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In a globe of jammed software tools, Extendly’s snapshots supply a balance of cost, uniqueness and support. Each snapshot is crafted for varied operational requirements and incorporates flawlessly with HighLevel CRM to guarantee a smooth user journey.
Easily duplicate one of the most efficient advertising methods and arrangements for your company in minutes. This saves you time, makes certain consistency and helps grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout created to assist you launch a white-labeled software application as a service (SaaS) agency quick. It furnishes you with a comprehensive collection of devices and features to draw in, nurture and transform introduce clients. This includes a web site, sales funnels, customized form design templates, workflow automation, on-line schedules for reservation and scheduling, and Extendly Mobile Invoice Payment Recording.
Arranged snapshots are a practical way for firm leaders to maintain their customers and stakeholders current with performance records. It saves them the moment of developing their own periodic reports or visiting to get on-demand information. Instead, they can send out a significant performance dashboard on a scheduled basis that’s appropriate to their objectives and issues to discuss in their next testimonial meeting.
When you create a snapshot, all campaigns, templates, automations, forms, customized fields, tags, sectors, racking up regulations, pipelines, get in touches with and automated e-mail and text message campaigns that existed in your sandbox at the moment of development are automatically captured into the brand-new account you create from it. In addition, you’ll likewise have access to any type of existing photos that are included in the design template. You can select to either use or delete the snapshot. Once a snapshot is developed, 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.
Local Business Snapshot
The Small Business Snapshot is the best way to get your firm began. It’s fully automated to make running your little customer accounts a breeze, consisting of a representative site timetable a call back switch, evaluations and referral demands, lead capture and e-mail auto-responders, appointment reminders, lost/inactive customers, no-show workflows, follow-up sequences and more. It also includes a full firm arrangement and personalization in your High Level CRM together with hands-on training and 6 months of FREE support gain access to.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows guarantee for loved one financial security compared to current years, which is great news for brokers and their customers. The snapshot likewise suggests an expanding rate of interest among SMBs to connect with a PEO companion, which is a superb chance for brokers to assist their small company clients streamline advantages administration and include even more worth to the relationship.
This snapshot is an one-time acquisition and only legitimate for usage within 1 HighLevel agency account. You are not enabled to gift or market the snapshot. You can, however, include it to as many sub-accounts within your company as required. If you’re not satisfied with the snapshot, we offer a no-risk, money-back warranty within 30 days of purchase. Click here for even more details. * Please keep in mind that this snapshot is only offered for usage with the GoHighLevel CRM. If you are using another system, please contact us to go over alternatives.
Free Agency Snapshot
The Free Agency Snapshot is created to make your company run efficiently and successfully. It furnishes you with a powerful toolkit to catch leads, automate tasks and convert them into clients. It also consists of a detailed video clip that strolls you through the configuration procedure.
The snapshot will move the adhering to things to a new customer account:
Projects, design templates, automations, forms, custom areas, tags, segment conditions, scoring rules, pipelines, contacts and campaign reports. Keep in mind that images from templates, campaigns and automation e-mails will not be transferred.
When you prepare to deploy the snapshot, click the Actions menu in the top right edge of your agency view and select Load Snapshot. Then pick the customer account that you wish to load it into. You can after that apply any one of the setups that you have modified in the snapshot.
You can likewise use this switch to revitalize the snapshot. If you developed a snapshot and then develop 100 customer sub-accounts using it, this will certainly press any updates to all accounts that are attached to the snapshot.
Snapshots are fantastic tools for moving your GoHighLevel setup to new and existing customer accounts. They conserve you effort and time by reducing the manual actions required to establish your business’s automations. Extendly stands apart from various other service providers by supplying detailed snapshots that are designed to meet the demands of specific sectors and typical usage situations. Their SAAS snapshot, local business snapshot, health and fitness snapshot and realty snapshot are just a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that lets you team relevant automations with each other. Organizing an Automation Library assists you collaborate with great deals of automations and prevents the danger of neglecting to update crucial setups or mistakenly transforming something by accident.
To develop a brand-new automation library, click the “Add” button in the upper-right edge of the display. Next off, choose the wanted tags and the resources that you intend to back up. You can also establish the backup routine. The most basic option is day-to-day with 35 day retention, which will take a snapshot each day and keep it for 35 days.
SM’s plan works by inspecting all the marked sources in your collection to see if any of them have actually been customized since the last back-up. If it discovers one, SM takes a brand-new snapshot and checks the changes once more. If it locates one more adjustment, the oldest snapshot is erased and its data is copied to the most recent one.
The automated snapshot production workflow uses a state maker that starts in the CREATION_START state and continuously checks the conditions to make sure that they are satisfied. When the problems are met, it transfers to the CREATION_CONDITION_MET state, after that to the CREATION_START state again. If the problems are not met, it moves to DELETION_START and then to DELETION_FINISHED states up until the snapshot is created or deleted.