GHL SaaS Mode & White-Label

Overview

GoHighLevel's SaaS Mode enables agencies to rebrand the platform as their own software product, creating a recurring revenue business by selling access to clients. This covers white-labeling, billing, snapshots, and client management.

Plans & Pricing Tiers

| Plan | Monthly Cost | Key SaaS Features | | -------------- | ------------ | --------------------------------------------------- | | Starter | $97/mo | Single sub-account, no SaaS mode | | Unlimited | $297/mo | Unlimited sub-accounts, basic white-label | | Agency Pro | $497/mo | Full SaaS mode, advanced white-labeling, API access |

SaaS Mode requires the Agency Pro plan for full capabilities including automated billing, custom domains, and app branding.

White-Label Setup

Step-by-Step

Custom Domain
- Set up a branded login URL (e.g., app.youragency.com)
- Add a CNAME record pointing to GHL's servers
- SSL is automatically provisioned
Branding
- Upload your agency logo (light and dark versions)
- Set brand colors for the platform UI
- Add a favicon
- Customize the login page design
Email Branding
- Configure custom email domain (e.g., noreply@yourbrand.com)
- Set up SPF, DKIM, and DMARC records for deliverability
- Customize system email templates
Mobile App Branding (Agency Pro)
- Custom app name on iOS/Android stores
- Custom app icon and splash screen
- Branded push notifications
Desktop App
- Mac desktop app available (2025)
- Windows version expected (2026)
- Branded workspace experience

Stripe Integration & Billing

Setup

Connect your Stripe account in Agency Settings → Billing
GHL handles subscription management automatically
Payments flow directly to your Stripe account

Creating Pricing Plans

| Element | Description | | ------------------ | ----------------------------------------- | | Plan Name | Client-facing name (e.g., "Growth Plan") | | Price | Monthly or annual recurring fee | | Trial Period | Free trial duration (optional) | | Setup Fee | One-time onboarding charge (optional) | | Feature Limits | Contacts, users, SMS credits, email sends | | Snapshot | Auto-load a snapshot template on signup |

Pricing Strategy Best Practices

Offer 3 tiers — Starter / Growth / Pro (or similar)
Anchor pricing — Make the middle tier most attractive
Include setup fees — Offset initial onboarding cost
Add usage-based upsells — SMS credits, AI minutes, phone numbers
Annual discounts — Offer 10-20% off for yearly commitments
Free trials — 14-day trials increase conversion rates

Example Pricing Structure

┌──────────────┬──────────────┬──────────────┐
│   STARTER    │    GROWTH    │     PRO      │
│   $97/mo     │   $197/mo    │   $297/mo    │
├──────────────┼──────────────┼──────────────┤
│ 500 contacts │ 2,500 contacts│ Unlimited   │
│ 1 user       │ 3 users      │ 10 users     │
│ 1 pipeline   │ 3 pipelines  │ Unlimited    │
│ Basic funnel │ 5 funnels    │ Unlimited    │
│ Email only   │ Email + SMS  │ All channels │
│ —            │ Basic AI     │ Full AI      │
│ —            │ —            │ API access   │
└──────────────┴──────────────┴──────────────┘

Snapshots

What Are Snapshots?

Pre-configured sub-account templates that bundle:

Funnels and landing pages
Workflows and automations
Email/SMS templates
Calendar configurations
Pipelines with stages
Custom fields and tags
Forms and surveys
Custom values

Creating Effective Snapshots

Build in a dedicated sub-account — Keep snapshot-building separate from live accounts
Use generic content — Avoid client-specific details; use custom values as placeholders
Name everything clearly — Descriptive names for all funnels, workflows, tags
Test thoroughly — Run through every workflow, form, and funnel before snapshotting
Document the snapshot — Create a setup guide showing what's included and what needs customization

Snapshot Best Practices

| Practice | Reason | | ---------------------------------- | ------------------------------------------------- | | Build niche-specific snapshots | Industry-tailored setups convert better | | Keep modular | Smaller, focused snapshots are easier to maintain | | Include onboarding workflow | Auto-welcome new clients with training | | Add sample data | Demo contacts and deals for illustration | | Use custom values everywhere | Enable easy per-client customization | | Update regularly | Refresh with new features and best practices |

Essential Snapshot Components

For any niche, include these:

[ ] Lead capture funnel (landing page + thank you page)
[ ] Speed-to-lead workflow (immediate follow-up)
[ ] Appointment booking calendar
[ ] Appointment reminder sequence
[ ] Pipeline with 5-7 stages
[ ] Review request automation
[ ] Nurture email/SMS sequence (5-7 messages)
[ ] Reactivation campaign for cold leads
[ ] Internal notification workflows
[ ] Custom fields for niche-specific data
[ ] Custom values for business info placeholders

Linking Snapshots to SaaS Plans

Go to Agency Settings → SaaS Configurator
Select a pricing plan
Assign a snapshot to that plan
When a client signs up, the snapshot auto-deploys to their sub-account

Client Onboarding

Automated Onboarding Flow

Client Signs Up
  → Stripe charges first payment
  → Sub-account auto-created
  → Snapshot auto-deployed
  → Welcome email sent (with login credentials)
  → Onboarding workflow triggers
  → Training materials delivered over 7 days
  → Check-in task created for agency team

Onboarding Best Practices

Automate everything possible — Reduce manual setup to minutes
Provide video tutorials — Record Loom walkthroughs for each feature
Assign a success manager — A human point of contact for questions
Milestone notifications — Alert clients as they complete setup steps
30-day check-in — Follow up to ensure adoption and satisfaction

Sub-Account Management

Organization

Naming convention — [Client Name] - [Industry] for easy identification
Tag accounts — Categorize by plan tier, industry, or status
Regular audits — Review inactive accounts monthly
Usage monitoring — Track contact counts, message volumes, and AI usage per account

Key Metrics to Track

| Metric | Target | | ----------------------------------- | ------------------------- | | Monthly Recurring Revenue (MRR) | Growing month-over-month | | Client Churn Rate | < 5% monthly | | Time to First Value | < 7 days from signup | | Support Ticket Volume | Decreasing over time | | Feature Adoption Rate | > 60% using core features |

Key Resources

SaaS Configurator: Settings → SaaS in agency dashboard
Snapshot Templates: GHL Marketplace
White-Label Guide: GHL Help Center