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In a globe of overcrowded software devices, Extendly’s snapshots use an equilibrium of cost, uniqueness and assistance. Each snapshot is crafted for varied operational requirements and incorporates effortlessly with HighLevel CRM to make sure a seamless customer journey.
Quickly reproduce one of the most effective marketing approaches and arrangements for your agency in minutes. This conserves you time, ensures uniformity and helps grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template made to aid you launch a white-labeled software as a service (SaaS) agency quickly. It equips you with a detailed set of devices and features to draw in, nurture and transform introduce clients. This includes a web site, sales funnels, customized kind themes, workflow automation, on the internet schedules for reservation and organizing, and Extendly Social Planner Notification Posts Status.
Set up snapshots are a hassle-free way for agency leaders to keep their customers and stakeholders up-to-date with performance records. It conserves them the time of developing their very own periodic reports or visiting to obtain on-demand data. Instead, they can send out a purposeful performance control panel on a set up basis that’s appropriate to their goals and issues to review in their next evaluation meeting.
When you create a snapshot, all projects, design templates, automations, forms, personalized fields, tags, segments, racking up regulations, pipelines, calls and automated e-mail and text message projects that existed in your sandbox at the moment of development are immediately recorded right into the brand-new account you create from it. In addition, you’ll also have access to any existing pictures that are included in the layout. You can choose to either use or remove the snapshot. When a snapshot is developed, you can import it into various other GoHighlevel accounts using a share link that generates and sends to any kind of address entered in the Emails field.
Small Business Snapshot
The Small Business Snapshot is the perfect method to get your company started. It’s completely automated to make running your little customer accounts a breeze, including an agent website timetable a recall switch, reviews and reference demands, lead capture and e-mail auto-responders, consultation suggestions, lost/inactive customers, no-show workflows, follow-up sequences and even more. It also includes a full agency arrangement and modification in your High Level CRM together 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 assurance for relative economic stability compared to recent years, which is good information for brokers and their customers. The snapshot likewise shows an expanding passion amongst SMBs to get in touch with a PEO partner, which is a superb chance for brokers to assist their small company customers streamline benefits monitoring and add even more worth to the partnership.
This snapshot is an one-time acquisition and just legitimate for use within 1 HighLevel firm account. You are not enabled to gift or resell the snapshot. You can, nonetheless, add it to as lots of sub-accounts within your agency as required. If you’re not pleased with the snapshot, we offer a no-risk, money-back guarantee within 30 days of purchase. Click here for even more details. * Please keep in mind that this snapshot is only offered for use with the GoHighLevel CRM. If you are using another system, please contact us to review options.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your company run smoothly and successfully. It equips you with a powerful toolkit to record leads, automate tasks and convert them right into customers. It likewise includes a detailed video that walks you with the setup procedure.
The snapshot will move the complying with products to a new customer account:
Projects, templates, automations, forms, custom fields, tags, sector problems, scoring rules, pipelines, get in touches with and project reports. Keep in mind that photos from design templates, campaigns and automation emails will certainly not be transferred.
When you are ready to deploy the snapshot, click the Actions food selection in the leading right edge of your firm sight and select Load Snapshot. After that select the client account that you want to pack it right into. You can then apply any one of the settings that you have customized in the snapshot.
You can also use this button to freshen the snapshot. If you created a snapshot and afterwards develop 100 client sub-accounts utilizing it, this will press any updates to all accounts that are connected to the snapshot.
Snapshots are great tools for transferring your GoHighLevel configuration to brand-new and existing client accounts. They conserve you time and effort by reducing the hand-operated actions needed to establish your business’s automations. Extendly stands apart from various other companies by offering comprehensive snapshots that are designed to satisfy the needs of specific markets and usual usage situations. Their SAAS snapshot, small company snapshot, health and fitness snapshot and real estate snapshot are just a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that lets you group related automations with each other. Organizing an Automation Library assists you work with large numbers of automations and stays clear of the risk of neglecting to upgrade vital settings or unintentionally changing something by crash.
To produce a brand-new automation library, click the “Add” switch in the upper-right edge of the display. Next off, choose the wanted tags and the sources that you want to back up. You can also set the backup routine. The simplest option is daily with 35 day retention, which will take a snapshot everyday and keep it for 35 days.
SM’s plan functions by checking all the labelled sources in your cluster to see if any one of them have actually been changed given that the last back-up. If it discovers one, SM takes a brand-new snapshot and checks the adjustments again. If it discovers one more modification, the earliest snapshot is deleted and its data is copied to the newest one.
The automated snapshot creation workflow uses a state machine that starts in the CREATION_START state and continuously checks the problems to ensure that they are satisfied. When the conditions are met, it relocates to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the conditions are not fulfilled, it transfers to DELETION_START and after that to DELETION_FINISHED states till the snapshot is created or deleted.