Run Client Work.
Scale With White-Label.
Track retainer clients, manage deliverables, and white-label the entire CRM to offer it as an additional recurring revenue stream to your own clients. Zent CRM works for you — and can work for your clients too.
The SME and agency struggles Zent CRM eliminates.
From juggling retainer clients to reselling software to your own customers — Zent CRM handles the complexity and opens new revenue lines.
Retainer Client Chaos
Managing 10+ retainer clients across WhatsApp groups, email threads, and spreadsheets. Zent CRM gives every client their own workspace, pipeline, and communication history — all in one dashboard.
Deliverable Tracking
No clear view of what's due, what's overdue, or what clients are waiting on. Track deliverables, deadlines, and approvals per client — with automated status updates that keep everyone in the loop.
Untapped White-Label Revenue
Your clients need a CRM but you're not selling them one. White-label Zent CRM under your own brand and add a software product line with recurring monthly revenue — without building anything from scratch.
Losing New Business Deals
Proposals sitting in email, prospects going cold, and no clear picture of your own business pipeline. Run your new business pipeline in the same tool as your client delivery — with full visibility for principals and directors.
Manual Onboarding for Every Client
Repeating the same onboarding steps manually for every new client wastes hours. Automate welcome sequences, document requests, kickoff meeting bookings, and 30/60/90-day check-ins with workflow templates.
No Renewal Visibility
Retainer renewals sneak up on you and clients catch you unprepared. Track every contract renewal date, trigger re-engagement campaigns 30 days out, and present performance reports automatically before the conversation happens.
Run your agency and power your clients — in one platform.
Your Brand, Your CRM
Rebrand Zent CRM with your logo, colours, and domain. Resell to clients as your own product with custom pricing and onboarding.
Client & New Biz Pipeline
Separate pipelines for new business prospects and existing retainer clients — with custom stages, value tracking, and renewal management.
Client Onboarding Flows
Automate welcome sequences, kickoff scheduling, document collection, and regular client reporting — so nothing slips between account managers.
Client Relationship Hub
Every stakeholder, brief, invoice, call note, and deliverable linked to a single client record — accessible to every team member who needs it.
From prospect to long-term client — and beyond.
Zent CRM handles your new business pipeline, delivery workflow, and white-label resale all in one place.
Capture
Pull inbound enquiries from your website, referrals, and LinkedIn into your new business pipeline. Score by project budget and strategic fit.
Nurture
Follow up on proposals automatically, share case studies, and schedule discovery calls — without relying on account managers to remember.
Close
Convert signed clients into active delivery accounts. Automate onboarding, assign team members, and link all briefs and documents to the client record.
Retain
Automate renewal reminders, share monthly performance reports, and upsell additional services — before clients start looking elsewhere.
See Zent CRM for Agencies in action.
30-minute walkthrough including client pipeline, white-label setup, and delivery workflow. No commitment required.
- ✓Live client retainer pipeline demo
- ✓White-label branding walkthrough
- ✓Client onboarding automation setup
- ✓30-day free trial, no credit card needed