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In a world of overcrowded software devices, Extendly’s snapshots provide an equilibrium of price, uniqueness and assistance. Each snapshot is crafted for diverse operational needs and integrates effortlessly with HighLevel CRM to ensure a seamless user trip.
Easily duplicate one of the most effective advertising techniques and setups for your company in minutes. This conserves you time, guarantees consistency and helps grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template made to assist you launch a white-labeled software program as a service (SaaS) firm quickly. It furnishes you with a thorough collection of devices and features to attract, nurture and convert leads into clients. This includes a website, sales funnels, customized kind themes, workflow automation, online schedules for reservation and organizing, and Extendly Webinar.
Arranged snapshots are a convenient method for company leaders to keep their customers and stakeholders updated with efficiency reports. It conserves them the moment of constructing their own routine reports or visiting to get on-demand data. Rather, they can send a significant performance control panel on an arranged basis that’s relevant to their goals and concerns to talk about in their following evaluation meeting.
When you produce a snapshot, all projects, themes, automations, forms, customized fields, tags, sectors, racking up rules, pipelines, get in touches with and automated email and text message projects that existed in your sandbox presently of production are immediately recorded into the new account you develop from it. Furthermore, you’ll also have access to any kind of existing pictures that are consisted of in the theme. You can choose to either usage or delete the snapshot. Once a snapshot is developed, you can import it into other GoHighlevel accounts utilizing a share link that produces and sends to any type of address entered in the Emails area.
Small Business Snapshot
The Small Business Snapshot is the excellent way to obtain your company began. It’s totally automated to make running your little client accounts a wind, consisting of a representative site schedule a recall switch, testimonials and recommendation demands, lead capture and e-mail auto-responders, appointment reminders, lost/inactive clients, no-show workflows, follow-up series and even more. It even includes a full firm setup and personalization in your High Level CRM in addition to 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 relative financial security compared to recent years, which is great news for brokers and their customers. The snapshot likewise shows a growing interest among SMBs to get in touch with a PEO partner, which is an outstanding opportunity for brokers to assist their small business customers streamline benefits administration and include even more worth to the relationship.
This snapshot is an one-time acquisition and only valid for use within 1 HighLevel firm account. You are not enabled to gift or resell the snapshot. You can, nonetheless, add it to as many sub-accounts within your company as required. If you’re not satisfied with the snapshot, we provide a no-risk, money-back guarantee within 30 days of acquisition. Click here for more details. * Please note that this snapshot is just available for usage with the GoHighLevel CRM. If you are using another system, please call us to discuss options.
Free Agency Snapshot
The Free Agency Snapshot is made to make your firm run smoothly and successfully. It furnishes you with a powerful toolkit to record leads, automate jobs and convert them into clients. It likewise includes a detailed video that walks you via the setup procedure.
The snapshot will move the complying with items to a new customer account:
Campaigns, design templates, automations, types, personalized areas, tags, section conditions, racking up policies, pipelines, contacts and project records. Keep in mind that photos from layouts, campaigns and automation e-mails will certainly not be moved.
When you are ready to release the snapshot, click the Actions menu in the leading right corner of your firm view and pick Load Snapshot. Then pick the client account that you intend to pack it right into. You can after that use any of the setups that you have changed in the snapshot.
You can likewise use this button to rejuvenate the snapshot. If you created a snapshot and afterwards develop 100 client sub-accounts using it, this will certainly push any type of updates to all accounts that are connected to the snapshot.
Snapshots are great devices for transferring your GoHighLevel setup to new and existing customer accounts. They save you time and effort by lowering the hands-on steps required to set up your business’s automations. Extendly sticks out from various other providers by providing comprehensive snapshots that are developed to satisfy the demands of details markets and usual usage instances. Their SAAS snapshot, small business snapshot, fitness snapshot and realty snapshot are simply a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is a company device that lets you group relevant automations with each other. Organizing an Automation Library helps you deal with large numbers of automations and prevents the threat of neglecting to upgrade essential settings or mistakenly altering something by mishap.
To create a brand-new automation collection, click the “Add” button in the upper-right edge of the screen. Next off, pick the preferred tags and the resources that you want to support. You can likewise set the back-up routine. The easiest alternative 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 plan functions by checking all the labelled sources in your collection to see if any one of them have actually been modified because the last backup. If it finds one, SM takes a new snapshot and checks the modifications once again. If it finds an additional modification, the oldest snapshot is removed and its information is replicated to the newest one.
The automated snapshot creation workflow uses a state maker that starts in the CREATION_START state and regularly checks the problems to make certain that they are met. When the problems are satisfied, it moves to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the problems are not satisfied, it relocates to DELETION_START and after that to DELETION_FINISHED states until the snapshot is created or erased.