
CRM KitsCustom cake bakeries
Approved and deposited. Boxed before the pickup.
An order book for custom cake bakeries: every pickup and delivery for the next two weeks, day by day in time order, with the three things that decide whether a cake is ready on time checked on each line. Is the design approved, is the deposit recorded, is the production day set? Crumbcoat keeps designs, the production week, orders, recorded deposits and handoffs in one connected workspace, records the adult who ordered, and keeps leave-out requests as the customer said them, never as a promise.
See every handoff for the next two weeks, day by day.
A needs-attention strip, then a page for each of the next fourteen days with its pickups and deliveries in time order. Each order line shows its stage, items boxed and three checkpoints in words: design approved, deposit recorded and production day. Designs not approved within a week, missing deposits, unset production days, production days passed with items not boxed and handoffs passed with nothing recorded lead.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Order book operating view
- Designs operating view
- Production operating view
- Orders operating view
- Deposits operating view
- Handoffs operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable order checklists and preserved row history
four pipelines
- Custom cake orders · 8 stages
- Wedding cakes · 8 stages
- Birthday and celebration cakes · 6 stages
- Business and event orders · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Design follow-up
- Deposit check
- Production day check
- Box and label check
- Tasting preparation
- Wedding final details
- Cake text read-back
- Business price follow-up
- Handoff day check
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Custom cake request
- Wedding cake inquiry
- Business and event dessert order
- Order sheet
- Production sheet
- Handoff slip
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 12 fictional orders: ten open (two waiting on a design, four booked, two in production and two boxed), one handed off and one cancelled, with 20 items, 14 designs, 12 recorded payments and 84 checklist steps. 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 order creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, keep the cake text exactly as spelled, refuse access codes, logins, card numbers, Social Security numbers and dates of birth, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked order holds the order number and kind, the occasion, pickup or delivery with its date, time and place, the dates the order was taken, produced and handed off, the decorator, the cake text as spelled, the leave-out request as recorded, the recorded price and deposit asked, plus every item with its flavor, finish, servings and status, every design version with its answer, every recorded payment and an editable checklist.
Crumbcoat records what the bakery agreed, approved, baked and handed off. The contact is the adult who placed the order: there is no field for a child's age or date of birth, a first name and an age stay on the cake text, and full dates of birth are refused. Leave-out requests are recorded in the customer's words; Crumbcoat keeps no ingredient lists or recipes and never says a cake is free of any allergen or suitable for a diet. It processes no payments, issues no invoices, routes no deliveries and sends no reminders or messages. Door, gate and building codes, Wi-Fi and app logins and passwords, payment card numbers and Social Security numbers are refused in recorded text and in the native form drafts.
Four optional pipeline templates and nine inactive workflow drafts. 12 fictional in-memory orders.
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?
Crumbcoat keeps its ink-teal side rail, with the views stacked like cake layers, 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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