Pricing Plans for Agency CRM &
Client Portal Software
Pay monthly or yearly, with no transaction fees. Get started with a free onboarding session with a product expert.
Base
$59.00
/ month
Included features:
- ✅ White-label client portal
- ✅ CRM with unlimited clients
- ✅ Team task management
- ✅ Form builder with rule-based logic
- ✅ Team and role management (up to 5 seats)
Pro
$99.00
/ month
Included features:
- ✅ Everything in the Base plan
- ✅ Kanban task management
- ✅ Customizable client portal menu bar
- ✅ Advanced order management (including coupon management)
- ✅ Third-party webhook integrations
- ✅ Team and role management (up to 10 seats)
Plus
$599.00
/ month
Included features:
- ✅ Support for 50+ team members
- ✅ API access
- ✅ Custom development (including tailored client portal design)
Trusted by thousands of agencies
Personalization
Custom client portal branding
Custom client portal domain
Custom email domain
Client portal menu editor
Client portal language editor
Client portal template editor
Remove «Powered by»
Team management
Team members
Additional team members
Client management
Unlimited clients
Client-side teams
Modules
Helpdesk
Webhooks
Affiliate / referral tracking
Zapier
Make
Reseller white-label program
API
Payments
No transaction fees
Multi-currency support
Invoice generation
Support & services
Email support
Priority support via Slack
Uptime SLA
Frequently asked questions
Who is DSP CRM for?
DSP CRM is for productized digital agencies that need a better way to sell and deliver their services at scale.
Can I use my own domain?
Yes. You can connect your own custom domain name so clients access your portal via your brand’s web address. For example, if your domain is yourcomapny.com you can use clients.yourcomapny.com as your custom URL.
Do I need a credit card to sign up?
No, you can sign up and use DSP CRM free for 14 days. When your trial runs out you can choose to subscribe a paid plan using a credit or debit card.
Do you charge a transaction fee?
No. DSP CRM charges zero transaction fees. 100% of your payments are processed directly into your connected Stripe account.
Can I change plans later?
Yes. You can upgrade or downgrade your subscription whenever your business needs change.
How can I cancel?
You can easily cancel your subscription from the billing page in your account.
Is DSP CRM secure?
Yes! We implement industry-standard security measures, encrypted database backups to multiple secure locations and 24/7 uptime monitoring.
Can I export my data?
Absolutely. Your data belongs entirely to you. If you ever need to transition away from DSP CRM, you can easily export your clients and services right from your dashboard.
$500M+
In Services Sold
Stable and secure platform, trusted by agency teams of 2 to 200.
It’s rare to find software that’s both powerful and genuinely pleasant to use, but DSP CRM nails it.
Emily Leo
Customers love how DSP CRM turns complex processes into something refreshingly simple.
Sophia Arthur
Honestly, I don’t know how we managed clients before using DSP CRM.
Charlotte Henry
DSP CRM just makes everything click. No more chasing updates or lost files.
Noah Benjamin
Users love how DSP CRM simplifies everything. From orders to invoicing to support, saving both time and headaches
Liam James
Customers love the client portal software for managing their service account.
Alvaro Araujo
Your Agency Is Ready to Run Like a Real Business.
Stop managing chaos. Start managing growth. Launch your white-label client portal today free for 14 days.
No credit card required · Cancel anytime