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In a world of overcrowded software program tools, Extendly’s snapshots provide an equilibrium of price, specificity and assistance. Each snapshot is crafted for diverse operational demands and incorporates perfectly with HighLevel CRM to ensure a smooth individual trip.
Quickly reproduce one of the most reliable marketing methods and configurations for your agency in minutes. This saves you time, ensures uniformity and aids grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout made to aid you launch a white-labeled software application as a service (SaaS) company quickly. It furnishes you with a detailed collection of tools and functions to draw in, support and convert leads into clients. This includes a web site, sales funnels, custom form themes, workflow automation, online schedules for booking and scheduling, and Everything You Need To Scale Your Agency.
Scheduled snapshots are a practical means for agency leaders to keep their clients and stakeholders up-to-date with efficiency reports. It saves them the time of developing their very own periodic records or visiting to get on-demand information. Instead, they can send a significant efficiency control panel on a scheduled basis that’s relevant to their objectives and problems to review in their following review conference.
When you produce a snapshot, all projects, themes, automations, kinds, custom fields, tags, sections, racking up regulations, pipelines, calls and automated e-mail and text projects that existed in your sandbox right now of production are immediately recorded right into the new account you produce from it. Additionally, you’ll additionally have accessibility to any kind of existing pictures that are consisted of in the template. You can pick to either use or erase the snapshot. As soon as a snapshot is created, you can import it into various other GoHighlevel accounts using a share web link that produces and sends out to any kind of address entered in the Emails area.
Small Company Snapshot
The Small Business Snapshot is the ideal way to obtain your agency started. It’s fully automated to make running your little customer accounts a breeze, including an agent internet site schedule a recall switch, evaluations and referral demands, lead capture and e-mail auto-responders, appointment pointers, lost/inactive customers, no-show workflows, follow-up series and more. It even consists of a full agency setup and customization in your High Level CRM along 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 promise for family member economic security compared to recent years, which is excellent information for brokers and their customers. The snapshot likewise suggests an expanding passion amongst SMBs to connect with a PEO partner, which is an exceptional chance for brokers to aid their small company customers streamline advantages monitoring and include more worth to the partnership.
This snapshot is an one-time purchase and just legitimate for usage within 1 HighLevel firm account. You are not allowed to gift or resell the snapshot. You can, nonetheless, add it to as numerous sub-accounts within your agency as required. If you’re not pleased with the snapshot, we offer a no-risk, money-back guarantee within 30 days of purchase. Visit this site for more details. * Please note that this snapshot is only offered for use with the GoHighLevel CRM. If you are using an additional system, please call us to go over alternatives.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your agency run smoothly and successfully. It furnishes you with a powerful toolkit to record leads, automate tasks and transform them into clients. It additionally includes a step-by-step video that strolls you with the configuration procedure.
The snapshot will move the following things to a new customer account:
Projects, themes, automations, kinds, personalized areas, tags, section conditions, scoring regulations, pipelines, contacts and campaign reports. Note that pictures from themes, projects and automation e-mails will certainly not be moved.
When you are ready to deploy the snapshot, click the Actions food selection in the top right edge of your agency view and select Load Snapshot. After that pick the client account that you wish to load it right into. You can after that use any of the setups that you have changed in the snapshot.
You can also utilize this switch to revitalize the snapshot. If you produced a snapshot and afterwards produce 100 client sub-accounts using it, this will certainly press any type of updates to all accounts that are attached to the snapshot.
Snapshots are excellent tools for moving your GoHighLevel setup to brand-new and existing customer accounts. They save you effort and time by minimizing the hands-on steps called for to set up your business’s automations. Extendly sticks out from various other suppliers by offering comprehensive snapshots that are made to meet the demands of particular markets and common use instances. Their SAAS snapshot, small business snapshot, fitness snapshot and property snapshot are simply a few examples of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that allows you team relevant automations with each other. Organizing an Automation Library helps you collaborate with lots of automations and prevents the risk of failing to remember to upgrade important settings or accidentally transforming something by crash.
To produce a brand-new automation collection, click the “Add” button in the upper-right corner of the display. Next, choose the preferred tags and the sources that you want to support. You can likewise set the backup timetable. The simplest choice is day-to-day with 35 day retention, which will certainly take a snapshot everyday and keep it for 35 days.
SM’s plan functions by examining all the identified sources in your cluster to see if any one of them have actually been changed given that the last back-up. If it locates one, SM takes a new snapshot and checks the changes once again. If it finds an additional adjustment, the earliest snapshot is removed and its data is duplicated to the most recent one.
The automated snapshot creation workflow utilizes a state machine that starts in the CREATION_START state and regularly checks the problems to see to it that they are met. When the conditions are met, it transfers to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the conditions are not met, it relocates to DELETION_START and then to DELETION_FINISHED states till the snapshot is developed or removed.