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In a world of overcrowded software application devices, Extendly’s snapshots provide a balance of affordability, specificity and support. Each snapshot is crafted for diverse functional demands and integrates flawlessly with HighLevel CRM to make certain a smooth customer trip.
Easily replicate one of the most reliable marketing techniques and configurations for your agency in mins. This conserves you time, makes sure uniformity and assists grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template made to aid you launch a white-labeled software application as a solution (SaaS) agency fast. It outfits you with a thorough collection of devices and features to bring in, support and convert leads into clients. This consists of a web site, sales funnels, custom form templates, workflow automation, on the internet schedules for booking and scheduling, and Extendly Pros and Cons.
Scheduled snapshots are a convenient means for company leaders to keep their customers and stakeholders up-to-date with efficiency reports. It conserves them the time of building their own regular records or visiting to get on-demand data. Instead, they can send a purposeful performance control panel on an arranged basis that’s appropriate to their objectives and issues to talk about in their following testimonial meeting.
When you create a snapshot, all projects, themes, automations, forms, personalized areas, tags, sectors, racking up regulations, pipelines, calls and automated email and sms message projects that existed in your sandbox currently of production are automatically captured into the new account you create from it. On top of that, you’ll additionally have access to any existing pictures that are consisted of in the design template. You can select to either use or delete the snapshot. Once a snapshot is developed, you can import it into various other GoHighlevel accounts making use of a share web link that creates and sends to any type of address entered in the Emails field.
Small Business Snapshot
The Small Business Snapshot is the ideal method to get your company started. It’s completely automated to make running your small customer accounts a breeze, including an agent website routine a call back switch, reviews and reference demands, lead capture and e-mail auto-responders, consultation tips, lost/inactive customers, no-show workflows, follow-up series and more. It even includes a complete firm arrangement and customization 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 loved one economic stability compared to recent years, which is great news for brokers and their clients. The snapshot additionally indicates an expanding interest among SMBs to get in touch with a PEO partner, which is a superb opportunity for brokers to aid their local business customers simplify benefits monitoring and add more value to the connection.
This snapshot is a single purchase and only valid for use within 1 HighLevel firm account. You are not enabled to gift or resell the snapshot. You can, nonetheless, include it to as many sub-accounts within your agency as needed. If you’re not satisfied with the snapshot, we offer a no-risk, money-back warranty within 30 days of acquisition. Click on this link for more details. * Please keep in mind that this snapshot is only available for usage with the GoHighLevel CRM. If you are utilizing another system, please call us to go over choices.
Free Agency Snapshot
The Free Agency Snapshot is made to make your firm run smoothly and successfully. It outfits you with a powerful toolkit to record leads, automate tasks and transform them into clients. It also includes a step-by-step video clip that walks you with the configuration process.
The snapshot will certainly move the following things to a new client account:
Projects, design templates, automations, types, custom fields, tags, section conditions, racking up policies, pipelines, calls and campaign records. Keep in mind that photos from layouts, campaigns and automation e-mails will not be transferred.
When you are ready to deploy the snapshot, click the Actions food selection in the top right corner of your company view and pick Load Snapshot. After that choose the customer account that you intend to fill it right into. You can after that apply any one of the settings that you have actually modified in the snapshot.
You can likewise utilize this button to revitalize the snapshot. If you developed a snapshot and afterwards develop 100 customer sub-accounts utilizing it, this will push any updates to all accounts that are attached to the snapshot.
Snapshots are fantastic devices for moving your GoHighLevel arrangement to brand-new and existing customer accounts. They conserve you effort and time by minimizing the hand-operated actions required to set up your business’s automations. Extendly stands out from other companies by using detailed snapshots that are developed to meet the needs of details industries and usual use situations. Their SAAS snapshot, small company snapshot, fitness snapshot and realty snapshot are just a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is an organization tool that allows you group associated automations together. Organizing an Automation Library helps you work with multitudes of automations and stays clear of the risk of neglecting to upgrade important setups or accidentally changing something by accident.
To develop a brand-new automation collection, click the “Add” button in the upper-right corner of the screen. Next off, select the preferred tags and the sources that you intend to support. You can likewise establish the back-up routine. The easiest choice is day-to-day with 35 day retention, which will take a snapshot daily and keep it for 35 days.
SM’s policy functions by checking all the labelled sources in your cluster to see if any one of them have been changed since the last back-up. If it locates one, SM takes a brand-new snapshot and checks the changes once again. If it finds another modification, the earliest snapshot is erased and its data is copied to the newest one.
The automated snapshot creation workflow utilizes a state equipment that begins in the CREATION_START state and regularly checks the problems to ensure that they are satisfied. When the conditions are met, it transfers to the CREATION_CONDITION_MET state, then to the CREATION_START state once again. If the conditions are not met, it moves to DELETION_START and then to DELETION_FINISHED states up until the snapshot is produced or erased.