Start with their business
Open a salon, HVAC, lawn care, bakery, restaurant, or another supported room and show the client a workflow they recognize.
CRM Stack for agencies
Turn the system into your branded client offer.
A self-hosted, white-label CRM codebase for agencies. One payment. Your repository. Your brand. Your client workspaces.
Self-hostedWhite-labelMulti-workspaceSource included
Irie Growth Partners
Sample agency platform
Agency home
Sub-accounts
Billing
Platform
Support
Agency home
Your client platform at a glance.
Client workspaces
4
Contacts
265
Open deals
29
Pipeline value
$16,050
Workspace readiness
Contacts and timelineReady
Pipelines and stagesReady
Forms and ingestReady
BookingsReady
Products and quotesReady
Sites and link pagesReady
01The agency offer
Sell the operating system, not a pile of disconnected tools.
Give each client a customer system shaped around the business they already run, while you keep the platform layer and support relationship.
Put your brand on it
Use your agency name, domain, accent, offer, and client price instead of sending the client to another software vendor.
Keep the account relationship
Manage the platform, client workspaces, support, setup, and extensions as part of your own service.
02Client delivery
One platform above separate client workspaces.
Each client gets operating records for their own business. The agency owner gets a platform view for setup, readiness, billing, and support.
Client CRM
Customer records, activity history, pipeline stages, tasks, calendar, and reports.
Lead capture
Hosted forms and booking requests that write into the client workspace.
Selling tools
Products, services, quotes, invoices, and a Stripe payment path.
Client surfaces
Website records and public link pages connected to the same CRM.
Vertical packs
Business-specific terms, fields, forms, activities, and pipeline defaults.
Platform layer
Agency home, sub-accounts, billing readiness, health, setup, and owner controls.
03Ownership
The control is real. So is the responsibility.
Your agency controls the source package, hosting, database, domain, Stripe account, email sender, and roadmap. You also own patching, backups, access policy, key rotation, and uptime unless you add a care arrangement.
Code
Your source package to extend.
Brand
Your product name and domain.
Data
Your database file and backups.
Services
Your hosting and third-party accounts.
04Agency pricing
One-time platform license. Optional setup and care.
Choose the ownership path that matches the size of your agency operation. Client pricing remains yours to decide.
Founders License
$897one time
For a solo operator or smaller agency building its first branded CRM offer.
- ✓Full CRM source package
- ✓Unlimited workspaces
- ✓All current vertical packs
- ✓White-label ready
- ✓Lifetime license access
Standard License
$1,782one time
For a growing agency or team that wants the expanded support path.
- ✓Everything in Founders
- ✓Expanded setup support
- ✓Webhook-ready checkout
- ✓Priority support
- ✓Future package updates
Launch Setup
$250 one time
Guidance for hosting, Stripe, email, domain, branding, and the first working submission.
Optional Care Plan
$297 per month
Updates, maintenance, backup guidance, security monitoring, and priority support.
05Straight answers
Questions agencies ask
The commercial model, client boundary, and current product limits.
Can I rebrand CRM Stack as my own product?
Yes. You can change the product name, domain, accent, client-facing pages, packaging, and client price. Your customers see the brand you operate.
Does it support multiple clients?
Yes. CRM Stack can run as a single-team CRM or as a platform with separate client workspaces and an owner layer above them.
Do I receive the source code?
Yes. The source package is part of the license handoff. You can extend it with a developer, Claude, Codex, or another coding tool.
What does each client receive?
Each workspace can include customer records, a pipeline, activities, tasks, calendar, forms, bookings, products, quotes, invoices, website records, link pages, and reports.
What still needs outside services?
You still need hosting, DNS, Stripe for payments, Resend for email notifications, a backup process, and any security or access policy your operation requires.
Does CRM Stack include SMS, voice, or marketing automation?
Not as current dashboard features. Those are customization lanes, not capabilities included in the current sales package.