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In a globe of jammed software devices, Extendly’s snapshots offer an equilibrium of price, uniqueness and support. Each snapshot is crafted for varied functional requirements and integrates perfectly with HighLevel CRM to make sure a smooth user journey.
Easily duplicate one of the most effective advertising and marketing strategies and configurations for your agency in minutes. This conserves you time, makes certain consistency and helps grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template made to help you launch a white-labeled software application as a service (SaaS) company quick. It equips you with a comprehensive set of tools and functions to attract, nurture and transform introduce clients. This consists of a site, sales funnels, personalized form templates, workflow automation, online schedules for reservation and scheduling, and Extendly Real Estate Snapshot.
Scheduled snapshots are a convenient method for agency leaders to maintain their clients and stakeholders updated with efficiency reports. It saves them the moment of building their own periodic records or visiting to get on-demand information. Instead, they can send out a purposeful performance control panel on a set up basis that’s pertinent to their goals and problems to go over in their next testimonial meeting.
When you produce a snapshot, all campaigns, layouts, automations, types, custom fields, tags, sections, racking up regulations, pipelines, get in touches with and automated e-mail and text message projects that existed in your sandbox at the moment of development are instantly caught into the brand-new account you create from it. Furthermore, you’ll also have accessibility to any kind of existing pictures that are included in the layout. You can choose to either usage or erase the snapshot. When a snapshot is produced, you can import it right into other GoHighlevel accounts utilizing a share link that generates and sends out to any kind of address entered in the Emails area.
Small Company Snapshot
The Small Business Snapshot is the perfect means to obtain your firm started. It’s completely automated to make running your little customer accounts a breeze, consisting of a representative site timetable a recall button, testimonials and referral demands, lead capture and e-mail auto-responders, consultation suggestions, lost/inactive customers, no-show workflows, follow-up series and even more. It even includes a full agency arrangement and modification 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 shows pledge for relative economic security compared to recent years, which is great information for brokers and their clients. The snapshot also suggests a growing interest amongst SMBs to get in touch with a PEO partner, which is an outstanding chance for brokers to aid their small company customers simplify advantages administration and include even more value to the connection.
This snapshot is an one-time purchase and only valid for use within 1 HighLevel firm account. You are not enabled to present or market the snapshot. You can, however, add it to as several sub-accounts within your agency as required. If you’re not satisfied with the snapshot, we offer a no-risk, money-back guarantee within 30 days of purchase. Click here for more details. * Please keep in mind that this snapshot is only available for use with the GoHighLevel CRM. If you are utilizing one more system, please contact us to go over choices.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your firm run efficiently and successfully. It furnishes you with a powerful toolkit to record leads, automate tasks and transform them right into customers. It additionally consists of a detailed video clip that strolls you via the setup procedure.
The snapshot will move the following items to a new client account:
Campaigns, layouts, automations, types, custom-made fields, tags, sector problems, scoring guidelines, pipelines, calls and campaign reports. Keep in mind that pictures from themes, campaigns and automation e-mails will certainly not be transferred.
When you are ready to deploy the snapshot, click the Actions menu in the top right edge of your firm view and select Load Snapshot. After that choose the customer account that you wish to pack it into. You can then use any one of the setups that you have actually changed in the snapshot.
You can additionally utilize this button to refresh the snapshot. If you produced a snapshot and after that create 100 client sub-accounts utilizing it, this will press any kind of updates to all accounts that are linked to the snapshot.
Snapshots are excellent devices for transferring your GoHighLevel configuration to brand-new and existing customer accounts. They conserve you time and effort by decreasing the manual steps called for to establish your business’s automations. Extendly stands out from other service providers by offering thorough snapshots that are designed to satisfy the requirements of details industries and usual usage cases. Their SAAS snapshot, local business snapshot, fitness snapshot and realty snapshot are just a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is a company device that lets you team relevant automations together. Organizing an Automation Library aids you deal with great deals of automations and stays clear of the threat of failing to remember to update vital setups or inadvertently changing something by mishap.
To create a brand-new automation collection, click the “Add” button in the upper-right edge of the display. Next, select the desired tags and the resources that you want to support. You can additionally set the backup routine. The easiest choice is day-to-day with 35 day retention, which will certainly take a snapshot on a daily basis and keep it for 35 days.
SM’s policy functions by checking all the marked 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 discovers an additional modification, the oldest snapshot is erased and its information is copied to the latest one.
The automated snapshot creation workflow makes use of a state device that begins in the CREATION_START state and constantly checks the conditions to make sure that they are satisfied. When the problems are satisfied, it moves 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 then to DELETION_FINISHED states until the snapshot is produced or deleted.