Create subscription plans with custom pricing, billing cycles, and features. This is how you monetize your SaaS platform.
Plans are the heart of your SaaS business. Each plan defines what features tenants get, how much they pay, and how often they're billed. Getting your plans right is crucial for your business success.
Accessing Plans
Go to SaaS Management → Plans in your left sidebar.
Watch the Video Tutorial
Creating and managing subscription plans
Creating a New Plan
Go to SaaS Management → Plans
Click "New Plan" (or "+" button)
Fill in the plan details (explained below)
Click Save
Plan Details
Creating a new subscription plan with all the options
Here's what each field means:
Field
Description
Example
Plan Name
The name customers see
"Starter", "Professional", "Enterprise"
Plan Description
A short description of the plan
"Perfect for small businesses"
Monthly Price
What you charge per month
$10, $25, $50
Annual Price
What you charge per year (offer a discount!)
$100/year ($96 = 20% off)
Billing Cycle
How often the customer is billed
Every 1 month, Every 3 months, Every 1 year
Mark as Most Popular
Highlights this plan on the pricing page
Toggle ON for your recommended plan
Enable Trial
Whether this plan includes a free trial
Toggle ON/OFF
Pricing Strategy Tip: Most successful SaaS platforms use 3 plans — a Starter (affordable), a Professional (best value, marked as "Most Popular"), and an Enterprise (premium). The Professional plan should be your target — price it to be the obvious choice.
Payment Modes
Choose which payment gateways are available for this plan:
Configure payment methods, allowed modules, and advanced features for each plan
Payment Mode
When to Use
Bank Transfer
For customers who prefer traditional payment
Stripe
For credit/debit card payments (most popular)
PayPal
For customers who prefer PayPal
Other gateways
Perfex CRM supports many payment gateways — all are available
Make sure your payment gateways are configured in Perfex CRM first! Go to Setup → Payment Gateways and set up at least one payment method before creating paid plans.
Setting Usage Limits
Each plan can have usage limits (also called "quotas") that restrict how much a tenant can use. This is how you differentiate between plan tiers.
Toggle this ON to allow tenants on this plan to use their own custom domain. This is typically reserved for higher-tier plans.
Enable Trial
Toggle this ON to give new subscribers a free trial period (the duration is set in Tenant Settings).
Plan Pricing Strategies
Here are proven pricing strategies for SaaS businesses:
Strategy 1: Tiered Pricing (Most Common)
3 plans: Starter, Professional, Enterprise
Each tier adds more features and higher limits
Mark the middle plan as "Most Popular"
Strategy 2: Usage-Based Pricing
One plan, but charge based on usage (number of customers, invoices, etc.)
Our module supports this through usage limits
Strategy 3: Freemium + Paid
Offer a Free plan with very limited features
Paid plans unlock more capacity and features
Great for driving signups
Strategy 4: Annual Discount
Offer monthly AND annual billing
Give 15-20% discount for annual payment
Improves your cash flow and reduces churn
Revenue Tip: Annual plans are your best friend. A customer paying $25/month can cancel any month. A customer paying $250/year (with a small discount) is locked in for a full year. Always encourage annual plans!
Editing and Deleting Plans
Edit a Plan
Go to SaaS Management → Plans
Click on the plan name
Make your changes
Click Save
Editing affects existing subscribers! If you change a plan's limits, existing tenants on that plan will be affected. Pricing changes only affect new subscriptions.
Delete a Plan
Go to SaaS Management → Plans
Click the delete button next to the plan
Confirm the deletion
You cannot delete a plan that has active subscribers. Move existing tenants to a different plan first, then delete the empty plan.
Plans created? Excellent! Now set up Usage Limits & Quotas to fine-tune what each plan includes.
