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In a globe of chock-full software program tools, Extendly’s snapshots use a balance of price, specificity and support. Each snapshot is crafted for diverse functional requirements and incorporates seamlessly with HighLevel CRM to make certain a smooth individual trip.
Conveniently replicate one of the most reliable advertising and marketing strategies and arrangements for your company in minutes. This conserves you time, makes certain uniformity and assists grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme created to aid you launch a white-labeled software as a service (SaaS) company fast. It furnishes you with a detailed collection of tools and functions to attract, nurture and transform introduce clients. This consists of an internet site, sales funnels, custom type templates, workflow automation, on the internet calendars for booking and scheduling, and Extendly Pricing.
Scheduled snapshots are a convenient way for company leaders to keep their customers and stakeholders current with efficiency reports. It conserves them the moment of building their own regular records or logging in to get on-demand data. Instead, they can send a meaningful efficiency dashboard on a set up basis that’s relevant to their objectives and problems to go over in their following review conference.
When you produce a snapshot, all projects, design templates, automations, forms, custom fields, tags, segments, racking up rules, pipelines, get in touches with and automated email and sms message projects that existed in your sandbox at the moment of development are immediately caught right into the new account you develop from it. Furthermore, you’ll additionally have accessibility to any existing pictures that are included in the design template. You can pick to either usage or remove the snapshot. When a snapshot is created, you can import it into other GoHighlevel accounts using a share web link that produces and sends out to any address entered in the Emails field.
Small Company Snapshot
The Small Business Snapshot is the ideal means to obtain your firm began. It’s fully automated to make running your small customer accounts a wind, consisting of a representative internet site schedule a recall button, testimonials and recommendation requests, lead capture and e-mail auto-responders, consultation pointers, lost/inactive clients, no-show workflows, follow-up sequences and even more. It also consists of a full 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 reveals guarantee for relative financial stability contrasted to current years, which is excellent news for brokers and their clients. The snapshot likewise indicates a growing interest among SMBs to connect with a PEO companion, which is a superb opportunity for brokers to aid their small business clients simplify benefits monitoring and add even more value to the partnership.
This snapshot is a single purchase and only valid for usage within 1 HighLevel firm account. You are not permitted to present or re-sell the snapshot. You can, however, add it to as many sub-accounts within your company as needed. If you’re not pleased with the snapshot, we offer a no-risk, money-back warranty within 30 days of purchase. Visit this site for even more details. * Please keep in mind that this snapshot is only readily available for usage with the GoHighLevel CRM. If you are making use of one more system, please call us to go over alternatives.
Free Agency Snapshot
The Free Agency Snapshot is made to make your firm run efficiently and efficiently. It outfits you with a powerful toolkit to capture leads, automate jobs and convert them into customers. It additionally includes a detailed video clip that strolls you through the configuration process.
The snapshot will certainly transfer the adhering to products to a brand-new customer account:
Projects, design templates, automations, types, personalized areas, tags, segment problems, scoring regulations, pipelines, get in touches with and project records. Note that images from layouts, campaigns and automation emails will certainly not be moved.
When you are ready to release the snapshot, click the Actions menu in the top right corner of your company sight and select Load Snapshot. After that pick the client account that you wish to pack it into. You can then use any of the setups that you have actually customized in the snapshot.
You can also use this button to rejuvenate the snapshot. If you developed a snapshot and after that produce 100 client sub-accounts utilizing it, this will push any type of updates to all accounts that are linked to the snapshot.
Snapshots are excellent devices for transferring your GoHighLevel arrangement to brand-new and existing client accounts. They conserve you time and effort by reducing the manual actions called for to set up your business’s automations. Extendly sticks out from other providers by using comprehensive snapshots that are made to meet the demands of certain industries and typical use instances. Their SAAS snapshot, small company snapshot, fitness snapshot and real estate 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 relevant automations together. Organizing an Automation Library assists you deal with large numbers of automations and prevents the risk of forgetting to upgrade vital setups or mistakenly changing something by accident.
To produce a new automation collection, click the “Add” switch in the upper-right edge of the screen. Next, select the preferred tags and the sources that you intend to back up. You can also establish the back-up routine. The most basic choice is day-to-day with 35 day retention, which will take a snapshot every day and keep it for 35 days.
SM’s plan works by inspecting all the identified resources in your collection to see if any of them have been changed given that the last backup. If it locates one, SM takes a brand-new snapshot and checks the adjustments again. If it finds an additional adjustment, the earliest snapshot is deleted and its data is duplicated to the most recent one.
The automated snapshot production workflow makes use of a state device that starts in the CREATION_START state and frequently checks the conditions to ensure that they are met. When the problems are fulfilled, it transfers to the CREATION_CONDITION_MET state, then to the CREATION_START state once again. If the problems are not fulfilled, it moves to DELETION_START and after that to DELETION_FINISHED states up until the snapshot is developed or erased.