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In a world of chock-full software application tools, Extendly’s snapshots supply a balance of cost, uniqueness and support. Each snapshot is crafted for diverse functional requirements and incorporates effortlessly with HighLevel CRM to make sure a smooth user journey.
Easily reproduce the most reliable advertising methods and setups for your agency in minutes. This saves you time, ensures consistency and aids grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout developed to assist you launch a white-labeled software application as a service (SaaS) firm fast. It equips you with a comprehensive set of tools and features to bring in, nurture and convert introduce customers. This consists of an internet site, sales funnels, custom-made form design templates, workflow automation, on-line schedules for reservation and organizing, and Extendly Partial Fulfillment For E-commerce.
Arranged snapshots are a convenient means for agency leaders to maintain their customers and stakeholders up-to-date with performance records. It conserves them the moment of building their own regular records or logging in to obtain on-demand data. Rather, they can send out a purposeful performance control panel on a scheduled basis that’s pertinent to their goals and concerns to discuss in their next testimonial conference.
When you produce a snapshot, all projects, design templates, automations, forms, customized fields, tags, sections, racking up guidelines, pipelines, contacts and automated e-mail and text projects that existed in your sandbox presently of creation are automatically caught right into the brand-new account you create from it. On top of that, you’ll also have accessibility to any type of existing photos that are included in the template. You can choose to either use or delete the snapshot. Once a snapshot is produced, you can import it right into various other GoHighlevel accounts utilizing a share web link that produces and sends to any kind of address entered in the Emails field.
Small Company Snapshot
The Small Business Snapshot is the perfect way to get your agency started. It’s fully automated to make running your little client accounts a wind, including an agent site timetable a recall switch, testimonials and referral demands, lead capture and email auto-responders, appointment pointers, lost/inactive customers, no-show workflows, follow-up series and even more. It even includes a full company configuration and personalization in your High Level CRM along 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 reveals pledge for relative economic security compared to recent years, which is excellent information for brokers and their clients. The snapshot additionally suggests an expanding passion amongst SMBs to connect with a PEO partner, which is an excellent chance for brokers to help their small company clients simplify benefits administration 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 enabled to gift or resell the snapshot. You can, nonetheless, add it to as lots of sub-accounts within your company as needed. If you’re not pleased with the snapshot, we provide a no-risk, money-back guarantee within 30 days of acquisition. Click on this link for even more details. * Please keep in mind that this snapshot is only readily available for use with the GoHighLevel CRM. If you are making use of an additional system, please call us to review choices.
Free Agency Snapshot
The Free Agency Snapshot is created to make your company run smoothly and successfully. It equips you with a powerful toolkit to capture leads, automate tasks and transform them right into customers. It additionally consists of a detailed video that walks you via the arrangement procedure.
The snapshot will transfer the complying with items to a new client account:
Projects, themes, automations, types, customized fields, tags, section problems, racking up rules, pipelines, get in touches with and campaign reports. Note that pictures from layouts, projects and automation emails will certainly not be moved.
When you prepare to release the snapshot, click the Actions food selection in the top right corner of your company sight and pick Load Snapshot. After that pick the customer account that you want to pack it right into. You can then use any of the settings that you have customized in the snapshot.
You can likewise utilize this switch to revitalize the snapshot. If you created a snapshot and afterwards produce 100 client sub-accounts utilizing it, this will press any updates to all accounts that are connected to the snapshot.
Snapshots are great tools for moving your GoHighLevel configuration to new and existing client accounts. They save you time and effort by lowering the manual actions needed to set up your business’s automations. Extendly stands apart from various other suppliers by providing thorough snapshots that are created to meet the demands of particular sectors and common use instances. Their SAAS snapshot, small business snapshot, health and fitness snapshot and property snapshot are just a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that allows you group associated automations together. Organizing an Automation Library aids you deal with lots of automations and stays clear of the danger of forgetting to upgrade important settings or mistakenly altering something by accident.
To develop a brand-new automation library, click the “Add” button in the upper-right edge of the screen. Next off, choose the preferred tags and the sources that you intend to back up. You can also set the backup routine. The simplest choice is day-to-day with 35 day retention, which will take a snapshot everyday and keep it for 35 days.
SM’s plan functions by examining all the labelled resources in your collection to see if any of them have actually been modified since the last backup. If it discovers one, SM takes a brand-new snapshot and checks the modifications again. If it discovers an additional change, the oldest snapshot is removed 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 regularly checks the problems to see to it that they are met. When the conditions are met, it transfers to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the conditions are not met, it moves to DELETION_START and after that to DELETION_FINISHED states until the snapshot is produced or deleted.