HighLevel’s SaaS mode empowers agencies to resell the platform under their own brand, providing their clients with a seamless, fully-customized experience. Through the white labeling feature, all HighLevel branding is removed from the platform, ensuring a completely branded and integrated solution. This mode offers agencies a straightforward setup process, added convenience, and cost savings, making it an appealing choice for expanding their service offerings and increasing recurring revenue.
SaaS, which stands for “Software-as-a-Service,” is a software delivery model where applications are hosted in the cloud and accessed by users over the Internet through a subscription-based model. With SaaS, users can conveniently access software and its features using a web browser without the need to install or maintain any software locally on their devices. This model has gained popularity due to its advantages, including scalability, automatic updates, reduced upfront costs, and enhanced accessibility. Many widely-used software solutions, such as email marketing platforms, customer relationship management (CRM) systems, and project management tools, are offered as SaaS applications.
HighLevel’s SaaS mode differentiates itself by enabling agencies to utilize the software and resell it under their own brand. This unique feature empowers agencies to create a customized version of the HighLevel platform, presenting it as their proprietary software while leveraging the robust functionalities and capabilities of the original HighLevel platform.
Furthermore, HighLevel’s SaaS mode offers white labeling, allowing agencies to fully brand the software as their own, eliminating any visible traces of HighLevel’s branding. This seamless integration ensures agencies can provide their clients with a cohesive and personalized experience. Additionally, HighLevel’s SaaS mode boasts straightforward setup, convenience, and cost reductions, making it an appealing choice for agencies seeking to expand their service portfolio and increase recurring revenue opportunities.
Please Note:
Please keep Sticky Contact disabled on your order form for SaaS Funnels, and enable the option ‘New Contact on every purchase’
Please note:
It is recommended to use Version 2 funnels. Migrate your funnel to Version 2 now!
Please note:
Only Stripe works for SaaS products; PayPal will not work.
You’ll most likely want to build a Workflow to notify yourself when a new SaaS Customer signs up so that you can kick off whatever onboarding you have planned and purchase a white-labeled DFY setup.
When a SaaS Subscription is sold (meaning someone signs up for one of your plans that was created via the SaaS Configurator via a 2-Step order form), the following occurs:
Yes, clients can view their current credit balance and all usage/charges and configure their re-charge settings by going to Settings > Company Billing.
Yes, you need to create your SaaS plans like usual, go into Stripe, edit the Product price, change the currency, then manually edit the Product settings in your funnel/website sales page. and
Please Note:
This edit cannot be made after the product has an active subscription. The Twilio rebilling will still function in US dollars.
Yes, you can manually activate SaaS Mode for any existing sub-account by going to your Agency Account > Sub-Accounts tab, scrolling to the sub-account, clicking the three-dot icon to the right of the sub-account, and selecting “Switch To SaaS.“
If you have customers who have already purchased, log into Stripe and go to Products > Tax Rates, where you can add Tax (“inclusive” means your agency will cover the Tax – “exclusive” means the Customer will pay Tax on top of the plan price). After you create the Tax rate, copy the Tax Rate ID, go to the Customer> edit subscription, Add Tax, and select the rate you made.
For new customers moving forward, you can dynamically calculate and apply accurate taxes in real-time by using a third-party Stripe integration, which you can find here: https://stripe.com/partners/apps-and-extensions/tax-calculation
Your customers only ever see what’s on the sales page, so add the corresponding sales copy to your sales page, include whatever is needed for the product/service in your snapshot, and configure your price.
Log into Stripe, find the Customer, and edit their subscription.
Yes, to do so: