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In a globe of jammed software program devices, Extendly’s snapshots supply a balance of price, specificity and assistance. Each snapshot is crafted for diverse operational requirements and integrates perfectly with HighLevel CRM to make certain a seamless customer trip.
Easily replicate the most reliable advertising approaches and arrangements for your company in mins. This conserves you time, makes certain uniformity and helps grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout developed to aid you launch a white-labeled software program as a service (SaaS) firm fast. It furnishes you with a detailed collection of tools and functions to draw in, support and convert introduce clients. This includes a web site, sales funnels, custom form themes, workflow automation, on the internet calendars for booking and organizing, and Extendly 7 Day Free Trial.
Set up snapshots are a convenient way for firm leaders to keep their customers and stakeholders up-to-date with efficiency reports. It conserves them the time of constructing their very own periodic reports or logging in to obtain on-demand information. Rather, they can send out a meaningful performance dashboard on an arranged basis that’s appropriate to their objectives and concerns to talk about in their following review conference.
When you produce a snapshot, all projects, themes, automations, kinds, personalized areas, tags, sections, racking up policies, pipelines, get in touches with and automated e-mail and text message campaigns that existed in your sandbox presently of production are instantly caught right into the new account you produce from it. In addition, you’ll likewise have accessibility to any existing images that are included in the design template. You can choose to either use or delete the snapshot. When a snapshot is developed, you can import it right into various other GoHighlevel accounts utilizing a share link that creates and sends to any address entered in the Emails area.
Small Business Snapshot
The Small Business Snapshot is the ideal way to get your company began. It’s completely automated to make running your small customer accounts a wind, including a representative internet site routine a call back switch, reviews and referral demands, lead capture and email auto-responders, visit reminders, lost/inactive customers, no-show workflows, follow-up sequences and more. It even includes a full firm configuration and customization in your High Level CRM in addition to hands-on training and 6 months of FREE support gain access to.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals pledge for loved one economic security compared to recent years, which is excellent information for brokers and their customers. The snapshot also indicates a growing interest among SMBs to get in touch with a PEO partner, which is an outstanding possibility for brokers to help their local business clients enhance benefits management and include even more worth to the connection.
This snapshot is a single acquisition and only legitimate for use within 1 HighLevel agency account. You are not enabled to present or re-sell the snapshot. You can, nonetheless, include it to as lots of sub-accounts within your company as needed. If you’re not pleased with the snapshot, we offer a no-risk, money-back warranty within 30 days of purchase. Go here for more details. * Please note that this snapshot is just available for usage with the GoHighLevel CRM. If you are making use of an additional system, please contact us to go over alternatives.
Free Agency Snapshot
The Free Agency Snapshot is made to make your agency run smoothly and efficiently. It equips you with a powerful toolkit to capture leads, automate jobs and transform them right into customers. It likewise consists of a detailed video that strolls you through the configuration process.
The snapshot will certainly transfer the complying with products to a new customer account:
Campaigns, design templates, automations, types, personalized fields, tags, section conditions, racking up regulations, pipelines, calls and project reports. Note that images from design templates, campaigns and automation emails will not be moved.
When you are ready to release the snapshot, click the Actions food selection in the top right edge of your agency sight and pick Load Snapshot. Then select the client account that you wish to load it right into. You can then use any one of the settings that you have changed in the snapshot.
You can additionally utilize this button to rejuvenate the snapshot. If you produced a snapshot and then create 100 customer sub-accounts utilizing it, this will certainly push any type of updates to all accounts that are attached to the snapshot.
Snapshots are fantastic devices for moving your GoHighLevel configuration to new and existing customer accounts. They conserve you time and effort by reducing the hand-operated steps required to set up your business’s automations. Extendly stands apart from various other service providers by supplying thorough snapshots that are made to fulfill the demands of details markets and typical 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 device that allows you team relevant automations with each other. Organizing an Automation Library helps you work with lots of automations and stays clear of the danger of failing to remember to upgrade important setups or mistakenly changing something by crash.
To develop a brand-new automation collection, click the “Add” button in the upper-right edge of the screen. Next off, pick the wanted tags and the resources that you want to support. You can likewise establish the back-up timetable. The most basic option is daily with 35 day retention, which will certainly take a snapshot every day and keep it for 35 days.
SM’s plan functions by inspecting all the tagged resources in your cluster to see if any of them have been changed given that the last backup. If it finds one, SM takes a new snapshot and checks the changes again. If it locates one more modification, the earliest snapshot is erased and its information is replicated to the newest one.
The automated snapshot creation workflow makes use of a state device that starts in the CREATION_START state and frequently checks the problems to see to it that they are satisfied. When the conditions are satisfied, it relocates to the CREATION_CONDITION_MET state, then to the CREATION_START state once more. If the problems are not satisfied, it relocates to DELETION_START and after that to DELETION_FINISHED states until the snapshot is developed or removed.