SAS
Step-by-Step Setup 30-45 minutes

SaaS Mode Setup

AI & Advanced Advanced
Need more detail? Read the full guide for config deep-dives and best practices.

Set Up SaaS Mode

SaaS Mode transforms your agency into a software reselling platform. You rebrand the platform, create pricing plans, and auto-provision sub-accounts when clients purchase. This guide walks you through configuring your first SaaS plan and building a sales funnel.

Prerequisites

Before you begin, confirm the following:

  • An active Agency Pro ($497/month) subscription
  • A verified Stripe account connected at the agency level
  • At least one sub-account to use as your SaaS Configurator workspace
  • A white-label domain configured for client logins (see White Label setup)
  • Your agency logo uploaded and branding applied

Connect Stripe to Your Agency

Link your Stripe account for subscription billing and auto-provisioning.

  1. Navigate to Agency Settings > Integrations
  2. Locate the Stripe integration section
  3. Click Connect with Stripe or Stripe Connect
  4. Log in to your Stripe account when prompted
  5. Grant the required permissions for subscription management and payment processing
  6. Confirm the connection returns you to the platform with a success message
  7. Verify your Stripe account shows as Connected under Integrations

Configure the SaaS Configurator Workspace

Designate a sub-account as your SaaS configuration workspace.

  1. Navigate to Agency Settings > SaaS Configurator
  2. Click Select Sub-Account to choose the workspace account
  3. Select an existing sub-account or create a new one specifically for SaaS configuration
  4. This account will hold the workflows, funnels, and snapshots used in your SaaS plans
  5. Save your selection

Create Your First SaaS Plan

Build a pricing plan with defined features, limits, and subscription details.

  1. Navigate to Agency Settings > SaaS Configurator
  2. Click Add Your Plan to open the plan creation wizard
  3. Enter a Plan Name (e.g., “Starter Plan” or “Growth Plan”)
  4. Write a Plan Description that clients will see during checkout
  5. Set pricing for Monthly and Yearly billing cycles:
    • Enter the monthly price (e.g., $197/month)
    • Enter the yearly price with a discount (e.g., $1,970/year, equivalent to $164/month)
  6. Optionally add a one-time setup fee in the pricing variant details
  7. Configure a free trial period if you want clients to test before committing (e.g., 14 days)
  8. Toggle Use as SaaS Product to enable SaaS-specific settings
  9. Click Save to create the plan

Configure Plan Features

Control which platform features clients can access on this plan.

  1. Open your newly created plan from the SaaS Configurator
  2. Scroll to the Features section
  3. Toggle features on or off based on what this plan includes:
    • Conversations (SMS, email, live chat, social channels)
    • Calendars and Booking
    • Funnels and Websites
    • Workflows and Automations
    • Pipelines and Opportunities
    • Reputation Management
    • Payments and Invoicing
    • Content AI
    • Workflow AI
    • LC Premium Triggers and Actions
  4. Save your feature configuration

Set Usage Limits

Define hard usage caps for contacts, users, workflows, and storage.

  1. Open your plan and navigate to the Usage Limits section
  2. Set limits for:
    • Number of contacts allowed in the sub-account
    • Number of users (team members) who can log in
    • Number of workflows the client can create
    • Number of funnels or websites permitted
    • Storage limits for the media library
  3. These limits enforce plan boundaries automatically and prompt clients to upgrade when reached
  4. Save your usage limits

Attach a Snapshot (Optional)

Pre-load client accounts with workflows, funnels, templates, and configurations on signup.

  1. Create a snapshot in your SaaS Configurator workspace sub-account with:
    • Pre-built workflows and automations
    • Funnel and website templates
    • Pipeline configurations
    • Email and SMS templates
    • Form and survey templates
    • Calendar setups
  2. Navigate to Snapshots in your configurator workspace and copy the snapshot ID
  3. Open your SaaS plan in the Configurator
  4. Scroll to the Snapshot section
  5. Paste the snapshot ID or select the snapshot from the dropdown
  6. Save your plan
  7. New clients will receive this full configuration automatically on signup

Configure Complimentary Credits

Provide free telephony and email credits to new clients.

