Setting Up Subscription Plans

Prosaas CRM supports recurring payments through powerful subscription management features. You can create flexible subscription plans tailored to your services and clients.

Plan Creation

• Navigate: Go to Subscriptions > + New Plan.
• Define Plan Details:
• Name and description
• Pricing (amount and currency)
• Billing cycle (monthly, quarterly, annual)
• Trial period (if applicable)
• Included features or services

Plan Variations

• Create Multiple Tiers: Offer Basic, Professional, and Enterprise plans.
• Feature Differences: Define unique features for each tier.
• Volume-Based Pricing: Set pricing that scales with usage or users.
• Custom Plans: Build personalized plans for specific clients.

Payment Gateway Integration

• Connect Stripe: Link your Stripe account for secure payment processing.
• Configure Settings: Adjust processing preferences and billing rules.
• Webhook Notifications: Enable webhooks for real-time payment updates.
• Test Payment Flow: Run test transactions to confirm everything works correctly.