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In a globe of jammed software devices, Extendly’s snapshots provide a balance of cost, specificity and support. Each snapshot is crafted for varied operational needs and incorporates seamlessly with HighLevel CRM to guarantee a seamless customer trip.
Easily duplicate one of the most effective marketing approaches and setups for your company in minutes. This saves you time, guarantees uniformity and assists grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout created to aid you launch a white-labeled software as a service (SaaS) company quickly. It outfits you with an extensive collection of devices and attributes to draw in, nurture and convert introduce clients. This consists of a site, sales funnels, custom-made type templates, workflow automation, on-line schedules for booking and scheduling, and Extendly Membership Area.
Scheduled snapshots are a hassle-free way for firm leaders to keep their clients and stakeholders current with efficiency reports. It conserves them the moment of developing their own regular reports or visiting to get on-demand data. Rather, they can send a meaningful performance dashboard on a set up basis that’s relevant to their objectives and issues to review in their following evaluation meeting.
When you produce a snapshot, all projects, themes, automations, forms, custom fields, tags, sections, racking up regulations, pipelines, get in touches with and automated email and text message projects that existed in your sandbox currently of development are automatically recorded into the new account you develop from it. Additionally, you’ll likewise have accessibility to any type of existing images that are included in the template. You can choose to either use or erase the snapshot. When a snapshot is produced, you can import it right into various other GoHighlevel accounts using a share link that generates and sends to any address entered in the Emails field.
Local Business Snapshot
The Small Business Snapshot is the best means to get your agency started. It’s completely automated to make running your small client accounts a wind, consisting of a representative internet site timetable a call back button, testimonials and reference demands, lead capture and email auto-responders, visit tips, lost/inactive customers, no-show workflows, follow-up series and even more. It also includes a complete agency configuration and customization in your High Level CRM along with hands-on training and 6 months of FREE assistance access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows guarantee for relative economic security contrasted to current years, which is excellent information for brokers and their clients. The snapshot likewise suggests an expanding passion amongst SMBs to get in touch with a PEO partner, which is an outstanding possibility for brokers to aid their local business customers improve benefits monitoring and add more value to the connection.
This snapshot is an one-time acquisition and only legitimate for use within 1 HighLevel firm account. You are not allowed to present or re-sell the snapshot. You can, nevertheless, add it to as lots of sub-accounts within your company as needed. If you’re not satisfied with the snapshot, we provide a no-risk, money-back assurance within 30 days of acquisition. Visit this site for more details. * Please keep in mind that this snapshot is only readily available for usage with the GoHighLevel CRM. If you are utilizing one more system, please contact us to review alternatives.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your firm run efficiently and efficiently. It equips you with an effective toolkit to record leads, automate jobs and convert them right into customers. It additionally includes a step-by-step video clip that walks you via the configuration procedure.
The snapshot will certainly move the complying with items to a brand-new client account:
Projects, templates, automations, forms, custom areas, tags, sector problems, racking up rules, pipelines, get in touches with and campaign records. Note that photos from layouts, campaigns and automation emails will certainly not be moved.
When you are ready to deploy the snapshot, click the Actions menu in the leading right corner of your company sight and pick Load Snapshot. Then choose the customer account that you wish to pack it right into. You can then apply any of the setups that you have customized in the snapshot.
You can likewise utilize this button to rejuvenate the snapshot. If you created a snapshot and after that develop 100 client sub-accounts using it, this will certainly press any type of updates to all accounts that are linked to the snapshot.
Snapshots are great tools for transferring your GoHighLevel setup to new and existing client accounts. They conserve you time and effort by decreasing the manual actions needed to establish your business’s automations. Extendly attracts attention from various other companies by offering thorough snapshots that are made to satisfy the demands of details markets and usual use cases. Their SAAS snapshot, small company snapshot, fitness snapshot and real estate snapshot are just a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is a company device that lets you team related automations with each other. Organizing an Automation Library aids you deal with lots of automations and avoids the threat of failing to remember to upgrade important setups or accidentally altering something by mishap.
To develop a brand-new automation collection, click the “Add” switch in the upper-right corner of the display. Next off, pick the preferred tags and the resources that you wish to support. You can additionally set the backup schedule. The most basic choice is everyday with 35 day retention, which will take a snapshot every day and maintain it for 35 days.
SM’s policy functions by examining all the identified sources in your cluster to see if any of them have been changed given that the last backup. If it finds one, SM takes a brand-new snapshot and checks the changes again. If it locates one more modification, the oldest snapshot is removed and its data is replicated to the newest one.
The automated snapshot creation workflow makes use of a state equipment that starts in the CREATION_START state and frequently checks the problems to make sure that they are fulfilled. When the conditions are satisfied, it transfers to the CREATION_CONDITION_MET state, then to the CREATION_START state once more. If the conditions are not met, it transfers to DELETION_START and after that to DELETION_FINISHED states until the snapshot is produced or erased.