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In a globe of jammed software tools, Extendly’s snapshots offer a balance of affordability, specificity and support. Each snapshot is crafted for varied functional needs and incorporates effortlessly with HighLevel CRM to make certain a smooth user journey.
Conveniently replicate one of the most effective marketing approaches and arrangements for your firm in mins. This conserves you time, guarantees consistency and helps grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme designed to help you launch a white-labeled software program as a service (SaaS) agency fast. It equips you with a detailed set of tools and features to bring in, nurture and transform leads into customers. This consists of an internet site, sales funnels, custom form templates, workflow automation, online calendars for reservation and scheduling, and Extendly Email Marketing.
Arranged snapshots are a practical way for company leaders to maintain their clients and stakeholders up-to-date with efficiency reports. It saves them the moment of developing their very own routine reports or visiting to get on-demand information. Instead, they can send out a meaningful performance control panel on an arranged basis that’s pertinent to their objectives and problems to talk about in their following testimonial meeting.
When you develop a snapshot, all projects, layouts, automations, kinds, customized areas, tags, sectors, scoring guidelines, pipelines, contacts and automated e-mail and sms message projects that existed in your sandbox at the moment of creation are instantly captured into the new account you create from it. Additionally, you’ll likewise have accessibility to any type of existing photos that are consisted of in the theme. You can select to either use or delete the snapshot. Once a snapshot is produced, you can import it right into other GoHighlevel accounts making use of a share link that produces and sends to any type of address entered in the Emails area.
Small Company Snapshot
The Small Business Snapshot is the ideal means to obtain your firm started. It’s totally automated to make running your tiny customer accounts a breeze, consisting of an agent site timetable a recall switch, reviews and referral requests, lead capture and e-mail auto-responders, appointment pointers, lost/inactive clients, no-show workflows, follow-up series and more. It also consists of a full agency arrangement and personalization in your High Level CRM together with hands-on training and 6 months of FREE assistance gain access to.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals assurance for family member economic stability contrasted to current years, which is excellent information for brokers and their customers. The snapshot likewise suggests a growing rate of interest among SMBs to get in touch with a PEO partner, which is an exceptional possibility for brokers to aid their local business clients simplify benefits monitoring and add even more value to the connection.
This snapshot is an one-time acquisition and just valid for usage within 1 HighLevel agency account. You are not allowed to present or re-sell the snapshot. You can, however, include it to as numerous sub-accounts within your company as required. If you’re not satisfied with the snapshot, we provide a no-risk, money-back guarantee within 30 days of purchase. Visit this site for even more details. * Please note that this snapshot is only available for use with the GoHighLevel CRM. If you are using one more system, please contact us to review alternatives.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your company run smoothly and efficiently. It outfits you with a powerful toolkit to catch leads, automate tasks and transform them into clients. It additionally includes a detailed video that walks you with the arrangement procedure.
The snapshot will transfer the following products to a new customer account:
Projects, design templates, automations, forms, custom-made fields, tags, section conditions, racking up policies, pipelines, calls and campaign records. Keep in mind that photos from layouts, campaigns and automation e-mails will not be moved.
When you prepare to deploy the snapshot, click the Actions menu in the top right edge of your firm sight and choose Load Snapshot. After that select the client account that you wish to pack it into. You can after that use any one of the settings that you have actually customized in the snapshot.
You can also use this switch to rejuvenate the snapshot. If you created a snapshot and afterwards develop 100 customer sub-accounts utilizing it, this will certainly press any type of updates to all accounts that are linked to the snapshot.
Snapshots are terrific tools for transferring your GoHighLevel setup to brand-new and existing customer accounts. They conserve you effort and time by lowering the manual steps required to set up your business’s automations. Extendly sticks out from other service providers by using thorough snapshots that are developed to fulfill the needs of particular sectors and usual use instances. Their SAAS snapshot, local business snapshot, physical fitness snapshot and real estate snapshot are simply a few examples of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that allows you team associated automations with each other. Organizing an Automation Library helps you work with large numbers of automations and stays clear of the threat of forgetting to upgrade crucial setups or unintentionally transforming something by accident.
To produce a brand-new automation collection, click the “Add” button in the upper-right corner of the screen. Next, pick the preferred tags and the sources that you wish to back up. You can likewise establish the backup timetable. The easiest alternative is day-to-day with 35 day retention, which will take a snapshot daily and maintain it for 35 days.
SM’s plan functions by checking all the labelled resources in your cluster to see if any of them have actually been changed because the last back-up. If it finds one, SM takes a new snapshot and checks the changes once more. If it discovers an additional change, the earliest snapshot is erased and its information is replicated to the latest one.
The automated snapshot production workflow uses a state device that starts in the CREATION_START state and regularly checks the conditions to make certain that they are met. When the conditions are met, it transfers to the CREATION_CONDITION_MET state, after that to the CREATION_START state once again. If the problems are not met, it moves to DELETION_START and then to DELETION_FINISHED states up until the snapshot is produced or removed.