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In a world of chock-full software tools, Extendly’s snapshots supply an equilibrium of affordability, uniqueness and support. Each snapshot is crafted for diverse operational demands and incorporates perfectly with HighLevel CRM to guarantee a seamless customer journey.
Easily duplicate the most reliable marketing methods and setups for your agency in minutes. This conserves you time, guarantees uniformity and helps grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme developed to aid you launch a white-labeled software as a solution (SaaS) company quickly. It equips you with a detailed set of tools and attributes to bring in, support and transform introduce customers. This includes a web site, sales funnels, personalized kind themes, workflow automation, online schedules for booking and scheduling, and Extendly Source Filter.
Arranged snapshots are a hassle-free means for firm leaders to maintain their customers and stakeholders current with efficiency reports. It conserves them the moment of building their very own routine reports or visiting to get on-demand data. Instead, they can send a significant performance dashboard on a scheduled basis that’s relevant to their goals and problems to discuss in their following review conference.
When you develop a snapshot, all projects, layouts, automations, kinds, custom areas, tags, segments, scoring regulations, pipelines, get in touches with and automated e-mail and text message projects that existed in your sandbox presently of development are automatically caught right into the new account you create from it. Additionally, you’ll additionally have accessibility to any kind of existing photos that are consisted of in the design template. You can pick to either use or delete the snapshot. When a snapshot is developed, you can import it right into other GoHighlevel accounts using a share web link that produces and sends to any type of address entered in the Emails field.
Local Business Snapshot
The Small Business Snapshot is the best means to obtain your company started. It’s completely automated to make running your small customer accounts a wind, including an agent website schedule a call back switch, reviews and recommendation 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 complete agency setup and customization in your High Level CRM along with hands-on training and 6 months of FREE support access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals guarantee for loved one financial security contrasted to current years, which is good news for brokers and their customers. The snapshot likewise indicates a growing interest amongst SMBs to connect with a PEO companion, which is an excellent possibility for brokers to assist their small company customers streamline advantages monitoring and add even more worth to the relationship.
This snapshot is an one-time purchase and only valid for usage within 1 HighLevel agency account. You are not permitted to present or resell the snapshot. You can, nevertheless, include it to as numerous sub-accounts within your firm as required. If you’re not pleased with the snapshot, we offer a no-risk, money-back guarantee within 30 days of purchase. Visit this site for even more information. * Please keep in mind that this snapshot is only available for usage with the GoHighLevel CRM. If you are using another system, please contact us to talk about alternatives.
Free Agency Snapshot
The Free Agency Snapshot is created to make your company run smoothly and successfully. It equips you with an effective toolkit to catch leads, automate tasks and transform them into customers. It also includes a detailed video that strolls you via the setup process.
The snapshot will certainly move the following items to a new customer account:
Projects, templates, automations, kinds, custom areas, tags, segment problems, scoring policies, pipelines, calls and campaign reports. Keep in mind that images from templates, campaigns and automation emails will certainly not be transferred.
When you prepare to deploy the snapshot, click the Actions food selection in the top right corner of your firm view and pick Load Snapshot. Then select the customer account that you wish to pack it right into. You can after that use any of the settings that you have changed in the snapshot.
You can additionally utilize this button to revitalize the snapshot. If you created a snapshot and afterwards create 100 client sub-accounts utilizing it, this will press any updates to all accounts that are connected to the snapshot.
Snapshots are excellent tools for transferring your GoHighLevel setup to new and existing customer accounts. They conserve you effort and time by minimizing the hand-operated actions needed to set up your business’s automations. Extendly stands apart from various other carriers by using comprehensive snapshots that are developed to meet the demands of certain sectors and common usage situations. Their SAAS snapshot, small company snapshot, physical fitness snapshot and property snapshot are simply a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that lets you group relevant automations together. Organizing an Automation Library aids you deal with lots of automations and stays clear of the danger of forgetting to upgrade important settings or accidentally altering something by mishap.
To develop a brand-new automation collection, click the “Add” switch in the upper-right corner of the display. Next off, pick the preferred tags and the sources that you intend to support. You can likewise establish the back-up schedule. The most basic option is daily with 35 day retention, which will certainly take a snapshot on a daily basis and maintain it for 35 days.
SM’s plan works by checking all the identified sources in your collection to see if any of them have actually been changed since the last backup. If it locates one, SM takes a new snapshot and checks the changes once more. If it discovers an additional change, the earliest snapshot is erased and its data is copied to the newest one.
The automated snapshot development workflow uses a state device that starts in the CREATION_START state and continuously checks the problems to see to it that they are satisfied. When the conditions are satisfied, it transfers to the CREATION_CONDITION_MET state, after that to the CREATION_START state once again. If the conditions are not fulfilled, it relocates to DELETION_START and then to DELETION_FINISHED states until the snapshot is created or removed.