SAAS-iT for SMS-iT users, SAAS-iT for resellers, SAAS-iT for new customers

Navigate to https://aicpanel.smsit.ai/public/home

Click on the "Plan Active" icon.

After clicking the "Plan Active" icon, a popup showing your current active plan will appear. In this example, the active plan is the Starter Plan.

Close the popup.

Click on "Change Plans"

Click on "Create Your Plan"

On this page, you'll see all available features and tools in the SMS-iT CRM. Features are divided into two categories: 1. Unlocked features: These are already included in your current plan. 2. Locked features: These can be purchased à la carte to customize your CRM.

Note: The Starter Plan includes all available Gateways.

Click on "Base"

The "Base" features are included in all plans at no additional cost. These essential components include: 1. Dashboards and activity logs 2. Timelines 3. Reports 4. Profile and company setups 5. Account settings

The base features form the foundation of the SMS-iT system, connecting all features and tools.

Click on "Base" to close it.

Click on "Build Your Plan".

In the "Build Your Plan" section, you'll find: 1. Unlocked features: These are already included in your current plan. 2. Locked features: These are available in higher-tier plans but can be added à la carte through the SAAS-iT program.

The boxed features represent some of the locked features that can be added to your plan.

Let's add SMS-iT Connect, a video conferencing feature that offers: 1. Customer data collection before entering a meeting room 2. Webinar hosting capabilities 3. One-on-one meetings with new prospects

Tip: If you're unsure about a feature's functionality, click the "Information" icon for a detailed explanation.

Now, let's add the AI Custom Persona feature. This is one of the patent-pending AI features exclusive to the SMS-iT system.

The final feature we'll add is the Power Dialer Pro. This tool: 1. Automatically calls a list of phone numbers in sequence 2. Connects sales agents only when a call is answered 3. Maximizes efficiency by eliminating manual dialing and wait times for unanswered calls

Now that we've selected our new tools, we're ready to begin using them. SMS-iT offers a 14-day trial period. Click on "Subscribe" to start your trial.

To begin your 14-day trial: 1. Fill in your credit card information 2. Review any available tutorials to maximize the benefits of your new tools 3. Start building your business with these enhanced features

Important notes about your trial: 1. You will only be charged after your 14-day trial ends 2. Take advantage of tutorials and resources during the trial period 3. Evaluate the tools thoroughly to ensure they meet your business needs

Click on "Reseller Accounts"

Click on "SAAS Plans"

Welcome to the SAAS Dashboard. Here you can: 1. Create multiple plans tailored to different verticals and niches 2. Design general plans for a broader audience

To begin creating a new plan, click on the "Add your plan" button.

Complete the text fields and click "Next".

When setting your pricing: 1. Enter your desired price point 2. Remember that you can adjust pricing as you build your plan 3. Consider your profit margins - you can increase or decrease them based on the features included

For Team subaccounts, you have two options: 1. Unlimited: Allow clients to create as many subaccounts as needed 2. Limited: Set a specific number of allowed subaccounts by clicking "Limited" and entering a value

For contact limits, choose between: 1. Unlimited: Allow clients to add as many contacts as they need 2. Limited: Set a specific number in the "Contact Limit" field

After entering this information, click "Next" to proceed.

On this page, you'll start building your SAAS Plan: 1. The starting price is displayed (in this example, $129) 2. As you add products, they'll appear in the "SMS-iT Price" field at a 40% discount 3. If you're unsure about a feature, click the "Information" icon for a detailed explanation

Understanding pricing and profit: 1. The retail price is listed for each feature 2. Your price is 40% off the retail price 3. In this example, we're adding "Connect Text/Voice/Fax Gateways" 4. These gateways (e.g., Twilio, Telynx) allow for toll-free or local 10-digit numbers for texting, calling, and faxing 5. Your profit is calculated as your price minus the SMS-iT price

Adding email capabilities: 1. Connect an "SMTP Service" to enable sending and receiving emails 2. Compatible with popular email services like Gmail, Office 365, or custom domain emails (e.g., [email protected]) 3. Remember, base services (free features that support the system) are included in all plans

Exploring "Build Your Plan" features: 1. Click on "Build Your Plan" to view pay-per-month features 2. These à la carte options allow you to expand your business capabilities over time 3. Features in this section can increase productivity and revenue 4. For this example, we'll add "Text" to enable bulk texting features 5. Bulk texting allows you to reach your client or customer base en masse

Finalizing your SaaS plan: 1. After adding desired features, click "Next" 2. Remember, you can always add more features later 3. You can return to the "Pricing" page to adjust your profit margins as needed

This page is "Trial and Credits".

