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In a globe of jammed software tools, Extendly’s snapshots use a balance of affordability, uniqueness and support. Each snapshot is crafted for varied functional needs and integrates effortlessly with HighLevel CRM to ensure a smooth user journey.
Easily reproduce one of the most effective advertising and marketing approaches and setups for your company in mins. This conserves you time, makes certain uniformity and aids grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template made to aid you launch a white-labeled software as a service (SaaS) company quickly. It equips you with a detailed collection of devices and attributes to draw in, nurture and convert introduce customers. This includes a web site, sales funnels, personalized type themes, workflow automation, on the internet schedules for booking and organizing, and Extendly Demos.
Set up snapshots are a hassle-free means for firm leaders to keep their clients and stakeholders current with efficiency records. It saves them the moment of constructing their very own regular reports or visiting to get on-demand data. Rather, they can send a significant efficiency dashboard on a scheduled basis that’s pertinent to their objectives and concerns to go over in their next review meeting.
When you create a snapshot, all projects, design templates, automations, forms, personalized areas, tags, sections, scoring regulations, pipelines, calls and automated e-mail and text message campaigns that existed in your sandbox right now of development are instantly caught right into the new account you develop from it. On top of that, you’ll likewise have access to any type of existing photos that are included in the design template. You can select to either usage or erase the snapshot. As soon as a snapshot is developed, you can import it into various other GoHighlevel accounts using a share web link that creates and sends out to any address entered in the Emails field.
Small Business Snapshot
The Small Business Snapshot is the ideal means to get your firm started. It’s totally automated to make running your little client accounts a wind, including an agent web site routine a recall switch, testimonials and referral requests, lead capture and e-mail auto-responders, visit reminders, lost/inactive clients, no-show workflows, follow-up series and more. It also includes a full company arrangement and personalization in your High Level CRM along 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 pledge for loved one financial stability compared to recent years, which is good news for brokers and their clients. The snapshot additionally suggests a growing rate of interest among SMBs to connect with a PEO partner, which is an excellent possibility for brokers to aid their small company customers streamline advantages monitoring and add more worth to the relationship.
This snapshot is an one-time acquisition and just valid for usage within 1 HighLevel agency account. You are not permitted to gift or resell the snapshot. You can, however, add it to as many sub-accounts within your company as needed. If you’re not satisfied with the snapshot, we offer a no-risk, money-back warranty within 30 days of purchase. Click on this link for even more information. * Please note that this snapshot is just available for usage with the GoHighLevel CRM. If you are making use of one more system, please contact us to go over choices.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your company run efficiently and successfully. It furnishes you with a powerful toolkit to catch leads, automate tasks and transform them right into clients. It additionally includes a detailed video clip that walks you with the setup process.
The snapshot will transfer the following products to a new customer account:
Campaigns, layouts, automations, types, custom fields, tags, section problems, scoring policies, pipelines, get in touches with and project records. Keep in mind that photos from layouts, projects and automation e-mails will not be transferred.
When you prepare to release the snapshot, click the Actions food selection in the top right corner of your firm view and choose Load Snapshot. Then choose the client account that you want to pack it right into. You can then use any one of the setups that you have customized in the snapshot.
You can likewise utilize this switch to revitalize the snapshot. If you produced a snapshot and afterwards develop 100 customer sub-accounts using it, this will push any type of updates to all accounts that are connected to the snapshot.
Snapshots are wonderful tools for moving your GoHighLevel arrangement to brand-new and existing customer accounts. They conserve you time and effort by minimizing the manual actions needed to establish your business’s automations. Extendly sticks out from other service providers by using comprehensive snapshots that are made to satisfy the requirements of details markets and usual use situations. Their SAAS snapshot, small business snapshot, physical fitness snapshot and real estate snapshot are just a few instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that allows you group related automations with each other. Organizing an Automation Library helps you deal with large numbers of automations and prevents the risk of forgetting to update important setups or accidentally changing something by mishap.
To produce a brand-new automation library, click the “Add” switch in the upper-right corner of the display. Next, choose the preferred tags and the resources that you want to support. You can also establish the backup routine. The simplest option is everyday with 35 day retention, which will certainly take a snapshot daily and maintain it for 35 days.
SM’s plan functions by examining all the identified sources in your cluster to see if any of them have actually been modified considering that the last back-up. If it discovers one, SM takes a new snapshot and checks the modifications once more. If it locates an additional adjustment, the earliest snapshot is erased and its information is duplicated to the most recent one.
The automated snapshot creation workflow uses a state device that begins in the CREATION_START state and constantly checks the conditions to make certain that they are met. When the conditions are satisfied, it relocates to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the conditions are not fulfilled, it transfers to DELETION_START and then to DELETION_FINISHED states up until the snapshot is created or erased.