What are other Whitelabel and Agency clients using for CRM/Client Portal?

hickman
hickman Member Posts: 1
edited August 2023 in Ask a Question

What are other Whitelabel and Agency clients using for CRM and client portal? For the past few years we have been using WHMCS for billing/CRM/portal to integrate our other services and products with Duda. I was wondering if anyone has experience with better options?

Answers

  • courtneyquaresimo
    courtneyquaresimo Member Posts: 177 Leader

    Just to clarify, you're looking for a CRM that you can utilize for billing and CRM? As for Portal, do you mean for client analytic reporting?

    We currently use Monday as a CRM and DashThis for Dashboards. We use DashThis as a whitelabel. Duda had Client Billing which allows you to charge your clients either as either reoccuring or one off payments which is also whitelabeled. They all integrate together nicely.