Offering different SaaS plans is a key strategy in increasing the revenue you produce with each subscription. As your business grows, you’ll also have to manage sub-accounts in SaaS Mode and switch their plans. There are two ways to approach this change: you can handle it directly from the CRM, or from Stripe if their subscription is managed using it.

Upgrading From The CRM #

You must enable the setting to upgrade a SaaS subscription from the CRM. You can control this setting in the Agency SaaS Configurator tab by navigating to the Advanced Settings tab. Once you enable this setting, you and your clients can access their company billing within the sub-accounts.

To do so, inside the sub-account settings, go to the Billing section and switch to the Subscriptions tab, where they can modify their current subscription.

Select Upgrade to modify the subscription.

Pick from the higher-tier plans you’ve set up in your SaaS Configurator.

After selecting the desired plan, you’ll be prompted to complete the subscription. This will bill your customer and grant access to the features associated with that plan in their account.

Downgrading From The CRM #

Navigate to the Downgrade Settings in the SaaS Configurator section of your agency settings and enable the option to allow clients (account admins) to downgrade their subscription.

Configure custom downgrade reasons by editing, removing, or adding your own.

To downgrade their plan, go to the Billing section and switch to the Subscriptions tab inside the sub-account settings, where they can modify their current subscription.

Select the downgrade option.

This will give the customer a warning, letting them know they will lose access to some features. Click Continue to Downgrade.

Select the new plan you want to put the customer on.

This will prompt you to select a reason for the downgrade, then click Submit & Continue.

Check the warning confirmation, then click Confirm Downgrade to finalize the process.

Modifying A SaaS Plan in Stripe #

You should use this method for downgrading SaaS accounts and upgrading the account if the setting mentioned above is not turned on, or if you want to manage the change directly in Stripe.

You can search for the customer in Stripe using your client’s email. However, the preferred method is to search for the invoice ID for this location and get the customer ID by going to the Payments tab of the Billing section inside the Sub-Account Settings and checking any invoice.

Copy the invoice number.

Search for the invoice number on Stripe and click on the invoice to open the details.

Click on the customer email shown in the ‘Billed to’ column on the invoice; it will take you to the customer’s profile in Stripe.

Now that you are in the customer profile on Stripe, you can update the client’s subscription plan. Click the pencil icon to update the subscription plan.

Remove the current price and add the new plan’s price.

Review your changes, prorate changes if you want to adjust the billing difference in the next invoice, and then hit the Update button.

On your agency account, go to the Accounts tab and view details for the location. The plan is now upgraded, but you still need to update its accessible features according to the new plan.

Save the updated feature set for this location, and then you’re good to go.

These changes will help you manage your offers easily, leveraging the ease of having multiple service tiers for increased revenue and simplified customer support while maintaining flexibility on how you can help customers switch over to the offering that fits their needs best.

Frequently Asked Questions #

What are the two ways to change a sub-account’s SaaS plan? #

You can change a plan directly from the CRM, or you can modify the subscription in Stripe if that is how the subscription is being managed.

What do I need to enable before clients can upgrade from the CRM? #

You must enable the upgrade setting in the Agency SaaS Configurator under the Advanced Settings tab. Once enabled, billing becomes accessible inside the sub-accounts.

How does a client upgrade their plan inside the CRM? #

Inside the sub-account settings, go to Billing, switch to the Subscriptions tab, select Upgrade, choose a higher-tier plan, and complete the subscription to bill the customer and grant the new features.

How do I allow and configure downgrades? #

Open the Downgrade Settings in the SaaS Configurator, enable downgrades for account admins, and configure custom downgrade reasons by editing, adding, or removing them.

When should I modify the plan in Stripe instead of the CRM? #

Use the Stripe method when the CRM upgrade setting is not enabled, when downgrading, or when you prefer to manage the change directly in Stripe.

After changing a plan in Stripe, is anything else required? #

Yes. Return to the Accounts tab in your agency account, open the location’s details, and update the accessible features to match the new plan, then save.