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In a world of chock-full software program devices, Extendly’s snapshots supply an equilibrium of cost, uniqueness and support. Each snapshot is crafted for diverse operational demands and integrates seamlessly with HighLevel CRM to make sure a seamless individual trip.
Easily reproduce the most efficient advertising and marketing techniques and setups for your firm in mins. This saves you time, makes sure consistency and helps grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme made to assist you launch a white-labeled software application as a service (SaaS) firm quickly. It equips you with an extensive set of devices and attributes to bring in, nurture and convert introduce clients. This includes an internet site, sales funnels, custom-made kind themes, workflow automation, on-line calendars for reservation and scheduling, and Extendly Column Modes.
Arranged snapshots are a practical way for firm leaders to keep their customers and stakeholders updated with performance records. It saves them the time of developing their very own regular records or visiting to obtain on-demand information. Rather, they can send a meaningful efficiency control panel on a scheduled basis that’s appropriate to their goals and concerns to discuss in their next testimonial conference.
When you develop a snapshot, all projects, themes, automations, forms, custom fields, tags, sections, scoring rules, pipelines, get in touches with and automated email and text projects that existed in your sandbox right now of development are immediately caught right into the brand-new account you develop from it. On top of that, you’ll also have accessibility to any type of existing pictures that are consisted of in the layout. You can choose to either use or erase the snapshot. Once a snapshot is produced, you can import it into various other GoHighlevel accounts utilizing a share link that generates and sends to any type of address entered in the Emails field.
Local Business Snapshot
The Small Business Snapshot is the best means to obtain your agency started. It’s fully automated to make running your small customer accounts a breeze, including a representative site schedule a call back switch, testimonials and referral demands, lead capture and email auto-responders, consultation pointers, lost/inactive customers, no-show workflows, follow-up sequences and more. It also includes a complete agency configuration and modification in your High Level CRM along with hands-on training and 6 months of FREE support accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals guarantee for loved one economic stability compared to recent years, which is great information for brokers and their clients. The snapshot also suggests an expanding rate of interest amongst SMBs to get in touch with a PEO companion, which is an outstanding opportunity for brokers to help their local business clients improve advantages administration and add more worth to the relationship.
This snapshot is an one-time purchase and only valid for use within 1 HighLevel firm account. You are not permitted to gift or resell the snapshot. You can, nevertheless, add it to as several sub-accounts within your company as needed. If you’re not satisfied with the snapshot, we provide a no-risk, money-back guarantee within 30 days of purchase. Click here for more information. * Please note that this snapshot is only readily available for usage with the GoHighLevel CRM. If you are using another system, please call us to review alternatives.
Free Agency Snapshot
The Free Agency Snapshot is made to make your firm run smoothly and effectively. It furnishes you with a powerful toolkit to record leads, automate jobs and convert them into customers. It likewise includes a step-by-step video that walks you via the setup procedure.
The snapshot will certainly move the complying with items to a new client account:
Campaigns, design templates, automations, kinds, custom fields, tags, section conditions, scoring policies, pipelines, get in touches with and project reports. Keep in mind that photos from themes, campaigns and automation e-mails will certainly not be transferred.
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. Then select the customer account that you wish to pack it into. You can then use any of the setups that you have modified in the snapshot.
You can additionally utilize this switch to rejuvenate the snapshot. If you developed a snapshot and then develop 100 customer sub-accounts utilizing it, this will press any updates to all accounts that are attached to the snapshot.
Snapshots are terrific tools for moving your GoHighLevel setup to brand-new and existing client accounts. They save you effort and time by decreasing the manual steps called for to set up your business’s automations. Extendly sticks out from other providers by offering detailed snapshots that are made to satisfy the demands of particular industries and usual use instances. Their SAAS snapshot, small company snapshot, fitness snapshot and property snapshot are simply a few examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that allows you team associated automations with each other. Organizing an Automation Library assists you collaborate with great deals of automations and stays clear of the threat of forgetting to update important settings or inadvertently changing something by crash.
To produce a brand-new automation library, click the “Add” button in the upper-right edge of the screen. Next, pick the preferred tags and the sources that you wish to back up. You can also set the back-up timetable. The most basic option is daily with 35 day retention, which will certainly take a snapshot each day and keep it for 35 days.
SM’s policy works by inspecting all the identified sources in your cluster to see if any of them have been changed considering that the last back-up. If it finds one, SM takes a brand-new snapshot and checks the modifications once more. If it locates another change, the earliest snapshot is removed and its information is copied to the newest one.
The automated snapshot creation workflow makes use of a state maker that starts in the CREATION_START state and frequently checks the problems to ensure that they are met. When the conditions are met, it transfers to the CREATION_CONDITION_MET state, after that to the CREATION_START state again. If the problems are not met, it relocates to DELETION_START and then to DELETION_FINISHED states until the snapshot is produced or erased.