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In a globe of jammed software devices, Extendly’s snapshots provide an equilibrium of affordability, uniqueness and assistance. Each snapshot is crafted for varied functional needs and incorporates effortlessly with HighLevel CRM to make certain a seamless customer journey.
Easily duplicate the most reliable marketing techniques and configurations for your company in minutes. This conserves you time, makes sure uniformity and helps grow your firm.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured template created to help you launch a white-labeled software program as a service (SaaS) firm quick. It equips you with an extensive set of tools and attributes to attract, support and transform introduce clients. This includes a website, sales funnels, custom-made kind design templates, workflow automation, on the internet schedules for booking and organizing, and Is Extendly a CRM.
Scheduled snapshots are a hassle-free means for company leaders to maintain their clients and stakeholders up-to-date with performance reports. It saves them the moment of building their very own routine reports or visiting to get on-demand information. Instead, they can send out a purposeful efficiency dashboard on an arranged basis that’s appropriate to their objectives and problems to review in their following review meeting.
When you develop a snapshot, all projects, layouts, automations, types, customized fields, tags, sections, scoring policies, pipelines, calls and automated e-mail and text message campaigns that existed in your sandbox currently of production are automatically captured right into the new account you produce from it. Additionally, you’ll also have accessibility to any type of existing photos that are consisted of in the layout. You can pick to either usage or remove the snapshot. When a snapshot is created, you can import it into various other GoHighlevel accounts making use of a share link that creates and sends out to any type of address entered in the Emails area.
Local Business Snapshot
The Small Business Snapshot is the best means to get your agency began. It’s fully automated to make running your small client accounts a wind, including a representative web site schedule a call back switch, reviews and recommendation requests, lead capture and email auto-responders, consultation pointers, lost/inactive customers, no-show workflows, follow-up series and even more. It even consists of a full firm arrangement 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 reveals assurance for relative economic stability contrasted to recent years, which is good news for brokers and their customers. The snapshot likewise shows an expanding rate of interest amongst SMBs to connect with a PEO companion, which is a superb chance for brokers to aid their small business clients streamline benefits administration and add more value to the connection.
This snapshot is an one-time acquisition and just legitimate for use within 1 HighLevel agency account. You are not allowed to gift or resell the snapshot. You can, however, include it to as numerous sub-accounts within your firm as needed. If you’re not satisfied with the snapshot, we offer a no-risk, money-back assurance within 30 days of acquisition. Visit this site for more information. * Please keep in mind that this snapshot is just offered for use with the GoHighLevel CRM. If you are utilizing one more system, please call us to review options.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your firm run efficiently and efficiently. It outfits you with an effective toolkit to record leads, automate jobs and convert them right into customers. It also includes a step-by-step video that strolls you through the setup process.
The snapshot will move the following things to a brand-new client account:
Campaigns, themes, automations, types, personalized areas, tags, sector conditions, racking up rules, pipelines, contacts and campaign records. Note that images from templates, campaigns and automation emails will certainly not be transferred.
When you prepare to deploy the snapshot, click the Actions menu in the leading right edge of your agency view and choose Load Snapshot. Then choose the customer account that you intend to load it right into. You can after that apply any 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 after that produce 100 client sub-accounts utilizing it, this will certainly push any updates to all accounts that are attached to the snapshot.
Snapshots are fantastic tools for moving your GoHighLevel configuration to brand-new and existing customer accounts. They save you time and effort by decreasing the manual steps called for to establish your business’s automations. Extendly attracts attention from other service providers by providing thorough snapshots that are developed to fulfill the needs of specific industries and usual usage instances. Their SAAS snapshot, small business snapshot, physical fitness snapshot and property snapshot are just a few instances of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that lets you team related automations with each other. Organizing an Automation Library aids you work with multitudes of automations and prevents the threat of failing to remember to update essential settings or inadvertently altering something by accident.
To create a new automation collection, click the “Add” switch in the upper-right edge of the display. Next, select the wanted tags and the resources that you intend to back up. You can additionally establish the backup schedule. The most basic option is everyday with 35 day retention, which will take a snapshot each day and keep it for 35 days.
SM’s policy functions by checking all the tagged sources in your cluster to see if any one of them have been modified considering that the last backup. If it finds one, SM takes a brand-new snapshot and checks the changes again. If it finds one more change, the oldest snapshot is deleted and its information is copied to the most recent one.
The automated snapshot production workflow uses a state device that starts in the CREATION_START state and regularly checks the problems to make sure that they are fulfilled. When the conditions are fulfilled, it transfers to the CREATION_CONDITION_MET state, then to the CREATION_START state again. If the problems are not satisfied, it transfers to DELETION_START and after that to DELETION_FINISHED states until the snapshot is created or erased.