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In a world of chock-full software devices, Extendly’s snapshots offer a balance of cost, uniqueness and support. Each snapshot is crafted for diverse functional requirements and incorporates perfectly with HighLevel CRM to guarantee a smooth user journey.
Easily reproduce the most efficient marketing approaches and configurations for your company in minutes. This conserves you time, makes sure uniformity and helps grow your company.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured design template developed to assist you launch a white-labeled software program as a service (SaaS) firm quickly. It equips you with a comprehensive collection of devices and features to attract, nurture and convert introduce customers. This consists of an internet site, sales funnels, personalized kind templates, workflow automation, online schedules for booking and scheduling, and What Is Extendly.
Scheduled snapshots are a convenient method for agency leaders to keep their customers and stakeholders up-to-date with efficiency records. It saves them the moment of constructing their very own routine records or visiting to obtain on-demand information. Instead, they can send a meaningful efficiency dashboard on a set up basis that’s relevant to their objectives and problems to discuss in their following review conference.
When you create a snapshot, all campaigns, design templates, automations, kinds, personalized areas, tags, segments, racking up policies, pipelines, get in touches with and automated email and text campaigns that existed in your sandbox presently of development are immediately caught right into the new account you develop from it. Additionally, you’ll additionally have accessibility to any existing pictures that are included in the design template. You can pick to either usage or remove the snapshot. Once a snapshot is produced, you can import it right into other GoHighlevel accounts using a share link that generates and sends out to any type of address entered in the Emails field.
Small Company Snapshot
The Small Business Snapshot is the best method to get your agency began. It’s fully automated to make running your small customer accounts a breeze, consisting of a representative website routine a recall button, evaluations and reference demands, lead capture and e-mail auto-responders, appointment suggestions, lost/inactive clients, no-show workflows, follow-up series and more. It even includes a full company arrangement and modification in your High Level CRM together with hands-on training and 6 months of FREE assistance access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot shows assurance for loved one financial security contrasted to recent years, which is good information for brokers and their clients. The snapshot likewise suggests a growing rate of interest among SMBs to get in touch with a PEO companion, which is an exceptional chance for brokers to assist their small company clients streamline advantages monitoring and include more worth to the relationship.
This snapshot is an one-time purchase and only valid for usage within 1 HighLevel agency account. You are not enabled to gift or market the snapshot. You can, nevertheless, add it to as numerous sub-accounts within your firm as needed. If you’re not satisfied with the snapshot, we provide a no-risk, money-back warranty within 30 days of purchase. Click on this link for more details. * Please keep in mind that this snapshot is just readily available for usage with the GoHighLevel CRM. If you are making use of one more system, please call us to review choices.
Free Agency Snapshot
The Free Agency Snapshot is created to make your company run efficiently and effectively. It furnishes you with an effective toolkit to record leads, automate jobs and transform them right into customers. It additionally includes a detailed video clip that strolls you via the arrangement process.
The snapshot will certainly transfer the adhering to items to a brand-new customer account:
Projects, design templates, automations, types, personalized fields, tags, segment problems, racking up guidelines, pipelines, contacts and campaign reports. Note that pictures from layouts, projects and automation emails will not be transferred.
When you prepare to deploy the snapshot, click the Actions food selection in the leading right corner of your agency view and select Load Snapshot. After that pick the customer account that you want to pack it into. You can then use any of the setups that you have actually customized in the snapshot.
You can likewise utilize this switch to rejuvenate the snapshot. If you created a snapshot and afterwards develop 100 customer sub-accounts using it, this will certainly press any type of updates to all accounts that are connected to the snapshot.
Snapshots are great devices for moving your GoHighLevel configuration to new and existing client accounts. They save you time and effort by decreasing the hand-operated steps required to establish your business’s automations. Extendly stands apart from various other providers by using comprehensive snapshots that are made to fulfill the requirements of certain sectors and usual usage instances. Their SAAS snapshot, small business snapshot, health and fitness snapshot and property snapshot are simply a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that lets you group relevant automations together. Organizing an Automation Library aids you collaborate with great deals of automations and avoids the threat of failing to remember to update crucial setups or mistakenly transforming something by accident.
To develop a brand-new automation collection, click the “Add” switch in the upper-right corner of the screen. Next off, choose the wanted tags and the sources that you want to back up. You can likewise establish the back-up schedule. The most basic alternative is daily with 35 day retention, which will certainly 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 modified given that the last backup. If it locates one, SM takes a brand-new snapshot and checks the changes once more. If it discovers another modification, the earliest snapshot is deleted and its data is copied to the newest one.
The automated snapshot creation workflow makes use of a state equipment that starts in the CREATION_START state and constantly checks the conditions to make sure that they are fulfilled. When the conditions are satisfied, it moves to the CREATION_CONDITION_MET state, after that to the CREATION_START state again. If the problems are not met, it relocates to DELETION_START and after that to DELETION_FINISHED states up until the snapshot is created or deleted.