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In a world of overcrowded software application devices, Extendly’s snapshots supply a balance of price, specificity and support. Each snapshot is crafted for diverse operational needs and integrates flawlessly with HighLevel CRM to ensure a smooth individual journey.
Quickly reproduce the most efficient advertising and marketing strategies and setups for your company in minutes. This saves you time, ensures uniformity and assists grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme designed to help you launch a white-labeled software application as a solution (SaaS) company fast. It outfits you with a thorough collection of devices and functions to attract, nurture and transform leads into clients. This includes a web site, sales funnels, custom-made form design templates, workflow automation, on-line schedules for reservation and scheduling, and Is Extendly a SaaS Platform.
Set up snapshots are a hassle-free means for company leaders to maintain their clients and stakeholders up-to-date with performance records. It conserves them the moment of building their own periodic records or logging in to obtain on-demand data. Instead, they can send a meaningful efficiency control panel on an arranged basis that’s appropriate to their objectives and concerns to talk about in their next evaluation conference.
When you create a snapshot, all projects, layouts, automations, kinds, custom areas, tags, sections, scoring guidelines, pipelines, get in touches with and automated e-mail and sms message campaigns that existed in your sandbox right now of production are instantly captured into the brand-new account you produce from it. In addition, you’ll likewise have accessibility to any kind of existing pictures that are included in the layout. You can select to either usage or erase the snapshot. When a snapshot is produced, you can import it right into various other GoHighlevel accounts utilizing a share link that generates and sends to any kind of address entered in the Emails area.
Small Business Snapshot
The Small Business Snapshot is the best way to get your company began. It’s totally automated to make running your little client accounts a wind, consisting of a representative internet site routine a recall switch, testimonials and recommendation demands, lead capture and e-mail auto-responders, consultation tips, lost/inactive clients, no-show workflows, follow-up series and even more. It even includes a full company setup and modification in your High Level CRM in addition to hands-on training and 6 months of FREE assistance gain access to.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals guarantee for relative financial security contrasted to current years, which is great information for brokers and their clients. The snapshot additionally shows an expanding interest amongst SMBs to connect with a PEO partner, which is a superb possibility for brokers to aid their small company customers enhance advantages monitoring and include even more worth to the partnership.
This snapshot is an one-time purchase and just valid for use within 1 HighLevel firm account. You are not enabled to present or resell the snapshot. You can, however, include it to as many sub-accounts within your agency as needed. If you’re not satisfied with the snapshot, we provide a no-risk, money-back warranty within 30 days of acquisition. Click on this link for even more information. * Please note that this snapshot is only available for usage with the GoHighLevel CRM. If you are making use of one more system, please contact us to go over options.
Free Agency Snapshot
The Free Agency Snapshot is developed to make your company run efficiently and successfully. It equips you with a powerful toolkit to record leads, automate tasks and transform them into customers. It also consists of a step-by-step video clip that strolls you via the arrangement process.
The snapshot will transfer the adhering to products to a new customer account:
Projects, layouts, automations, forms, custom-made fields, tags, sector problems, scoring policies, pipelines, contacts and project reports. Keep in mind that images from templates, campaigns and automation e-mails will not be transferred.
When you prepare to release the snapshot, click the Actions menu in the leading right corner of your agency view and choose Load Snapshot. Then select the client account that you want to load it into. You can after that use any one of the setups that you have actually changed in the snapshot.
You can additionally use this button to revitalize the snapshot. If you developed a snapshot and then create 100 customer sub-accounts utilizing it, this will push any updates to all accounts that are connected to the snapshot.
Snapshots are terrific devices for transferring your GoHighLevel setup to new and existing customer accounts. They conserve you effort and time by minimizing the manual actions required to establish your business’s automations. Extendly sticks out from various other service providers by providing thorough snapshots that are designed to fulfill the requirements of certain markets and typical use instances. Their SAAS snapshot, local business snapshot, health and fitness snapshot and realty snapshot are just a few examples of their industry-specific offerings.
Automation Library
The Automation Library is a company device that lets you team relevant automations with each other. Organizing an Automation Library assists you work with multitudes of automations and avoids the risk of forgetting to upgrade vital setups or accidentally altering something by mishap.
To develop a brand-new automation library, click the “Add” button in the upper-right corner of the display. Next, choose the desired tags and the sources that you want to back up. You can also establish the back-up routine. The simplest option is everyday with 35 day retention, which will certainly take a snapshot each day and keep it for 35 days.
SM’s plan works by examining all the marked resources in your cluster to see if any one of them have actually been modified since the last backup. If it discovers one, SM takes a brand-new snapshot and checks the adjustments once more. If it locates one more change, the oldest snapshot is removed and its data is replicated to the most recent one.
The automated snapshot creation workflow uses a state device that starts in the CREATION_START state and constantly checks the problems to ensure that they are satisfied. When the problems are fulfilled, it transfers to the CREATION_CONDITION_MET state, after that to the CREATION_START state once more. If the problems are not fulfilled, it moves to DELETION_START and afterwards to DELETION_FINISHED states until the snapshot is produced or removed.