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In a world of overcrowded software tools, Extendly’s snapshots provide a balance of price, uniqueness and support. Each snapshot is crafted for varied functional needs and incorporates effortlessly with HighLevel CRM to make sure a seamless customer trip.
Conveniently reproduce the most efficient advertising techniques and setups for your company in mins. This conserves you time, ensures consistency and aids grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme developed to assist you launch a white-labeled software as a solution (SaaS) agency quickly. It outfits you with a comprehensive set of devices and features to draw in, support and convert introduce customers. This consists of a site, sales funnels, customized type templates, workflow automation, online calendars for reservation and scheduling, and Extendly Payment Links.
Set up snapshots are a practical means for firm leaders to keep their clients and stakeholders current with efficiency reports. It conserves them the time of building their own routine reports or visiting to obtain on-demand information. Rather, they can send a significant efficiency dashboard on an arranged basis that’s relevant to their objectives and problems to discuss in their following review meeting.
When you develop a snapshot, all campaigns, themes, automations, forms, custom fields, tags, sections, scoring guidelines, pipelines, calls and automated email and sms message projects that existed in your sandbox right now of creation are instantly captured into the new account you create from it. In addition, you’ll additionally have access to any type of existing photos that are consisted of in the design template. You can select to either use or delete the snapshot. When a snapshot is produced, you can import it right into other GoHighlevel accounts using a share link that generates and sends to any address entered in the Emails field.
Small Company Snapshot
The Small Business Snapshot is the best method to obtain your firm started. It’s fully automated to make running your tiny client accounts a wind, including an agent web site timetable a call back button, evaluations and recommendation demands, lead capture and email auto-responders, visit tips, lost/inactive customers, no-show workflows, follow-up sequences and even more. It even includes a full company configuration and modification in your High Level CRM along with hands-on training and 6 months of FREE assistance gain access to.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows assurance for loved one financial stability compared to current years, which is good information for brokers and their customers. The snapshot likewise suggests an expanding interest amongst SMBs to connect with a PEO companion, which is an outstanding possibility for brokers to aid their local business customers improve benefits administration and add more worth to the relationship.
This snapshot is a single acquisition and just valid for usage within 1 HighLevel company account. You are not permitted to present or resell the snapshot. You can, nonetheless, include it to as many sub-accounts within your firm as needed. If you’re not pleased with the snapshot, we offer a no-risk, money-back assurance within 30 days of acquisition. Click on this link for more details. * Please keep in mind that this snapshot is just available for use with the GoHighLevel CRM. If you are making use of one more system, please contact us to discuss options.
Free Agency Snapshot
The Free Agency Snapshot is made to make your agency run smoothly and successfully. It equips you with an effective toolkit to capture leads, automate tasks and convert them right into clients. It likewise consists of a detailed video clip that strolls you with the configuration process.
The snapshot will move the following things to a brand-new client account:
Projects, themes, automations, types, customized fields, tags, section conditions, racking up policies, pipelines, contacts and project reports. Note that pictures from layouts, campaigns and automation emails will certainly not be transferred.
When you prepare to deploy the snapshot, click the Actions food selection in the leading right edge of your agency sight and choose Load Snapshot. After that select the client account that you wish to load it right into. You can then use any one of the settings that you have actually customized in the snapshot.
You can also utilize this button to freshen the snapshot. If you developed a snapshot and afterwards produce 100 client sub-accounts utilizing it, this will press any updates to all accounts that are attached to the snapshot.
Snapshots are great tools for moving your GoHighLevel setup to new and existing client accounts. They conserve you time and effort by decreasing the hand-operated actions needed to set up your business’s automations. Extendly sticks out from other service providers by using thorough snapshots that are developed to fulfill the requirements of details industries and typical use cases. Their SAAS snapshot, local business snapshot, health and fitness snapshot and property snapshot are simply a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that allows you group related automations with each other. Organizing an Automation Library aids you work with great deals of automations and prevents the risk of neglecting to update important setups or unintentionally changing something by crash.
To create a new automation collection, click the “Add” switch in the upper-right edge of the display. Next, pick the preferred tags and the resources that you want to back up. You can additionally set the back-up timetable. The most basic option is everyday with 35 day retention, which will take a snapshot daily and maintain it for 35 days.
SM’s policy works by examining all the marked resources in your cluster to see if any of them have actually been changed because the last back-up. If it finds one, SM takes a new snapshot and checks the modifications again. If it locates one more change, the oldest snapshot is erased and its information is duplicated to the latest one.
The automated snapshot development workflow uses a state device that begins in the CREATION_START state and regularly checks the conditions to see to it that they are satisfied. When the problems are met, it moves to the CREATION_CONDITION_MET state, after that to the CREATION_START state once again. If the conditions are not fulfilled, it moves to DELETION_START and afterwards to DELETION_FINISHED states till the snapshot is produced or removed.