CRM KitsArchitecture practices
Every phase on fee.
A phase fee burn board for an architecture practice. Each project is one wide row whose five phase cells are sized to the recorded share of the fee, and each cell compares recorded hours at the recorded blended rate against the recorded percent complete. Section brings the fee, the consultants and the submittals into one connected workspace.
One project, five phases, one strip.
Each cell is that phase’s recorded share of the fee, so the strip is the shape of the fee agreement. The bar is the phase fee, the fill is recorded hours at the recorded blended rate, and the tick is the recorded percent complete. A cell past the tick by more than the recorded tolerance reads over burn.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Burn board operating view with proportional five-phase fee strips
- Projects operating view
- Phases operating view
- Consultants operating view
- Submittals and RFIs operating view
- Proposals operating view
- Insights operating view
- A practice over-burn tolerance with a per-project override
- Three native form drafts and three editable document templates
- Editable per-project checklists and preserved row history
four pipelines
- Architecture projects · 8 stages
- Feasibility and pursuits · 7 stages
- Additional services · 7 stages
- Repeat client accounts · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Inquiry response
- Proposal follow-up
- Agreement signed note
- Phase kickoff
- Phase fee check
- Consultant coordination reminder
- Submittal response due
- Closeout walk
- One-year post-occupancy check-in
Inactive until you review and publish them. None send customer messages.
Forms and documents
- New project inquiry
- Client program questionnaire
- Project closeout feedback
- Fee and phase summary
- Consultant coordination log
- Submittal and RFI log
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 9 fictional projects with 45 phase entries, 6 of them over burn, 14 consultant items, 17 submittals and RFIs with 5 past their response due date, and 6 recorded proposals. 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 practice 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 project creation, edits, the practice over-burn tolerance and resource setup. They preserve native account permissions, unrelated custom fields and row history, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked project holds the client label, project type, fee basis, total fee, blended rate, current phase, a fixed set of five phase entries with their fee share, hours to date, percent complete and dates, consultant items, submittals and RFIs, recorded proposals and a checklist.
Every burn figure is arithmetic on numbers your team records: phase fee is the total fee times the recorded share, the burned amount is recorded hours times the recorded blended rate, and over burn compares that against the recorded percent complete plus a tolerance. The kit does not track time or keep timesheets, does not invoice or do accounting, holds no drawings, BIM or CAD, handles no contracts or signatures, and is not a scheduling engine or a client portal.
Four optional pipeline templates and nine inactive workflow drafts. 9 fictional in-memory examples.
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?
Section keeps a numbered index rail across the kit views and 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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