SaaS

The SaaS Rebilling feature is an advanced offering, exclusively available to users subscribed to the Agency Unlimited Plan or higher-tier plans. This tool allows businesses to easily bill their clients or subaccounts for their usage of various software services and features. It plays a crucial role in cost distribution, enabling companies to not only recover expenses but also add a small profit margin on top of those costs. This functionality gives users the option to activate or deactivate rebilling for specific features as needed. Additionally, it allows for precise customization of the markup rate for each individual feature or SaaS plan. This level of control helps businesses manage their pricing strategies more effectively, ensuring that they can adapt their revenue approach to meet their needs under the Agency Unlimited Plan or equivalent. Activating Rebilling for SaaS Plans To enable or disable rebilling for any feature under a SaaS plan, each plan and feature can have separate rebilling configurations and markup rates. Start by accessing the Agency View and navigating to the SaaS configurator. Select the plan you want to adjust and click "Edit Details." From there, go to the "Rebilling" tab, where you'll see a list of all the features eligible for rebilling. Choose the feature for which you wish to enable rebilling, then activate the toggle at the top. Just below, you’ll find a Markup Slider that allows you to adjust the profit margin. As you move the slider, you’ll be able to see the agency’s cost, the client’s charge after markup, the equivalent value of $10 with the markup, and the resulting profit. Be sure to click "Save Changes" after finalizing your adjustments. You can repeat this process for each feature that you want to configure individually.

Clients are billed for their phone and email usage through a wallet system, which can be topped up by either you or the client using a credit card, adding messaging credits to the wallet. Each action, like sending messages, making calls, or obtaining phone numbers, reduces the wallet balance. When a message is sent, the agency is charged by CRM, and the client's wallet is debited according to preset rebilling rates. For example, if a client sends 100 messages at a total cost of $10 and the rebilling factor is set to 5x, CRM bills the agency $10, while the client's wallet is charged $50. It's important to understand that when clients refill their wallets, their credit cards are charged, and the funds are transferred to the agency's Stripe account. Essentially, the client is paying the agency for messaging credits. You can manage a sub-account’s wallet by navigating to the sub-account, selecting settings, and going to the company billing section. There are several methods to recharge the wallet: 1. Automatic Wallet Recharge In the Company Billing > Credits section, you can configure automatic recharge settings. Here, you can specify the amount to be added to the wallet once the balance drops below a specified threshold. 2. Manual Recharge of Client's Wallet Using the "Add Balance" button in the Company Billing settings, you can manually add funds to the client’s wallet. This action charges the primary card saved in the Company Billing settings. 3. Monthly Complimentary Credits for SaaS Plans If a sub-account is enrolled in a SaaS plan, you can configure a monthly allocation of complimentary credits. These credits are added to the client’s wallet each month and can be modified based on the SaaS plan’s settings using the SaaS Configurator. Additionally, you can adjust the amount of complimentary credits for each sub-account individually. These settings can be accessed under Agency View > Accounts > View Details. 4. Adding Complimentary Credits from Agency View Through the Agency View > Accounts > View Details > Manage Credits, you can grant complimentary credits directly to the client’s wallet. These credits are not charged to the client, but the agency incurs the cost when the client uses them for messaging or calls.

The "Advanced Options" in the SaaS Configurator provides control  over managing sub-account subscriptions and the behavior of sub-accounts in the event of subscription payment issues. Follow these simple and professional steps to configure these settings: 1. Navigate to Advanced Settings: First, access the SaaS Configurator and click on the "Advanced Settings" tab, located at the top of the screen. 2. Customize the Key Settings: You’ll find three essential options here that can be switched on or off, depending on your needs: a. Suspend Sub-account When SaaS Subscription Fails: Enabling this feature automatically prevents sub-accounts with unpaid subscriptions from using the platform. This ensures only paying customers maintain access, simplifying subscription management for platform administrators. b. Allow Sub-account Admins to Upgrade Their Subscription: If you're on the Pro Plan with sub-accounts using SaaS mode, this option allows admins to upgrade their plan directly through their account under "Company Billing." The system manages all subscription upgrades via Stripe. You can also customize this setting per client by going to Agency Sidebar > Sub-Accounts > Client and enabling upgrades for individual clients. c. Allow Sub-account Admins to Cancel Their Subscription: This setting lets clients cancel their subscription independently. Like the previous setting, it applies to all sub-accounts by default but can be adjusted for individual clients. Go to Agency Sidebar > Sub-Accounts > Client to modify this on a per-client basis. Clients will have a "Modify Subscription" button under "Settings" in their account when enabled. Note: For best results, it’s advised to enable the "Suspend Sub-account When SaaS Subscription Fails" option to avoid potential subscription issues. Here are some additional screenshots that showcase various settings: By configuring these settings, you ensure better management of your SaaS clients and their subscription preferences, providing a smoother experience for both you and your customers.

