TABLE OF CONTENTS
- Before You Begin: How Add-Ons Are Billed
- 1. Open the Add-Ons Section in SaaS Configurator
- 2. Choose Add-Ons to Include in the Plan
- 3. Review Your Total Add-On Cost (Dynamic Calculator)
- 4. Set Your SaaS Plan Price Accordingly
- 5. What Happens When a Sub-Account Subscribes
- 6. Best Practices When Packaging Add-Ons
- 7. Summary
Before You Begin: How Add-Ons Are Billed
TWIM CRM deploys add-ons in two different ways:
1. Reselling (NOT used inside SaaS plans)
- Agency pays TWIM CRM
- Sub-account pays the agency a marked-up price
2. Direct Deployment (Used for SaaS plans)
When you include add-ons inside a SaaS plan:
➡ Sub-accounts will NOT be charged for those add-ons
➡ Your agency WILL be charged by TWIM CRM
➡ You MUST include these costs in your SaaS plan price
This is the #1 point agencies get wrong, which leads to unexpected add-on charges.
This guide will help you avoid that.
1. Open the Add-Ons Section in SaaS Configurator
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Go to Agency View → SaaS Configurator
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Create a new plan or edit an existing one
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Navigate to the Add-Ons tab
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You will now see a clear warning banner explaining that add-on costs are billed to the agency, not sub-accounts
- The banner highlights that you should factor add-on costs into your plan pricing
2. Choose Add-Ons to Include in the Plan
You’ll see a list of paid add-ons with their monthly wholesale prices (billed to you).
Examples:
- WordPress
- Ad Manager
- Listings
Click to select the add-ons you want to package with the plan.
3. Review Your Total Add-On Cost (Dynamic Calculator)
As soon as you select add-ons:
✔ A cost calculator automatically updates
✔ It shows the total monthly cost per subscriber, billed to your agency
✔ Costs update instantly as you select/deselect items
This ensures you always know your true wholesale cost before setting your SaaS plan price.
Example:
If you select WordPress ($10) + WhatsApp ($10) + Ad Manager ($97):
Your cost = $117/month per subscriber.
4. Set Your SaaS Plan Price Accordingly
Because you are billed for the add-ons, your SaaS plan price should:
Plan Price ≥ Add-On Cost + Your Profit Margin
Example add-on selection:
| Add-On | Your Cost |
|---|---|
| AI Employee | $97/mo |
| Branded Mobile App | $49/mo |
| WordPress | $10/mo |
| Total add-on cost | $156/mo |
If you want a 40% margin:
Plan price should increase by at least $220–$250/mo
5. What Happens When a Sub-Account Subscribes
When someone buys your SaaS plan:
✔ Add-ons install automatically
✔ Your agency is billed for all selected add-ons
✔ Sub-accounts are not billed individually
✔ If a customer cancels, add-ons DO NOT automatically uninstall. You need to make sure of that manually.
6. Best Practices When Packaging Add-Ons
✔ Always check the calculator before saving the plan
It ensures you are aware of your total cost.
✔ Adjust your plan pricing before offering discounts or promotions
Add-ons can eat into margins quickly.
✔ Avoid including many expensive add-ons in low-priced plans
Unless you intend to absorb the cost as part of your strategy.
✔ Communicate clearly with your customers
Let them know these add-ons are included as part of the package.
7. Summary
Packaging add-ons inside SaaS plans is a powerful way to increase the value of your offer. But it’s critical to price your plans correctly.
Remember:
- Add-on costs are billed to the agency, not the sub-account
- The cost calculator helps you make informed pricing decisions
- Use the warning banner as a reminder to price plans profitably
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