Run your agency as a SaaS business.
Define plans in Manage It, push them to Stripe with one click, drop the checkout link on your site. Clients pay; we auto-provision the white-labeled workspace, tag the contact, and fire your onboarding. You watch MRR, churn, and expansion climb on a live dashboard.
Configure once. Stripe bills. We provision.
Define plans, prices, modules, limits, and trials inside Manage It. Products push to Stripe automatically — you drop the Stripe-hosted checkout link on your site. Clients pay; we auto-provision the workspace and wire it to their contact.
Pro plan
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Plans you define
Starter, Pro, Scale — or whatever you call them. Set the price, the billing interval, what each tier includes, which modules the sub-account gets, and how long the free trial runs.
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Products push to Stripe
Each plan syncs as a Stripe product and price. You drop the Stripe-hosted checkout link on your own pricing page — no pricing page to build here, no Stripe API to wire up.
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Auto-provision on payment
Stripe payment succeeds → webhook fires → a white-labeled sub-account spins up. Modules, seats, and limits inherited from the plan. Welcome email fires from your sender, the client is in.
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Hidden plans + manual provisioning
Spin up a sub-account by hand without a checkout — for strategic clients, pilots, or deals done on a call. Assign a hidden plan clients cannot self-select, or skip billing entirely and give the workspace for free.
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Free trials, 1 to 1,000 days
Every plan can ship with a trial as short or long as you want. Convert to paid automatically when it ends, or cancel cleanly with no surprise charge.
A SaaS engine, wrapped in your brand.
Plans, trials, proration, dunning, expansion, MRR. The machinery of a real subscription business — without standing up Stripe Billing, Chargebee, and a reporting layer on your own.
Plans + billing intervals
Monthly, annual, custom cycles. Set the price, what is included, which modules the sub-account gets. Push to Stripe with one click — the checkout link is yours to drop anywhere.
Free trials, 1 to 1,000 days
Set any trial length on any plan. Convert automatically when the window closes, or cancel cleanly with no surprise charge. Trial usage feeds the activation metrics in the dashboard.
Auto-provisioning
Stripe payment succeeds → webhook fires → sub-account spins up with the right modules, seats, and limits. Welcome email from your sender. Client is inside within seconds.
Hidden plans + manual provision
Spin up a sub-account by hand for strategic clients, pilots, or handshake deals. Assign a hidden plan clients cannot self-select, or skip billing entirely and hand the workspace over free.
Dunning + card recovery
Failed charge? Stripe retries on a schedule, and we email the client from your sender with a one-click card-update link. Pause the workspace after N failures so revenue does not leak.
MRR, churn, expansion
Live dashboard: MRR, active subscribers per plan, trial conversion, churn, failed cards to recover. The operator view that usually takes Stripe + Baremetrics + a spreadsheet to assemble.
Clients pay you. You watch the MRR climb.
Clients see a branded billing portal at your domain — plan, card, receipts, upgrade. You see an MRR dashboard — active subscribers, churn, expansion, failed cards — across every sub-account on your platform.
Your subscription
After the Stripe-hosted checkout, the ongoing billing lives at your domain. Current plan, card on file, next charge, recent receipts, upgrade and cancel — all pulled from Stripe, rendered under your brand.
Your SaaS MRR
Last 30dLive MRR, active subscribers by plan, trial conversion, churn in the last 30 days, failed cards you can recover. The business-ops view agencies usually stitch together across Stripe, Chargebee, and a spreadsheet.
Every subscription event fires the rest of the stack.
Billing is not an island. A signup provisions a workspace. A failed card tags a contact. A downgrade kicks off a retention automation. SaaS billing is the revenue layer every other module listens to.
Contacts
Every subscriber is a contact — tagged with their plan, MRR, signup date, and upgrade history. Filter by tier, build segments for retention outreach.
Automations
subscription.created, subscription.upgraded, subscription.canceled, payment.failed are first-class triggers. Welcome, retention, dunning sequences — all native.
Invoicing
Add-on services, one-off projects, custom line items billed alongside the subscription. Retainer SaaS plus project invoicing under one account — and one card on file.
Documents + forms
Attach a service agreement signed at checkout. Collect onboarding details in a form that fires the moment the plan activates. Commercial plumbing, end to end.
Why productize, and why productize here?
We are happy to walk through alternatives — here is where we land on the ones you are probably comparing us to.
Why not just spin up Stripe Billing and call it a day?
Stripe Billing handles the charge. It does not provision a workspace, it does not know the contact, it does not fire your onboarding automation, it does not render a branded portal at your domain, and it does not give you MRR and churn without an analytics bolt-on. Here, checkout is the moment the entire engagement starts — workspace, contact, tags, automations, receipts, all branded and native.
I already have clients on retainer. Does this replace that, or complement?
Either. Keep the retainer model for custom services and bill it through Invoicing. Or move some clients onto a productized tier — same workspace, same white-label, same CRM — and let them self-serve. Most agencies end up with a mix: subscription SaaS for delivery tooling, retainer invoices for strategic work.
How does failed-payment recovery work when a client card fails?
We retry on a schedule you set, email the client from your sender with a one-click card-update link, and pause the workspace after N failed attempts. You see every failed charge in the MRR dashboard with a Recover action. Revenue does not silently leak the way it does when nobody checks Stripe for two weeks.
Can I actually run pricing changes without breaking existing subscribers?
Yes. Pricing on new plans applies to new signups; existing subscribers stay on their pinned price until you explicitly migrate them. Grandfather old customers, test new tiers, run promos — without a rollout panicking anyone already paying you.
Your agency’s own software product.
Start your agency account, connect your domain, upload your logo, and ship your first branded client sub-account in under an hour. No credit card required.