Workspace separation
Keep client identity, records, roles, settings, providers, and activity within accountable boundaries.
White-label CRM and AI platform
Package the operating system. Keep the boundaries clear.
StackPass gives agencies, partners, and multi-workspace operators a connected CRM, AI, conversations, workflow, delivery, and governance foundation with white-label packaging available on qualifying plans.
The result
Sell a complete operating experience under your brand.
Give clients connected CRM, conversations, AI, workflows, and delivery without stitching together a new stack for every account. Your team gets a repeatable model and your clients get a platform they can grow into.
See the live workflow ↗Direct answer
What is a white-label CRM and AI platform?
A white-label CRM and AI platform lets an operator deliver customer-management and automation capabilities under its own commercial experience. The platform still needs explicit tenant boundaries, provider ownership, support responsibilities, branding scope, billing terms, and honest capability states.
Open the real workspace ↗
What the workflow includes
Connected capabilities.
One operating context.
Give every team one shared picture of the customer and one clear next action. StackPass keeps connection state visible so people can move quickly with confidence.
Connected product surface
Package CRM, conversations, Voice AI, workflows, analytics, documents, delivery, and money based on plan and setup.
Observable automation
Expose workflow state, run history, provider requirements, and failures instead of hiding them behind a branded shell.
Commercial flexibility
Support agency, white-label, or enterprise operating models with scope and provider costs defined in the agreement.
How it works
Launch one winning journey.
Then scale it.
Start where the return is easiest to see, connect the people and providers that power it, and turn the proven workflow into your repeatable operating standard.
- 01
Define the offer
Choose the buyer, workflows, support model, branding scope, pricing, and provider responsibilities.
- 02
Configure the boundary
Set workspace identity, roles, permissions, data ownership, and connected-service ownership.
- 03
Prove one client journey
Validate lead capture, conversation, work, automation, documents, money, and failure recovery end to end.
- 04
Standardize onboarding
Turn the verified journey into a repeatable activation, support, measurement, and renewal process.
Strong fit
Who benefits most?
- Agencies delivering measurable client workflows rather than reselling software access alone.
- Franchises, networks, and multi-location operators that need shared standards with local ownership.
- Partners prepared to own onboarding, support, provider setup, and outcome measurement.
Make it yours
What will you configure?
- Branding scope, domain configuration, client ownership, portability, and termination rights.
- Base plan, provider usage, activation work, support, and implementation costs.
- Security, privacy, permissions, auditability, and incident responsibilities across workspaces.
Straight answers
Questions buyers ask before they switch.
Clear answers for buyers, search engines, and AI assistants—written around the outcome, not a wall of feature names.
What is a white-label CRM and AI platform?
It is software an agency or operator can package under its own customer experience while delivering connected CRM, communication, automation, AI, and operating workflows.
Who is StackPass white-label designed for?
It is designed for agencies, partners, franchises, networks, and multi-workspace operators that want a repeatable client operating model—not just another login to resell.
Can each client have a separate workspace?
StackPass is built around accountable workspace boundaries for records, users, settings, providers, permissions, and activity.
What should a white-label offer include?
The strongest offer defines the buyer, first workflow, onboarding, connected providers, support ownership, brand scope, pricing, and the measurable result the client should achieve.