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In a globe of overcrowded software tools, Extendly’s snapshots use an equilibrium of price, uniqueness and support. Each snapshot is crafted for varied operational needs and integrates effortlessly with HighLevel CRM to make sure a smooth user journey.
Easily duplicate one of the most reliable advertising and marketing methods and configurations for your company in mins. This saves you time, makes sure consistency and aids grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme developed to assist you launch a white-labeled software application as a service (SaaS) company fast. It equips you with a comprehensive set of devices and functions to bring in, support and transform leads into clients. This includes a web site, sales funnels, customized kind themes, workflow automation, online schedules for reservation and organizing, and Extendly SaaS in a Box.
Arranged snapshots are a hassle-free means for agency leaders to keep their clients and stakeholders current with performance records. It saves them the moment of constructing their very own periodic reports or visiting to obtain on-demand data. Rather, they can send out a meaningful efficiency dashboard on an arranged basis that’s pertinent to their goals and problems to talk about in their next testimonial meeting.
When you create a snapshot, all projects, templates, automations, kinds, custom-made fields, tags, sections, scoring guidelines, pipelines, calls and automated e-mail and text projects that existed in your sandbox presently of development are immediately caught right into the brand-new account you develop from it. In addition, you’ll also have accessibility to any kind of existing photos that are included in the design template. You can pick to either usage or erase the snapshot. Once a snapshot is produced, you can import it right into various other GoHighlevel accounts using 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 excellent method to get your firm began. It’s totally automated to make running your small client accounts a breeze, including an agent site timetable a call back button, testimonials and referral demands, lead capture and e-mail auto-responders, visit suggestions, lost/inactive clients, no-show workflows, follow-up sequences and 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 support accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows pledge for loved one financial security compared to recent years, which is excellent news for brokers and their customers. The snapshot additionally shows an expanding interest amongst SMBs to connect with a PEO companion, which is a superb chance for brokers to help their small business clients improve benefits monitoring and add more worth to the partnership.
This snapshot is a single purchase and just legitimate for use within 1 HighLevel agency account. You are not permitted to gift or market the snapshot. You can, however, include it to as numerous sub-accounts within your agency as required. If you’re not satisfied with the snapshot, we offer a no-risk, money-back assurance within 30 days of purchase. Visit this site for even more details. * Please note that this snapshot is only readily available for use with the GoHighLevel CRM. If you are making use of one more system, please contact us to talk about alternatives.
Free Agency Snapshot
The Free Agency Snapshot is made to make your agency run efficiently and efficiently. It equips you with a powerful toolkit to catch leads, automate tasks and convert them right into clients. It additionally consists of a step-by-step video clip that walks you with the configuration procedure.
The snapshot will certainly transfer the following items to a brand-new customer account:
Campaigns, templates, automations, types, custom-made areas, tags, sector problems, racking up regulations, pipelines, calls and project reports. Keep in mind that photos from layouts, projects and automation emails will not be transferred.
When you prepare to release the snapshot, click the Actions food selection in the top right edge of your agency view and select Load Snapshot. After that pick the client account that you wish to fill it into. You can then use any one of the settings that you have actually modified in the snapshot.
You can also use this switch to rejuvenate the snapshot. If you developed a snapshot and then create 100 customer sub-accounts using it, this will certainly press any type of updates to all accounts that are attached to the snapshot.
Snapshots are fantastic tools for transferring your GoHighLevel configuration to new and existing customer accounts. They save you time and effort by reducing the hand-operated actions required to set up your business’s automations. Extendly stands out from various other service providers by offering detailed snapshots that are made to satisfy the needs of specific markets and typical usage cases. Their SAAS snapshot, small business snapshot, physical fitness snapshot and realty snapshot are simply a few instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that lets you group relevant automations with each other. Organizing an Automation Library helps you work with great deals of automations and stays clear of the danger of forgetting to upgrade crucial setups or unintentionally changing something by crash.
To develop a new automation library, click the “Add” switch in the upper-right edge of the display. Next, select the desired tags and the sources that you intend to support. You can likewise establish the backup timetable. The most basic option is day-to-day with 35 day retention, which will certainly take a snapshot every day and maintain it for 35 days.
SM’s policy works by inspecting all the marked resources in your cluster to see if any of them have actually been changed considering that the last backup. If it locates one, SM takes a new snapshot and checks the changes once more. If it finds an additional adjustment, the earliest snapshot is deleted and its data is copied to the newest one.
The automated snapshot creation workflow uses a state equipment that begins in the CREATION_START state and frequently checks the conditions to make certain that they are fulfilled. When the conditions are met, it transfers to the CREATION_CONDITION_MET state, then to the CREATION_START state once more. If the conditions are not satisfied, it transfers to DELETION_START and after that to DELETION_FINISHED states up until the snapshot is created or erased.