MODULE 17

Client plans and billing

Package the CRM into tiers, sell them from a checkout link, and let the sale set up the account.

What it is for

Package the platform into your own tiers, sell them from a checkout link and let each sale set up the client's account.

First steps

  1. Create a plan and choose what each tier includes.
  2. Set the price and billing period.
  3. Share the checkout link.
  4. When someone buys, their sub-account is created for them.

What it includes

  • Your tiers, prices and margin
  • Public checkout link
  • Each tier unlocks different features
  • Smooth upgrades and downgrades
  • Usage rebilling with your markup
  • Purchase starts onboarding automatically
  • Runs on your Stripe
  • Retiring a tier never strands active clients

See the client plans and billing feature page ↗

Something missing or unclear? Email hamid@revgrow.app.