Bundling Additional Products with Your CRM SaaS Plans
Expanding Your CRM SaaS Offerings
You can now enhance your CRM SaaS plans by bundling them with additional resellable products directly through the SaaS Configurator. This feature allows agencies to create more comprehensive and tailored packages for their clients, moving beyond the previous limitations to include a wide variety of available reselling products.
Key Benefits
This enhancement provides greater flexibility, enabling you to meet diverse client requirements by combining core CRM access with supplementary tools and services. Clients can now get a complete solution bundle that includes products like messaging platforms, marketing tools, or other integrated services, all purchased together seamlessly.
How It Works
The process for bundling products is straightforward:
- Configure Your Bundle: In the SaaS Configurator, select which reselling products you want to include with your CRM SaaS plan.
- Client Purchase: When a client subscribes to your SaaS plan, the system automatically sends the sale and configuration details to the respective reselling service.
- Subscription Activation: The reselling service then creates and activates subscriptions for every product included in the bundle.
Important Consideration
Any modifications you make to your product bundles will only apply to new sub-accounts created after the change. Existing sub-accounts will continue under their original configuration and will not be affected.