White label CRM software
Your logo on the portal, your details and signature on the invoice and estimate PDFs, your color and font on the website you publish, under your own domain from Starter up.
A short tour of the screens this page describes. It is filmed with our demo pest control company, and every trade runs on the same screens.
- Live in 5 minutes
- No setup fee
- No long-term contract
“We run every customer conversation through Smarfle. Texts, emails and reminders are in one place, our customers love paying with Apple Pay, and when we are busy or closed the text bot answers new leads for us.”
When everything looks like Smarfle, not you
Generic, unbranded tools make your business look unprofessional and create confusion for clients who do not recognize the platform.
Generic Portal Experience
Clients log into a portal that shows no connection to your business. Without your logo, company name, or branding, the experience feels impersonal and raises questions about legitimacy.
Inconsistent Invoice Appearance
Invoices generated by the system look template-driven and lack your company identity. When clients receive a bill that does not match your brand, it diminishes the professionalism you work hard to maintain.
Third-Party URLs Undermine Credibility
Sending clients to a URL that shows another company's domain creates doubt. Prospects evaluating your business notice when your client-facing tools are not on your own domain.
How the branding flows through
- 1
Upload Your Company Logo
Add your logo through the organization settings page. It appears on the client portal sidebar, invoice headers, and your public business landing page automatically.
- 2
Configure Portal Branding
Your company name, address, and contact details appear throughout the client portal. The sidebar displays your logo and business name so clients always know they are in the right place.
- 3
Customize Invoice Headers
Invoices pull your company logo, name, address, tax ID, and payment terms from organization settings. PDF exports and email deliveries both reflect your complete brand identity.
- 4
Set Up Custom Domain
Business tier users can configure a custom domain for their portal and landing page. Instead of a shared URL, clients visit your own domain for a fully white-label experience.
What you can brand
Logo on Client Portal
Your logo appears in the portal sidebar and on the login page, and the site you publish takes one of five style presets, six font pairings and four shape presets. Clients see your branding from the moment they sign in, reinforcing your professional identity throughout every interaction.
Branded Invoice PDFs
Invoice PDFs include your logo in the header, company details, tax identification number, and custom payment terms. Every invoice you send looks like it came directly from your business.
Public Landing Page Branding
Your business landing page at /p/[slug] displays your logo, company name, tagline, services, and contact information. It serves as a branded entry point for new and existing clients.
Portal URL for Clients
Each business gets a unique portal URL that can be shared with clients. The URL is displayed in organization settings with a copy-to-clipboard button for easy distribution.
Custom Domain Support
Business tier users can map their own domain to the portal and landing page. This removes any reference to the platform URL and creates a seamless white-label experience for clients.
Consistent Brand Across Channels
Your branding carries through the portal, invoices, email headers, and landing page. Clients receive a cohesive experience whether they log in, receive an invoice, or visit your public page.
Trades where the brand is the business
The service businesses that get the most out of this feature, and the specific way each one uses it.
Your logo, your colors, your domain
See how custom branding elevates the client experience and strengthens your professional identity.
1
Logo Uploaded
847/mo
Portal Views
234sent
Branded Invoices
- Active
Company Logo
Uploaded, 400x400px PNG
- Configured
Portal Branding
Logo + company name in sidebar
- Configured
Invoice Header
Logo, address, tax ID, payment terms
- Live
Landing Page
smarfle.com/p/acme-services
Branding questions
What logo format and size should I upload?
Is custom domain setup included in the Business tier?
Can I brand the portal without a custom domain?
Does branding apply to email notifications sent to clients?
What branding costs
all
Your Branding on Every Plan
The branded portal carries your logo and company identity on every plan. Publishing a website under your own domain comes with Starter and above.
View all plansReady to try Custom Branding?
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