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In a world of jammed software devices, Extendly’s snapshots supply an equilibrium of price, uniqueness and support. Each snapshot is crafted for varied functional demands and integrates effortlessly with HighLevel CRM to make certain a seamless individual trip.
Quickly reproduce the most reliable advertising techniques and arrangements for your company in minutes. This saves you time, ensures uniformity and aids grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme created to help you launch a white-labeled software program as a service (SaaS) company quick. It furnishes you with an extensive set of tools and attributes to bring in, nurture and convert leads into clients. This consists of an internet site, sales funnels, custom kind design templates, workflow automation, on-line calendars for booking and organizing, and Extendly Forms & Surveys.
Arranged snapshots are a hassle-free means for agency leaders to keep their customers and stakeholders up-to-date with efficiency records. It conserves them the time of constructing their very own regular reports or logging in to obtain on-demand data. Instead, they can send out a significant performance dashboard on a scheduled basis that’s appropriate to their goals and problems to talk about in their next testimonial meeting.
When you produce a snapshot, all campaigns, layouts, automations, forms, customized areas, tags, sectors, scoring rules, pipelines, contacts and automated e-mail and text projects that existed in your sandbox at the moment of development are automatically captured right into the new account you create from it. Furthermore, you’ll additionally have access to any existing pictures that are included in the template. You can select to either usage or erase the snapshot. As soon as a snapshot is produced, you can import it right into various other GoHighlevel accounts utilizing a share link that creates and sends to any type of address entered in the Emails area.
Small Business Snapshot
The Small Business Snapshot is the best method to obtain your agency started. It’s totally automated to make running your tiny client accounts a wind, consisting of an agent site schedule a recall switch, evaluations and referral requests, lead capture and e-mail auto-responders, consultation suggestions, lost/inactive customers, no-show workflows, follow-up series and even more. It even includes a full company configuration and modification in your High Level CRM together 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 guarantee for loved one financial security contrasted to recent years, which is good information for brokers and their clients. The snapshot additionally shows a growing rate of interest among SMBs to connect with a PEO partner, which is an outstanding opportunity for brokers to help their local business customers streamline benefits monitoring and include even more worth to the partnership.
This snapshot is an one-time acquisition and just legitimate for usage within 1 HighLevel agency account. You are not permitted to present or market the snapshot. You can, however, include it to as lots of sub-accounts within your company as required. If you’re not satisfied with the snapshot, we provide a no-risk, money-back assurance within 30 days of purchase. Click here for more information. * Please note that this snapshot is only offered for usage with the GoHighLevel CRM. If you are making use of another system, please contact us to review alternatives.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your firm run smoothly and effectively. It furnishes you with a powerful toolkit to catch leads, automate tasks and convert them right into customers. It also consists of a step-by-step video that walks you via the configuration procedure.
The snapshot will move the following items to a brand-new client account:
Campaigns, themes, automations, forms, customized fields, tags, section problems, scoring policies, pipelines, contacts and campaign reports. Note that pictures from layouts, campaigns and automation e-mails will 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 choose Load Snapshot. After that pick the client account that you wish to load it right into. You can then apply any one of the settings that you have actually modified in the snapshot.
You can likewise utilize this switch to revitalize the snapshot. If you developed a snapshot and afterwards develop 100 customer sub-accounts utilizing it, this will certainly press any kind of updates to all accounts that are connected to the snapshot.
Snapshots are great devices for moving your GoHighLevel setup to new and existing customer accounts. They save you time and effort by decreasing the hands-on steps called for to establish your business’s automations. Extendly stands out from various other companies by providing thorough snapshots that are developed to satisfy the requirements of particular sectors and usual usage situations. Their SAAS snapshot, small business snapshot, health and fitness snapshot and real estate snapshot are just a few instances of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that lets you group related automations together. Organizing an Automation Library assists you work with lots of automations and prevents the risk of failing to remember to update vital setups or inadvertently altering something by mishap.
To produce a brand-new automation collection, click the “Add” button in the upper-right corner of the screen. Next, pick the preferred tags and the sources that you wish to support. You can likewise set the backup schedule. The easiest option is day-to-day with 35 day retention, which will certainly take a snapshot every day and keep it for 35 days.
SM’s plan functions by checking all the identified resources in your cluster to see if any one of them have actually been modified since the last back-up. If it finds one, SM takes a new snapshot and checks the adjustments once more. If it finds one more adjustment, the oldest snapshot is deleted and its information is replicated to the newest one.
The automated snapshot production workflow makes use of a state equipment that begins in the CREATION_START state and constantly checks the conditions to see to it that they are satisfied. When the problems are fulfilled, it moves to the CREATION_CONDITION_MET state, then to the CREATION_START state once more. If the problems are not fulfilled, it transfers to DELETION_START and afterwards to DELETION_FINISHED states until the snapshot is developed or deleted.