Setting up a trial period: 1. You have the option to offer a trial period 2. Trial periods can be set for up to 14 days 3. Consider the optimal trial length for your clients to experience the features

Adding credits to the plan: 1. You can add credits for clients to use during their trial period 2. Alternatively, set up recurring monthly credits 3. Credits can help clients test features without overusing the system

Click on "Save Changes"

After creating your plan, you have several options: 1. Edit details: Make changes to the plan specifics 2. Activate or deactivate the plan: Control when the plan is available 3. Delete or clone your plan: Remove the plan or create a copy for modifications

We'll now explore advanced settings for further customization.

Click on "Advanced Settings"

In the Advanced Settings, you can configure the following options: 1. "Suspend client account when SaaS subscription fails" 2. "Allow client account admins to upgrade their subscription" 3. "Allow client account admins to cancel their subscription"

These settings give you more control over client account management.

Customizing client communications: 1. Click on "Customize Now" to personalize the email sent to new account users 2. This allows you to tailor the onboarding experience for your clients

Add your customized email.

Click on "Save"

Click on "OK".

Click on "Security".

In the Security section, you can set up additional safeguards: 1. "Put new Reseller client account on hold until reviewed and approved by a Reseller admin" This allows you to review new accounts before activation 2. "Verify Phone Number using a security code during sign-up" 3. This implements 2-factor Authentication for added security

These options help ensure the integrity of your client accounts and protect against unauthorized access.

Click on "Menu"

Click on "Reseller Client Accounts"

Click on "Add New Client"

Creating a customized plan for an individual client: 1. Fill in the client's specific information 2. Personalize and customize the CRM to fit their unique needs 3. After completion, you'll be able to send the client a link for a 14-day free trial

Tip: This approach is most effective when you've already had a discovery call with the client to discuss their requirements and provide an exact solution.

Complete the client's basic information and click on "Next".

Creating a unique plan for your client: 1. Design a plan tailored to the client's specific needs 2. This approach works best after a discovery call to understand their requirements 3. Provide an exact solution that addresses their pain points 4. Remember, you can continue to upsell features as the client's business expands

Click on "Next"

Customizing pricing for your client: 1. Create a pricing structure specific to this client 2. Build in your desired profit margins 3. Remember, you can adjust pricing later after building the CRM 4. This personalized approach works best when you've completed a discovery call 5. Focus on developing a CRM that solves the client's specific problems

Setting up pricing options: 1. Add both monthly and annual pricing options 2. Remember that you can edit prices after adding SaaS features 3. Consider offering a discount for annual plans to encourage long-term commitments

Configuring team subaccounts: Option 1: Offer unlimited team subaccount Valuable for clients who need to add multiple team members Option 2: Limit the number of team subaccount Can be offered as a future upgrade option

Consider the client's current needs and potential for growth when setting this option.

Setting contact limits: 1. Determine the number of contacts allowed in each subaccount 2. Set a limit that aligns with the client's needs and plan pricing 3. After configuring contact limits, click "Next" to proceed

Building the ideal SaaS plan for your client: 1. Use information from your discovery call to tailor the CRM solution 2. The pricing box shows your starting price 3. As you add SaaS products, you'll see the SMS-iT price (40% discounted) 4. Calculate your profit margin: Your list price minus the SMS-iT price 5. Aim to build the perfect CRM solution for the client's current growth stage

Adding communication capabilities:

We're adding a gateway for calls, texts, and faxes 1. The retail price (e.g., $61) is shown in each feature box 2. Your price as a reseller is 40% off the retail price 3. For more information about a feature, click the "Information" icon 4. Calculate your profit: Your price minus the SMS-iT discounted price

We're now adding email to the client plan.

Finalizing the client's plan: 1. Add bulk texting capability to the plan 2. Current profit calculation: $58 (based on selected features) 3. To increase profit, adjust pricing in the pricing section Pro Tip: Successful SMS-iT users often bundle their value stack into the pricing. This approach: 1. Makes direct price comparisons with SMS-iT retail pricing less relevant 2. Increases customer retention (reduces churn) due to the comprehensive solution offered Example: A value stack priced at $400/month could include these features, providing high value and increasing client loyalty.

