Offers

The Offers page lets you define the products or services your team sells. These can be one-time or recurring and include pricing, cost, and status.

Offers are only viewable by sub-orgs.

Creating an Offer

Click New Offer and enter:

• Plan Name – The name of the product or service (e.g., Bathroom Remodel Consult).

• Status – Choose Active or Inactive.

• Interval – One-time or recurring.

• Amount – The price charged to the customer.

• Cost – (Optional) Internal cost for tracking profit.

Best Use Cases

• Standardize what your team is selling across campaigns.

• Track revenue and profit linked to specific services.

• Use analytics to spot top-performing offers and upsell opportunities.

• Monitor MRR and subscription growth.