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In a globe of overcrowded software application devices, Extendly’s snapshots supply a balance of price, uniqueness and assistance. Each snapshot is crafted for varied functional requirements and incorporates seamlessly with HighLevel CRM to make certain a seamless customer trip.
Conveniently reproduce one of the most effective advertising and marketing techniques and configurations for your company in mins. This saves you time, makes certain uniformity and helps grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout made to aid you launch a white-labeled software application as a solution (SaaS) agency quickly. It equips you with an extensive set of tools and attributes to draw in, support and convert leads into clients. This consists of a web site, sales funnels, customized type layouts, workflow automation, online schedules for booking and scheduling, and Extendly Widget Customizer.
Scheduled snapshots are a practical means for company leaders to keep their clients and stakeholders current with efficiency reports. It saves them the moment of developing their very own periodic records or logging in to obtain on-demand data. Rather, they can send a purposeful performance dashboard on an arranged basis that’s relevant to their goals and concerns to review in their following evaluation meeting.
When you create a snapshot, all projects, themes, automations, types, custom areas, tags, sections, racking up policies, pipelines, contacts and automated e-mail and sms message campaigns that existed in your sandbox presently of creation are immediately caught right into the new account you develop from it. On top of that, you’ll also have access to any type of existing images that are included in the theme. You can pick to either use or delete the snapshot. Once a snapshot is created, you can import it into other GoHighlevel accounts using a share link that produces and sends out to any type of address entered in the Emails area.
Small Business Snapshot
The Small Business Snapshot is the best means to obtain your agency began. It’s fully automated to make running your tiny customer accounts a wind, including an agent internet site routine a call back button, testimonials and reference demands, lead capture and e-mail auto-responders, consultation suggestions, lost/inactive clients, no-show workflows, follow-up series and more. It even includes a complete agency arrangement and customization in your High Level CRM in addition to hands-on training and 6 months of FREE support gain access to.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals guarantee for family member economic security contrasted to current years, which is excellent information for brokers and their customers. The snapshot additionally shows an expanding interest amongst SMBs to connect with a PEO partner, which is a superb possibility for brokers to help their local business clients improve advantages monitoring and include even more worth to the connection.
This snapshot is a single acquisition and only legitimate for usage within 1 HighLevel company account. You are not allowed to present or market the snapshot. You can, nonetheless, include it to as several sub-accounts within your company as needed. If you’re not pleased with the snapshot, we offer a no-risk, money-back assurance within 30 days of purchase. Go here for more details. * Please keep in mind that this snapshot is only offered for usage with the GoHighLevel CRM. If you are using another system, please contact us to talk about choices.
Free Agency Snapshot
The Free Agency Snapshot is created to make your agency run smoothly and successfully. It outfits you with an effective toolkit to catch leads, automate tasks and convert them right into customers. It additionally consists of a step-by-step video that strolls you through the arrangement process.
The snapshot will certainly move the complying with products to a brand-new customer account:
Campaigns, templates, automations, forms, custom fields, tags, segment problems, racking up policies, pipelines, contacts and campaign records. Note that pictures from themes, campaigns and automation emails will not be transferred.
When you are ready to deploy the snapshot, click the Actions food selection in the leading right edge of your agency view and select Load Snapshot. Then pick the customer account that you wish to pack it right into. You can after that apply any of the setups that you have customized in the snapshot.
You can also utilize this switch to freshen the snapshot. If you produced a snapshot and afterwards produce 100 customer sub-accounts utilizing it, this will certainly push any kind of updates to all accounts that are connected to the snapshot.
Snapshots are terrific devices for moving your GoHighLevel configuration to new and existing customer accounts. They conserve you time and effort by minimizing the hands-on actions needed to set up your business’s automations. Extendly attracts attention from other carriers by supplying comprehensive snapshots that are designed to meet the demands of particular markets and usual use cases. Their SAAS snapshot, local business snapshot, physical fitness snapshot and real estate snapshot are simply a couple of examples of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that lets you team associated automations with each other. Organizing an Automation Library aids you collaborate with lots of automations and prevents the danger of failing to remember to update crucial setups or unintentionally changing something by accident.
To develop a new automation collection, click the “Add” switch in the upper-right corner of the screen. Next off, select the wanted tags and the resources that you wish to back up. You can additionally set the backup timetable. The simplest choice is everyday 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 inspecting all the tagged sources in your collection to see if any one of them have been modified because the last back-up. If it discovers one, SM takes a new snapshot and checks the adjustments once again. If it discovers another modification, the oldest snapshot is removed and its information is copied to the latest one.
The automated snapshot creation workflow uses a state device that starts in the CREATION_START state and continuously checks the conditions to ensure that they are fulfilled. When the problems are met, it moves to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the conditions are not fulfilled, it relocates to DELETION_START and then to DELETION_FINISHED states till the snapshot is developed or removed.