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
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.
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.
- Navigate to Settings → Stripe Connect in the Agency view.
- Click Connect to Stripe and authorize the connection.
- Ensure the status shows as “Connected.”
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.
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.
5\. Setting Up Your Sales Funnel
To sell your SaaS, you need a high-converting sales page.
- Import Products: Go to your agency’s primary sub-account, navigate to the Payments tab, and import the SaaS plans you created.
- Build the Funnel: Use HighLevel’s funnel builder to create a sales page highlighting the benefits of your software.
- Add the Order Form: Insert a 2-step order form linked to your imported Stripe products.
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:
- Creates the Sub-Account: (Handled automatically by the SaaS Configurator).
- Sends Welcome Emails: Dispatch login credentials and links to training videos.
- Assigns Tasks: Automatically assign a task to your team if you offer a “Done-With-You” setup call.
- Triggers In-App Notifications: Welcome the user the first time they log in.
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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