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In a globe of overcrowded software program devices, Extendly’s snapshots use a balance of price, specificity and assistance. Each snapshot is crafted for varied functional needs and incorporates perfectly with HighLevel CRM to ensure a smooth customer journey.
Easily reproduce one of the most reliable advertising approaches and arrangements for your firm in minutes. This saves you time, makes certain uniformity and assists grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout made to aid you launch a white-labeled software as a solution (SaaS) agency quick. It furnishes you with a comprehensive collection of devices and attributes to draw in, nurture and transform leads into clients. This consists of a website, sales funnels, custom-made form templates, workflow automation, on the internet schedules for booking and organizing, and Extendly Careers.
Set up snapshots are a practical means for company leaders to keep their customers and stakeholders current with performance reports. It saves them the moment of building their own regular reports or visiting to obtain on-demand information. Rather, they can send out a purposeful efficiency dashboard on a set up basis that’s relevant to their goals and issues to talk about in their next review meeting.
When you produce a snapshot, all campaigns, templates, automations, kinds, customized fields, tags, sections, racking up policies, pipelines, get in touches with and automated e-mail and sms message projects that existed in your sandbox currently of creation are instantly recorded into the brand-new account you develop from it. In addition, you’ll also have accessibility to any existing pictures that are consisted of in the template. You can choose to either use or delete the snapshot. As soon as a snapshot is produced, you can import it into other GoHighlevel accounts utilizing a share web link that creates and sends to any type of address entered in the Emails field.
Small Company Snapshot
The Small Business Snapshot is the ideal method to obtain your company started. It’s totally automated to make running your little customer accounts a breeze, including an agent website schedule a recall switch, reviews and recommendation demands, lead capture and email auto-responders, appointment tips, lost/inactive customers, no-show workflows, follow-up sequences and even more. It even consists of a complete firm arrangement and customization in your High Level CRM together with hands-on training and 6 months of FREE support access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals guarantee for loved one economic security contrasted to current years, which is good information for brokers and their clients. The snapshot additionally shows an expanding rate of interest among SMBs to connect with a PEO companion, which is an excellent chance for brokers to help their local business clients streamline advantages administration and add even more value to the connection.
This snapshot is an one-time purchase and just valid for usage within 1 HighLevel firm account. You are not allowed to present or resell the snapshot. You can, however, include it to as many sub-accounts within your firm as required. If you’re not pleased with the snapshot, we provide a no-risk, money-back warranty within 30 days of acquisition. Go here for even more information. * Please keep in mind that this snapshot is only available for use with the GoHighLevel CRM. If you are making use of another system, please contact us to go over alternatives.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your firm run efficiently and effectively. It furnishes you with a powerful toolkit to record leads, automate jobs and convert them into customers. It additionally consists of a detailed video clip that walks you via the configuration process.
The snapshot will move the following items to a brand-new client account:
Campaigns, design templates, automations, types, custom areas, tags, segment conditions, scoring policies, pipelines, contacts and campaign records. Note that images from themes, projects and automation e-mails will certainly not be transferred.
When you are ready to release the snapshot, click the Actions menu in the top right edge of your firm view and pick Load Snapshot. After that choose the client account that you want to load it into. You can after that apply any one of the setups that you have changed in the snapshot.
You can likewise use this button to freshen the snapshot. If you produced a snapshot and then develop 100 customer sub-accounts utilizing it, this will certainly press any kind of updates to all accounts that are attached to the snapshot.
Snapshots are wonderful devices for transferring your GoHighLevel setup to brand-new and existing client accounts. They save you effort and time by lowering the hand-operated steps called for to establish your business’s automations. Extendly sticks out from other companies by providing thorough snapshots that are created to satisfy the requirements of specific sectors and common use cases. Their SAAS snapshot, small business snapshot, physical fitness snapshot and property snapshot are just a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that lets you team related automations together. Organizing an Automation Library aids you collaborate with great deals of automations and avoids the danger of neglecting to upgrade important setups or inadvertently changing something by accident.
To produce a new automation library, click the “Add” button in the upper-right corner of the display. Next off, choose the preferred tags and the resources that you intend to back up. You can additionally establish the backup routine. The most basic option is everyday with 35 day retention, which will certainly take a snapshot every day and keep it for 35 days.
SM’s plan works by examining all the labelled resources in your collection to see if any one of them have actually been changed given that the last back-up. If it finds one, SM takes a new snapshot and checks the adjustments once again. If it locates another adjustment, the oldest snapshot is deleted and its information is replicated to the newest one.
The automated snapshot development workflow uses a state device that starts in the CREATION_START state and regularly checks the problems to see to it that they are satisfied. When the problems are fulfilled, it transfers to the CREATION_CONDITION_MET state, then to the CREATION_START state once more. If the conditions are not fulfilled, it relocates to DELETION_START and afterwards to DELETION_FINISHED states till the snapshot is created or deleted.