries of the best white-label lead management software that made it onto my shortlist. My reviews offer a detailed look at the key features, pros & cons, integrations, and ideal use cases of each tool to help you find the best one for you.

Best for local businesses

  • Free demo available
  • From $79/month (billed annually)
Visit Website
Rating: 4.5/5

Vendasta is a white-label lead management software tailored for local businesses and agencies looking to enhance their digital offerings. It provides tools for managing client relationships, digital marketing, and business operations.

Why I picked Vendasta: Vendasta is designed to support local businesses in their digital journey. Its client relationship management feature helps you track and nurture local leads effectively. The digital marketing suite offers tools to run campaigns that resonate with local audiences. Additionally, its business operation tools streamline everyday tasks, making it easier to manage your business.

Standout features & integrations:

Features include a customizable dashboard that gives you a quick overview of business performance, a reputation management tool to monitor and respond to customer reviews, and a sales automation system to streamline your sales process.

Integrations include Google Workspace, Microsoft Outlook, QuickBooks, Facebook, Twitter, Instagram, LinkedIn, Stripe, Mailchimp, and Shopify.

Pros and cons

Pros:

  • Extensive marketplace with third-party tools and services
  • White-label solutions for resellers
  • Extensive platform for digital marketing and sales

Cons:

  • Pricing can be high for smaller agencies
  • Overwhelming feature set for new users

Best for marketing agencies

  • 7-day free trial
  • From $199/month
Visit Website
Rating: 4.6/5

DashClicks is a white-label lead management software tailored for marketing agencies to manage and automate client interactions. It offers tools for lead tracking, reporting, and campaign management, helping agencies deliver better outcomes for their clients.

Why I picked DashClicks: DashClicks provides a range of features designed specifically for marketing agencies. Its customizable dashboards allow you to tailor client reports, making it easier to demonstrate value. Automated lead nurturing helps you maintain engagement without extensive manual effort. The platform's scalability ensures it grows with your agency, accommodating more clients as you expand.

Standout features & integrations:

Features include a custom reporting tool that lets you create branded reports for clients, automated lead nurturing that keeps your campaigns running smoothly, and a client portal for improved communication and transparency.

Integrations include Google Analytics, Google Ads, Facebook Ads, CallRail, Twilio, Shopify, Stripe, HubSpot, Slack, and QuickBooks.

Pros and cons

Pros:

  • Robust affiliate program
  • Built-in integration with third-party apps
  • White-label fulfillment services

Cons:

  • Possible challenges in customizing certain features
  • Unclear scalability for very large enterprises

Best for team collaboration

  • Free plan available
  • From $43/month (billed annually)
Visit Website
Rating: 4.1/5

Bitrix24 is a white-label lead management software designed for teams needing effective collaboration and communication tools. It serves businesses by offering project management, CRM capabilities, and social intranet features.

Why I picked Bitrix24: Bitrix24 caters to teams that require advanced collaboration tools. Its social intranet feature allows your team to communicate effectively, fostering a connected work environment. The project management capabilities help you keep track of tasks and deadlines. With CRM integration, your team can manage leads and customer interactions efficiently.

Standout features & integrations:

Features include task automation for repetitive processes, a built-in telephony system for direct client communication, and document management to keep all your files organized in one place. 

Integrations include Mailchimp, Xero, Dropbox, Google Drive, Microsoft Office 365, Slack, Zoom, QuickBooks, Trello, and Shopify.

Pros and cons

Pros:

  • Customizable CRM with automation capabilities
  • Built-in communication and collaboration tools
  • Advanced project management features

Cons:

  • Limited customer support channels
  • Complex navigation and interface

Best for B2B commerce

  • Free demo available
  • Pricing upon request
Visit Website
Rating: 4.3/5

OroCRM is a white-label lead management software tailored for B2B commerce businesses looking to enhance customer relationships and sales processes. It offers a suite of tools for managing customer data, sales, and marketing activities.

Why I picked OroCRM: OroCRM is built for B2B commerce, making it ideal for businesses looking to improve customer engagement and sales. Its flexible customer segmentation helps you target the right audience with personalized campaigns. The sales pipeline management feature allows you to track opportunities and close deals efficiently. With detailed analytics, you get insights into customer behavior and business performance.

