CRM KitsCustom home builders
Every allowance. Side by side.
Put the gap between the allowance and the selection on the screen. Foundation is a ruled ledger on paper white: the recorded allowance in one column, the recorded selection in the next, the over or under beside them, and a running total down the page.
Read both columns at once.
Pick a build and the ledger draws all seven allowance categories in a fixed order: the recorded selection label, its due and decided dates, the recorded allowance, the recorded selection, the over or under, and a running total. A double rule closes the column over a totals row, and the eight recorded phase dates sit above it as a thin strip.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Allowance ledger with an over or under column and double-rule totals
- Eight-cell recorded phase strip with recorded dates
- Builds table, lot register and banded selection deadlines
- Change orders with recorded approved totals by currency
- Build insights drawn from recorded workspace data
- White ruled-ledger Foundation application frame with full CRM tools
four pipelines
- Lot and plan sales · 8 stages
- Design and selections · 7 stages
- Construction phases · 8 stages
- Closing and warranty · 6 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Lot hold follow-up
- Plan presentation prep note
- Contract signed kickoff task
- Selections kickoff task
- Selection deadline reminder task
- Over allowance review note
- Phase inspection task
- Pre-closing walkthrough task
- 30-day warranty check-in
Inactive until you review and publish them. None send customer messages.
Sample workspace
Explore eight fictional build records across the eight recorded phases, with 42 recorded allowance rows, ten recorded change orders and four recorded lot register rows. Two builds are recorded over their allowances. Example edits stay in the current page’s memory and reset on navigation or reload; sample builds and lots are never inserted into your CRM.
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 company 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 build helper is required for connected creation, editing, the lot register and starter setup. It preserves native account permissions and unrelated custom fields, checks the captured timestamp and a server-owned revision before saving, and patches only its own account settings key. Deploy it from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional.
One build is a native contact-linked opportunity with namespaced lot, community, plan and elevation labels, a contract reference, superintendent and selections coordinator labels, a recorded phase, one recorded date per phase, a closing target date, allowance rows and change order rows. The lot register lives in its own account settings key beside the starter receipt. Recorded references are never written into native opportunity value.
A recorded allowance is a number somebody typed. The kit does no estimating, takeoff, bid levelling, vendor pricing, job costing, draw scheduling or accounting. The over or under reference must equal the recorded selection minus the recorded allowance, and the server refuses a row where it does not; rows missing either reference are excluded from the net and counted, so a partial ledger is never reported as complete. Phase dates are records somebody entered: nothing schedules, reschedules, dispatches a trade partner, orders material, files a permit or requests an inspection. The recorded closing target date is a date, not a closing, and nothing in the kit contacts a buyer, a trade partner or a lender. Change order statuses are notes, not signatures, addenda or invoices. The recorded phase is separate from the native pipeline stage: saving a build never moves a card. Totals are grouped by currency and never summed across currencies.
Four optional pipeline templates and nine inactive workflow drafts. Eight fictional in-memory build records, 42 recorded allowance rows and four recorded lots.
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?
Foundation keeps its build navigation across the original ledger views and native CRM modules. Full CRM tools remain available within the same signed-in account and application theme. 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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