The SaaS ERP Stack
SaaS businesses need recurring billing, subscription lifecycle management, churn prevention, customer self-service, support SLAs, and MRR/ARR analytics. Odoo Enterprise covers all of these with the right module combination.
Module Stack
- Subscriptions — Recurring products, billing plans, renewal/churn management
- Sales — Quotations, upsell workflows, plan upgrades
- Accounting — Deferred revenue, MRR recognition, dunning for failed payments
- CRM — Lead-to-trial-to-paid pipeline
- Helpdesk — Customer support with SLA by plan tier
- Website/Portal — Customer self-service (billing, plan changes, support)
SaaS-Specific Configuration
Subscription Plans
| Plan | Monthly | Annual | Features |
|---|---|---|---|
| Starter | $29 | $290 (17% off) | 1 user, basic features |
| Pro | $79 | $790 (17% off) | 5 users, all features |
| Enterprise | $199 | $1,990 (17% off) | Unlimited users, priority support, custom integrations |
Trial-to-Paid Flow
- Signup → 14-day free trial (no credit card)
- Day 7: "Getting the most from your trial" email
- Day 12: "Your trial expires in 2 days" email with plan comparison
- Day 14: Trial expires → prompt to upgrade or extend
- Day 21: "We miss you" re-engagement email with discount offer
Churn Prevention
- Usage monitoring — flag accounts with declining activity
- Cancellation survey — understand why customers leave
- Retention offers — discount on annual switch, feature unlock
- Win-back sequences — re-engagement for churned customers
Dunning for Failed Payments
- Day 0: Payment fails → retry automatically + email notification
- Day 3: Second retry + "Update payment method" email
- Day 7: Third retry + warning email (service will be paused)
- Day 14: Service paused + final email
- Day 30: Subscription cancelled
MRR Analytics
- Monthly Recurring Revenue (MRR) dashboard
- New MRR, Expansion MRR, Churn MRR breakdown
- Customer Lifetime Value (CLV) by plan and cohort
- Net Revenue Retention (NRR) tracking
- Churn rate by plan, industry, and acquisition source
Getting Started
Deploy Odoo Enterprise on DeployMonkey with Subscriptions, Sales, Accounting, CRM, and Helpdesk. Describe your plans, pricing, and trial flow — the AI agent configures the complete SaaS stack.