HighLevel Setting Up SaaS Mode – Configuring Plans Tutorial
HighLevel Setting Up SaaS Mode – Configuring Plans
Setting up SaaS mode and configuring plans can be a daunting process, but with a few simple steps, you can quickly get your business up and running.
First, you’ll need to create different plans or packages that your customers can choose from. This could include different products and/or services offered, as well as varying levels of access and support.
Once the plans are created, you’ll need to configure your pricing model by setting prices for each plan offered. Additionally, you may want to consider offering discounts for prepaid annual subscriptions.
Next, it’s important to set up payment processing so that customers can purchase your plans. You’ll want to make sure that all payments are secure, accepted in multiple currencies and deposited straight into your bank account seamlessly.
Finally, you’ll want to configure customer onboarding so that customers automatically receive their login credentials and any other information they might need when they sign up for a plan.
This will help ensure that every customer experience is smooth and efficient when starting their subscription with your business.
Go High Level CRM software is a cloud-based customer relationship management platform designed to help small and midsize businesses better manage and scale their customer relationships.
The software includes features such as contact management, sales pipeline tracking, lead scoring, automated email campaigns, and more.