Packaging Add-Ons Within Your Agency's CRM Plans

Understanding Add-On Billing for Your Plans

When you create subscription plans for your clients using the CRM platform, you can include various paid add-ons to enhance their experience. It is essential to understand how billing works to ensure your agency remains profitable. Add-ons included in a plan are billed directly to your agency by the platform. Your clients (sub-accounts) are not charged separately for these add-ons. Therefore, you must factor these costs into the overall price of your subscription plan.

Adding Add-Ons to a SaaS Plan

Accessing the Add-Ons Section

To begin, navigate to the Agency View and open the SaaS Configurator. Either create a new plan or edit an existing one. Inside the plan editor, locate and select the Add-Ons tab. You will see a warning banner reminding you that the costs for any selected add-ons will be billed to your agency.

Selecting Your Add-Ons

You will be presented with a list of available paid add-ons, such as WordPress, WhatsApp, and Ad Manager, each displaying its monthly wholesale price. Click to select the specific add-ons you wish to include in the plan.

Reviewing Your Costs

As you select add-ons, a dynamic cost calculator will automatically update. This tool shows you the total monthly cost per subscriber that will be billed to your agency. This real-time calculation helps you make informed decisions before finalizing your plan's price.

Setting Your Plan Price

Since your agency is responsible for the add-on costs, your plan's subscription price must be set to cover these expenses plus your desired profit margin. For example, if your selected add-ons cost $100 per month, your plan price should be significantly higher to ensure profitability.

After a Client Subscribes

When a client subscribes to your plan, the selected add-ons will be automatically deployed to their account. Your agency will be billed for these add-ons on a recurring basis. It is important to note that if a client cancels their subscription, the add-ons are not automatically removed. You will need to manage this process manually.

Best Practices for Profitability

• Always review the cost calculator before saving your plan to understand your financial commitment.
• Adjust your plan pricing accordingly, especially before offering promotions or discounts, to protect your margins.
• Be strategic about including expensive add-ons in lower-priced plans, as this can quickly reduce profitability.
• Clearly communicate to your clients which add-ons are included in their package.

Summary

Including add-ons in your CRM plans is an excellent way to deliver greater value. The key to success is accurate pricing that accounts for the add-on costs billed to your agency. Use the tools provided, like the cost calculator, to build profitable and compelling offers for your clients.