The white-label platform
agencies resell to their clients.
One agency account, a branded sub-account for every client. Your domain, your logo, your pricing — we’re invisible. Contacts, forms, schedulers, documents, billing, and automations, all under your brand.
We’re pre-launch. Want to help shape it?
No 8,000 customers. No marquee logos. Just a platform we’ve been building for two years, and 50 slots for agencies who want a white-label stack they don’t have to duct-tape together from four SaaS tools.
Not a pitch deck. A working platform.
We’ve been building Manage It for two years before opening a single sign-up. Here’s where we are on launch day — and what’s next.
One platform, under your name.
Every module runs under your brand. Contacts, forms, schedulers, documents, billing, and automations — fully rebranded with your logo, colors, domain, and sender identity. Clients never see Manage It.
Invoicing
Recurring or one-time, multi-currency, with real proration. Sign someone up on the 17th and they’re billed for the partial month — then cleanly on the 1st like everyone else.
E-sign
Legally binding under eIDAS and the US ESIGN Act. Signer order, 2FA before the doc can even be viewed, full audit trail, and pay-inside-the-doc at signing.
Document workflow
Proposal → contract → invoice, chained into one signing flow. Client opens one link, signs once, pays. You stop stitching three tools together for every new deal.
Automation builder
Visual, no-code. Trigger on doc signed, doc paid, doc sent, form completed, and dozens more. Send email, update tags, fire a webhook, call an API — compose freely.
Forms
Embed anywhere, restrict by domain, route to the right entity. Built for intake and lead capture that plugs straight into your automations — not a form-builder beauty contest.
Calendar scheduler
Branded booking pages with your availability, buffers and timezones. Every meeting lands on the right contact automatically — so you’re not swapping between Calendly and your CRM.
White-label, deep
Your domain, your login, your sender, your email templates, your support address. Even Privacy Policy and Terms of Service are branded to you. The only thing they don’t see is a mobile app.
Agency SaaS billing
Resell sub-accounts as your own SaaS. Pick which features each tier includes, set your own price, set the limits: contacts, automations, users, docs/mo, storage, forms, entities.
Custom fields & entities
Model your client’s business, not ours. Custom fields per sub-account, plus fully custom entities — Properties, Cases, Matters, Projects — with their own views, fields, and automations.
Resell it as your own SaaS.
Build your own plans from the inside. Pick which features live in each tier, set the seven limits, set the price. Your clients see a pricing page in your branding — and pay you, not us.
It’s not just yours to sell. It’s yours to give.
Agencies already own the client relationship. What you didn’t own — until now — was the software stack that made that relationship better. Shipping Manage It to your clients puts them on infrastructure most small businesses can’t afford to build.
The software most of your clients need, they can’t afford to procure. You can give it to them.
Everything on autopilot, nothing behind the curtain.
Pick a trigger, add Actions, Conditions, and Delays. Test it, ship it, watch every run. Every automation is visible, pausable, and auditable.
-
01
Trigger on anything
Form submitted, document sent, invoice paid, contact tagged, scheduler booked, or a custom event from the API.
-
02
Compose with simple nodes
Actions, Conditions, and Delays — that’s it. Branching logic without a DSL, and no surprise side-effects.
-
03
Test before you ship
Run a workflow against real historical events. See the exact path, the data at each step, and the output before it ever touches a customer.
-
04
Observable end-to-end
Every run is logged in the Audit Log with actor, inputs, branches, and outputs — for every entity, retained forever.
“Every agency we know duct-tapes four SaaS tools together, slaps their logo on the login page, and calls it white-label. We’re building the thing they actually wanted — one platform, truly theirs.”
Built for agencies who want their own product.
If you’ve tried to cobble a client portal out of Airtable, HubSpot, Calendly and Stripe Billing — and hated every handoff — we made Manage It for you.
Stop reselling HubSpot with markup. Ship your own CRM, forms, and billing under your domain — clients think you built it.
Every engagement gets its own branded sub-account. Contacts, documents, invoices — your logo on every pixel, one admin view across all of them.
Running your own business? Use Manage It directly — no reselling, no clients, just a back office that isn’t four SaaS tools fighting each other.
Connect to everything.
If it speaks HTTP, it’s already integrated. Signed webhooks, a clean REST API, and the native connectors your clients expect — all firing from your branded domain, not ours.
Client data separated by default, not as an upsell.
Every sub-account is hard-isolated. Data never leaks between clients — it’s how the platform is built from the database up.
Agency admin boundary, down to the field.
You see every client sub-account. Their users see only theirs. Permissions scope by object, field, and tag — your bookkeeper can see invoices but not contact notes.
Every action. Every client. Forever.
Who did what, when, and in which sub-account. Retained for the life of your agency subscription — searchable, exportable, no black boxes.
AES-256 at rest. TLS 1.3 in transit.
Documents, form submissions, invoices — all encrypted on disk and over the wire. Managed keys, rotated on a schedule.
2FA on every account, no enterprise paywall.
TOTP or security key. Admins can require it across the workspace. Basic account safety shouldn’t cost extra.
Daily backups. Self-serve export, any time.
Pull every object as CSV or JSON whenever you want. Your data, always yours — no tickets, no “we’ll get back to you in 5–7 business days.”
We never see a card number.
Card data goes directly to Stripe — PCI scope lives with them, not with us, not with you. Charges, refunds, and invoice state flow back via signed webhooks.
Your agency’s own software product.
Start your agency account, connect your domain, upload your logo, and ship your first branded client sub-account in under an hour. No credit card required.