Create a Customer Plan

What This Is

A customer plan is the subscription offer that an agency sells to its customer workspaces. It sets the customer-facing price, the billing frequency, the optional free trial, and the user-seat and contact limits for each customer workspace.

Creating a customer plan does not charge anyone. The plan becomes available for checkout and billing assignment only after you publish it.

When To Use It

Use this guide when you want to:

• Start selling CRM access to your customers.
• Add a new monthly, quarterly, or yearly package.
• Offer a free trial before the first payment.
• Limit how many user seats or contacts a customer workspace can use.
• Change the price or terms of an existing customer plan.

Before You Start

• You must be an agency administrator, or have a role with the customer billing read permission.
• The SaaS Rebilling module must be enabled for your agency. If Customer Billing is missing from Settings, ask your superadmin to grant the module.
• The agency Stripe account must be connected. If it is not connected, open Settings > Customer Billing and select Connect Stripe.
• Decide the plan name, price, billing frequency, trial length, and workspace limits before you start.
• Use a unique plan name. Franmantra rejects a duplicate plan name within the same agency.

Steps

1. Open Customer Billing

1. Select the settings icon in the header.
2. Open Customer Billing from the settings menu.
3. Select the Plans tab.

If Stripe is not connected, the page shows Connect Stripe to manage Customer Billing. Complete that connection before you create a plan.

2. Start a new plan

1. Select Create customer plan.
2. The Draft a customer plan window opens with three steps: Plan details, Trial, and Workspace limits.
3. The Draft badge confirms that the plan is not yet available to customers.

3. Enter the plan details

1. In Plan name, enter the name customers will recognize, such as Growth.
2. In Customer price, enter the amount the customer pays, such as 29.00.
3. Confirm Currency. Customer billing currently supports USD only.
4. In Billing frequency, choose one:
   • Monthly · every month
   • Quarterly · every 3 months
   • Yearly · every year
5. Review the Customer sees preview. It shows the amount, billing period, trial, user seats, and contact limits exactly as the customer will see them.
6. Select Next step.

When you save the plan, Franmantra creates a recurring Stripe price in the agency's connected Stripe account using this amount, currency, and billing frequency. The generated Stripe price is stored on the plan version for checkout.

Field	What to enter	Why it matters
Plan name	A clear customer-facing name.	Customers use the name to identify the plan.
Customer price	The amount the customer pays, such as 29.00.	This becomes the recurring price used at checkout.
Currency	USD.	Only USD customer billing is supported.
Billing frequency	Monthly, quarterly, or yearly.	Sets when the customer is charged again.

4. Choose the trial

1. On the Trial step, review Offer a free trial.
2. Turn the switch on when the customer should use the workspace before the first charge.
3. In Trial length, enter a positive whole number of days, such as 14.
4. Leave the switch off when the plan should charge from the first day.
5. Select Next step.

The trial ends automatically. After it ends, the customer is charged on the selected billing frequency, using the payment method collected at checkout. Trial access still uses the workspace limits you set in the next step.

5. Set the workspace limits

1. In User seat limit mode, choose Unlimited or Set a limit.
2. If you choose Set a limit, enter Maximum user seats, such as 10.
3. In Contact limit mode, choose Unlimited or Set a limit.
4. If you choose Set a limit, enter Maximum contacts, such as 1000.
5. Review the preview again. It shows the exact limit that will apply.
6. Select Save draft plan.

These are customer-workspace limits. They are separate from the platform capacity that the superadmin sets for the agency. Platform capacity and overage remain controlled by the superadmin plan.

Limit	What it controls
User seat limit mode	Whether the customer workspace has a cap on people who can sign in.
Maximum user seats	The number of user seats allowed when a limit is set.
Contact limit mode	Whether the customer workspace has a cap on stored contacts.
Maximum contacts	The number of contacts allowed when a limit is set.

Franmantra enforces these limits for a live customer subscription. When the customer reaches the saved user-seat or contact limit, adding one more user or contact is blocked and the limit is explained. Unlimited removes that cap.

6. Publish the plan

A saved plan is a draft. Customers cannot use a draft.

1. Return to Settings > Customer Billing > Plans.
2. Find the plan card. It shows Draft and the version number.
3. Select Publish plan.
4. Refresh the page.
5. Confirm that the plan now shows Published.

The plan is now available for a billing assignment and for customer checkout.

Result

The plan appears in the Plans tab with its published version. You can now:

• Assign it when you invite a customer as Billed.
• Assign it from Sub Accounts > Add billing.
• Let a customer choose it at checkout when no plan was assigned in advance.

A published plan is still not a subscription. Nothing is charged until a customer completes checkout.

Verification needed: Add a current screenshot of the Plans tab and the Draft a customer plan window after the final button labels are confirmed.

Update a Published Plan

Plan versions are immutable. You do not edit a published version in place.

1. Open Settings > Customer Billing > Plans.
2. Find the plan and select Edit plan.
3. Change the plan name, price, frequency, trial, or workspace limits.
4. Select Save new draft version.
5. Review the new Draft version.
6. Select Publish plan when the changes are final.

Existing customers keep the version they were assigned to. Publishing the new version does not silently change their price. To move a customer to the new version, use Change plan in the Sub Accounts tab. The change takes effect at the next renewal.

Notes and Troubleshooting

• Customer Billing is missing: The agency does not have the SaaS Rebilling module, or your role does not have the customer billing read permission. Ask your superadmin or agency administrator.
• Connect Stripe is showing: The agency payment account is not connected. Select Connect Stripe and complete the connection before creating a plan.
• The plan stays Draft: A draft is not available to customers. Select Publish plan, then refresh the page.
• A duplicate plan name is rejected: Use a unique name within the agency.
• The price is wrong after editing: Check whether you published the new version. The draft version is not used for new assignments until it is published.
• A customer still sees the old price: The customer is on its assigned version. Use Change plan to schedule the new version at the next renewal.
• The customer sees a different amount than expected: Review the attached coupon and the plan version in the Sub Accounts tab. A coupon discount is applied to the plan price.

Related Guides

• Customer Billing overview
• Manage customer coupons
• Assign customer billing
• Complete customer checkout
• Grant SaaS Rebilling access