If you’re managing sub accounts on the Pro Plan in SaaS mode, it’s possible to shift between different SaaS plans for these accounts. When a subaccount is assigned to a specific plan, its subscription is processed through Stripe. You also have the option to enable a feature that allows your clients to manage their plan upgrades independently. However, any adjustments you need to make, such as upgrading or downgrading, will require access to Stripe. Enabling Self-Service Plan Upgrades for Clients As an agency, you can give your SaaS clients the ability to modify their subscriptions directly from their billing page. This option is managed through the Agency SaaS Configurator, specifically under the Advanced Settings tab. More details can be found in the SaaS Configurator Advanced Settings documentation. Once this feature is turned on, clients can go to their subaccount’s billing section, select "company billing," and view their subscription plan at the top left. From there, they can click "Click Here to modify your subscription" and choose a higher-tier plan available in your configurator. After selecting a new plan, they will receive a confirmation message and have the option to choose between monthly or annual billing. Upon clicking "Confirm & Pay," they’ll be charged, and their account will be updated to reflect the new plan’s features. How Agency Admins Can Adjust Plans via CRM Agency administrators have similar abilities to modify their clients' subscriptions. By accessing the client’s subaccount, you can click "Click Here to modify your client’s subscription" and follow the same steps as clients would. This method is available for both upgrades and cancellations, provided the appropriate setting is enabled in the Advanced Settings tab of the SaaS Configurator. Changing SaaS Plans via Stripe If the self-upgrade feature isn’t enabled, or you need to downgrade a client’s subscription, this must be done through Stripe. For instance, if you have three plans—Standard, Professional, and Premium—each with progressively more features, the upgrade process is handled differently. For example, a location on the Standard plan with basic features would need to be updated through Stripe to transition to a higher plan. Finding and Modifying a Customer in Stripe To make changes, locate the client in Stripe by searching with their email or, preferably, by using their invoice ID. This can be found in the Subaccount Settings > Company Billing section by viewing an invoice in the billing history. Copy the invoice number and use it to search within Stripe. Open the invoice and click the customer’s email in the "Billed to" column to access their profile. Updating the Subscription Now that you’re in the client’s profile, click the pencil icon to edit their subscription plan. Remove the current plan’s pricing and input the new plan details. Review your changes, choose to prorate them if necessary, and then click "Update." Finally, go back to your agency’s account, navigate to the Accounts tab > View details for the location, and update their accessible features based on the new plan. Once these changes are saved, the upgrade process is complete!

For agencies working in the Software-as-a-Service (SaaS) industry, integrating Yext reselling into your service offerings can significantly enhance the value of your premium subscription tiers. By adding Yext, you can provide clients with more robust solutions, making your CRM  plans more attractive. Steps to Add Yext Reselling to Your SaaS Platform Before you begin, ensure you meet the following conditions: Subscription: You must be subscribed to the Pro plan. SaaS Configuration: Set up your subscription packages in the SaaS Configurator. Payment Setup: Link your agency's Stripe account to manage payments. Critical Reminder Once you connect your Stripe account at the agency level, it becomes a permanent setting and cannot be altered. Double-check to ensure you connect the correct account. Benefits of the Yext Community Yext provides a robust community for its users, offering valuable insights and practical tips on using the platform effectively. The Yext Hitchhiker’s Course serves as a comprehensive guide to creating superior search experiences. By joining, you’ll gain access to expert advice, peer interactions, and an expansive pool of shared knowledge through various online forums. Steps to Resell Yext as Part of Your SaaS Offering 1. Go to the Agency View section in your account. 2. Click on the Reselling tab. 3. Find the option labeled Re-sell Yext Listing Card. 4. Check the box for Offer Yext as part of a SaaS Plan. 5. Choose the specific plan(s) where you want to include the Yext offering. 6. Save your settings to apply these changes. Note: When you choose a specific plan for Yext, any higher-tier plans will automatically include Yext. For example, if you select "Standard Plan and Above," both the Professional and Premium plans will also offer Yext. Tracking Locations Subscribed to Your Yext Offer: To check which locations have signed up for your Yext offering, follow these steps: 1. Go to Agency View. 2. Click on Agency Settings. 3. Navigate to the Billing section. By following these steps, you can effectively incorporate Yext reselling into your SaaS platform, adding significant value to your offerings and improving customer satisfaction.

