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In a world of overcrowded software tools, Extendly’s snapshots supply a balance of cost, uniqueness and support. Each snapshot is crafted for diverse functional requirements and incorporates flawlessly with HighLevel CRM to make certain a seamless individual trip.
Conveniently duplicate one of the most reliable advertising methods and setups for your company in minutes. This conserves you time, makes sure consistency and aids grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template made to help you launch a white-labeled software program as a service (SaaS) agency quick. It equips you with a detailed set of devices and functions to bring in, nurture and transform introduce customers. This consists of a web site, sales funnels, personalized form design templates, workflow automation, on-line calendars for reservation and organizing, and Extendly Ecommerce Search Bar.
Scheduled snapshots are a practical means for company leaders to keep their customers and stakeholders up-to-date with efficiency records. It conserves them the time of constructing their own routine reports or visiting to get on-demand information. Instead, they can send out a significant performance dashboard on an arranged basis that’s relevant to their objectives and problems to discuss in their following evaluation meeting.
When you develop a snapshot, all campaigns, themes, automations, types, customized areas, tags, sections, racking up regulations, pipelines, calls and automated e-mail and text campaigns that existed in your sandbox at the moment of creation are instantly recorded into the new account you create from it. Additionally, you’ll additionally have accessibility to any type of existing images that are included in the design template. You can pick to either use or erase the snapshot. As soon as a snapshot is created, you can import it right into various other GoHighlevel accounts making use of a share web link that produces and sends out to any address entered in the Emails field.
Small Business Snapshot
The Small Business Snapshot is the excellent way to get your company started. It’s fully automated to make running your tiny client accounts a wind, including a representative website timetable a recall switch, reviews and reference demands, lead capture and e-mail auto-responders, visit reminders, lost/inactive customers, no-show workflows, follow-up sequences and even more. It even consists of a complete firm configuration and modification in your High Level CRM along with hands-on training and 6 months of FREE assistance accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals pledge for family member financial stability compared to recent years, which is great news for brokers and their customers. The snapshot likewise shows a growing passion among SMBs to connect with a PEO partner, which is a superb chance for brokers to aid their local business customers improve benefits management and include even more worth to the relationship.
This snapshot is an one-time purchase and just valid for usage within 1 HighLevel agency account. You are not enabled to present or market the snapshot. You can, nonetheless, add it to as several sub-accounts within your agency as required. If you’re not satisfied with the snapshot, we offer a no-risk, money-back assurance within 30 days of acquisition. Visit this site for more information. * Please note that this snapshot is only readily available for usage with the GoHighLevel CRM. If you are using one more system, please contact us to review alternatives.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your firm run smoothly and efficiently. It equips you with an effective toolkit to catch leads, automate tasks and convert them into customers. It also includes a detailed video that strolls you via the configuration procedure.
The snapshot will move the complying with products to a new customer account:
Campaigns, design templates, automations, forms, custom-made fields, tags, sector problems, scoring regulations, pipelines, contacts and campaign records. Note that pictures from templates, campaigns and automation emails will not be moved.
When you are ready to deploy the snapshot, click the Actions food selection in the leading right corner of your firm view and pick Load Snapshot. After that pick the client account that you intend to fill it into. You can then apply any of the settings that you have customized in the snapshot.
You can additionally utilize this button to revitalize the snapshot. If you produced a snapshot and afterwards produce 100 client sub-accounts utilizing it, this will push any kind of updates to all accounts that are connected to the snapshot.
Snapshots are excellent tools for transferring your GoHighLevel arrangement to new and existing customer accounts. They save you time and effort by lowering the hand-operated steps needed to establish your business’s automations. Extendly stands apart from other providers by using detailed snapshots that are made to satisfy the demands of details industries and usual use cases. Their SAAS snapshot, small company snapshot, physical fitness snapshot and realty snapshot are just a few examples of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that allows you group relevant automations together. Organizing an Automation Library assists you deal with multitudes of automations and stays clear of the threat of failing to remember to upgrade essential settings or unintentionally transforming something by accident.
To develop a brand-new automation collection, click the “Add” button in the upper-right edge of the display. Next, select the wanted tags and the sources that you intend to support. You can also set the backup schedule. The simplest option is daily with 35 day retention, which will certainly take a snapshot on a daily basis and maintain it for 35 days.
SM’s policy works by inspecting all the identified sources in your cluster to see if any one of them have been changed because the last backup. If it finds one, SM takes a new snapshot and checks the modifications once again. If it locates another adjustment, the oldest snapshot is erased and its data is duplicated to the most recent one.
The automated snapshot creation workflow utilizes a state device that starts in the CREATION_START state and frequently checks the conditions to make sure that they are satisfied. When the conditions are fulfilled, it moves to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the problems are not met, it moves to DELETION_START and after that to DELETION_FINISHED states till the snapshot is developed or removed.