Standout features & integrations:

Features include advanced reporting capabilities that provide deep insights into sales performance, a powerful marketing automation tool for streamlined campaign execution, and a centralized customer database for easy access to all client information.

Integrations include Adobe Commerce, Zendesk, Mailchimp, QuickBooks, Google Analytics, Salesforce, HubSpot, Microsoft Dynamics 365, Slack, and Shopify.

Pros and cons

Pros:

  • Open-source flexibility for scalability
  • In-depth reporting and analytics features
  • Strong workflow automation capabilities

Cons:

  • Limited pre-built templates for quick deployment
  • UI may feel outdated compared to modern CRMs

Best for B2B lead-tracking

  • 14-day free trial
  • From $43/month
Visit Website
Rating: 5/5

LeadRebel is a white-label lead management software designed for businesses focused on B2B lead tracking and identification. It helps users identify website visitors, track their activity, and convert them into potential leads.

Why I picked LeadRebel: LeadRebel excels at providing detailed B2B lead tracking capabilities. It identifies anonymous website visitors and reveals their company details, giving your team valuable insights. The software also offers lead scoring to prioritize prospects based on engagement levels. With its analytics, you gain a better understanding of visitor behavior to tailor your marketing efforts.

Standout features & integrations:

Features include real-time visitor alerts, keeping you informed about new leads instantly. It offers customizable dashboards to display the data most relevant to your team. The lead management feature allows for easy organization and follow-up on leads.

Integrations include HubSpot, Pipedrive, Salesforce, Zoho CRM, Slack, Microsoft Dynamics, Google Analytics, Mailchimp, ActiveCampaign, and Trello.

Pros and cons

Pros:

  • In-depth visitor analytics
  • An effective lead-scoring system
  • Real-time visitor identification

Cons:

  • Limited support availability
  • Requires technical setup

Best for small business needs

  • Free demo available
  • From $24/month

AllClients is a white-label lead management software designed for small businesses seeking to improve client relationships and manage contacts efficiently. It offers tools for email marketing, CRM, and task management, providing practical solutions for everyday business needs.

Why I picked AllClients: AllClients caters specifically to small businesses. Its easy-to-use CRM helps you manage customer relationships without getting overwhelmed by complexity. The email marketing feature allows you to send personalized messages, fostering better communication. Simple task management ensures your team stays organized and focused on priorities.

Standout features & integrations:

Features include contact tagging for easy segmentation, a calendar to track appointments and deadlines, and a notes section to store important client information. These tools work together to keep your small business organized and efficient.

Integrations include Zapier, QuickBooks, Mailchimp, Constant Contact, Google Calendar, Outlook, Facebook, LinkedIn, Salesforce, and Twitter.

Pros and cons

Pros:

  • Strong contact management features
  • Built-in email and SMS marketing tools
  • User-friendly interface for easy navigation

Cons:

  • Feature set may lack advanced marketing tools
  • Less suitable for large-scale enterprises

Best for business process-specific pipeline customization

  • 14-day free trial
  • From $79/month

SalesPype is a white-label lead management software designed for businesses needing effective customer relationship management and lead tracking solutions. It offers an extensive platform for managing sales pipelines and client interactions.

Why I picked SalesPype: SalesPype integrates smoothly with most CRM systems, making it an excellent choice for teams looking to enhance their customer relationship management. The lead-tracking feature allows your team to monitor interactions and follow-ups efficiently. Customizable sales pipelines help you manage deals based on your specific business processes. Automated workflows ensure that no lead falls through the cracks.

Standout features & integrations:

Features include automated email campaigns, which help you stay in touch with leads without manual effort. The task management system keeps your team organized and focused on priorities. Sales forecasting tools give you insights into potential revenue and business growth.

Integrations include Salesforce, HubSpot, Mailchimp, Google Calendar, Outlook, QuickBooks, Slack, Microsoft Dynamics, Zoho CRM, and Trello.

