Create Your White Label CRM

Complete CRM - Is a white label CRM right for you?

Considering a partnership? Here are some frequently asked questions.

CRM is at the core of any business. From small business to enterprise, CRM helps businesses manage their contacts throughout the customer lifecycle. Complete CRM offers a full-featured platform consolidating sales, marketing, and customer service, giving your clients a 360-degree view of their contacts. As a Complete CRM reseller you have one of the most powerful, yet easy to use CRM solutions in your product portfolio. With Complete CRM, you bring new value to your existing client base, so your clients can work smarter, not harder.

The benefits of offering your own branded CRM solution are truly endless. Here are a few key benefits:

  • Bring robust easy-to-use services to your clients
  • Grow your business and brand awareness
  • Generate a recurring monthly revenue stream
  • Hands on support & training and exclusive invites to our monthly updates webinars with Complete CRM CEO, Lars Helgeson
  • Plans starting as low as $250 per month
  • Expert level sales, marketing, and operations tools available
  • Free certification training
  • Sales and marketing resources available to help you get up and running quickly
  • Increase both your and your client's ROI

Becoming a Complete CRM Reseller is for industry leaders that see the potential & benefits of distributing top grade software to clients in need of a quality CRM. Industries such as:

  • IT Consulting companies
  • Marketing agencies & consulting companies
  • Government agencies
  • Educational Institutions
  • Financial Agencies
  • Consultants
  • Franchises

Complete CRM is an intelligent white label CRM that you can brand as your own and offer as a service to your clients. Complete CRM integrates sales, marketing, and customer service into one, highly customizable platform.

Your Complete CRM includes:

  • Pipeline Management
  • Opportunity Tracking
  • Custom Objects
  • Customer Journey Mapping
  • Marketing Automation
  • Workflow Management
  • Landing Pages & Signup Forms
  • Real-time Analytics
  • Website Management
  • Email Marketing
  • Autoresponders & Workflows
  • SMS marketing & Voice broadcasting
  • Social Media Integration
  • Surveys creation and tracking
  • Event management
  • And much more!

Yes! You rebrand the solution as your own! Set your own prices, customize your solution, manage your client base, and grow your business on your terms.

With integrated marketing automation and customer service, you help your clients tie their customer experience together effortlessly. The results are the seamless alignment among sales, marketing, customer service and operations. To get started, please click here to talk to a Complete CRM expert. They will give you a demo and set you up with a free trial.

Once you decide to become a reseller, we give you all of the tools to succeed with Complete CRM.

For a complete breakdown of the setup process from start to finish please click here to view a detailed timeline.

Setup fees vary depending on which plan level you decide is best for your organization. To see a complete list of options and the included features with each plan please visit our pricing page at https://www.completecrm.com/.

Yes! Your rebranded solution can be customized to match your brand exactly with logos & colors.

Absolutely! It is your branded solution, brand it with the name of your choosing.

No, you are responsible for supporting your clients, they never even have to know you are a reseller. We do supply regularly updated help files within every account, completely whitelabeled. There are also unbranded tutorials and cheat sheets on the Help page for your users to utilize, and an optional interactive tutorial tool that walks users through various parts of the system.

We are strategists, developers, marketers, technology gurus, and people who care about helping you. Most of all, we are one unit, one team, and one family who works together to listen, create, and partner with inspiring businesses around the world. Let’s work together to build and grow your business.

First, we will never sell, distribute, or share any information about your business without asking your permission FIRST (and no, we won't bury that permission in fine print). Secondly, we realize that your personal information should be kept that way and have endeavored to create the most secure system, with state of the art firewall protection and very restricted access (each account is in its own database, separate from all others). We will always communicate with registered business owners when we have major upgrades or maintenance being done to the system. All members of Complete CRM can elect to be on our mailing list. Lastly, we will always communicate with our clients when we have major upgrades or maintenance being done to the system.

A large number of steps were taken to insure the organization can survive in the case of a major calamity. Through carefully considered risk assessment of the various problems a web-based company could face, a comprehensive plan is in place to insure the continuation of this organization's ability to service its customers.

Yes, Complete CRM is a software built in the cloud, so you can access your data as long as you're connected to the Internet. Your data is safe and secure and readily available for your use no matter where you are.

Complete CRM was born from CoolerEmail, an email company Lars Helgeson started in the late 90's. Seeing the need for sales and marketing integration, Helgeson officially launched Complete CRM in 2008. Since 2008, Complete CRM has significantly expanded its offering and has become the go-to integrated sales and marketing platform on the market.

Complete CRM's support team is happy to help you and your team 24/7. Give us a call, chat with us, send an email or jump on our website and fill out a support ticket. We are here to help and go out of our way to make sure you are successful with Complete CRM.

Yes. Complete CRM protects all of client data and will not share it without your permission, per the EU-US Privacy Shield Framework. You can review our listing on the US Department of Commerce website here.

  • How much simpler would your life be if you only logged in to one software system for your sales and marketing every day?
  • Does saving money every month sound good to you? Do you like being able to predict your monthly software costs?
  • Can you track individuals visiting your website and recall that data easily? Do you get alerts when members of your contact database visit your website?
  • Can you send follow-up emails and surveys to people who attend your events?
  • Can you build professional-looking websites and storefronts in under 10 minutes?
  • Can you set up a fundraiser in under 10 minutes?
  • Does your current contact management or CRM system protect your data from being downloaded?
  • Does your CRM automatically synch up with your email marketing, social media, mobile marketing, event registration, e-commerce, project management, and website analytics?
  • Do you have a real, secure, knowledge base or continuity documentation in place for your team?
  • Does your email marketing integrate seamlessly with your social media?
  • Do you need a full-featured, easy-to-use project management system that ties in to your CRM?
  • Do you like having all your company's events, public and private, able to be synched with the right calendars automatically? Can you manage attendance, registration, payment, and check-ins for those events and tie them to drip campaigns?
  • Can you set up custom lead scoring rules for your business?
  • Do those lead scores automatically calculate demographic AND activity-based data?
  • Can you set up a ticketing/support system that automatically integrates with your CRM?
  • Can you build full featured forms for capturing leads, complete with logic built in so your forms are relevant? Do those forms include auto-responders? Can you connect lead scores with my forms?
  • Can you set up CRM workflows (sequences of CRM activities) based on groups you assign to a contact? Can you set up workflows based on conversions or forms?
  • Can you set up drip campaigns, and have those drip campaigns follow logical progressions and filtering?
  • Can you build professional email campaigns and target them with mail merge for personalization to exactly who you want to send them to?
  • Can you build surveys and have those responses automatically stored in the CRM?
  • Can you integrate a mobile marketing strategy?
  • Can you track when people watch your videos and send automated follow ups when they do?
  • Can you easily set up click-to-call with automatic integration with my CRM? Can you also set up inbound call handling with automatic integration with my CRM?
  • Can you predict who is going to buy what from you? Can you use real data to improve your business model?

There are a lot of tools built in to Complete CRM, and there is a learning curve. Don't be afraid of that learning curve. Remember as time passes, competition is getting smarter. With Complete CRM, you have the chance to bring your business to the next level. In the immortal words of a friend of ours, "if you don't like change, you're going to like irrelevance even less".

Interested in learning more about Complete CRM for Resellers? Fill out the form below to speak to one of our experts today.

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