When using SaaS Mode to create sub-accounts, which happens when users sign up for a Stripe subscription through your agency's SaaS Plan configurator or by manually enabling SaaS Mode, those sub-accounts are governed by a set of rules known as Sub-Account Level permissions. These permissions are determined by the features included in the specific SaaS plan that you offer. Refer to the image below to understand which features control the default permissions for sub-accounts created under a particular SaaS Plan:  When a user account is automatically created following a subscription to a SaaS Mode plan, the User Permissions are aligned with the Sub-Account Level permissions. It's essential to note that users cannot be granted permissions beyond what is defined at the Sub-Account Level. Customizing Account Features If you'd like to modify features or permissions beyond what the default SaaS plan allows for a specific sub-account, follow these steps: 1. Go to your Agency Account and navigate to the "Accounts" tab. 2. Locate the sub-account you want to modify, click the three dots on the right, and select "Manage Client." 3. Scroll down to the "Enable/Disable Products" section, where you can toggle features on or off for the sub-account. Activating a Feature When a feature is enabled, it automatically provides the related User Permission. However, these permissions can be further customized by the admin. To do so: 1. Enter the sub-account. 2. Go to "Settings" and select "Team Management." 3. Click "Edit" to modify the User Permissions for each team member as needed. This process ensures that each sub-account can have its features and permissions tailored to meet specific needs while adhering to the overall SaaS plan structure.

Integrating Your Payment Processor The first step is to link your Stripe account to the CRM to enable payment handling: 1. Log Into Stripe: Open a new browser tab and sign into your Stripe account. 2. Access CRM Settings: In a different browser window, log into your CRM agency account, go to the "Settings" section, and choose the "Stripe" option. 3. Connect Stripe: Click the button labeled "Connect to Stripe Account." This will direct you to Stripe to finalize the connection. Setting Up Your SaaS Plans Once your payment processor is connected, it's time to configure your SaaS plans in the CRM: 1. Open the Plan Configurator: In your CRM agency account, navigate to the plan configurator section. 2. Create Your SaaS Plans: Set up your SaaS offerings by defining pricing, selecting trial periods, adding any credits, and linking relevant snapshots. 3. Link with Stripe: Select "Show Stripe Product Details" and copy the Stripe plan ID associated with each pricing option. Ensure you don’t delete any of these plans in Stripe, as this would force you to reset your SaaS configurator. Designing Your Pricing Page Having a pricing page is key to presenting your SaaS plans to potential customers: 1. For Websites Using Version 2.0: If you're running version 2.0, you can skip ahead to the specific instructions for this version. 2. Import Stripe ID: In the "Payment" section of your SaaS selling area, click the "+ Import Stripe" button and paste the Stripe ID from the previous step. 3. Choose Your Plan: Once the Stripe ID is entered, you'll be able to select the corresponding plan for your agency and set its pricing. Setting Up Your Sales Funnel and Workflow To streamline the client onboarding process, set up a sales funnel and workflow: 1. Build the Funnel: Design a funnel that takes potential customers through the steps of learning about and purchasing your SaaS plans. 2. Automate with Workflows: Create a workflow to handle tasks like sending welcome emails, setting up client accounts, and providing initial support. Troubleshooting and FAQs Here are solutions to common issues and frequently asked questions: Accidentally Deleted a Stripe Plan?: If you delete a plan from Stripe, you’ll need to reset your SaaS configurator in the CRM and reconfigure your plans. Offering Multiple SaaS Plans: You can indeed set up and offer several SaaS plans, allowing you to cater to a broader range of customer needs.

