CRM KitsAI and workflow automation agencies
Every automation you built, on one board.
A console for agencies and freelancers who sell AI and workflow automation: process audits, n8n, Make, Zapier, custom code, CRM workflows, AI agents and chat or voice assistants, then monthly care plans. Loopwork puts every automation you delivered on one board, flags the ones that need attention and ships with 31 workflow drafts for the work around them.
One card per automation, one row per client.
Lanes run from discovery to scoped, building, client testing and live. A live automation moves into Needs attention, in words and with a notched card, when its last recorded health check is older than the window you recorded, no check is recorded or a break-fix request is open. Retired automations are counted, never drawn as cards.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Automation inventory board with client swimlanes and a Needs attention lane
- New business, Audits, Builds, Care plans, Requests and Insights views
- 31 inactive workflow drafts in seven groups, from inquiry triage to care plan renewal
- Three native form drafts and three editable document templates
- Standard ten-step build checklist per automation, fully editable
- Server-enforced credential guard on every free-text field
four pipelines
- New business · 8 stages
- Build delivery · 8 stages
- Care plan · 7 stages
- Expansion · 6 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
31 workflow drafts
- Lead and audit · New inquiry triage
- Lead and audit · Discovery call prep
- Lead and audit · Discovery no-show follow-up
- Lead and audit · Audit booked prep checklist
- Lead and audit · Audit delivered, proposal due
- Lead and audit · Audit not converted, 30-day nudge
- Proposal and close · Proposal follow-up cadence
- Proposal and close · Proposal viewed but stalled
- Proposal and close · Won, schedule kickoff
- Proposal and close · Lost, reason note and 90-day revisit
- Onboarding and access · Kickoff scheduling
- Onboarding and access · Access request checklist
- Onboarding and access · Credential handover reminder
- Onboarding and access · Tool accounts confirmed
- Onboarding and access · Onboarding stalled
- Build and QA · Build started
- Build and QA · Spec approval chase
- Build and QA · Internal test pass
- Build and QA · Client UAT reminder
- Build and QA · UAT stalled escalation
- Launch and handoff · Go-live checklist
- Launch and handoff · Handoff doc and training
- Launch and handoff · 7-day post-launch check
- Care and retainer · Monthly health check tasks
- Care and retainer · Break-fix request intake
- Care and retainer · Care hours at 80 percent
- Care and retainer · Quarterly review prep
- Care and retainer · Care plan renewal, 30 days out
- Growth · Case study request after 30 days live
- Growth · Referral ask after a positive review
- Growth · Expansion from the audit backlog
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Automation audit request
- Break-fix or change request
- Care plan inquiry
- Process audit summary
- Automation build proposal
- Handoff and care plan summary
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 10 fictional client accounts with 20 automations (8 live, 3 needing attention, 2 retired), 22 audit processes, 70 build steps across seven checklists and 8 requests. Sample edits stay in memory and reset on navigation or reload.
No sample customers are added to your CRM.
Setup and source
- Guided setup and compatibility report
- Private rollback receipt
- AI-agent guide for customized installations
- Original editable source, configuration, and tests
How setup works
Full installation guideCheck your Seedly
Extract the kit and run the guided setup. It checks your installation and flags customized files before it changes anything.
Connect the helper
Deploy the included helper from your backend source, then build your web app and choose any starter pipelines and drafts.
Make it yours
Set agency name, descriptor and default pipeline name. Then sign in and check the workflows and permissions your team uses.
Technical details and compatibility
Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original backend helpers are required for connected client records, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, check revisions before saving and refuse credentials on the server. Deploy them from the authoritative backend source. Pipelines and all 31 workflow drafts are optional and install inactive.
One contact-linked client account holds the new-business stage and dates, the recorded audit fee and proposal value, the care plan tier, fee, hours included and used, the health check window and renewal and review dates, plus four child lists: automations, audit processes, build steps and change or break-fix requests.
Loopwork records what your team agreed and did. It does not run, host, monitor or connect to any automation platform: no uptime monitoring, no API integration with n8n, Make or Zapier, no time tracking or invoicing, no AI features inside the kit and no automated messaging. Hours saved are recorded estimates, not measurements, and hours are never added to money. Credentials never live in the CRM: API keys, tokens, passwords, webhook URLs that carry a secret, private keys, card numbers and SSNs are refused in every free-text field, on the server as well as in the browser. That is a guard against accidental entry, not a guarantee.
Four optional pipeline templates and 31 inactive workflow drafts. 10 fictional in-memory client accounts with 20 automations.
Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.
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Questions
How do I receive the kit?
Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.
Does this include Seedly CRM?
You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.
Is this one connected workspace?
Loopwork keeps a dark console rail beside a light work canvas across its seven views and the native CRM tools in the same signed-in account. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.
Can I use it with existing customizations?
Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.
Do I have to import all the starter content?
No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.
Can I remove the examples and starter content?
Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.
Can different subaccounts use different kits?
The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.
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