The day-to-day tools sit together
Pipeline, pages, inbox, calendar, and payments are modules in the same account, turned on as you need them.
Wise Guys Suited
The client platform agencies can put their name on
Wise Guys Suited is the white-label system agencies use to run pipelines, pages, messages, booking, payments, courses, and review requests. Clients sign in and see your brand.
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Why agencies use it
One login for the client lifecycle
Wise Guys Suited is for operators who would rather run client work in one place than keep a separate login for every job.
Clients see your name
Logins, pages, and domains carry your brand.
Follow-up can run after you build it
A form fill, a stage change, or a date can start a message or a task. You still approve the words.
Platform
What the platform covers
The modules cover the client lifecycle, from the first inquiry through the next visit.
Bring inquiries in
Give every new person a record, a page, and a way to raise a hand.
CRM and pipelines
Keep each person from first inquiry through won or lost, on stages your team names.
Funnels and websites
Publish campaign pages and simple sites on a domain you connect.
Forms, surveys, and quizzes
Collect the details a sales conversation actually needs.
Chat on the site
A visitor can start a thread that lands in the same inbox as your other messages.
Call tracking
See which number or campaign produced a call.
Social planner
Draft and schedule posts for the profiles you connect.
Missed-call text back
Send a text you wrote when a call is not answered.
QR codes
Point a printed piece at a form, a page, or a booking link.
Prospecting
Look up accounts from inside the same workspace.
Ad manager
Review Google, Facebook, and Instagram activity from the accounts you connect.
Stay in the conversation
Reply, book, and call without hopping to a different product for each channel.
Conversations and unified inbox
Read SMS, live chat, and connected social messages in one stream.
Email and SMS marketing
Send one-to-one notes and scheduled campaigns. Volume past the included amount is [Usage pricing].
Workflows and automations
Start a message, a task, or an internal alert from a form, a stage, or a date.
Calendars and booking
Share open times and let someone book a slot you have actually released.
Phone system
Place and receive calls on numbers you provision for each client.
Mobile app
Work the inbox from the mobile app, including video messages.
Close the work
Move from a conversation to a scoped offer and a payment.
Estimates and proposals
Send a written offer a client can accept.
Invoicing and payments
Bill through the payment tools you connect.
Order forms and paid booking
Charge for a package or a time slot at checkout.
Memberships and courses
Host lessons or a member area for people who should have access.
Communities
Give customers a place to talk with each other.
After the sale
Ask for the review, the referral, and the next visit without a separate stack.
Reputation and reviews
Request a review, show selected reviews on a page, and reply when you are ready.
Referrals
Track who sent a new inquiry.
Loyalty
Run a repeat-purchase offer for the customers you choose.
Broadcasts and segments
Email or text a list you define, including people due for a birthday note, a seasonal note, or a reactivation. You edit the copy first.
Content drafts
A drafting assistant proposes email, text, and social copy for a person to edit.
Run the agency
The parts that matter when you operate more than one client.
Reporting
Dashboards for pipeline, conversations, and marketing activity.
White-label and agency tools
Your logo, your domain, and client logins. Resale subscriptions are a House-plan capability.
Integrations
Connect the calendar, payment, and form tools you already use.
Who it is for
Three kinds of teams
Pick the plan that matches how many client workspaces you run.
Small shops
A short roster of client accounts and a need to stop renting a new tool for every channel. Start on Associate.
Growing agencies
More client workspaces, reporting across them, and a way to pass phone and email usage through. That is Partner.
Teams that resell
You want clients to buy the platform as your product, with workspaces created from that sale. That is House.
How it works
From signup to a client login
Choose a plan and a brand
Tell us whether you are on Associate, Partner, or House, and what clients should see when they sign in.
Open the account
We open the agency account and the first client workspaces.
Connect what you already control
Domains, phone numbers, and payment tools stay in the accounts you already own.
Invite the team and turn workflows on
Invite the team, start from a template, and turn on the automations you want.
Day to day
What it is like to operate
The supports around the modules, once the account is live.
