Guide

HighLevel SaaS Mode: How to Set Up and Sell White-Label SaaS

A complete guide to HighLevel SaaS Mode (GoHighLevel SaaS mode): what it is

3 min read7 sections

Are you tired of the feast-or-famine cycle of project-based retainers? HighLevel’s SaaS Mode allows you to transform your agency into a software company. By white-labeling HighLevel, you can sell a powerful CRM and marketing automation platform under your own brand, creating predictable, scalable recurring revenue.

This quick-start guide covers everything you need to know to set up your SaaS offering, configure your pricing, and automate client onboardi

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1\. The Foundation: White-Label Configuration

Before you can sell your software, you need to make it look like your own. This requires the Agency Unlimited plan ($297/mo) or the Agency Pro plan ($497/mo).

  • Custom Domain: Set up a white-labeled login domain (e.g., app.youragency.com) by creating a CNAME record in your DNS settings.
  • Branding: Upload your company logo and set your brand colors in the Agency Settings.
  • App Domain: Configure a custom API domain (e.g., links.youragency.com) so system-generated links do not expose the HighLevel brand.
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2\. Payment Processing: Connecting Stripe

HighLevel uses Stripe as its default payment processor for SaaS products. You must connect your agency’s Stripe account to enable automated billing and subscription management.

  1. Navigate to Settings → Stripe Connect in the Agency view.
  2. Click Connect to Stripe and authorize the connection.
  3. Ensure the status shows as “Connected.”
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3\. The SaaS Configurator: Building Your Plans

The SaaS Configurator is where you define what you are selling and for how much. We recommend a three-tiered pricing model:

| **Starter** | $97/mo | Solopreneurs, small local businesses | Basic CRM, 2-way messaging, calendar booking |

| **Growth** | $297/mo | Established businesses | Everything in Starter + advanced automations, funnel builder |

| **Scale** | $497/mo | High-volume businesses, enterprise | Everything in Growth + AI tools, advanced reporting |

Pro Tip: Configure Rebilling Markups

HighLevel charges you wholesale rates for email, SMS, and AI usage. In the SaaS Configurator, you can set a markup (e.g., 3x for SMS) so that every time a client sends a text message, you earn a small profit. This creates a powerful hidden revenue stream.

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4\. Productizing Your Service: Using Snapshots

You are not just selling empty software; you are selling a solution. HighLevel allows you to create “Snapshots”—reusable templates that capture the entire configuration of a sub-account.

  • Build Niche Snapshots: Create industry-specific templates (e.g., real estate, med spa) with pre-built funnels, pipelines, and email sequences.
  • Attach to Plans: Link these Snapshots to your SaaS plans so they automatically load into the client’s account upon signup.
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5\. Setting Up Your Sales Funnel

To sell your SaaS, you need a high-converting sales page.

  1. Import Products: Go to your agency’s primary sub-account, navigate to the Payments tab, and import the SaaS plans you created.
  2. Build the Funnel: Use HighLevel’s funnel builder to create a sales page highlighting the benefits of your software.
  3. Add the Order Form: Insert a 2-step order form linked to your imported Stripe products.
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6\. Automating Client Onboarding

The key to a profitable SaaS business is minimizing manual support. Create a workflow triggered by a successful purchase that automatically:

  1. Creates the Sub-Account: (Handled automatically by the SaaS Configurator).
  2. Sends Welcome Emails: Dispatch login credentials and links to training videos.
  3. Assigns Tasks: Automatically assign a task to your team if you offer a “Done-With-You” setup call.
  4. Triggers In-App Notifications: Welcome the user the first time they log in.
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The SaaS Revenue Math

Why switch to SaaS? Look at the math. A client acquired at $297/month generates $3,564 in annual recurring revenue.

  • 30 clients at $297/month = $8,910/month MRR
  • 50 clients at $397/month = $19,850/month MRR
  • 100 clients at $297/month = $29,700/month MRR

Plus, with rebilling markups on SMS and email, your profit margins continue to grow as your clients use the platform more.

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