Pros and cons

Pros:

  • Automated workflows
  • Customizable sales pipelines
  • Effective CRM integration

Cons:

  • Limited support availability
  • Limited customization options

Best for lead generation

  • No free trial available
  • From $7/month (billed annually)

OptinMonster is a white-label lead generation software tool designed for marketers and businesses looking to grow their email lists and increase conversions. It helps users create eye-catching opt-in forms and campaigns that capture leads effectively.

Why I picked OptinMonster: OptinMonster excels at developing lead generation campaigns, making it a top choice for marketers who are focused on producing qualified leads in their target audience. Its drag-and-drop builder allows you to create custom pop-ups and forms hassle-free. The exit-intent technology helps capture leads just before they leave your site. With targeted campaign triggers, you can engage the right audience at the right time.

Standout features & integrations:

Features include advanced page-level targeting, which lets you show specific campaigns on certain pages. The A/B testing functionality helps you optimize your forms for better conversion rates. OptinMonster also offers geo-location targeting to tailor campaigns based on visitor location.

Integrations include Mailchimp, Constant Contact, HubSpot, Salesforce, Shopify, WooCommerce, Drip, AWeber, GetResponse, and Infusionsoft.

Pros and cons

Pros:

  • Advanced targeting and segmentation options
  • Extensive template library for quick design
  • Lead generation-focused and conversion tools

Cons:

  • Lacks built-in CRM functionality
  • Limited features on lower-tier plans

Best for automated email marketing

  • 14-day free trial
  • From $20/month (billed annually)

ActiveCampaign is a white-label lead management software geared towards businesses looking to enhance their email marketing efforts. It serves users by offering automation tools, CRM capabilities, and personalized email campaigns.

Why I picked ActiveCampaign: ActiveCampaign is ideal for businesses focused on automated email marketing. Its automation tools allow your team to set up complex campaigns with ease, saving time and effort. The CRM integration helps you manage leads and track customer interactions. With advanced segmentation, you can target specific audiences with personalized messages.

Standout features & integrations:

Features include predictive sending, which optimizes email delivery times based on user behavior, and a drag-and-drop email builder that simplifies the creation of visually appealing emails. The platform also offers A/B testing to refine your campaign strategies.

Integrations include Shopify, Salesforce, WordPress, Facebook, Zapier, WooCommerce, Google Analytics, Zendesk, Slack, and Eventbrite.

Pros and cons

Pros:

  • Integrated CRM for sales and marketing alignment
  • Strong segmentation and personalization options
  • Advanced email automation capabilities

Cons:

  • Limited A/B testing options for advanced use cases
  • Feature set may overwhelm beginners

Best for scalability

  • Free demo available
  • From $125/month (billed annually)

White Label Suite is a white-label lead management software tailored for businesses looking to scale their operations while maintaining brand consistency. It provides tools for lead generation, client management, and reporting, making it suitable for growing teams.

Why I picked White Label Suite: White Label Suite is built for scalability, allowing your team to expand without losing efficiency. Its lead-generation tools help you capture and nurture a growing number of leads. The client management features ensure you can handle increased client interactions seamlessly. Additionally, the reporting tools provide insights to guide your growth strategy.

Standout features & integrations:

Features include automated lead assignment, ensuring leads reach the right team members quickly. The customizable reporting feature allows you to tailor reports to your specific business needs. The platform also offers client management dashboards for an organized view of interactions.

Integrations include Salesforce, HubSpot, Mailchimp, Google Analytics, Stripe, Shopify, Facebook Ads, LinkedIn, QuickBooks, and Slack.

