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In a globe of overcrowded software tools, Extendly’s snapshots supply an equilibrium of price, uniqueness and support. Each snapshot is crafted for varied operational needs and incorporates flawlessly with HighLevel CRM to ensure a smooth user trip.
Easily reproduce one of the most effective advertising strategies and configurations for your agency in mins. This saves you time, guarantees uniformity and assists grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout designed to aid you launch a white-labeled software program as a service (SaaS) agency fast. It furnishes you with a comprehensive collection of tools and functions to attract, support and convert leads into customers. This includes a site, sales funnels, custom form layouts, workflow automation, online schedules for booking and organizing, and Extendly GoHighLevel.
Set up snapshots are a convenient means for firm leaders to keep their customers and stakeholders updated with performance reports. It conserves them the moment of constructing their own routine reports or logging in to obtain on-demand information. Instead, they can send a meaningful performance dashboard on a set up basis that’s pertinent to their goals and issues to discuss in their following evaluation conference.
When you develop a snapshot, all campaigns, themes, automations, forms, custom-made areas, tags, sectors, racking up regulations, pipelines, calls and automated e-mail and text projects that existed in your sandbox at the moment of development are instantly captured into the new account you develop from it. In addition, you’ll additionally have accessibility to any kind of existing images that are included in the layout. You can pick to either usage or delete the snapshot. When a snapshot is developed, you can import it right into various other GoHighlevel accounts making use of a share web link that generates and sends out to any kind of address entered in the Emails area.
Small Business Snapshot
The Small Business Snapshot is the excellent method to obtain your firm started. It’s completely automated to make running your tiny client accounts a breeze, consisting of an agent web site timetable a call back switch, testimonials and referral demands, lead capture and e-mail auto-responders, consultation tips, lost/inactive clients, no-show workflows, follow-up sequences and more. It even consists of a complete firm setup and modification in your High Level CRM in addition to hands-on training and 6 months of FREE support accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals assurance for relative financial security contrasted to recent years, which is good information for brokers and their clients. The snapshot additionally indicates an expanding interest amongst SMBs to get in touch with a PEO partner, which is an outstanding chance for brokers to help their small company customers simplify advantages management and include more worth to the connection.
This snapshot is a single acquisition and just legitimate for usage within 1 HighLevel agency account. You are not allowed to gift or resell the snapshot. You can, however, add it to as many sub-accounts within your firm as needed. If you’re not satisfied with the snapshot, we provide a no-risk, money-back assurance within 30 days of purchase. Click on this link for even more information. * Please note that this snapshot is only available for usage with the GoHighLevel CRM. If you are using another system, please call us to review options.
Free Agency Snapshot
The Free Agency Snapshot is created to make your company run efficiently and successfully. It furnishes you with an effective toolkit to capture leads, automate jobs and convert them into customers. It also includes a step-by-step video that walks you via the configuration procedure.
The snapshot will certainly transfer the following things to a brand-new client account:
Projects, design templates, automations, kinds, custom areas, tags, segment problems, scoring policies, pipelines, contacts and campaign reports. Keep in mind that photos from templates, campaigns and automation e-mails will not be transferred.
When you are ready to release the snapshot, click the Actions menu in the leading right edge of your company sight and select Load Snapshot. Then select the customer account that you intend to fill it right into. You can then use any one of the settings that you have modified in the snapshot.
You can likewise use this switch to refresh the snapshot. If you developed a snapshot and afterwards develop 100 customer sub-accounts utilizing it, this will certainly push any kind of updates to all accounts that are connected to the snapshot.
Snapshots are fantastic tools for moving your GoHighLevel arrangement to brand-new and existing client accounts. They conserve you effort and time by minimizing the hand-operated steps needed to set up your business’s automations. Extendly sticks out from other companies by offering thorough snapshots that are developed to fulfill the needs of specific markets and typical usage cases. Their SAAS snapshot, local business snapshot, fitness snapshot and real estate snapshot are just a few examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that allows you group associated automations with each other. Organizing an Automation Library assists you collaborate with lots of automations and avoids the risk of neglecting to upgrade vital settings or inadvertently changing something by mishap.
To produce a brand-new automation collection, click the “Add” switch in the upper-right edge of the display. Next off, select the preferred tags and the sources that you intend to back up. You can also set the back-up schedule. The most basic choice is daily with 35 day retention, which will take a snapshot each day and keep it for 35 days.
SM’s plan functions by checking all the marked resources in your collection to see if any of them have actually been changed given that the last backup. If it discovers one, SM takes a new snapshot and checks the changes once more. If it locates an additional change, the earliest snapshot is erased and its information is replicated to the newest one.
The automated snapshot development workflow makes use of a state machine that starts in the CREATION_START state and continuously checks the conditions to make certain that they are fulfilled. When the problems are fulfilled, it relocates to the CREATION_CONDITION_MET state, after that to the CREATION_START state once again. If the conditions are not satisfied, it moves to DELETION_START and afterwards to DELETION_FINISHED states till the snapshot is produced or deleted.