Complete Guide to Setting Up SaaS Mode + FAQ

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.