Pros and cons

Pros:

  • Efficient lead assignment
  • Customizable reporting options
  • Built for business scalability

Cons:

  • Complex customization process
  • Limited advanced features

Other White-Label Lead Management Software

Here are some additional white-label lead management software options that didn’t make it onto my shortlist, but are still worth checking out:

  1. Ohmylead

    For digital agencies

  2. HighLevel

    For client management

  3. Constant Contact

    For email campaigns

  4. CoPilot AI

    For LinkedIn outreach

  5. Meet Alfred

    For LinkedIn automation

  6. SaveMyLeads

    For automating lead data

  7. LeadPost

    For anonymous visitor tracking

  8. ClickUp

    For task management

White-Label Lead Management Software Selection Criteria

When selecting the best white-label lead management software to include in this list, I considered common buyer needs and pain points like scalability and customizability. I also used the following framework to keep my evaluation structured and fair: 

Core Functionality (25% of total score)
To be considered for inclusion in this list, each solution had to fulfill these common use cases:

  • Capture and manage leads
  • Track lead interactions
  • Automate follow-up processes
  • Generate analytics and reports
  • Provide customizable branding options

Additional Standout Features (25% of total score)
To help further narrow down the competition, I also looked for unique features, such as:

  • Advanced lead scoring capabilities
  • Integration with social media platforms
  • Multichannel communication options
  • AI-driven insights and recommendations
  • Customizable dashboards

Usability (10% of total score)
To get a sense of the usability of each system, I considered the following:

  • Intuitive user interface
  • Clear and simple navigation
  • Minimal learning curve
  • Availability of user guides and FAQs
  • Aesthetic design of the interface

Onboarding (10% of total score)
To evaluate the onboarding experience for each platform, I considered the following:

  • Availability of training videos
  • Interactive product tours
  • Access to templates and resources
  • Webinars and live demos
  • Support from chatbots and help centers

Customer Support (10% of total score)
To assess each software provider’s customer support services, I considered the following:

  • Availability of 24/7 support
  • Responsiveness to inquiries
  • Access to a dedicated account manager
  • Variety of contact options (email, phone, chat)
  • Quality of self-help resources

Value For Money (10% of total score)

To evaluate the value for money of each platform, I considered the following:

  • Competitive pricing for features offered
  • Flexible pricing plans
  • No hidden fees
  • Discounts for annual commitments
  • Free trial or demo availability

Customer Reviews (10% of total score)
To get a sense of overall customer satisfaction, I considered the following when reading customer reviews:

  • Consistency of positive feedback
  • Commonly reported issues
  • User-reported ease of use
  • Overall satisfaction ratings
  • Customer recommendations and endorsements

In my research, I sourced countless product updates, press releases, and release logs from different white-label lead management software vendors. Here are some of the emerging trends I’m keeping an eye on:

  • AI-driven insights: Many tools now use AI to analyze lead data and provide actionable insights. This helps businesses prioritize leads and tailor their approach. Some vendors offer AI features that suggest next steps or predict lead behavior.
  • Enhanced data privacy: With growing concerns around data protection, software vendors are focusing on compliance with regulations like GDPR. This trend ensures that businesses handle lead data responsibly, which is instrumental in building trust with clients.
  • Customizable user journeys: More platforms are allowing businesses to create personalized lead journeys. This customization helps businesses engage leads more effectively by delivering content and interactions tailored to individual needs.
  • Real-time analytics: Immediate access to data and performance metrics is becoming standard. Real-time analytics help businesses make quick decisions and adjust strategies on the fly, enhancing lead management efficiency.
  • Voice and video integration: Some vendors are incorporating voice and video communication into their offerings. This trend provides more direct and personal ways to engage with leads, which can be more effective than traditional text-based methods.

What Is White-Label Lead Management Software?

White-label lead management software is a customizable solution that businesses and agencies use to manage and nurture leads under their own brand. Marketing teams, sales professionals, and digital agencies often use these tools to efficiently track interactions and enhance client relationships. Lead tracking, data analytics, and personalized user journeys help with improving engagement and decision-making. These tools provide businesses with the ability to maintain brand consistency while effectively managing their lead processes.

Features of White-Label Lead Management Software

When selecting white-label lead management software, keep an eye out for the following key features:

  • Lead tracking: Monitors interactions and activities to help businesses manage and nurture leads effectively.
  • Custom branding: Allows companies to present the software under their brand, maintaining consistency for clients.
  • Data analytics: Provides insights into lead behavior and campaign performance to aid in strategic decision-making.
  • Automated workflows: Streamlines repetitive tasks, freeing up time for teams to focus on high-value activities.
  • Customizable dashboards: Offers tailored views of important metrics and data, enhancing user experience and efficiency.
  • Lead scoring: Prioritizes leads based on engagement and potential value, helping sales teams focus on the best opportunities.
  • Real-time notifications: Alerts users to important lead activities, ensuring timely follow-ups and engagement.
  • Multi-channel communication: Facilitates interactions across various platforms, improving customer reach and engagement.
  • GDPR compliance: Ensures data handling meets privacy regulations, building trust with clients.
  • Personalized user journeys: Allows businesses to create tailored experiences for leads, increasing engagement and conversion rates.

