CRM Support SaaS Mode – Full Setup Guide + FAQ (2025)

SaaS Mode transforms CRM Support into your own software platform. When someone buys your SaaS plan:

• Stripe bills them automatically (monthly or yearly)
• A sub-account is created instantly
• Your preset Snapshot installs automatically
• Your onboarding automation triggers
• Your clients log in through your own full white-label domain

You deliver a true **software-as-a-service product**, not manual agency work.

Before activating SaaS Mode, you must have:

• CRM Support Pro Plan (or Agency Pro)
• Stripe Account fully verified
• Your SaaS Configurator unlocked
• White-label domain configured (e.g., app.yourbrand.com)
• At least one SaaS Snapshot created
• Your SaaS pricing plans defined

Inside CRM Support:

1. Go to Agency View → SaaS Configurator
2. Click Add Plan
3. Connect to a Stripe Product
4. Choose monthly/yearly pricing
5. Assign your Snapshot to install automatically
6. Set trial period (optional)
7. Enable Twilio rebilling

You can create unlimited SaaS plans:

• Starter (basic CRM)
• Professional (funnels + automations)
• Premium (full suite + AI + workflows)

SaaS Mode requires Stripe for:

• Subscription billing
• Free trials
• Upgrades & downgrades
• Payment failures
• Automatic account suspension

Setup steps:

1. Go to Agency View
2. Select SaaS Configurator
3. Click Connect Stripe
4. Authenticate your Stripe account

Once connected, CRM Support manages everything automatically.

The Snapshot you assign to your SaaS plan is what your customers get instantly after purchase.

A strong SaaS Snapshot should include:

• Funnels & landing pages
• Pipelines
• Automations
• Email/SMS templates
• Calendars & booking systems
• Workflows
• Onboarding sequences
• Custom fields, tags, and triggers

The Snapshot is the core of your SaaS product—make it polished, simple, and valuable.

SaaS Mode allows you to earn additional revenue from:

• Call minutes
• SMS messages
• WhatsApp messages

You can choose your markup percentage. Example:

• Twilio cost: $0.0075 per SMS
• Your markup: 100%
• Your client pays: $0.015 per SMS

Twilio rebilling is fully automated.

Your customers will log in through your own domain (e.g., app.yourbrand.com).

You can customize:

• Brand logo
• Sidebar colors
• Loading screen
• Custom menu items
• Your own Help Desk link

This makes your SaaS product look like a real standalone software company.

Use Workflows to automate the customer experience:

• Welcome email
• Login instructions
• Training videos
• Account setup checklist
• Trial expiration reminders
• Upsell automations

You can even send automated Slack notifications to your team.

Your SaaS funnel typically includes:

• Landing Page – features + benefits
• Pricing Page – your SaaS plans
• Stripe Checkout – subscriptions
• CRM Support Auto-Account Creation
• Email/SMS onboarding

The moment someone completes checkout, CRM Support creates their sub-account instantly.

1. Do I need CRM Support Pro?
Yes. SaaS Mode only works on the Agency Pro plan.

2. Can I sell unlimited SaaS accounts?
Yes, you can sell unlimited accounts with no extra cost per sub-account.

3. Does SaaS Mode work with trials?
Yes. You can set custom trial lengths (3, 7, 14, 30 days).

4. Can I create multiple SaaS plans?
Yes, unlimited plans—Starter, Pro, Premium, niche versions.

5. Do I need a Twilio account?
Yes if you want to enable phone/SMS usage. You can also enable rebilling.

6. What happens if a customer’s payment fails?
Stripe retries. CRM Support automatically pauses their account after several failed attempts.

7. Can I prevent clients from editing certain features?
Yes. Permissions allow you to lock down funnels, workflows, and settings.

8. Can I fully white-label the dashboard?
Yes, including custom colors, domain, support link, and logo.

Launching a full SaaS business inside CRM Support is powerful—but the setup must be done correctly.

Our team at crmsupport.io can help you with:

• Complete SaaS Mode setup
• Custom SaaS snapshots
• White-label branding
• Stripe + billing setup
• Onboarding workflows
• Permissions + user roles
• Launching your SaaS funnel
• Automation optimization

Book a SaaS Setup Session and turn your CRM Support account into a profitable software business.