CRM KitsCorporate event and conference planners
Every session, speaker and vendor, confirmed in one place.
An event readiness board for corporate event and conference planners: every upcoming conference, sales kickoff, offsite, launch, workshop and awards dinner in date order, and for the event you pick, its agenda by day and room beside the speakers, sponsors and vendors with the confirmation you recorded. Forum keeps agendas, speakers, sponsors, vendors and client events in one connected workspace.
See what each event is still waiting on.
Events with a speaker, sponsor or vendor past the reply date you set, or a final count past due, lead the needs-attention strip. Below it, every upcoming and running event as a badge card with speakers, sponsors and vendors confirmed in words, then the picked event's agenda by day beside its three confirmation lanes.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Readiness operating view
- Agenda operating view
- Speakers operating view
- Sponsors operating view
- Vendors operating view
- Events operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable event checklists and preserved row history
four pipelines
- Conferences and summits · 9 stages
- Sales kickoffs and company meetings · 8 stages
- Offsites and retreats · 6 stages
- Launches and workshops · 6 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- New inquiry follow-up
- Proposal follow-up
- Speaker invitations
- Sponsor package check
- Final confirmations sweep
- Wrap-up notes
- Final count request
- Offsite agenda review
- Launch follow-up
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Corporate event inquiry
- Speaker details
- Sponsor intake
- Run of show
- Speaker brief
- Event proposal
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 10 fictional events: five upcoming, one running today, one proposal, one in wrap-up, one closed and one cancelled, with 41 sessions, 30 speakers (22 confirmed, six invited, one declined and one withdrawn), seven sponsors (four confirmed, two with a package sent and one declined) and 24 vendors (13 confirmed, four booked, four quoted, two requested and one cancelled). 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 business 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 event creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, keep sessions, attendees and money apart, refuse access codes, event passwords, card numbers, Social Security numbers and details about named attendees, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked event holds the client company, event kind, format, venue label and city, first and last day, the client's confirmation date, attendees as the client gave them, the final count due date and final count, the planning fee as quoted, on-site notes describing access in words, each session with its day, times, kind, room or track and status, each speaker with role, linked session, status and reply, confirmation, bio and slides dates, each sponsor with package label, booth, status, logo date and amount as recorded, each vendor with category, service day, arrival time, status, order and quote as recorded, and an editable checklist.
Forum records what the planning office agreed and heard back. Attendee counts are the counts each client gave; sessions, days, attendees and money are never added to one another. It does not register attendees, print badges, sell tickets, book venues or hotels, send invitations, pay anyone, bill or take payments, or send messages, and it makes no venue-capacity, accessibility-compliance, contract, insurance or financial claim. Dietary, access and medical details about named people, venue, dock and door codes, badge, registration, event app and Wi-Fi passwords, payment card numbers and Social Security numbers are refused in recorded text and in the native form drafts; counts such as "12 vegetarian meals" are kept.
Four optional pipeline templates and nine inactive workflow drafts. 10 fictional in-memory events.
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?
Forum keeps its white side rail with the lanyard strap and ink badge rows 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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