Benefits of White-Label Lead Management Software

Implementing white-label lead management software provides several benefits for your team and your business. Here are a few you can look forward to:

  • Brand consistency: Custom branding options let your team present a unified image to clients, reinforcing trust and recognition.
  • Increased efficiency: Automated workflows and lead tracking save time and reduce manual work, allowing your team to focus on closing deals.
  • Improved decision-making: Data analytics and real-time notifications provide insights and timely information, enabling better strategic choices.
  • Enhanced engagement: Multi-channel communication and personalized user journeys help you connect with leads effectively, boosting interaction and conversion rates.
  • Prioritized efforts: Lead scoring helps your team focus on high-potential opportunities, maximizing sales success.
  • Regulatory compliance: GDPR compliance ensures your data handling practices meet legal requirements, safeguarding your business and client trust.
  • Scalability: The ability to customize dashboards and workflows supports business growth without compromising efficiency.

Costs and Pricing of White-Label Lead Management Software

Selecting white-label lead management software requires an understanding of the various pricing models and plans available. Costs vary based on features, team size, add-ons, and more. The table below summarizes common plans, their average prices, and typical features included in white-label lead management software solutions:

Plan Comparison Table for White-Label Lead Management Software

Plan TypeAverage PriceCommon Features
Free Plan$0Basic lead management, limited branding, and minimal support.
Personal Plan$5-$25/user/monthCustom branding, lead scoring, and basic analytics.
Business Plan$30-$60/ user/monthAdvanced analytics, multi-channel communication, and automated workflows.
Enterprise Plan$70-$150/ user/monthFull customization, dedicated support, and comprehensive data compliance tools.
A breakdown of plan types, costs, and features for free purchase order software.

White-Label Lead Management Software FAQs

Here are some answers to common questions about white-label lead management software:

How does white-labeling software work?

White-labeling software involves providing unbranded software to a reseller, who then adds their branding and sells it as if they developed it. This allows your team to offer a branded solution without the time and cost of developing it in-house. It’s beneficial for agencies looking to expand their offerings quickly.

How can I ensure data privacy with white-label solutions?

Ensuring data privacy involves selecting vendors that comply with regulations like GDPR. Make sure the software provides features that help you manage consents and handle data responsibly. Ask vendors about their data security measures and privacy policies to protect your clients’ information.

What level of customization can I expect?

The level of customization varies by vendor, but most allow you to add your branding and tailor the user interface. Some platforms offer more in-depth changes, like custom dashboards and workflows. Check with vendors to see how much you can modify to fit your brand’s needs.

Are there any hidden costs with white-label software?

Watch out for potential hidden costs such as setup fees, charges for additional users, or premium features. Always review the pricing details carefully and ask vendors about any extra costs. Understanding the full pricing structure helps you budget effectively.

What support options are typically available?

Support options often include email, chat, and phone support, but the availability can vary. Some vendors offer dedicated account managers or premium support for an additional fee. Look for platforms that provide extensive resources and responsive customer service to assist your team.

What’s Next

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Phil Gray
By Phil Gray

Philip Gray is the COO of Black and White Zebra and Founding Editor of The RevOps Team. A business renaissance man with his hands in many departmental pies, he is an advocate of centralized data management, holistic planning, and process automation. It's this love for data and all things revenue operations landed him the role as resident big brain for The RevOps Team.

With 10+ years of experience in leadership and operations in industries that include biotechnology, healthcare, logistics, and SaaS, he applies a considerable broad scope of experience in business that lets him see the big picture. An unapologetic buzzword apologist, you can often find him double clicking, drilling down, and unpacking all the things.