Away from the desk
The mobile app keeps conversations moving when you are away from the desk.
A person to ask
A real person is available when setup stalls, on the support channel for your plan.
Automations keep their schedule
Once a workflow is on, it runs on the rules you saved. You edit those rules whenever the process should change.
Pricing
Plans and how they differ
Associate for a short client list, Partner as the roster grows, and House when you resell.
Associate
[Price/mo]
For a small roster of client workspaces.
- [Client workspace limit] client workspaces
- [Contact allowance] contacts
- [Seat allowance] team seats
- Core CRM, pages, inbox, calendars, and email and SMS
- Support: [Support hours]
- [Trial offer]
- Fits most agencies
Partner
[Price/mo]
For agencies adding client workspaces.
- Everything in Associate
- [Expanded workspace allowance] client workspaces
- Reporting across users and workspaces
- Pass phone and email usage through at cost. [Rebilling terms]
- API access: [API access level]
House
[Price/mo]
For agencies that resell the platform under their own name.
- Everything in Partner
- Sell subscriptions as your product
- Create client workspaces from that sale
- Pass usage through with your markup. [Markup terms]
- API access: [Advanced API access]
Custom
[Custom price]
For higher-volume teams that need terms written for them.
- A named success contact. [Success contact]
- Reporting beyond the standard dashboards. [Reporting scope]
- Branded mobile app. [Mobile app terms]
- Compliance topics for your industry. [Compliance scope]
- API limits reviewed on request. [API limits]
Optional add-ons
Extra assistant capacity
[Price/mo]
More room for chat, voice, or review drafts inside a client workspace.
Branded client app
[Price/mo]
A client-facing app shell under your name.
Dedicated sending address
[Price/mo]
An isolated sending setup when volume calls for it.
Listings add-on
[Price/mo]
Directory listing work for the locations you manage.
Calls, texts, email volume, and some assistants are billed on use. [Usage pricing] You can move between plans as the roster changes.
Compare
Feature differences by plan
Included means the capability is part of that plan. Usage for calls, texts, and assistants is billed separately.
Scroll sideways to see every plan.
| Feature | Associate | Partner | House | Custom |
|---|---|---|---|---|
| Client workspaces | [Client workspace limit] | [Expanded workspace allowance] | [Expanded workspace allowance] | [Custom workspace allowance] |
| Contacts | [Contact allowance] | [Contact allowance] | [Contact allowance] | [Contact allowance] |
| Team seats | [Seat allowance] | [Seat allowance] | [Seat allowance] | [Seat allowance] |
| CRM, pages, inbox, calendars, email and SMS | Included | Included | Included | Included |
| Memberships, courses, and communities | Included | Included | Included | Included |
| Reputation and reviews | Included | Included | Included | Included |
| Workflows and automations | Included | Included | Included | Included |
| Phone system | [Phone availability] | [Phone availability] | [Phone availability] | [Phone availability] |
| Mobile app | [Mobile app availability] | [Mobile app availability] | [Mobile app availability] | [Mobile app terms] |
| Client reporting | Not included | Included | Included | Included |
| Pass phone and email usage to clients | Not included | At cost | With your markup | [Rebilling terms] |
| API | Not included | [API access level] | [Advanced API access] | [API limits] |
| Resale under your brand | Not included | Not included | Included | [Custom scope] |
| Workspace created from a sale | Not included | Not included | Included | [Custom scope] |
| Client-facing brand | [Branding scope] | [Branding scope] | Included | Included |
Usage charges for telecom and assistants are separate from the plan price. [Usage pricing]
Connect the tools you already use
[Integration: Calendar][Integration: Payment tool][Integration: Email inbox][Integration: Form tool][Integration: Ads account]
Client notes
What agencies say
[Testimonial]
[Testimonial]
[Testimonial]
Questions
Frequently asked questions
Plans, branding, and how the account is run.
Ask for a walkthrough
Tell us how many client workspaces you have in mind. We'll point you to the plan that fits.
Contact
Talk with Wise Guys about Suited
Share your agency name and how you want clients to sign in.