  1. Open your plan and navigate to the Complimentary Credits section
  2. Set the credit amount in dollars (e.g., $25 for starter plans, $100 for premium plans)
  3. Choose when credits are issued:
    • Immediately upon signup for instant access
    • After the trial period ends to reward paying customers
  4. Credits auto-load into the client’s wallet when conditions are met
  5. Save your complimentary credits configuration

Configure Rebilling with Markup

Pass platform usage costs through to clients with a profit margin on top.

  1. Open your plan and scroll to the Rebilling section
  2. Set your markup multiplier (e.g., 2x, 3x, or 5x)
  3. Enable rebilling for specific services:
    • Phone (calls and SMS)
    • Email (email sending volume)
    • AI (AI-powered actions and bots)
    • Reviews (review request credits)
  4. Save your rebilling configuration
  5. Clients will be charged the base cost multiplied by your markup, with the difference as your profit

Build a Sales Funnel

Create a signup funnel that processes payments and auto-provisions sub-accounts.

  1. Navigate to your SaaS Configurator workspace sub-account
  2. Open Sites > Funnels and click Create Funnel
  3. Add a Landing Page highlighting your plan features and pricing
  4. Add a 2-Step Order Form page:
    • Step 1 captures contact details (name, email, business name)
    • Step 2 processes payment via Stripe
  5. Configure the order form to reference your SaaS plan product from Stripe
  6. Add a Thank You Page with:
    • Login instructions pointing to your white-label domain
    • Next steps and getting-started resources
    • Support contact information
  7. Publish the funnel and test the full signup flow with a test Stripe transaction

Import Your SaaS Plan to the Sales Funnel

Link the Stripe product to your order form.

  1. Navigate to Agency Settings > SaaS Configurator
  2. Locate your plan and copy the Stripe Product ID
  3. Navigate to your SaaS Configurator workspace sub-account
  4. Open Payments > Products
  5. Click Import from Stripe and paste the Product ID
  6. Optionally add a one-time setup fee during import
  7. The product now appears in your product list
  8. Return to your sales funnel and edit the order form
  9. Add the imported product to the order form configuration
  10. Save the order form

Test the Full Signup Flow

Verify auto-provisioning works correctly before launching to real clients.

  1. Open your sales funnel in an incognito browser window
  2. Complete the order form with test information
  3. Use Stripe’s test card: 4242 4242 4242 4242, any future expiration date, any CVC
  4. Complete the purchase
  5. Check your agency sub-accounts list for a newly created sub-account with the test customer’s name
  6. Verify the snapshot was applied (check workflows, funnels, pipelines)
  7. Confirm feature permissions match the plan configuration
  8. Check that rebilling is enabled and the client’s wallet is configured
  9. Verify the welcome email was sent to the test email address
  10. Log in to the new sub-account using the test customer’s credentials to confirm access

Publish Your SaaS Offering

Once testing is complete, activate your sales funnel for real customers.

  1. Confirm your white-label domain is working correctly
  2. Verify your Stripe account is in live mode (not test mode)
  3. Update your sales funnel to use live Stripe products (not test products)
  4. Publish the funnel and share the URL publicly (website, ads, social media)
  5. Monitor new signups in Agency > Sub-Accounts
  6. Review the welcome email delivery to ensure clients receive login credentials
  7. Provide onboarding support for your first clients to gather feedback

Set Up Multi-Tier Plans (Optional)

Create natural upgrade paths with starter, growth, and premium tiers.

  1. Repeat the “Create Your First SaaS Plan” process for each tier
  2. Configure different features and limits for each plan:
    • Starter: Core CRM, conversations, basic automations
    • Growth: Full automations, funnels, pipelines, reputation management
    • Premium: Everything included, plus AI features and advanced analytics
  3. Price each tier appropriately (common ranges: $97-$197, $297-$497, $497-$997)
  4. Import all plans to your sales funnel
  5. Update the landing page to display a pricing comparison table
  6. Test the upgrade and downgrade flow between plans

Next Steps

Now that SaaS Mode is configured, consider these enhancements:

  • Build industry-specific snapshots (dental, real estate, fitness, coaching) for niche markets
  • Create workflows that trigger on new SaaS signup to automate onboarding tasks
  • Monitor client usage and login frequency to identify churn risks
  • Offer annual plans with a 15 to 20 percent discount to improve cash flow
  • Document your SaaS offering in a knowledge base to reduce support tickets
  • Read the full SaaS Mode guide for advanced strategies and troubleshooting
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