SaaS agencies now have the option to tailor welcome emails for new sub-account users, adding a personal touch to the onboarding experience. Follow these steps to get started: 1. Access the Agency View: Begin by logging into the Agency View of your platform. 2. Go to SaaS Configurator: On the left-hand menu, locate the SaaS configurator. Once there, click on the 'Advanced Settings' tab found at the top of the screen. 3. Find and Click 'Customize Now': About halfway down the page, you'll see the 'Customize Now' option. Click on it to start the process. 4. Select the Appropriate Sub-Account: Choose the sub-account where you want to apply the customized email template. Typically, this will be your Agency Subaccount—the one linked to your SaaS website and contact management. 5. Start Customizing the Email: Click the 'Customize Email' button to open the email builder. 6. Modify the Email Template: In the email editor, you can alter the layout, add personalized details, and ensure the design aligns with your brand's visual identity. 7. Save Your Changes: Once you're happy with the customizations, click 'Save' to ensure your new template is applied. Important Reminder: The customized template is saved within the sub-account you selected when you initially created it. Be cautious not to delete this template from its source, as doing so will result in the loss of all customizations. If deleted, future welcome emails will revert to the default template. This guide ensures you can personalize your communication and improve user engagement through tailored welcome emails for new sub-account users.

Defining SaaS CRM SaaS platform allows agencies to rebrand and market the software under their own name, enabling them to offer a customized version of CRM tools to their clients while still benefiting from its full range of functionalities. This white-label SaaS solution also eliminates any visible CRM branding, providing a seamless and unified experience for clients. The ease of setup, combined with cost-efficiency, makes it an appealing option for agencies looking to broaden their service offerings and increase recurring income. Overview of the SaaS Configurator The SaaS Configurator is an essential tool for creating and managing various plans or packages. It allows you to: Assign names to different plans Determine the features included in each package Set both monthly and annual pricing Define trial periods or credit options Configure rebilling rules Add specific snapshots to each plan When the SaaS Configurator is connected to your checkout pages, it automates several steps of the onboarding process. When a customer completes a purchase, the Configurator automatically sets up the corresponding subaccount with all the predefined features, pricing, trial periods, credits, rebilling options, and snapshots. Steps to Set Up the SaaS Configurator Linking Stripe to Your Agency Account For the SaaS Configurator to function properly, it must be linked to your Stripe account. Follow these steps: 1. Go to your Agency Dashboard, click on "Settings," and then select "Stripe."   2. Click the "Connect to your Stripe account" button. 3. A new tab will open where you can sign in to your existing Stripe account or create a new one if needed.   If you manage multiple Stripe accounts, ensure you select the correct one for your agency. Remember, you'll need to connect the same Stripe account to the agency subaccount later. 4. After selecting your Stripe account, click "Connect."   5. Once connected, you'll be redirected to the previous page, and you can proceed with configuring your SaaS settings.   Customizing Your SaaS Packages 1. Start by renaming and describing each plan.   2. Set the pricing for both monthly and annual subscriptions. By default, the annual price includes a discount equivalent to two free months.   3. Choose the features to include in each plan by selecting them. (Note: There are eight mandatory features that cannot be excluded or disabled.) To include a snapshot with the plan, select the appropriate snapshot.   4. Optionally, you can offer a trial period by specifying the duration.   By following these guidelines, you’ll be on track to effectively set up your SaaS offerings, simplify client onboarding, and enhance your agency’s service potential.

