Step 1: Understand the Opportunity

  • Chatwith allows you to build a white-label CRM solution using WhatsApp for lead management.

  • Ideal for agencies offering lead generation via ads, SEO, landing pages, etc.

Step 2: Offer a Branded Experience

  • Set up a white-label account with:

    • Your logo

    • Your domain

    • Fully hidden Chatwith branding

Your clients won’t see any mention of Chatwith.

Step 3: Client Access and Control

  • Clients get individual logins.

  • Each client sees only their own data:

    • Leads

    • Widgets

    • Campaigns

    • Payments

    • Agents

    • Settings

Step 4: Admin Control Panel

  • As the admin, you can:

    • Create unlimited widgets and landing pages

    • See and manage all campaigns and leads

    • Invite and manage team members

    • Control data for all clients from a single dashboard

Step 5: Use Cases for Widgets

  • Set up widgets with multiple phone numbers (for different agents or cities).

  • Example: A client with 3 agents in 3 cities → 1 widget + 3 phone numbers.

Step 6: Set Up White Label Branding

  1. Log into your admin account

  2. Go to My Account → White Label

  3. Customize:

    • Domain

    • Logo

    • Remove all Chatwith branding

This creates a 100% white-label SaaS CRM experience for your agency.

Step 7: Deliver and Support

  • Once set up, provide client logins

  • Offer support & guidance as needed

  • Chatwith team is also available to help with technical setup and feedback

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