We appreciate your factor to consider of this write-up on Why Choose Extendly for your needs.
In a world of overcrowded software application devices, Extendly’s snapshots use an equilibrium of affordability, uniqueness and assistance. Each snapshot is crafted for diverse operational requirements and integrates seamlessly with HighLevel CRM to make certain a smooth customer trip.
Easily duplicate one of the most efficient marketing techniques and configurations for your agency in minutes. This conserves you time, ensures consistency and assists grow your agency.
SAAS Agency Snapshot
The SAAS Agency Snapshot is a pre-configured layout developed to assist you launch a white-labeled software as a solution (SaaS) agency quickly. It furnishes you with a thorough collection of tools and attributes to bring in, support and transform introduce clients. This consists of an internet site, sales funnels, custom kind themes, workflow automation, on the internet schedules for booking and scheduling, and Why Choose Extendly.
Set up snapshots are a hassle-free method for company leaders to maintain their customers and stakeholders updated with performance reports. It conserves them the time of constructing their very own regular reports or logging in to get on-demand data. Instead, they can send a significant performance dashboard on a scheduled basis that’s pertinent to their objectives and concerns to discuss in their next review conference.
When you create a snapshot, all projects, layouts, automations, types, custom fields, tags, segments, racking up rules, pipelines, get in touches with and automated email and text projects that existed in your sandbox at the moment of creation are instantly captured into the brand-new account you produce from it. On top of that, you’ll likewise have accessibility to any existing pictures that are consisted of in the theme. You can choose to either usage or delete the snapshot. When a snapshot is created, you can import it right into other GoHighlevel accounts making use of a share web link that creates and sends to any address entered in the Emails area.
Small Business Snapshot
The Small Business Snapshot is the best way to get your firm began. It’s totally automated to make running your small client accounts a wind, including a representative web site routine a call back switch, evaluations and recommendation requests, lead capture and e-mail auto-responders, consultation suggestions, lost/inactive customers, no-show workflows, follow-up series and even more. It even consists of a full agency arrangement and customization in your High Level CRM in addition to hands-on training and 6 months of FREE support access.
The National Association of Professional Employer Organizations (NAPEO) 2023 Q4 Small Business Snapshot reveals promise for loved one economic security contrasted to recent years, which is good news for brokers and their clients. The snapshot also shows a growing interest among SMBs to get in touch with a PEO companion, which is an outstanding opportunity for brokers to aid their local business clients enhance benefits monitoring and add even more worth to the relationship.
This snapshot is a single acquisition and just legitimate for use within 1 HighLevel agency account. You are not allowed to present or market the snapshot. You can, nevertheless, include it to as several sub-accounts within your firm as required. If you’re not satisfied with the snapshot, we offer a no-risk, money-back warranty within 30 days of purchase. Click on this link for more details. * Please note that this snapshot is only readily available for usage with the GoHighLevel CRM. If you are using another system, please contact us to discuss options.
Free Agency Snapshot
The Free Agency Snapshot is designed to make your company run smoothly and effectively. It furnishes you with a powerful toolkit to record leads, automate jobs and transform them right into customers. It likewise consists of a detailed video that walks you with the configuration process.
The snapshot will certainly transfer the complying with things to a new customer account:
Campaigns, design templates, automations, types, customized areas, tags, sector problems, scoring rules, pipelines, get in touches with and campaign records. Note that photos from themes, projects and automation e-mails will certainly not be transferred.
When you prepare to deploy the snapshot, click the Actions food selection in the top right edge of your agency sight and pick Load Snapshot. After that pick the customer account that you want to pack it right into. You can after that use any one of the settings that you have modified in the snapshot.
You can additionally use this switch to freshen the snapshot. If you produced a snapshot and afterwards produce 100 customer sub-accounts utilizing it, this will certainly press any kind of updates to all accounts that are linked to the snapshot.
Snapshots are terrific tools for transferring your GoHighLevel setup to new and existing client accounts. They save you effort and time by decreasing the hand-operated steps required to set up your business’s automations. Extendly sticks out from various other carriers by offering comprehensive snapshots that are made to satisfy the requirements of particular sectors and common usage cases. Their SAAS snapshot, small business snapshot, fitness snapshot and real estate snapshot are just a couple of instances of their industry-specific offerings.
Automation Library
The Automation Library is a company tool that allows you group related automations together. Organizing an Automation Library assists you deal with large numbers of automations and prevents the threat of failing to remember to upgrade essential setups or inadvertently altering something by crash.
To create a new automation library, click the “Add” button in the upper-right corner of the display. Next off, choose the desired tags and the resources that you wish to support. You can also set the back-up routine. The most basic choice is everyday with 35 day retention, which will take a snapshot each day and maintain it for 35 days.
SM’s plan works by checking all the tagged resources in your collection to see if any of them have actually been changed because the last back-up. If it locates one, SM takes a new snapshot and checks the adjustments again. If it discovers an additional adjustment, the earliest snapshot is deleted and its data is replicated to the most recent one.
The automated snapshot development workflow uses a state machine that begins in the CREATION_START state and continuously checks the conditions to make certain that they are met. When the problems are met, it moves to the CREATION_CONDITION_MET state, after that to the CREATION_START state once again. If the problems are not met, it transfers to DELETION_START and after that to DELETION_FINISHED states until the snapshot is created or erased.