To integrate Stripe with your Agency Account for SaaS Mode, you'll need to link a Stripe account to your Agency Dashboard. This connection is essential for managing all SaaS subscriptions and handling rebilling charges. Steps to Connect Stripe to Your Agency Account 1. Access Agency View: Begin by navigating to the Agency View, then proceed to the Settings, and select the Stripe option. 2. Connect Your Stripe Account: Click the button labeled "Connect to your stripe account." This action will open Stripe in a new browser tab. Here, you'll need to either sign in to your existing Stripe account or create a new one if you haven't already. If you manage multiple Stripe accounts, ensure you select the correct one intended for use as your agency account. It's important to note that this same Stripe account must also be connected to your agency's subaccount later. 3. Finalizing the Connection: After selecting the appropriate account, click "Connect." Once the connection is established, you'll be automatically redirected back to the previous settings page, indicating that your Stripe account is now linked and you can proceed to configure the SaaS setup. Your Stripe account is now successfully connected, and you can move forward with setting up the SaaS configurator.

In a SaaS environment, you have the ability to manage the number of contacts that can be added to your sub-accounts. While there is a limit you can set, it's important to note that this limit is more of a guideline rather than an absolute restriction. Sub-account users can still exceed the limit, but they will receive a notification prompting them to upgrade their plan once the limit is reached. Why Establish a Contact Limit? Implementing a contact limit within your CRM is a strategic approach that allows you to efficiently manage contacts, control operational costs, and ensure the integrity of your customer and lead data. This practice helps align your CRM usage with your business goals and aids in making more informed decisions regarding your subscription plan. Setting Contact Limits for SaaS Plans Step 1: Access the SaaS configurator and choose 'Edit Details' for the specific plan where you intend to set a contact limit. Step 2: Navigate to the 'Usage Limits' tab to locate the 'Contact Limit' setting. Step 3: By default, there is no contact limit (unlimited contacts). To set a limit, enable the 'Contact Limit' toggle and specify the desired limit for this plan. Step 4: Save your changes. The contact limit is now established for this plan and will apply to any new sub-accounts created under or upgraded to this plan. Modifying Contact Limits for Individual Sub-Accounts Step 1: Go to the Sub-accounts page at the agency level and choose the sub-account where you want to adjust the contact limit. Step 2: On the 'Manage Client' page, find the 'Usage Limits' section, where you can modify the contact limits. Step 3: Adjust the limit as needed and click 'Save.' Keep in mind that the contact limit set on the 'Manage Client' page for a specific sub-account overrides the limit established by the subscribed plan for that sub-account. If the sub-account upgrades their plan, the limit will automatically adjust according to the new plan.

Defining SaaS CRM SaaS platform allows agencies to rebrand and market the software under their own name, enabling them to offer a customized version of CRM tools to their clients while still benefiting from its full range of functionalities. This white-label SaaS solution also eliminates any visible CRM branding, providing a seamless and unified experience for clients. The ease of setup, combined with cost-efficiency, makes it an appealing option for agencies looking to broaden their service offerings and increase recurring income. Overview of the SaaS Configurator The SaaS Configurator is an essential tool for creating and managing various plans or packages. It allows you to: Assign names to different plans Determine the features included in each package Set both monthly and annual pricing Define trial periods or credit options Configure rebilling rules Add specific snapshots to each plan When the SaaS Configurator is connected to your checkout pages, it automates several steps of the onboarding process. When a customer completes a purchase, the Configurator automatically sets up the corresponding subaccount with all the predefined features, pricing, trial periods, credits, rebilling options, and snapshots. Steps to Set Up the SaaS Configurator Linking Stripe to Your Agency Account For the SaaS Configurator to function properly, it must be linked to your Stripe account. Follow these steps: 1. Go to your Agency Dashboard, click on "Settings," and then select "Stripe."   2. Click the "Connect to your Stripe account" button.   3. A new tab will open where you can sign in to your existing Stripe account or create a new one if needed.   If you manage multiple Stripe accounts, ensure you select the correct one for your agency. Remember, you'll need to connect the same Stripe account to the agency subaccount later. 4. After selecting your Stripe account, click "Connect."   5. Once connected, you'll be redirected to the previous page, and you can proceed with configuring your SaaS settings.   Customizing Your SaaS Packages 1. Start by renaming and describing each plan. 2. Set the pricing for both monthly and annual subscriptions. By default, the annual price includes a discount equivalent to two free months. 3. Choose the features to include in each plan by selecting them. (Note: There are eight mandatory features that cannot be excluded or disabled.) To include a snapshot with the plan, select the appropriate snapshot.   4. Optionally, you can offer a trial period by specifying the duration.   By following these guidelines, you’ll be on track to effectively set up your SaaS offerings, simplify client onboarding, and enhance your agency’s service potential.

