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.
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 InsuranceDELIVERY 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
FebruaryLeads MTD
180
Accepted MTD
162
Daily Avg
9.0
Projected
252
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 dateEverything 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 your 7-day free trial. Full access to every feature, cancel anytime.
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.
| Capability | Lead Distro AI Client Portal | Boberdoo | LeadProsper | Phonexa | Generic Client Portal (SimplePractice, Copilot) |
|---|---|---|---|---|---|
| Buyer and supplier portals on one platform | Yes | Yes | Partial | Yes | No |
| White label custom subdomain | Yes | Add-on | Add-on | Yes | Limited |
| Real-time returns workflow | Yes | Partial | Yes | Yes | No |
| Built-in lead acceptance reporting | Yes | Yes | Yes | Yes | No |
| AI lead scoring inside the portal | Yes | No | No | Add-on | No |
| Starting price | Volume-based plans | Enterprise quote | Mid-market | Enterprise 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.
Start distributing leads. Free for 7 days.
Call tracking and routing are included on every plan. Higher tiers add lead volume, seats, destinations, and ping post.
Starter
For agencies and media buyers running live campaigns.
Start Free Trial- Call tracking and recordingGet a tracking number, send the call to the right buyer, and keep the recording. Call minutes and numbers are billed by usage on top of your plan.
- Lead distribution2,500 / moTake leads in from any source and send them to the buyers who want them. Your allowance counts leads that come in through the API. Duplicates we block, and leads that fail your filters, do not count.
- Live funnels5Hosted lead forms you build and publish on your own page. Drafts are unlimited. Only funnels that are live count against the limit.
- Campaigns5A campaign is one flow of leads or calls, usually one per vertical. It is where your sources and destinations connect. Only active campaigns count, so drafts and paused ones are free.
- Sources / destinations20Sources are where your leads and calls come from. Destinations are the buyers you send them to. Only active ones count against the limit.
- Seats3How many people on your team can log in. Buyers using the Partner Portal do not use a seat.
- AI credits500 / moOne credit for each message you send the AI assistant. It is a safety limit, not something normal use runs into.
- Ping postAsk your buyers what they will pay for a lead before you send it, then sell it to the highest bidder.
- White-label domainPut the Partner Portal on your own domain with your own logo, so your buyers see your brand instead of ours.
- Run your own ring treeAnyone can bid on other networks' calls. This is the other side: take live bids from your own buyers on every inbound call and connect the caller to whoever bids highest.
- MCP accessConnect Lead Distro AI to your own AI tools so you can build campaigns and pull reports by chat.
Growth
Everything unlocks here: ping post, RTB, and white-label.
Start Free Trial- Call tracking and recordingGet a tracking number, send the call to the right buyer, and keep the recording. Call minutes and numbers are billed by usage on top of your plan.
- Lead distribution5,000 / moTake leads in from any source and send them to the buyers who want them. Your allowance counts leads that come in through the API. Duplicates we block, and leads that fail your filters, do not count.
- Live funnels20Hosted lead forms you build and publish on your own page. Drafts are unlimited. Only funnels that are live count against the limit.
- Campaigns10A campaign is one flow of leads or calls, usually one per vertical. It is where your sources and destinations connect. Only active campaigns count, so drafts and paused ones are free.
- Sources / destinations50Sources are where your leads and calls come from. Destinations are the buyers you send them to. Only active ones count against the limit.
- Seats10How many people on your team can log in. Buyers using the Partner Portal do not use a seat.
- AI credits2,000 / moOne credit for each message you send the AI assistant. It is a safety limit, not something normal use runs into.
- Ping postAsk your buyers what they will pay for a lead before you send it, then sell it to the highest bidder.
- White-label domainPut the Partner Portal on your own domain with your own logo, so your buyers see your brand instead of ours.
- Run your own ring treeAnyone can bid on other networks' calls. This is the other side: take live bids from your own buyers on every inbound call and connect the caller to whoever bids highest.
- MCP accessConnect Lead Distro AI to your own AI tools so you can build campaigns and pull reports by chat.
Scale
Custom plans for networks and high-volume operators.
- Call tracking and recordingGet a tracking number, send the call to the right buyer, and keep the recording. Call minutes and numbers are billed by usage on top of your plan.
- Lead distributionCustomTake leads in from any source and send them to the buyers who want them. Your allowance counts leads that come in through the API. Duplicates we block, and leads that fail your filters, do not count.
- Live funnelsCustomHosted lead forms you build and publish on your own page. Drafts are unlimited. Only funnels that are live count against the limit.
- CampaignsCustomA campaign is one flow of leads or calls, usually one per vertical. It is where your sources and destinations connect. Only active campaigns count, so drafts and paused ones are free.
- Sources / destinationsCustomSources are where your leads and calls come from. Destinations are the buyers you send them to. Only active ones count against the limit.
- SeatsCustomHow many people on your team can log in. Buyers using the Partner Portal do not use a seat.
- AI creditsCustomOne credit for each message you send the AI assistant. It is a safety limit, not something normal use runs into.
- Ping postAsk your buyers what they will pay for a lead before you send it, then sell it to the highest bidder.
- White-label domainPut the Partner Portal on your own domain with your own logo, so your buyers see your brand instead of ours.
- Run your own ring treeAnyone can bid on other networks' calls. This is the other side: take live bids from your own buyers on every inbound call and connect the caller to whoever bids highest.
- MCP accessConnect Lead Distro AI to your own AI tools so you can build campaigns and pull reports by chat.
Only buying and selling calls?
Call Tracking Only
Call tracking, recording, and call routing, without lead distribution.
3 campaigns, 5 sources and destinations, 2 seats.
Call tracking and routing rates, billed as you use it
Call tracking is on every plan, not just this one. 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 your 7-day free trial. Full access to every feature, cancel anytime.
White label client portal FAQs
What is a white label client portal?
What is the difference between a buyer portal and a supplier portal?
Can I use my own domain or subdomain?
How does the returns workflow work?
Is client portal software the same as a CRM?
What pricing tier includes the white label client portal?
How long does it take to launch a branded portal?
Can buyers see other buyers' leads?
Still have questions?
Book a 20-minute demo and we'll walk through your exact use case, or start your 7-day free trial and explore on your own.
Ready to launch your branded portal?
Start your 7-day free trial, point your subdomain, and put both sides of your lead-distribution business inside one branded interface.