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MatruOS for a SaaS product company

Set up the way a SaaS product company runs: monthly and annual subscriptions per account or per user; add-ons and usage packs (SMS, WhatsApp, storage); onboarding and implementation fees; custom integration work for larger customers. Routines, workflows, registers, licences and an AI team that knows the work are ready when you sign up.

Professional and business servicesReady when you sign up

  • 9routines on a timetable
  • 2workflows with approvals
  • 2SOPs and checks
  • 3registers of your own
  • 4jobs for your AI team
  • 10licences tracked

7-day free trial, no card needed.

What this solves

What a SaaS product company deals with today, and what MatruOS sets up for it

01Today

Failed auto-debits and expired cards silently cut revenue. Accounts churn without warning because usage drops are not watched.

02In MatruOS

MatruOS sets up 9 routines, 2 workflows, 3 registers and 10 licences for a SaaS product company, with an AI team that reads your own records and prepares the work.

03What changes

The right person is reminded at the right time, approvals wait for whoever decides, and every licence has a renewal reminder. Anything that sends, pays, signs, files or deletes waits for a person's approval.

Where you sit

MatruOS starts from how your business earns

Who you sell to, who you buy from, how credit moves and where you sit in the chain decide how your screens, reminders and reports are set up.

  1. Product company
  2. customer (directly online or through resellers)
  3. customer's own staff using the software

Your customers

  • Indian small and mid businesses
  • Enterprises (annual contracts)
  • Overseas small businesses
  • Resellers and CA partners who refer clients

Your suppliers

  • Cloud hosting providers
  • Messaging, email and SMS API providers
  • Payment gateways
  • Software tool subscriptions
  • Ad platforms
  • Freelance designers and content writers

Credit and cash

Self-serve customers prepay monthly or yearly; enterprise customers pay 30-45 days after an annual invoice; cloud and APIs billed monthly by card in arrears; gateways settle T+1 or T+2

Monthly recurring revenue (MRR) arrives at the start of each cycle; failed auto-debits and expired cards leak 3-8% unless chased; annual plans give cash up front that must be spread as revenue over 12 months

Your screens use your words

  • CustomerAccount
  • OrderSubscription
  • ItemPlan
  • productPlan
  • quoteProposal

How it works

How MatruOS is set up for a SaaS product company

Set-up takes a few minutes. After that, you change only what is different in your business.

  1. Describe the business in one lineFor example "SaaS product company", typed when you sign up.
  2. Recognised as a SaaS product companyRoutines, workflows, registers, items, licences and the AI team for this trade are set up for you.
  3. Bring your dataCustomers, items and balances come across from Zoho Books, Vyapar, Excel and others. For Tally, our team helps you move the data while Tally import is checked on the live app.
  4. Approve and runThe AI team prepares the routine work. A person approves anything that sends, pays, signs, files or deletes.

Your AI team

What the AI team does for a SaaS product company

Each job goes to a member of your AI team. It reads your own records and prepares the work. Anything that sends, pays, signs, files or deletes waits for a person's approval.

Support agent

Sorts new tickets by priority, drafts answers to how-to questions from help articles, and sends P1 issues to on-call at once

Reads support tickets, help articles and account plan

Asks you before sending

Sales executive

Lists trials to call today with what each has tried, drafts a message pointing to the next useful feature, and flags trials ready for a demo

Reads customer accounts and product usage events

Asks you before sending

Operations head

Scores each account's health weekly from logins, key actions and tickets, and lists at-risk accounts with a reason and a suggested call script

Reads customer accounts, usage events and support tickets

Works it out and shows you

Accountant

Lists failed and expiring payments, drafts payment-link reminders, proposes suspensions after the grace period, and prepares the month's MRR movement

Reads customer accounts, payment gateway reports and invoices

Asks you before sending and deleting

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How you run

Your routines, already on a timetable

Each routine has a time, a person and its steps with the checks that matter. MatruOS reminds the right person and keeps the record. Open one to see its steps.

Every day3

  • 9:30 amMorning uptime, error and on-call checkEngineering lead · 3 steps
    1. 1Check uptime, error rates and overnight alerts
    2. 2Monthly uptime so far
    3. 3Open an incident for anything customer-facing
  • 10:00 amSupport ticket triageSupport executive · 3 steps
    1. 1Sort new tickets by priority; P1 to engineering at once
    2. 2Answer how-to questions with help articles
    3. 3First response within the plan's promise
  • 11:30 amTrial and demo follow-upSales executive · 2 steps
    1. 1Call or message trials that signed up yesterday and those ending in 2 days
    2. 2Book demos for trials that used key features

Every week2

  • Thu 11:00 amWeekly churn-risk reviewCustomer success manager · 2 steps
    1. 1List accounts with falling logins or no key action for 14 days
    2. 2Call the top at-risk accounts; note the reason
  • Tue 3:00 pmWeekly release with change logEngineering lead · 3 steps
    1. 1Release only what passed tests on staging
    2. 2Publish release notes; tell support what changed
    3. 3Watch errors for 2 hours after release

Every month2

  • 3rdFailed payment recovery and MRR closeFinance and compliance executive · 3 steps
    1. 1List failed auto-debits and expired cards; send payment links
    2. 2Suspend accounts unpaid after the grace period, with owner's yes
    3. 3Close MRR: new, expansion, contraction, churn
  • 7thGST returns, TDS and payrollFinance and compliance executive · 2 steps
    1. 1Deposit TDS by the 7th; payroll and PF
    2. 2GSTR-1 by the 11th with export invoices under LUT; GSTR-3B by the 20th

Every year1

  • MarPricing review, LUT and auditFounder CEO · 3 steps
    1. 1Review pricing and plan limits for the new year
    2. 2File the LUT before 1 April
    3. 3Plan the ISO 27001 or SOC 2 surveillance audit if held

Workflows

Each stage goes to the person who handles it

Work passes stage by stage to the right person. Stages marked for approval wait for the person who decides.