This comprehensive guide provides all the necessary steps to cancel SaaS-enabled sub-accounts. It includes detailed instructions on how to cancel a client's SaaS sub-account and the process to allow them to cancel their SaaS subscription through your Agency. Step 1: Cancel the SaaS Account on Behalf of Your Client Start by accessing your client's sub-account. Navigate to the "Settings" section, then proceed to the "Company Billing" area, both of which are located in the left-hand menu. While in this section, review the wallet for any credits that are not complimentary. If you find non-complementary credits, it's essential to issue refunds through your Stripe account. To determine the type of wallet credits (whether complimentary or non-complimentary), go to "Sub-account Settings" > "Company Billing" > "See Details" under Transaction History. Step 2: Disable SaaS Mode From the Agency view, go to the "Sub Accounts" section in the left-hand menu. Find the sub-account you wish to cancel, and click on its name to view the details.  Important Note: Before disabling SaaS, we highly recommend exporting all transaction records. Once SaaS Mode is turned off, all transaction and wallet histories will be permanently erased. Step 3: Choose to Retain Data or Delete the Sub-account Your decision here will depend on your specific needs. If you wish to keep the client's data after canceling the SaaS subscription, select the "Pause Sub Account" option from the "Actions" dropdown menu in the upper right corner. This action will preserve the sub-account, and when the client logs in, they will be prompted to resubscribe.   If retaining their data is not necessary, you can proceed to delete the sub-account.   These straightforward, professional steps will guide you through the process of canceling a client's SaaS account while allowing you the flexibility to manage data retention according to your preferences.

To allow customers to purchase your SaaS plans, you need to incorporate them into a checkout page, which should be situated within your main Agency Subaccount. By connecting the SaaS Configurator to your checkout pages, you can streamline the onboarding process. When a customer visits the checkout page and completes a purchase, the SaaS Configurator automatically establishes a subaccount for the customer with all the predetermined features, pricing, trial periods, credits, rebilling settings, and the specified snapshot. Ensure that your SaaS plans are fully prepared, and that the Stripe account linked to your agency dashboard is connected to your Agency Subaccount. Pro Tip: Open two tabs in your browser—one with the SaaS Configurator and the other with your main sub-account. This approach will speed up the setup process. Steps to Add Products to Your Sub Account To get started, the first task is to add products to the subaccount. Follow these instructions for a smooth process: 1. Access Your Main Agency Subaccount: Begin by navigating to the "Payments" section from the left-hand menu. 2. Go to the Products Section: Once in the Payments area, click on the "Products" tab at the top of the page. 3. Import Products from Stripe: In the upper-right corner, click on "Import from Stripe." A dropdown menu will appear, listing available prices. Keep in mind that SaaS prices are labeled as "AGENCY PLAN."   4. Choose the Appropriate Agency Price: Select the price that matches your needs, and if necessary, add a setup fee. After configuring these details, click "Import Product & Price."   5. Review and Save: On the next page, you'll see detailed information about the selected price. Since no edits can be made on this page, simply click "Discard" to save the information. 6. Repeat for Each Price: Follow this process for all the agency prices you plan to use for creating checkout pages, typically setting up both monthly and yearly prices for each plan. By completing these steps, you will have successfully added products to your subaccount, readying them for use in checkout pages for your agency’s services. How to Integrate Products into Your Website Pages or Funnel Steps Assuming your website is set up with an order form and your SaaS products are imported into the subaccount, the next step is to integrate these products into your website pages or funnel steps. Here's how to do it: 1.Navigate to the Sites Area: Find the specific funnel or website you want to edit and locate the page that includes the order form. 2. Access the Products Tab: For funnels, select the newly created funnel, add a funnel step, and then go to the "Products" tab at the top right of the screen. For websites, click the three-dot icon next to the page and select "Products." 3. Add Your Product: On the relevant page, click "Add Product" in the upper-right corner. Choose the product from the dropdown menu and select the associated price. Usually, each product will have options for both monthly and yearly pricing.   4. Customize Product Name (Optional): You can adjust how the product name is displayed on the order form to better fit your branding or presentation preferences. 5. Save Your Changes: After making your selections and adjustments, click "Save." Repeat this process for each additional product or subscription plan you wish to integrate. By following these steps, you will effectively integrate your SaaS products into your website pages or funnel steps, ensuring a seamless and organized experience for your customers.

