White label portal for PPL agencies

White label client portal for lead distribution

Give every buyer and supplier a branded, real-time portal on your subdomain. Lead delivery, returns, billing, and reporting in one self-serve interface.

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No credit card requiredFree forever plan5-minute setup
Buyer + supplier portals
Custom subdomain
Real-time returns workflow
Role-based access control

Built for how PPL agencies actually onboard buyers

Agency-branded end to end

Logo, color palette, favicon, custom subdomain, login screen, and transactional emails all carry your brand. Buyers never see Lead Distro AI.

Self-serve returns workflow

Buyers submit returns with reason codes inside the portal. Suppliers see them instantly. Acceptance-rate reporting recalculates automatically.

Role-based access control

Buyers see only their own leads, returns, and invoices. Suppliers see only their delivery and earnings. Admins see the full cross-cut.

Live status and reporting

Status pills update in real time across both portals: Pending, Accepted, Returned, Sold. No manual export, no shared spreadsheet.

How Lead Distro AI works

How the Partner Portal runs both sides

Give every buyer a branded, self-serve Partner Portal where they track delivery, pacing, and pricing in real time.

PARTNER PORTAL

Give every buyer a self-serve Partner Portal

Each buyer logs into a branded Partner Portal to see their incoming leads, mark outcomes, and check their wallet balance. They answer their own 'where are my leads' questions, so your inbox stays clear.

Partner Portal

Apex Insurance
Wallet balance$1,840.00
LeadTypePriceStatus
#8842Auto · FL$42.00
Accepted
#8841Home · TX$38.50
Accepted
#8840Auto · CA$35.00
Returned
#8839Life · NY$31.25
Accepted

DELIVERY AND PACING

Let buyers track delivery and pacing

A live pacing view shows buyers how many leads have landed, how many were accepted, and where they are pacing against their cap. They see delivery in real time instead of emailing you for an update.

Pacing Report

February

Leads MTD

180

Accepted MTD

162

Daily Avg

9.0

Projected

252

CampaignLeadsAcceptedDaily AvgProjected
Roofing100905.0140
Windows40362.056
Siding30271.542
Kitchen1090.514

TRANSPARENT ECONOMICS

Clear pricing on every lead

Buyers see exactly what each lead costs and can accept or return it with a reason code in a click. On your side, the same ledger rolls up spend, revenue, and the margin you keep, so both sides trust the numbers.

Source ROI

Month to date
SourceSpendRevenueMargin
Meta · Roofing$1,240$3,180+$1,940
Google · Solar$980$2,150+$1,170
Native · HVAC$620$1,090+$470
TikTok · Windows$410$360-$50

Everything in your white label portal toolkit

Two synchronized portals on one custom subdomain, purpose-built for lead distribution, not generic SaaS self-serve.

Buyer portal at /portal

Branded dashboard where buyers see incoming leads, claim or reject, mark outcomes, request returns, and view invoices. Calls workspace included for pay-per-call.

Supplier portal at /supplier-portal

Suppliers log in to see leads delivered, acceptance rate by campaign, returns with reason codes, and earnings rolled up by day, week, and month.

Custom subdomain

Point a subdomain like leads.yourbrand.com at Lead Distro AI. Login screens, dashboards, and outbound emails all run on your domain.

Real-time delivery notifications

Webhook, SMS, and email alerts fire on every status change. Buyers know the moment a lead lands; suppliers know the moment one returns.

Built-in invoicing

Buyers see what they owe, suppliers see what they earned, the agency sees the spread. Invoice cadence is configurable per buyer.

AI lead scoring inside the portal

Every lead carries a 0 to 100 quality score visible to the buyer before they accept. Routing and pricing rules can branch on the same score.

Per-vertical field maps

Show law firm buyers state and case type. Show solar buyers utility and roof type. Field visibility is configurable per source and per buyer.

See it run on your stack

Book a 20-minute demo or start free with no credit card. 7 days of full access, then 25 leads a month free forever.

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Branded portals by vertical

Same portal engine, different field maps and routing rules across legal, insurance, mortgage, solar, and home services.

Legal and PI

Law firm buyers claim MVA, slip-and-fall, and workers' comp leads with state filters and DNC-checked phone numbers in their branded portal.

Insurance

Auto and home insurance buyers see real-time call and form leads with state and ZIP filters. Ping-post auctions run on shared inventory.

Mortgage

Loan officers see purchase, refi, and HELOC leads with credit-band and loan-amount fields visible before they accept or return.

Solar

Solar installer buyers filter by utility company, roof type, and credit tier. Suppliers track which campaigns earn the highest acceptance rate.

Home services

HVAC, roofing, and plumbing buyers see service-type and ZIP-filtered leads with live cap enforcement so no buyer overspends.

White label client portal vs. generic client portal software

Most pay-per-lead agencies still deliver leads by email or Slack, then field buyer disputes by hand. Generic client portal software, the kind used by accountants, therapists, and consultants, does not understand lead delivery, ping-post, returns, or per-vertical pricing. Tools like SimplePractice or Copilot are billed per seat and built for document sharing, not lead routing rules. Agencies hack around them with Zapier, Airtable, and shared Google Sheets, and the stack breaks the moment a buyer requests a return or asks for a real-time lead acceptance rate.

A category-specific, white label client portal closes the loop. One branded interface where buyers see leads land in real time, mark outcomes, and request returns; suppliers see what they delivered, what got rejected, and what they earned. Both sides logged in to the same source of truth, branded to the agency.

