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In a world of overcrowded software application tools, Extendly’s snapshots supply an equilibrium of cost, uniqueness and support. Each snapshot is crafted for varied operational requirements and incorporates effortlessly with HighLevel CRM to ensure a seamless user trip.
Quickly reproduce one of the most efficient marketing techniques and setups for your firm in minutes. This saves you time, ensures consistency and helps grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template designed to aid you launch a white-labeled software application as a solution (SaaS) firm quickly. It furnishes you with an extensive collection of tools and attributes to draw in, nurture and transform leads into clients. This includes an internet site, sales funnels, customized type layouts, workflow automation, online calendars for reservation and organizing, and How Does Extendly Work.
Set up snapshots are a hassle-free method for company leaders to maintain their customers and stakeholders current with efficiency records. It saves them the time of building their very own routine reports or visiting to obtain on-demand data. Rather, they can send out a meaningful performance control panel on a scheduled basis that’s appropriate to their objectives and problems to talk about in their next testimonial conference.
When you produce a snapshot, all projects, layouts, automations, forms, personalized fields, tags, sectors, racking up guidelines, pipelines, calls and automated email and text message campaigns that existed in your sandbox at the moment of production are automatically caught into the new account you develop from it. Furthermore, you’ll likewise have accessibility to any kind of existing images that are included in the layout. You can pick to either usage or delete the snapshot. As soon as a snapshot is created, you can import it into various other GoHighlevel accounts using a share link that generates and sends to any address entered in the Emails field.
Small Business Snapshot
The Small Business Snapshot is the excellent way to obtain your firm began. It’s totally automated to make running your little customer accounts a wind, including an agent internet site routine a call back switch, evaluations and referral demands, lead capture and email auto-responders, appointment suggestions, lost/inactive clients, no-show workflows, follow-up series and even more. It even includes a complete agency arrangement and personalization in your High Level CRM together with 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 recent years, which is great news for brokers and their clients. The snapshot likewise suggests a growing passion amongst SMBs to connect with a PEO companion, which is an exceptional chance for brokers to help their small company customers enhance advantages management and add even more worth to the relationship.
This snapshot is an one-time acquisition and just legitimate for usage within 1 HighLevel company account. You are not allowed to present or resell the snapshot. You can, nonetheless, include it to as lots of sub-accounts within your company as required. If you’re not satisfied with the snapshot, we provide a no-risk, money-back warranty within 30 days of acquisition. Go here for even more details. * Please keep in mind that this snapshot is only available for usage with the GoHighLevel CRM. If you are using an additional system, please call us to go over options.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your firm run efficiently and effectively. It furnishes you with a powerful toolkit to record leads, automate jobs and transform them into clients. It likewise includes a detailed video that strolls you via the arrangement process.
The snapshot will certainly move the complying with things to a brand-new client account:
Projects, design templates, automations, types, custom fields, tags, section problems, racking up policies, pipelines, get in touches with and project records. Note that pictures from templates, projects and automation e-mails will not be moved.
When you prepare to deploy the snapshot, click the Actions food selection in the leading right edge of your company view and select Load Snapshot. After that select the customer account that you wish to load it into. You can then use any one of the settings that you have actually changed in the snapshot.
You can likewise use this button to revitalize the snapshot. If you developed a snapshot and after that produce 100 customer sub-accounts utilizing it, this will certainly push any kind of updates to all accounts that are attached to the snapshot.
Snapshots are wonderful tools for transferring your GoHighLevel setup to brand-new and existing client accounts. They save you time and effort by reducing the hands-on actions needed to set up your business’s automations. Extendly stands apart from other carriers by supplying thorough snapshots that are created to fulfill the needs of certain markets and usual use instances. Their SAAS snapshot, small company snapshot, health and fitness snapshot and property snapshot are simply a few examples of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that lets you group related automations with each other. Organizing an Automation Library helps you deal with multitudes of automations and prevents the danger of forgetting to update vital setups or unintentionally changing something by mishap.
To produce a brand-new automation collection, click the “Add” button in the upper-right edge of the display. Next off, pick the preferred tags and the resources that you intend to support. You can additionally establish the backup timetable. The most basic option is daily with 35 day retention, which will take a snapshot each day and maintain it for 35 days.
SM’s plan works by inspecting all the marked sources in your collection to see if any of them have been customized given that the last back-up. If it finds one, SM takes a new snapshot and checks the changes once again. If it locates one more adjustment, the oldest snapshot is deleted and its data is replicated to the newest one.
The automated snapshot creation workflow utilizes a state maker that starts in the CREATION_START state and frequently checks the problems to make sure that they are met. When the conditions are met, it moves to the CREATION_CONDITION_MET state, after that to the CREATION_START state once more. If the problems are not fulfilled, it transfers to DELETION_START and afterwards to DELETION_FINISHED states till the snapshot is created or erased.