Before you can utilize AI-driven content creation within your CRM, it's crucial to activate the feature. This capability is not turned on by default and requires manual activation at both the agency and individual sub-account levels. Activating Global Settings: Go to the settings for the agency account. Find the "Company" tab, then scroll until you see the option for AI content generation. Switch the toggle to "On" to enable AI content creation across all associated sub-accounts. Illustration: Enabling via SaaS Configurator (Agency Pro Plan Users Only): Open the SaaS configurator and either edit an existing plan or create a new one by selecting “Add your Plan.” Within the plan details, go to the rebilling section and set up your pricing model for AI content creation. Ensure the feature is active for client rebilling by toggling the appropriate switch. Illustration: Illustration: Utilizing AI Content Generation Once AI content generation is activated, you can apply this tool across multiple sections of your CRM to enhance your content creation process. Social Media Planning: Go to the "Marketing" section and select "Social Planner." Create a new post, then use the AI content generation tool to craft engaging content. Input your content's title, description, keywords, and desired tone to get started. Blog Writing: Navigate to the "Sites" section, then head to the blog area. Begin a new blog post and use the AI tool to generate outlines, introductions, or entire sections that align with your chosen topic. Funnels and Website Content: Go to the "Sites" section and select either "Funnels" or "Websites." Use the AI content generator within text blocks to create compelling sales copy or informative content for your site pages. Email Campaigns: In the "Marketing" area, choose "Emails" and then "Templates." Use the AI tool to generate personalized email content, such as promotional messages, newsletters, or outreach emails. Troubleshooting and Frequently Asked Questions Q: Why isn't the AI content creation tool producing relevant content? A: Make sure you're entering specific and detailed parameters. You might need to adjust the tone or keywords before regenerating the content. Q: How can I charge clients for AI-generated content? A: Set up your pricing model in the SaaS configurator and confirm that the rebilling feature is turned on. Clearly communicate the benefits of AI-generated content to your clients to justify the additional cost.

If you need to transition a current client or sub-account to SaaS Mode for improved functionality and billing management, follow these updated steps: Navigate to Agency Dashboard: Begin by opening the Agency Dashboard and selecting the "Accounts" section. Choose the Target Sub-Account: Scroll through your list of sub-accounts to locate and select the one you want to convert. Start the SaaS Mode Transition: On the right side of the selected sub-account, click the three-dots icon and choose "Switch To SaaS." For Clients Not Registered in Stripe: A dialog box will appear. Select "Share Link," copy the link provided, and click 'Convert to SaaS.' Instruct your client to follow the link to securely enter their payment details. For Clients Already in Stripe: In the dialog box, opt for "I already have this customer in Stripe." Search for and select the customer from your Stripe account. Proceed by selecting the suitable plan from your SaaS Configurator to complete the transition. By following these steps, you will successfully convert the sub-account to SaaS Mode, enabling enhanced feature management and billing capabilities.