CapabilityLead Distro AI Client PortalBoberdooLeadProsperPhonexaGeneric Client Portal (SimplePractice, Copilot)
Buyer and supplier portals on one platformYesYesPartialYesNo
White label custom subdomainYesAdd-onAdd-onYesLimited
Real-time returns workflowYesPartialYesYesNo
Built-in lead acceptance reportingYesYesYesYesNo
AI lead scoring inside the portalYesNoNoAdd-onNo
Starting priceVolume-based plansEnterprise quoteMid-marketEnterprise quote$30 to $100/mo per seat

Dedicated lead distribution platforms ship buyer portals, but white labeling, returns workflows, and AI scoring are commonly enterprise upsells. Generic client portal software is cheaper but does not speak lead distribution. Lead Distro AI is the white label client portal built for pay-per-lead agencies on a volume plan, not an enterprise contract.

Features that pair with Client Portal

The portal surfaces the routing, scoring, and analytics that run underneath every lead delivery.

Why Companies Switch

Don't take our word for it. Here's what companies say after switching.

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Start distributing leads. Free for 7 days.

Every routing, ping-post, and call-tracking feature is included on every plan. Higher tiers add lead volume, seats, and destinations.

Lite

$149/ mo

Billed monthly, cancel anytime

500 leads / mo

The low-cost on-ramp for a single operator getting their first buyers live.

  • 500 leads / mo
  • 200 AI credits / mo
  • 1 seat
  • 4 destinations
  • 2 campaigns
  • MCP access
  • Live Support
  • Ping-post + smart routing
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Recommended

Starter

$299/ mo

Billed monthly, cancel anytime

2,500 leads / mo

The workhorse plan for agencies and media buyers running live campaigns.

  • 2,500 leads / mo
  • 500 AI credits / mo
  • 5 seats
  • 25 destinations
  • 10 campaigns
  • MCP access
  • Live Support
  • Custom domain + white-label
Start Free

Growth

$499/ mo

Billed monthly, cancel anytime

5,000 leads / mo

Scale volume across every buyer and campaign as your book grows.

  • 5,000 leads / mo
  • 1,000 AI credits / mo
  • 10+ seats
  • Unlimited destinations
  • Unlimited campaigns
  • MCP access
  • Live Support + weekly training
  • Everything in Starter
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Call tracking & routing

· billed as you use it
Local tracking numbers$2/mo per number
Toll-free tracking numbers$3/mo per number
Inbound call minutes (local)$0.04/min
Inbound call minutes (toll-free)$0.055/min
Call recording$0.005/min
Caller Lookup (phone type + carrier)$0.01/lookup

Available on every tier. Numbers provision instantly from the dashboard, call recording included.

Talk with Our Team

See how Lead Distro AI fits your workflow. Pick a time and we'll walk you through it.

See it run on your stack

Book a 20-minute demo or start free with no credit card. 7 days of full access, then 25 leads a month free forever.

Start Free

White label client portal FAQs

What is a white label client portal?

A white label client portal is a branded, customer-facing web app that an agency or SaaS company rebrands as their own. The end user sees the agency's logo, colors, and domain instead of the underlying vendor's. In lead distribution, a white label client portal is where buyers and suppliers log in to manage real-time lead delivery, returns, and reporting under the agency's brand, not the platform's.

What is the difference between a buyer portal and a supplier portal?

A buyer portal is for the customer who is purchasing leads, a law firm, insurance agent, or solar installer who logs in to claim, accept, or return leads. A supplier portal is for the lead-generation vendor or media buyer who supplies the leads and logs in to see delivery volume, acceptance rate, and earnings. Lead Distro AI ships both on the same platform: buyers use /portal, suppliers use /supplier-portal, both on your custom subdomain.

Can I use my own domain or subdomain?

Yes. Point a custom subdomain like leads.yourbrand.com at Lead Distro AI and every portal route runs on your domain. Login screens, dashboards, and outbound emails all carry your brand. Most agencies launch their branded subdomain within 30 minutes of provisioning DNS.

How does the returns workflow work?

A buyer opens the returns route inside their portal, picks the lead in question, selects a reason code such as wrong vertical, bad contact info, out of area, duplicate, or custom, and submits. The return notification fires to the supplier in real time inside their supplier portal, the lead status updates to Returned across both views, and acceptance-rate reporting recalculates automatically.

Is client portal software the same as a CRM?

No. A CRM is built around contact records, sales pipelines, and rep activity, designed for an internal sales team to manage their own deals. A white label client portal is built around external customer access, designed for buyers and suppliers to self-serve on transactions you run for them. The two complement each other; many Lead Distro AI agencies push accepted leads from the buyer portal into their buyer's CRM via webhook.

What pricing tier includes the white label client portal?

White label client portal access is included on Lead Distro AI's volume-based plans. View pricing on the homepage for the current breakdown of features per plan, including custom subdomain support, branded transactional emails, and the supplier portal.

How long does it take to launch a branded portal?

Most agencies launch in under 30 minutes once their logo, brand colors, and DNS records are ready. The longest step is usually waiting for DNS propagation on the custom subdomain. Buyer and supplier imports run on CSV upload in seconds.

Can buyers see other buyers' leads?

No. Role-based access control ensures every buyer sees only the leads, returns, and invoices that belong to them. Suppliers see only their own delivery and earnings. Admins inside your agency see the full cross-cut view across all buyers and suppliers.

Still have questions?

Book a 20-minute demo and we'll walk through your exact use case, or start free with no credit card and explore on your own.

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Ready to launch your branded portal?

Start free with no credit card, point your subdomain, and put both sides of your lead-distribution business inside one branded interface.

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