White Label Marketing Automation Platform for Agencies to Deliver Real ROI That Keeps Clients Coming Back

Build customer journeys, personalize campaigns, and increase client retention rates.

Peak engagement time Thursday 3–5pm Top-performing clients 5 campaigns/mo Growth rate 10% MoM Churned clients 20–30 employees SaaS industry < 6 months tenure

Gleantap Delivers Real Business Outcomes

20%

Increase in Monthly Billings

150%

Higher ROI

75%

Improvement in Client Retention

Testimonials

Trusted by Leading Brands

Gleantap helps marketing agencies deliver branded campaigns across multiple touchpoints that drive engagement and higher conversion for clients.

Val N. Logo

Val N.

“Strong automation capabilities helped us improve workflows, especially for overdue and follow-up automations.”

John H. Logo

John H.

“Excited about AI chatbot and automation features, but onboarding and training need improvement.”

Jennifer B. Logo

Jennifer B.

“We can keep our phone number while using SMS + CRM together. Integration with Mindbody is a huge plus.”

Customer Journey Orchestration

Build Journeys That Adapt to Each Client’s Customers

Set up automated journeys that guide your clients' customers from first visit to loyal repeat buyer. Less manual work for you, better results for your clients.

Recipe Library

Launch proven campaigns with ready-made templates for engagement, retention, trial conversion, and win-back.

Cross-Channel Orchestration

Guide customers through each stage using SMS, email, phone calls, and AI chat, all from one flow builder.

Multi-step Conditional Paths

Build workflows with delays, actions, and conditions that adjust based on customer behavior.

SMS option? NO YES Gmail 2:40PM Thanks for your business, Leave us a review Orchestrate end-to-end customer journeys and create tailored campaigns to target the right. Messages 2:40PM Thanks for your business, Leave us a review Messages 2:42PM How would you rate your class on a scale of 1-10? Messages 2:59PM So glad you enjoyed it! Would you mind sharing that love...
Customer Segmentation Software

Target the Right Customers for Every Client

Gleantap lets you group your clients' customers by shared attributes and behavior. Target the right people for every client without rebuilding from scratch.

Event-Based Grouping

Build segments based on visit counts, purchase history, membership types, and engagement activity.

Multiple Filter Types

Layer filters by demographics, purchases, visits, email engagement, and SMS activity to create precise audiences.

Segment Analytics

View breakdowns by gender, age, customer lifespan, average check-ins, and purchase value to understand each segment.

Membership status is Cancelled Cancel date in last 24 mo Gender List 1 List 2 List 3 List 4 Age Lifespan Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
White Label CRM for Agencies

Manage Your Client’s Sales Process to Close Deals Faster

Manage your clients' sales pipelines, track their customer activity, and automate follow-ups. Show clients exactly where each prospect stands, what actions they've taken, and which deals are ready to close.

Contact Profiles

View all customer activity in one place, including purchases, visits, and pipeline history.

Pipeline Automations

Move prospects through custom stages and set rules that automatically assign customers, trigger follow-ups, and update statuses.

Task Assignment

Trigger tasks automatically based on pipeline stage, time in stage, or no response, with round-robin distribution.

Leads received today/ yesterday Samantha Will 7 hrs ago Active Terry Culhane 7 hrs ago Active Jontahan 7 hrs ago Active Justin Bubbard 23 hrs ago Draft Adam Hoffman 2 days ago On Progress Brandon Dokidis 2 days ago Active Charlie Dokidis 2 days ago Active Marcus Donin 2 days ago Active Add a lead Clients signed up for trial membership Samantha Will 7 hrs ago Active Samantha Will 7 hrs ago Draft Justin Bubbard 23 hrs ago Active Adam Hoffman 2 days ago Active Add a lead Jontahan 7 hrs ago On Progress
White Label Marketing Automation Software

Launch Multi-Channel Campaigns for Clients at Scale

Gleantap helps you create and automate marketing campaigns that trigger based on real-time engagement for your clients.

Template Library

Build and manage reusable templates and customize them for each campaign.

Custom Workflows

Set permissions for sub-users to create campaigns that require admin approval before sending.

AI Copilot

Generate subject lines, email copy, SMS messages, and campaign ideas in seconds.

When someone purchased 10 class pack (30 days) Here is a monthly membership recomended for you Extend your class pack for 30 days for $49 Wait 30 days Has user used 8 or more classes? Yes No
White Label Email Marketing Platform

Send The Right Message At The Right Time

Gleantap lets you build targeted email campaigns for each client’s customers and send them when they’re most likely to open for higher conversion.

Drag-and-Drop Email Builder

Design professional emails with custom templates and visual editing tools.

