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In a globe of jammed software devices, Extendly’s snapshots offer a balance of price, specificity and support. Each snapshot is crafted for varied functional requirements and incorporates flawlessly with HighLevel CRM to guarantee a smooth individual journey.
Easily reproduce one of the most effective advertising methods and configurations for your firm in mins. This saves you time, makes sure consistency and helps grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured theme made to help you launch a white-labeled software application as a service (SaaS) firm quickly. It outfits you with a thorough collection of devices and functions to attract, support and transform leads into clients. This consists of a site, sales funnels, custom form layouts, workflow automation, online schedules for booking and organizing, and Extendly Payment Methods.
Set up snapshots are a practical means for firm leaders to maintain their customers and stakeholders updated with efficiency reports. It conserves them the moment of constructing their own routine records or logging in to obtain on-demand data. Instead, they can send a meaningful performance control panel on a scheduled basis that’s relevant to their goals and concerns to talk about in their next evaluation meeting.
When you develop a snapshot, all projects, design templates, automations, kinds, custom areas, tags, sectors, scoring regulations, pipelines, get in touches with and automated e-mail and text projects that existed in your sandbox right now of development are automatically caught into the brand-new account you produce from it. In addition, you’ll also have access to any existing photos that are consisted of in the layout. You can pick to either use or remove the snapshot. When a snapshot is created, you can import it into other GoHighlevel accounts using a share web link that produces and sends out to any type of address entered in the Emails area.
Local Business Snapshot
The Small Business Snapshot is the excellent way to get your company started. It’s fully automated to make running your tiny client accounts a breeze, consisting of a representative website schedule a call back switch, evaluations and recommendation requests, lead capture and email auto-responders, appointment reminders, lost/inactive clients, no-show workflows, follow-up series and even more. It also consists of a full agency arrangement and customization in your High Level CRM together with hands-on training and 6 months of FREE assistance accessibility.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows guarantee for family member economic stability compared to current years, which is good news for brokers and their clients. The snapshot also shows a growing interest among SMBs to connect with a PEO partner, which is an excellent opportunity for brokers to assist their small company clients improve advantages monitoring and add more value to the relationship.
This snapshot is an one-time purchase and just valid for usage within 1 HighLevel company account. You are not allowed to present or resell the snapshot. You can, however, add it to as numerous sub-accounts within your company as required. If you’re not pleased with the snapshot, we provide a no-risk, money-back guarantee within 30 days of acquisition. Go here for even more details. * Please note that this snapshot is only offered for usage with the GoHighLevel CRM. If you are using one more system, please call us to review choices.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your agency run smoothly and effectively. It furnishes you with a powerful toolkit to catch leads, automate tasks and convert them into customers. It likewise consists of a step-by-step video that walks you via the configuration process.
The snapshot will certainly transfer the adhering to products to a brand-new customer account:
Campaigns, design templates, automations, forms, personalized areas, tags, sector conditions, scoring guidelines, pipelines, get in touches with and project reports. Keep in mind that photos from themes, projects and automation e-mails will certainly not be moved.
When you are ready to deploy the snapshot, click the Actions food selection in the leading right corner of your company sight and choose Load Snapshot. After that pick the customer account that you intend to fill it right into. You can then use any one of the settings that you have changed in the snapshot.
You can also use this switch to revitalize the snapshot. If you created a snapshot and afterwards produce 100 customer sub-accounts utilizing it, this will push any type of updates to all accounts that are attached to the snapshot.
Snapshots are wonderful devices for transferring your GoHighLevel configuration to brand-new and existing client accounts. They conserve you effort and time by reducing the hands-on actions called for to establish your business’s automations. Extendly stands out from other providers by providing thorough snapshots that are designed to fulfill the demands of particular markets and usual use instances. Their SAAS snapshot, local business snapshot, health and fitness snapshot and realty snapshot are simply a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is a company device that allows you team relevant automations with each other. Organizing an Automation Library aids you work with large numbers of automations and prevents the risk of neglecting to update vital settings or inadvertently altering something by accident.
To create a brand-new automation library, click the “Add” switch in the upper-right edge of the screen. Next off, pick the desired tags and the resources that you wish to support. You can likewise establish the backup schedule. The simplest option is daily with 35 day retention, which will take a snapshot every day and keep it for 35 days.
SM’s plan functions by examining all the tagged resources in your collection to see if any one of them have been modified because the last back-up. If it locates one, SM takes a brand-new snapshot and checks the adjustments once more. If it discovers an additional adjustment, the oldest snapshot is deleted and its information is replicated to the newest one.
The automated snapshot development workflow uses a state maker that starts in the CREATION_START state and regularly checks the conditions to see to it that they are fulfilled. When the problems are met, it transfers to the CREATION_CONDITION_MET state, after that to the CREATION_START state again. If the problems are not fulfilled, it moves to DELETION_START and then to DELETION_FINISHED states up until the snapshot is created or deleted.