Click on "Next"

Configuring trial periods and credits: On this page, you can set up:

1. Trial period duration 2. Credit allocations for the trial period

Setting the trial period: 1. Choose a trial period between 0 and 14 days 2. Most popular options are 7 or 14 days 3. Consider the complexity of your offered features when deciding on the duration

Allocating trial credits:

Assign one-time credits for the trial period: 1. Recommended amount: 100-300 credits 2. This allows clients to demo the system without potential for abuse 3. Adjust the credit amount based on your features and typical usage patterns

Then click on "Save Changes"

You've successfully created an account for your client. Next steps:

Use the action icons to: 1. Email login instructions (email, password, and aicpanel.smsit.ai) 2. Edit or delete the account 3. Access the client's account if issues arise a. Guide the client through the login process b. Assist with any initial setup or questions

Client subscription process:

Send your client their login credentials 1. Instruct the client to log in and click on "Subscribe" 2. The client will be directed to your Stripe payment page to complete the subscription 3. This streamlined process ensures a smooth onboarding experience for your new client.

Click on "Pricing"

Scroll down

You'll choose the SAAS-iT Plan.

Click on "Get Started"

Getting started with your SAAS-iT account: 1. Fill in the required information on the form 2. After submission, you'll receive login information via email 3. Check your inbox for the login credentials 4. Prepare to access your new SAAS-iT account

Accessing your SAAS-iT dashboard: 1. Log in using the credentials sent to your email 2. Once on the dashboard, locate the "Create Your Plan" toggle 3. Switch the toggle to the "On" position to begin customizing your plan**

You're now ready to create your unique CRM, tailored specifically to your needs. This customization process allows you to: 1. Select only the features you require 2. Build a CRM that aligns with your business processes 3. Scale your plan as your business grows

Choosing your communication method: For this example, we'll select "Connect SIM Card": 1. Popular choice for solo entrepreneurs 2. Uses your Android phone's SIM card for bulk texting 3. Free texting if you have an unlimited plan with your provider Alternative option: Gateway providers (e.g., Twilio, Telynx) 1. Purchase a phone number (approx. $2/month) 2. Low-cost texting options 3. Additional features: two-way voice, power dialer, fax, broadcast, bulk and single texting Choose the option that best fits your current needs and budget. You can always upgrade or change later. "

Exploring base features: After selecting your gateway (you can choose multiple for more options): 1. Click on "Base" to view included features 2. Base features are essential components included at no extra cost 3. These features form the foundation of your CRM

Understanding base features: Base features are included in all plans at no additional cost. They include: Dashboards and activity logs Timelines Reports Profile and company setups Account settings

These features are crucial for the core functionality of your CRM and integrate all other tools and features.

Click on "Base" again to close this section.

Click on "Build Your Plan"

Exploring the "Build Your Plan" section: This section showcases all available SAAS-iT features: 1. Some features are typically only in Business or Enterprise Plans 2. In the SAAS-iT Plan, these features are available à la carte Examples of available features: 1. Power dialer (usually in Business Plan) 2. Email warming 3. Proprietary patent-pending features like AI persona and AI transfer

This flexibility allows you to create a custom plan tailored to your specific needs.

Adding basic texting functionality: For this tutorial, we'll keep it simple: 1. Add the "Text" feature to your plan 2. This enables bulk texting capabilities 3. With your SIM card integration, you can send bulk messages for free (based on your carrier plan)

Tip: An unlimited texting plan is recommended for optimal use of this feature.

Finalizing your custom CRM: Once you've selected all desired features for your CRM: 1. Review your selections to ensure they meet your needs 2. Click on "Subscribe" to proceed with your customized plan

Starting your free trial: Important points to remember:

You have a 14-day free trial period 1. Use this time to thoroughly test the SMS-iT CRM 2. Explore all features to ensure they meet your business needs

Activating your trial: To begin your SMS-iT CRM experience: 1. Fill in your required information 2. Click "Start Trial" to activate your account 3. You're now ready to explore the first semi-sentient CRM in existence

Take advantage of this trial period to familiarize yourself with the platform and its unique AI-powered features.