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