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In a globe of jammed software application devices, Extendly’s snapshots use an equilibrium of price, uniqueness and support. Each snapshot is crafted for diverse functional needs and integrates seamlessly with HighLevel CRM to ensure a seamless customer trip.
Quickly duplicate the most effective advertising and marketing methods and configurations for your agency in mins. This conserves you time, guarantees uniformity and aids grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout made to help you launch a white-labeled software program as a solution (SaaS) company fast. It furnishes you with a comprehensive collection of devices and attributes to bring in, support and transform leads into customers. This includes a web site, sales funnels, personalized type templates, workflow automation, online calendars for booking and organizing, and Extendly Demo Video.
Arranged snapshots are a hassle-free method for firm leaders to keep their customers and stakeholders updated with performance records. It saves them the moment of building their very own periodic records or logging in to get on-demand data. Instead, they can send out a purposeful performance dashboard on a set up basis that’s pertinent to their objectives and concerns to go over in their next evaluation meeting.
When you develop a snapshot, all projects, design templates, automations, kinds, custom fields, tags, sectors, scoring rules, pipelines, contacts and automated e-mail and text message campaigns that existed in your sandbox at the moment of creation are automatically captured right into the new account you develop from it. Additionally, you’ll additionally have access to any kind of existing photos that are included in the design template. You can select to either use or erase the snapshot. Once a snapshot is created, you can import it into other GoHighlevel accounts making use of a share link that creates and sends to any address entered in the Emails field.
Small Company Snapshot
The Small Business Snapshot is the ideal method to get your agency began. It’s fully automated to make running your tiny customer accounts a breeze, including an agent website routine a call back switch, evaluations and referral requests, lead capture and email auto-responders, appointment reminders, lost/inactive clients, no-show workflows, follow-up series and more. It also includes a full company arrangement and modification in your High Level CRM in addition to hands-on training and 6 months of FREE assistance accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals assurance for family member economic security contrasted to current years, which is excellent news for brokers and their clients. The snapshot additionally suggests an expanding rate of interest amongst SMBs to connect with a PEO companion, which is an exceptional chance for brokers to help their local business customers enhance benefits monitoring and include even more value to the partnership.
This snapshot is a single purchase and just legitimate for usage within 1 HighLevel firm account. You are not permitted to present or market the snapshot. You can, nonetheless, include it to as numerous sub-accounts within your agency as required. If you’re not pleased with the snapshot, we provide a no-risk, money-back assurance within 30 days of acquisition. Click on this link for more details. * Please note that this snapshot is only available for usage with the GoHighLevel CRM. If you are making use of another system, please call us to review alternatives.
Free Agency Snapshot
The Free Agency Snapshot is created to make your company run efficiently and efficiently. It outfits you with a powerful toolkit to catch leads, automate tasks and transform them right into customers. It likewise consists of a step-by-step video clip that walks you with the configuration procedure.
The snapshot will certainly transfer the complying with products to a new customer account:
Projects, layouts, automations, forms, customized areas, tags, section problems, racking up guidelines, pipelines, calls and project records. Keep in mind that photos from layouts, projects and automation emails will certainly not be transferred.
When you prepare to deploy the snapshot, click the Actions menu in the top right corner of your firm sight and select Load Snapshot. Then select the client account that you wish to pack it right into. You can then apply any one of the settings that you have changed in the snapshot.
You can likewise use this button to freshen the snapshot. If you developed a snapshot and afterwards produce 100 client sub-accounts using it, this will push any type of updates to all accounts that are connected to the snapshot.
Snapshots are excellent tools for moving your GoHighLevel configuration to new and existing client accounts. They save you time and effort by lowering the manual actions required to establish your business’s automations. Extendly stands apart from various other carriers by providing thorough snapshots that are created to meet the demands of particular sectors and usual use instances. Their SAAS snapshot, local business snapshot, fitness snapshot and realty snapshot are simply a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that allows you team related automations with each other. Organizing an Automation Library helps you work with multitudes of automations and stays clear of the danger of failing to remember to update crucial settings or inadvertently altering something by mishap.
To create a new automation library, click the “Add” button in the upper-right edge of the display. Next off, select the preferred tags and the resources that you wish to back up. You can likewise set the back-up schedule. The simplest choice is day-to-day with 35 day retention, which will take a snapshot everyday and keep it for 35 days.
SM’s plan functions by examining all the tagged sources in your collection to see if any of them have actually been customized considering that the last backup. If it finds one, SM takes a brand-new snapshot and checks the adjustments again. If it finds one more change, the earliest snapshot is deleted and its data is duplicated to the most recent one.
The automated snapshot development workflow uses a state maker that begins in the CREATION_START state and frequently checks the problems to see to it that they are met. When the problems are met, it moves to the CREATION_CONDITION_MET state, after that to the CREATION_START state once more. If the problems are not met, it moves to DELETION_START and afterwards to DELETION_FINISHED states up until the snapshot is developed or removed.