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Create Your White Label CRM

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

Reseller Frequently Asked Questions

What is Complete CRM?
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.

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

Who is Complete CRM for?
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:

What features are included with Complete CRM?
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:

Am I in control?
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.

How does it work?
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.

What does setup look like?
For a complete breakdown of the setup process from start to finish please click here to view a detailed timeline.

Are there any setup fees?
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/.

Can I use my own logo & brand colors?
Yes! Your rebranded solution can be customized to match your brand exactly with logos & colors.

Can I choose my own software name?
Absolutely! It is your branded solution, brand it with the name of your choosing.

Do you support my clients?
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.

Who is Complete CRM?
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.

How do you safeguard the data stored in my Complete CRM account?
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.

Does Complete CRM have a Disaster Recovery Strategy
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.

Is Complete CRM cloud based?
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.

How long has Complete CRM been in business?
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.

Does Complete CRM have 24/7 support?
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.

Is Complete CRM EU-US Privacy Shield / Safe Harbor compliant?
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.

Ask yourself (and your clients)...

Here's a hint - Complete CRM does all this!

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.