A/B Testing Campaigns

Test multiple variants of subject lines and templates with different audience subsets to find what works best for each client.

Optimized Delivery Times

Send emails at the right time to maximize open rates and clicks.

Share now Invite a friend and get $50 credit on the store After all sharing is caring! 9:41 🖼️ Its been a while Have a drink on us 15% off your next meal WE MISS YOU 9:41 Fall collection promotion Last visit over 90 days ago First visit was yesterday Off all items Swipe up 50% 9:41
White Label Marketing Reporting & Analytics Software

Turn Campaign Data Into Reports That Prove ROI

Track campaign performance, analyze customer segments, and build custom reports that show which campaigns drive conversions. Give clients clear visibility into open rates, engagement patterns, and lifetime value metrics.

Campaign Performance Tracking

View delivery rates, open rates, click-through rates, bounces, and unsubscribes for every campaign.

Conversion Metrics

Create custom reports that show how many contacts in a segment are converted based on specific attributes.

Custom Scorecards

Build custom dashboards with built-in metrics or create your own custom metrics to track specific KPIs in one view.

Best day of engagement Thursday 3 - 5pm Top active customers 5 visits/mo Growth rate 10% MoM Canceled customers 20 - 30 year Female < 6mo

Gleantap vs. Other White-Label Marketing Automation Tools

Gleantap Other Tools
A modern, intuitive interface built for front-desk teams
User-friendly interface, but slow onboarding
Dedicated customer success teams
Most offer documentation and community support
Direct integrations with billing systems, booking platforms, and ad networks
Third-party integration libraries require manual setup for B2C
AI agents work across multiple channels and handle retention conversations
Basic chatbots
Supports event-based segmentation and cross-location tracking
Offers behavioral data tools, but may require a custom setup
FAQs

Frequently Asked Questions

A white-label marketing automation platform is a tool that agencies use to run campaigns, automate workflows, and manage customer engagement for their clients. It combines email marketing, journey builders, segmentation, and A/B testing.
Agencies manage campaigns, customer data, and engagement for multiple clients. A marketing automation platform helps them automate repetitive tasks like email sequences, follow-ups, and segmentation so they can focus on delivering results.
Gleantap offers marketing automation features, such as email and SMS marketing, pre-built journey templates, dynamic segmentation, and AI-powered tools. This allows agencies to run automated campaigns based on real customer behavior and deliver impactful ROI.
Yes, Gleantap integrates with billing systems, Facebook Ads, Google Ads, Zapier, and supports custom API connections and CSV imports. Agencies can sync their clients' existing tools with Gleantap to keep customer data flowing in automatically.

All-in-One Marketing Automation Platform for Agencies

Gleantap gives you everything you need to run campaigns, track results, and retain clients in one platform.

Customer Support Alysa 06.31 Hi There! I have an issue Hi! We’ll help you. Processing...

Omnichannel Inbox with AI Agents

Omnichannel Inbox lets you manage patient conversations from SMS, email, Facebook, Instagram, WhatsApp, and web chat in a single inbox. AI Agents handle routine questions and appointment bookings.

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SMS option? NO YES Gmail 2:40PM Thanks for your business, Leave us a review Orchestrate end-to-end customer journeys and create tailored campaigns to target the right. Messages 2:40PM Thanks for your business, Leave us a review Messages 2:42PM How would you rate your class on a scale of 1-10? Messages 2:59PM So glad you enjoyed it! Would you mind sharing that love...

Marketing Automation

Marketing Automation helps you create campaigns for new inquiries, recall reminders, and reactivation messages to lapsed patients.

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Team performance report Sarah J. Chen 12.4% Leads 231 Appointments 35 Converted 15 Mike L. Davies 19.4% Leads 95 Appointments 54 Converted 20 Chloe A. Kim 40.4% Leads 142 Appointments 43 Converted 29

Sales CRM

Sales CRM provides unified customer profiles, pipeline visibility, and task assignment to increase conversion.

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Achievement 100 Check-ins 5 Days in a Row 2,000 sales

Loyalty & Gamification

Loyalty and Gamification let you create a reward system with points, badges, challenges, and tiered levels.

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92 / 100 Excellent Reputation

Most customers are leaving positive reviews across channels. Your brand reputation is strong and well-maintained.

Google Rating:
4.8
Response Rate
96%
Facebook Rating:
4.7

Reputation Management

Reputation and Review Management centralizes reviews from Facebook and Google in one dashboard.

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Scale Your Agency Without Hiring More Staff With Our White Label Marketing Automation Platform

Gleantap helps agencies run data-driven campaigns, automate customer journeys, and provide real results, so they can scale faster without adding headcount.