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What is a Whitelabel Domain for the Desktop App?

A whitelabel domain allows you to provide your clients with a fully branded login experience for the CRM. It involves using a subdomain you own (for example, app.yourcompany.com) to replace the standard CRM-provided URL. Once configured, users will sign in and access the application through your custom domain, while the software continues to be hosted and secured by the CRM platform.

Key Benefits of Using a Whitelabel Domain

Implementing a whitelabel domain offers several strategic advantages for your business and your clients.

Brand Consistency: Your company’s name and branding are present throughout the login and application experience.
Enhanced Trust and Professionalism: Using your own domain reassures clients they are accessing the correct, official system.
Simplified User Access: Clients can use a simple, memorable URL like app.yourdomain.com to log in.
Automatic SSL Certificate: The CRM platform automatically provides an HTTPS certificate once your domain’s DNS settings are correctly configured.
Clear Separation: Keeps your application login domain distinct from other domains used for marketing or email.

How to Set Up Your Whitelabel Domain

Follow these steps to configure your whitelabel domain successfully.

Step 1: Create a CNAME Record with Your DNS Provider

You need to create a CNAME record that points your subdomain to the CRM’s whitelabel server.

Host/Name: Enter the subdomain you wish to use (e.g., app for app.yourdomain.com).
Value/Target: Set this to the provided whitelabel target address.
TTL: It is usually best to accept your DNS provider’s default TTL setting.

Step 2: Add the Domain in CRM Agency Settings

Navigate to your Agency settings within the CRM. Go to the Company section and find the Whitelabel settings. Enter your full whitelabel domain (e.g., app.yourdomain.com) into the Whitelabel Domain field and save the changes.

Step 3: Upload Your Logo and Legal Links

In the same Company Settings area, upload your agency’s logo and provide the URLs for your Terms & Conditions and Privacy Policy pages. This ensures your branded login page is complete.

Step 4: Verify the Setup

After completing the previous steps, wait for the DNS changes to propagate across the internet. This can take some time. Once propagated, visit your new domain (e.g., http://app.yourdomain.com) to confirm the branded login page loads correctly with your logo. The SSL certificate will be issued automatically.

Note: If you need to update an existing whitelabel domain configuration, you may need to first remove the old domain from the settings field, save the changes, and then re-enter the new domain and save again.

Whitelabel Domain vs. API Domain

It is important to understand the distinction between the Whitelabel Domain and the API Domain to achieve complete branding.

Whitelabel Domain: This brands the main login URL and the desktop application itself (e.g., app.yourdomain.com).
API Domain (Branded Links): This brands the links generated by the system for features like forms, surveys, calendars, and notifications that are sent to your contacts via email or SMS.

For a fully cohesive brand experience, it is recommended to configure both.

Troubleshooting

Most issues with whitelabel domains are related to DNS configuration or SSL certificate issuance.

Domain Not Loading or SSL Errors

If your domain does not load or you see SSL-related errors, first verify that your DNS CNAME record is correctly pointed to the whitelabel target. Ensure there are no conflicting records (like an A record) for the same subdomain. DNS changes can take up to 30 minutes to propagate globally. The SSL certificate is issued automatically once the DNS is correctly configured.

Outdated Browser or Security Protocols

Errors mentioning incompatible SSL protocols typically indicate that a user’s browser or device is outdated. The CRM platform supports modern security protocols like TLS 1.2 and 1.3. Advise users to update their web browsers.

Frequently Asked Questions

No, you should use a subdomain (e.g., app.yourdomain.com) configured with a CNAME record.

How long does it take for the SSL certificate to be active?

The SSL certificate is issued automatically shortly after your DNS records are correctly set up and have propagated.

Do I need to re-upload my logo for the whitelabel domain?

Yes, you must upload your logo and add your legal policy URLs in the Agency Company Settings for them to appear on the branded login page.

What if I use a service like Cloudflare?

If you use Cloudflare, ensure the proxy setting for the CNAME record is disabled (DNS-only mode) to allow the SSL certificate to be issued correctly.

How to Set Up a Whitelabel Domain for the CRM Desktop App