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How to Add Custom Menu Links to SaaS Plans

Custom Menu Links (CMLs) are a powerful feature that lets you embed third-party tools—like AI platforms, inventory systems, or other web applications—directly into your CRM. When you add these links to a SaaS plan, they are automatically applied to any new sub-account that subscribes to that plan. This automates the setup process, ensuring a consistent and integrated experience for your clients from day one.

A Custom Menu Link creates a new navigation item within the CRM that loads an external web application in a built-in frame. This allows you to offer additional services that feel like a seamless part of the main platform, enhancing the overall value of your SaaS offering.

  • Automated Deployment: Eliminate manual setup; new sub-accounts get the correct links automatically.
  • Enhanced User Experience: Integrated tools provide a unified, native feel for your clients.
  • Plan-Level Consistency: Ensure every subscriber to a specific plan receives the same integrated tools.
  • Easy Scalability: As your service grows, you can easily update plans with new links that apply to future subscribers.

Before adding a link to a plan, you must first create it.

  1. Go to Agency Account > Settings > Custom Menu Links.
  2. Click Create New or edit an existing link.
  3. Configure the link's settings, including its display name and the target URL.

Using Dynamic Data in URLs

You can make your links more powerful by including dynamic information, known as merge fields, in the URL. When a user clicks the link, the CRM automatically replaces these fields with real data from their account.

For example, a URL could be formatted as:
https://yourapp.com/dashboard?user_email={{user.email}}&location_id={{location.id}}

Supported merge fields include information about the user (like name, email, phone) and their location (such as ID, name, address, and phone number). You can also use custom values specific to your setup.

Step 1: Create or Edit a SaaS Plan

Navigate to the SaaS Configurations section of your agency dashboard. You can either create a new plan or select an existing one to update.

Within the plan's configuration, find the section for Custom Menu Links. Here, you can browse your library of created links. Select the ones you want to include in this plan. If you have many links, use the pagination controls to navigate through them. Click Attach Selected to add them to the plan.

Step 3: Save the Plan

Once you have selected all the desired links, save the SaaS plan. From that point on, any new sub-account that subscribes to this plan will automatically have these Custom Menu Links available.

Frequently Asked Questions

Do updates to a plan affect existing sub-accounts?

No. Changes to a SaaS plan, including adding or modifying Custom Menu Links, only apply to new sub-accounts that subscribe after the change is saved. Existing sub-accounts are not automatically updated.

Yes, you can edit or remove Custom Menu Links from a SaaS plan at any time. These changes will apply to all new sub-accounts that subscribe to the plan going forward.

What kind of tools can I embed?

You can embed any web-based tool or application that provides a URL and can be loaded within a frame.

Is this feature available for non-SaaS accounts?

Custom Menu Links are primarily designed for use with SaaS plans. For accounts not on a SaaS plan, these links would need to be configured manually.

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