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In a globe of chock-full software application tools, Extendly’s snapshots offer an equilibrium of price, uniqueness and support. Each snapshot is crafted for diverse functional requirements and incorporates perfectly with HighLevel CRM to ensure a seamless individual trip.
Conveniently reproduce the most reliable marketing methods and setups for your company in mins. This saves you time, guarantees uniformity and assists grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme created to help you launch a white-labeled software as a solution (SaaS) firm quick. It furnishes you with a thorough set of tools and functions to attract, nurture and transform leads into clients. This consists of a site, sales funnels, custom form templates, workflow automation, on-line calendars for reservation and organizing, and Extendly Services.
Scheduled snapshots are a practical means for company leaders to keep their customers and stakeholders updated with efficiency reports. It conserves them the time of building their very own regular reports or logging in to get on-demand information. Instead, they can send out a meaningful efficiency control panel on a scheduled basis that’s relevant to their goals and concerns to discuss in their following evaluation conference.
When you produce a snapshot, all campaigns, layouts, automations, forms, custom fields, tags, segments, scoring policies, pipelines, calls and automated email and text message campaigns that existed in your sandbox presently of production are immediately caught into the new account you produce from it. On top of that, you’ll likewise have access to any kind of existing images that are consisted of in the template. You can choose to either use or erase the snapshot. As soon as a snapshot is created, you can import it right into various other GoHighlevel accounts utilizing a share web link that generates and sends out to any kind of address entered in the Emails field.
Small Company Snapshot
The Small Business Snapshot is the perfect method to obtain your company started. It’s fully automated to make running your small customer accounts a wind, consisting of a representative website schedule a recall button, testimonials and recommendation requests, lead capture and e-mail auto-responders, visit suggestions, lost/inactive clients, no-show workflows, follow-up series and even more. It also consists of a full company configuration and personalization 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 reveals pledge for family member financial stability compared to current years, which is excellent news for brokers and their clients. The snapshot likewise shows an expanding rate of interest among SMBs to get in touch with a PEO companion, which is an excellent chance for brokers to assist their local business clients simplify benefits management and include even more worth to the connection.
This snapshot is a single purchase and just legitimate for use within 1 HighLevel company account. You are not enabled to gift or resell the snapshot. You can, nonetheless, include it to as lots of sub-accounts within your company as needed. If you’re not pleased with the snapshot, we provide a no-risk, money-back assurance within 30 days of acquisition. Go here for even more information. * Please keep in mind that this snapshot is only available for usage with the GoHighLevel CRM. If you are making use of another system, please contact us to go over choices.
Free Agency Snapshot
The Free Agency Snapshot is created to make your company run efficiently and efficiently. It outfits you with a powerful toolkit to catch leads, automate jobs and convert them into clients. It likewise consists of a detailed video that strolls you via the arrangement process.
The snapshot will transfer the complying with products to a brand-new client account:
Projects, themes, automations, types, personalized fields, tags, sector problems, scoring guidelines, pipelines, contacts and project reports. Note that photos from design templates, campaigns and automation emails will not be transferred.
When you prepare to release the snapshot, click the Actions food selection in the top right corner of your agency sight and select Load Snapshot. After that choose the customer account that you wish to fill it into. You can after that use any of the settings that you have customized in the snapshot.
You can also use this button to refresh the snapshot. If you produced a snapshot and afterwards create 100 client sub-accounts using it, this will certainly press any updates to all accounts that are connected to the snapshot.
Snapshots are wonderful tools for transferring your GoHighLevel configuration to brand-new and existing client accounts. They conserve you effort and time by minimizing the hand-operated actions needed to establish your business’s automations. Extendly sticks out from various other carriers by using extensive snapshots that are made to fulfill the requirements of certain markets and typical usage instances. Their SAAS snapshot, small business snapshot, fitness snapshot and property snapshot are just a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization device that allows you team related automations with each other. Organizing an Automation Library aids you deal with large numbers of automations and prevents the risk of forgetting to update crucial settings or accidentally altering something by accident.
To produce a new automation collection, click the “Add” button in the upper-right corner of the display. Next, choose the wanted tags and the sources that you intend to back up. You can also set the back-up schedule. The simplest option is everyday with 35 day retention, which will certainly take a snapshot everyday and keep it for 35 days.
SM’s plan functions by examining all the tagged resources in your cluster to see if any of them have been modified considering that the last backup. If it finds one, SM takes a new snapshot and checks the modifications once again. If it locates an additional adjustment, the earliest snapshot is erased and its information is copied to the most recent one.
The automated snapshot development workflow makes use of a state equipment that begins in the CREATION_START state and frequently checks the problems to ensure that they are satisfied. When the conditions are met, it moves to the CREATION_CONDITION_MET state, after that to the CREATION_START state once more. If the conditions are not satisfied, it relocates to DELETION_START and after that to DELETION_FINISHED states until the snapshot is created or erased.