1. Transforming the CRM into a SaaS Offering Overview: One of the key avenues for generating revenue from the CRM is by turning it into a Software as a Service (SaaS) product. This approach allows clients to access the CRM’s capabilities through a subscription model, available either on a monthly or yearly basis. Detailed Explanation: Getting Started with Reselling: Begin by accessing the reselling section within the CRM dashboard. Here, you can integrate essential tools for payment processing and website management, such as Stripe and WordPress.   Setting Prices and Calculating Profit: You have the flexibility to establish your own pricing for the services offered. The CRM provides tools to help you compare costs with your selling prices, making it easier to determine your profit margins.  Customizing with the SaaS Configurator: Use the SaaS Configurator to develop bespoke plans for your clients, essentially creating a business within the CRM. This tool allows you to fine-tune subscription settings and tailor your offerings to meet varying client needs. 2. Building a White Label Service Agency Overview: The CRM platform enables you to develop white-labeled solutions, which you can offer under your own branding, giving clients a seamless brand experience. Detailed Explanation: Client Account Management: Through subaccounts, you can efficiently manage multiple client accounts, with each account customized to meet specific client requirements. Branding Customization: Personalize the CRM platform with your agency’s logo and branding, ensuring a consistent and professional appearance for your clients. Client-Specific Dashboards: Offer your clients access to individualized dashboards, where they can view important metrics like closed deals, pipeline value, and conversion rates. 3. Crafting and Marketing Custom Funnels Overview: Another lucrative opportunity with the CRM is creating and selling customized marketing and sales funnels tailored to your clients’ needs. Detailed Explanation: Funnel Development: Access the 'Sites' section to start building custom funnels. You can choose to start from scratch or use one of the many available templates.   Tailoring to Client Needs: Modify the funnel’s design, copy, and structure to align perfectly with your client’s objectives. Setting Funnel Prices: You can charge clients for the creation and implementation of these funnels, with typical fees ranging from $2,000 to $3,000 per funnel. 4. Engaging in the CRM Affiliate Program Overview: The CRM’s affiliate program offers an excellent way to earn recurring income by referring new customers to the platform. Detailed Explanation: Affiliate Program Enrollment: Sign up for the affiliate program to obtain a unique referral link. Commission Structure: You can earn a 40% monthly recurring commission for each paying customer you refer to the CRM. Program Transparency: The affiliate program is designed with full transparency, giving you a clear view of your earnings and referral status. 5. Offering Digital Products and Memberships Overview: The CRM also supports the creation and sale of digital products and memberships, making it an ideal platform for launching online courses and similar offerings. Detailed Explanation: Creating Courses: Use the ‘Memberships’ section to set up and manage your online courses. Marketing Tools Integration: Utilize integrated email and SMS marketing tools to engage with your course participants and maintain big time of interaction. Customizing Course Content: Tailor the course landing pages, upload educational content, and manage the course structure to provide a top-notch learning experience.

You now have the capability to control the number of users allowed in each of your SaaS sub-accounts. This restriction applies specifically to sub-account users, while you can continue to add as many users as needed at the agency level. Configuring User Limits for SaaS Plans 1. Access the Configuration: Navigate to the agency dashboard and click on the SaaS configurator. Choose 'Edit Details' for the plan where you want to set a user limit. 2. Adjust Usage Limits: Go to the 'Usage Limits' tab, where you'll see an option labeled 'User Limit'. 3. Set the Limit: By default, there are no restrictions (unlimited users). Enable the 'User Limit' option and specify the desired number for this plan. 4. Save Changes: Click 'Save'. The user limit will now apply to any new or upgraded sub-accounts using this plan. Modifying User Limits for Individual Sub-Accounts 1. Select a Sub-Account: Go to the Sub-accounts page at the agency level and choose the sub-account you wish to manage. 2. Manage Client Settings: On the 'Manage Client' page, locate the 'Usage Limits' section where you can set or modify the user limits. 3. Update and Save: Adjust the user limit as required and click 'Save'.  Please note that any user limits specified on the 'Manage Client' page will override the limits set at the plan level for that sub-account. If the sub-account upgrades its plan, the new plan's user limit will then be applied.

To ensure smooth integration between Stripe and your agency's dashboard, consider these guidelines: 1. Linking Stripe Accounts: Connect your current Stripe account to your Agency Dashboard rather than setting up a new one. New accounts will start with zero data, which might not be ideal. 2. Currency Display: Note that the Agency Dashboard displays all products in USD. If your Stripe account uses a different currency, amounts will appear as USD without conversion. 3. MRR Calculation Differences: There might be minor variances between Stripe's Monthly Recurring Revenue (MRR) calculations and what you see in the Agency Dashboard. This is due to differences in how each system calculates the average days in a year, especially considering leap years. 4. Monetary Amounts: The Agency Dashboard rounds and abbreviates figures. For instance, if your Stripe account shows $3,232, the dashboard will likely present it as $3.23k. By following these practices, you can achieve a more accurate and efficient integration between Stripe and your Agency Dashboard.