White-label CRM · any industry
The follow-up stops
the moment they reply.
Nobody on your list gets an automated “did you see my note?” after they already answered.
A CRM that runs under your brand, with your industry's voice — and an AI companion that remembers your book of business, drafts your marketing, and gives you your mornings back.
What it looks like
The screen where the follow-up stops.
Someone answers, and the sequence they were on stops before the next message goes out. Nobody has to remember to take them off the list.
“Thanks for following up — yes, Thursday works. Can you send the scope over before the call?”
Annual Recert Outreach · the rest of the sequence will not send.
You decide what counts as a signal and how often it should raise its hand.
Thirty minutes, your voice on the screen, your questions answered by the people who built it.
Illustrations of the product UI. Names and numbers are examples, not a customer's data.
Inside the CRM
Eight modules. One of them is the reason for the other seven.
The one that matters
Integrations
Built to plug into what you already run.
Loan status flows in from ARIVE, LendingPad support is built in, and Zapier connects the rest — so the tools you already run stay the source of truth and nobody retypes anything. Bring your stack to the demo and we'll tell you straight whether it fits.
Built to be defensible
The rules are in the engine, not in a policy document.
The difference between a CRM that sends and a CRM you can defend is what it refuses to do on your behalf.
It knows what hour it is where they are.
Texts land inside the hours the law allows, in your contact's time zone rather than your office's. You never have to think about it, and it never sends early to be safe.
Consent you can actually produce.
When someone agrees to hear from you, that agreement is kept as proof — for the day a regulator, a carrier or a client asks you to show it.
It does not guess.
Anything the system is not certain about waits for a person instead of acting. Software that guesses eventually sends a message nobody approved, and you hear about it from the client.
There is more to this than fits on a page. We will walk your team through all of it.
Book a demoPricing
Let's talk.
The CRM is quoted per company — how many offices, how many people, which channels you actually use. Setup, onboarding and the carrier registration for your numbers are part of the quote, not a surprise later.
Request a quoteQuestions
The questions worth asking before you sign.
Does it send texts?
Yes, from your own registered number. Getting a number approved to send is part of onboarding and we do it with you — until it clears, texting runs in test mode on purpose, because messages that look sent and quietly never arrive are worse than a wait you can see.
Can it call people?
Yes, and it works like texting: bring your own Twilio account and we connect it for a one-time setup fee, or we set you up with a managed business number as a paid add-on. Either way you click to call from any contact record and your client sees your number. We do not place automated calls with an artificial voice.
Is my data separated from other clients'?
Yes — your workspace is yours, with access levels per person and two-factor you can require across the company. We are happy to take your security team through it in detail on a call.
Does it work for my industry?
The screens speak in your voice instead of a generic one. It runs mortgage, cybersecurity and aviation workspaces on the same platform today.
Can my team have different levels of access?
Yes. Different people see and do different things, and you decide who can send on the company's behalf.
See it stop a sequence
on a live reply.
Thirty minutes, your own voice in place, and we send a real message to a real inbox so you can watch the follow-up stop.
Book a demoor email contact@branchpage.com
Social media
Social media, from the same place.
Write once and post to your Facebook Page, Instagram and LinkedIn — right away or on a schedule.
A calendar where drafts drag onto a day, and scheduled, published and failed posts sit side by side.
Comments from Facebook and Instagram in one place, answered without opening either app.
Likes and comments for every post, so you can see what worked.
For mortgage teams: your NMLS line is added for you, and you're warned before a post uses trigger terms or "best rate" claims.
Everyone connects their own accounts. Nothing is shared between clients.
BranchPage is a product of J&P Tech Solutions LLC.