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In a world of chock-full software program tools, Extendly’s snapshots offer an equilibrium of price, uniqueness and assistance. Each snapshot is crafted for varied operational needs and incorporates seamlessly with HighLevel CRM to ensure a seamless individual journey.
Easily duplicate the most efficient marketing methods 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 theme designed to aid you launch a white-labeled software as a service (SaaS) firm quick. It furnishes you with an extensive collection of devices and features to draw in, support and transform leads into clients. This consists of an internet site, sales funnels, customized type themes, workflow automation, online calendars for reservation and scheduling, and Extendly Plus Live Chat Support.
Set up snapshots are a convenient way for firm leaders to maintain their clients and stakeholders up-to-date with efficiency reports. It conserves them the moment of constructing their own routine records or visiting to get on-demand information. Instead, they can send out a purposeful performance dashboard on a scheduled basis that’s pertinent to their objectives and issues to go over in their following review meeting.
When you produce a snapshot, all campaigns, design templates, automations, types, custom-made fields, tags, segments, scoring regulations, pipelines, calls and automated email and text message projects that existed in your sandbox currently of creation are automatically captured into the new account you create from it. Furthermore, you’ll likewise have accessibility to any type of existing pictures that are included in the design template. You can pick to either use or remove the snapshot. When a snapshot is created, you can import it right into other GoHighlevel accounts utilizing a share web link that generates 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 company began. It’s fully automated to make running your little client accounts a wind, consisting of a representative internet site routine a recall button, reviews and recommendation requests, lead capture and e-mail auto-responders, visit reminders, lost/inactive customers, no-show workflows, follow-up series and even more. It also includes a complete firm arrangement 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 guarantee for relative economic security compared to recent years, which is good information for brokers and their customers. The snapshot also indicates a growing rate of interest amongst SMBs to connect with a PEO companion, which is an exceptional opportunity for brokers to help their small company customers streamline advantages management and add more worth to the connection.
This snapshot is an one-time acquisition and just legitimate for usage within 1 HighLevel company account. You are not permitted to present or market the snapshot. You can, however, add it to as many sub-accounts within your agency as needed. If you’re not satisfied with the snapshot, we offer a no-risk, money-back assurance within 30 days of purchase. Click here for more details. * Please keep in mind that this snapshot is just offered for use with the GoHighLevel CRM. If you are utilizing an additional system, please contact us to discuss choices.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your agency run efficiently and effectively. It furnishes you with a powerful toolkit to record leads, automate jobs and transform them into clients. It likewise includes a step-by-step video clip that walks you through the arrangement process.
The snapshot will certainly transfer the following products to a new customer account:
Campaigns, design templates, automations, types, customized fields, tags, section conditions, racking up guidelines, pipelines, get in touches with and project records. Note that pictures from design templates, projects and automation emails will not be moved.
When you prepare to release the snapshot, click the Actions menu in the leading right edge of your agency sight and select Load Snapshot. Then pick the client account that you want to fill it right into. You can then apply any of the settings that you have actually changed in the snapshot.
You can also utilize this button to refresh the snapshot. If you developed a snapshot and afterwards create 100 client sub-accounts using it, this will press any updates to all accounts that are connected to the snapshot.
Snapshots are excellent devices for transferring your GoHighLevel arrangement to new and existing customer accounts. They conserve you effort and time by decreasing the hands-on actions needed to set up your business’s automations. Extendly sticks out from various other companies by using detailed snapshots that are developed to satisfy the needs of certain sectors and typical use instances. Their SAAS snapshot, small company snapshot, fitness snapshot and property snapshot are just a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is a company device that allows you team relevant automations with each other. Organizing an Automation Library helps you work with large numbers of automations and stays clear of the risk of forgetting to upgrade vital settings or mistakenly changing something by accident.
To create a new automation collection, click the “Add” switch in the upper-right corner of the display. Next, pick the wanted tags and the resources that you wish to support. You can additionally establish the back-up timetable. The most basic option is daily with 35 day retention, which will certainly take a snapshot daily and keep it for 35 days.
SM’s policy functions by checking all the tagged sources in your cluster to see if any of them have actually been modified given that the last back-up. If it locates one, SM takes a brand-new snapshot and checks the modifications once again. If it locates one more adjustment, the earliest snapshot is removed and its data is duplicated to the latest one.
The automated snapshot creation workflow makes use of a state equipment that starts in the CREATION_START state and regularly checks the problems to make certain that they are satisfied. When the problems are met, it relocates to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the problems are not satisfied, it relocates to DELETION_START and afterwards to DELETION_FINISHED states until the snapshot is produced or removed.