Trial to paid account

  1. 1Trial signed upSales executive
  2. 2Demo and onboarding callCustomer success manager
  3. 3Plan chosen and first paymentSales executive
  4. 4Discount above list approvedFounder CEONeeds approval
  5. 5Go-live check after 30 daysCustomer success manager

Incident from alert to post-mortem

  1. 1Alert and incident openedEngineer
  2. 2Customers told on status pageSupport executive
  3. 3Fixed and verifiedEngineering lead
  4. 4CERT-In report within 6 hoursEngineering lead
  5. 5Post-mortem approvedFounder CEONeeds approval

Registers and SOPs

Your registers and standards

Registers hold the fields this trade records. SOPs carry the steps and checks, so work is done the same way every time.

  • Customer accounts

    Account name · Contact mobile · Plan · Billing cycle · MRR · Renewal date · Last active date · Health

  • Support tickets

    Account name · Raised at · Type · Priority · First response minutes · Resolved

  • Releases and incidents

    Date · Kind · Summary · Minutes of downtime · CERT-In reported · Root cause noted

  • Incident response and release safety

    Keep the product up and report incidents on time

    4 steps with checks

  • Customer data handling

    Protect customers' data and answer requests correctly

    3 steps with checks

Items and licences

Your first bill is right, and no licence lapses

Starter items arrive with unit, HSN and GST rate. The registrations this business usually needs are listed with a reminder before each one expires.

ItemHSNGST
Starter plan (monthly) · account month99733118%
Growth plan (monthly) · account month99733118%
Annual plan (prepaid) · account year99733118%
Extra user add-on · user month99733118%
Messaging credits pack · pack of 100099859918%
Onboarding and data migration · account99831318%
Custom integration work · hour99831418%
Subscription for overseas customer · account month9973310%
  • GST registrationGST department (GSTN)
  • Udyam (MSME) registrationMinistry of MSME (Udyam portal)
  • PANIncome Tax Department
  • TAN (tax deduction account number)Income Tax Department
  • Shops and Establishments registrationState labour department (Shops and Establishments Act)
  • Professional tax registrationState professional tax office
  • PF registration (EPFO)EPFO (Employees' Provident Fund Organisation)
  • ESI registration (ESIC)ESIC (Employees' State Insurance Corporation)
  • GST Letter of Undertaking (LUT) for exportsGST department (Form GST RFD-11)If it applies
  • TrademarkTrade Marks RegistryIf it applies

Your people

The people who run it, each with their own login

Each person sees the screens and reminders for the work they do.

Founder CEOProduct direction, fund raising, enterprise deals, approves pricing.
Product managerRoadmap, specs, release notes, customer interviews.
Engineering leadReleases, on-call, security, code quality.
EngineerBuilds features, fixes bugs, on-call rota.
Support executiveAnswers tickets and chats, help articles, escalates bugs.
Customer success managerOnboarding, usage reviews, renewals, upsell.
Sales executiveTrial follow-up, demos, proposals.
Finance and compliance executiveInvoices, failed payments, GST, TDS, payroll, contracts.
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Not covered yet

  • Sending messages, bills and reminders on WhatsApp from MatruOS is not live yet. Today they go by link, QR code or email, and from your own phone in one tap.
  • Live bank and UPI feeds are not connected yet. Upload a bank statement and MatruOS reads it into payments for you to confirm.

Questions people ask

How long does it take to set up MatruOS for a SaaS product company?

Type one line about your business when you sign up, for example "SaaS product company". MatruOS picks this business type and sets up everything on this page in a few minutes. You then get a 7-day free trial, no card needed.

Do I have to type all of this in?

No. The routines, workflows, registers, items, licences and AI team on this page arrive already set up. You change what is different in your business, and bring your customers, items and balances from Zoho Books, Vyapar, Excel and others, with our team's help for Tally data.

Can I change the routines and workflows?

Yes. Every routine, workflow, register and SOP is yours to rename, retime, switch off or add to. MatruOS keeps the rest of the system in step with your changes.

What does the AI team do without asking me?

It runs routine checks and prepares drafts. Anything that sends, pays, signs, files or deletes waits for a person's approval. The one exception you can choose is payment reminders, which go out on their own once you have checked them and switched them on.

Run a SaaS product company on one system Set up for your trade when you sign up.

Describe your business once. MatruOS sets up your apps, brings in your data and puts Muni and the AI team to work, with your approval on every step that matters. 7-day free trial, no card needed.

See plans and what each includes
Chat with the MatruOS team on WhatsApp, +91 97234 99901