A white label CRM for agencies

What you can do today

Self-hosted Imago already handles agency work. Each client gets a workspace with its own contacts, numbers, inbox and team, separated in the database with row-level security. You switch between clients from the top bar.

• One dashboard with every client's contacts, deals and unread conversations
• Snapshots: capture workflows, sites, forms, calendars and agents, then apply them to a new client
• Login as: step into a client workspace with a reason and a time limit, all audited
• Agency staff only see the client workspaces you add them to
• Daily email and SMS caps per client

White label CRM for agencies on the Agency plan

The Agency plan (Release 3) moves this to Imago Cloud. You get hosted client sub-accounts, snapshots, Login as and client sharing, plus your own keys on Cloud. It is planned at $97 a month.

White label is planned at $297 a month. It puts your logo, colours and app name on every screen and email, lets clients sign in at your own domain, and removes the Imago branding.

Rebill clients at your own markup

On the white label plan you set your own markup on SMS, calls, email and AI. Clients pay from their own wallets, and you get paid through Stripe Connect.

A client wallets view shows each client's balance, usage and your earnings. You decide the price. Imago handles the metering.

Snapshots that don't leak data

A snapshot copies setup, never customers. Keys, phone numbers and people are left behind and listed as needs setup. Links inside copied pages point to the new client's own forms, calendars and payment links.

Applying a snapshot twice adds nothing, so you can re-apply updates safely. An import report shows what was copied, updated or skipped, and you can export a snapshot as a file.

Sell more than a CRM

Every client workspace includes the whole product: unified inbox, Power Dial, calendars, funnels, payments, courses, reviews, SEO and AI agents. That gives you more services to offer each client from one platform.

Build an AI receptionist, a review campaign or a funnel once, save it in a snapshot, and roll it out to every client who needs it.

Set each client up properly

Each client workspace has its own phone numbers, inbox and team. A guided wizard walks through US texting registration and even generates the privacy, terms and opt-in pages carriers look for.

Agency Docs and Media give your team a private space for playbooks and files. Share them with named client users when you are ready. Your agency team chats in one space, and each client has its own.