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Industry edition · Web designers

Software for web designers that handles the money too

Proposals signed with a deposit, retainers billed by ACH on the 1st, client sites and funnels hosted on the plan, your own CRM for the pipeline. Then the part no site builder offers: resell the platform to the clients you build for and earn a monthly share.

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Proposal → e-sign → depositRetainers by ACHHost client sites & funnelsResell to your clients

Web design studio · This month at a glanceAll systems live

$27.5K

Billed this month

Client sites hosted

Retainers on ACH

Proposals3 sent, 2 signed with a deposit

E-sign

Retainers6 billed by ACH on the 1st, flat fee each

Auto

Hosting11 client sites and 4 funnels live on client domains

Live

Resale4 client accounts referred, share accruing

Partner

Illustrative.

Built for web designers

Stop selling a site once. Own the account.

A designer builds the site, invoices once and hands the recurring value to someone else: hosting, CRM, marketing, payments. This edition keeps that value in your book.

Proposal → e-sign → depositScope, price and timeline in one document. The client signs on their phone and pays the deposit in the same screen. No signed-but-unpaid projects.

Retainers & subscriptionsMaintenance, SEO and content retainers billed on the 1st to the bank account on file by ACH at a flat per-item fee, or to a card. Failed payments chased by text.

Host client sites & funnelsBuild in the drag-and-drop editor, launch on the client's domain, and host it on their plan. Landing pages and funnels on Pro.

Your own CRMLeads from your portfolio site, referrals and past clients in one pipeline. Follow-ups automated; the proposal goes out before the lead cools.

Client billingMilestones invoice themselves. Balance due before launch; the site goes live when it clears. Hosting, plan and usage on one monthly invoice.

Resell the platformYour client needs a CRM, booking and payments anyway. Refer them and earn a share of the processing residual and of software revenue for the life of the account. Partner Program.

AI, in your words

What the AI does for a design studio

The way a two-person studio would describe it.

Qualifies the "how much for a website?" leadThe AI receptionist answers the chat or text, asks about pages, timeline and budget, and books a discovery call on your calendar. You open the call already knowing the answer.

Chases the unsigned proposalDescribe it in plain English: "If a proposal isn't signed in 4 days, text them. Day 8, email a shorter option. Day 12, remind me." The platform builds the workflow and asks before switching it on.

Collects the launch balanceFinal invoice sent when staging is approved. Unpaid after 3 days, a text; after 7, a call. The site launches when the money lands, not when the client gets around to it.

Turns launches into reviews and referralsA week after launch, a text asks the client for a Google review and offers a referral credit. Past clients get a check-in at month 11, before the renewal.

Need it built around how you run? Custom builds from $1,999 — we map your proposal-to-launch flow, then build the pipelines, forms, automations and AI assistant to match. Partners resell it to clients under their own brand.

Payments built in

Deposits by card, retainers by ACH

Your money and your clients' money on the same rails. Your merchant account is in your own name with our processing partner; so is each client's you refer.

For your studio: interchange-plus with one small, disclosed margin, and we show you the math on your statement. Deposits by card when the client wants speed; retainers by ACH at a flat per-item fee instead of a percentage when they don't. For your clients: the same choice, plus a compliant dual-pricing program where it fits their business.*

Pay links and hosted checkout on proposals and invoices
Bank account on file for retainers; card on file for deposits and usage
Smart retries and a text to the client when a payment fails; returned bank payments retry twice automatically
Client portal with invoices, documents and the signed proposal
Stored cards and customer records move with you as tokens and exports if you ever leave
No PCI program fee, no statement fee, no annual fee; we help you complete the annual questionnaire

Everything we accept, A to Z →

*Dual-pricing and cash-discount programs are subject to card-brand rules and state law and are not available everywhere.

How a design studio gets paid

DepositCard, paid on the proposal screenMilestonesInvoice themselves; pay link by card or ACHRetainersBank account on file, flat per-item feeLaunch balanceDue before go-live; site launches when it clearsCard feesSend a statement and we show the math

Illustrative. Referral terms are on the partner page.

What you can cancel

The studio stack, on one bill

Tools a web design studio typically pays for separately, for itself and for clients.

HubSpotCRM

HoneyBookProposals & invoices

DocuSignE-sign

FreshBooksInvoicing

CalendlyDiscovery calls

ClickFunnelsClient funnels

MailchimpClient email

TypeformIntake forms

StripePayment links

ZapierAutomation

Separate hostingPer-site hosting bills

Plans for web designers

Which plan fits

Run your own studio on Basic. Basic is $99/mo; while you process with Merch FinTech we credit it back on your monthly processing statement — the software is on us. It covers CRM, proposals, invoicing, ACH, texting, one website and the client portal. Pro ($299/mo, or $249/mo billed annually) adds funnels, email campaigns and the AI receptionist. See pricing.

Build for clients? Join the Partner Program. As a referral partner, with no fee, you bring the client, we demo, sign, onboard and support them, and you earn a share of the processing residual and of software revenue for the life of the account. When your book is worth branding, graduate to a white-label environment under your own name: all 150 ready-made editions at your price book, your clients boarded in cohorts, a branded help center and support desk run by us, and software revenue split. You can also resell custom builds under your brand. See the Partner Program.

FAQ

Web designer questions

How do I resell the platform to my clients?

Two ways. As a referral partner, with no fee, you bring the client, we close and support them, and you earn a share of the processing residual and of software revenue for the life of the account. As a white-label partner, your brand goes on a dedicated environment with all 150 ready-made editions at your price book; we board your clients in cohorts, run the branded help center and support desk, and split the software revenue. Most studios start as referral partners and graduate when their book is worth branding.

Can I host client sites here?

Yes. Each client account includes a website on Basic and funnels and landing pages on Pro, on the client's own domain. You build in a drag-and-drop editor, and hosting is part of the plan rather than a separate bill.

Does it handle proposals and deposits?

Yes. Send the proposal, the client signs on their phone and pays the deposit in the same screen. Milestones invoice themselves; the balance is due before launch, and the site does not go live until it clears.

Why bill retainers by ACH?

ACH costs a flat per-item fee instead of a percentage, so a monthly retainer costs the same to collect whether it is small or large. The client covers the fee by default, or you absorb it. The bank account stays on file and bills on the 1st, and a returned payment retries twice automatically.

Do I need to sell payment processing?

No. You can run your own studio on the platform and never refer anyone. The partner program is there when a client asks who should run their payments; the answer earns you a share for the life of the account.

Build the site. Keep the account.

Set up your studio on Basic, then bring your first client and see what your statement looks like.

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