CRM KitsFinancial advisors
Every household. Reviewed on its cycle.
An advisory practice runs on a cadence, not a lead list. Horizon opens on a twelve-month review wheel: one wedge per month, a marker on every household’s recorded review month, the current month in gold, and the reviews due now sitting beside it.
The year, as a ring.
Twelve wedges, one per month, with a marker on each client household’s recorded next review date. The current month is filled in gold and a marker already behind the selected date is drawn hollow. Beside the ring sit reviews due this month, reviews due next month, and an overdue tray. Selecting a household fills the sheet below it.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Twelve-month review wheel with due, next-month and overdue lists and a household sheet
- Households and Prospects views with editable household records
- Recorded meetings grouped by week and recorded service tasks with one quick action
- Practice insights whose ratios print their denominators
- Navy and gold Horizon application frame with full permission-filtered CRM tools
four pipelines
- Prospect to client · 8 stages
- Annual review cycle · 7 stages
- Service requests · 7 stages
- Referral partners · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Discovery meeting prep note
- Proposal follow-up
- Onboarding paperwork task
- 60-day review scheduling task
- Review prep checklist note
- Post-review follow-up task
- Service request check task
- Referral thank-you note
- Annual beneficiary reminder task
Inactive until you review and publish them. None send customer messages.
Sample workspace
Explore sixteen fictional records in the separate sample view: twelve client households placed one on each of the twelve months of the review calendar, plus four prospects, with recorded meetings and recorded service tasks. Two households are a year behind on purpose, so the overdue tray is not empty. Example edits stay in the current page’s memory and reset on navigation or reload; sample households 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 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 household helper is required for connected creation, editing and starter setup. It checks the active account and native permissions, compares the current record timestamp and the server-managed revision, preserves unrelated custom fields and unknown child-row extensions, and invokes the native Seedly mutations inside one transaction. Deploy it from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional and no schema migration is required.
One household relationship is a native contact-linked opportunity. Its namespace holds the household label, member labels, recorded relationship, review cadence, last and next review dates, advisor and service model labels, prospect stage, source label, custodian label, an optional annual fee reference, recorded notes, and recorded meetings and service tasks as child records with stable IDs. A client household requires a recorded next review date, a next review date can never precede a last review date, and only a prospect carries a prospect stage.
Horizon is a relationship and review-cadence workspace. It stores no account balances, holdings, positions, transactions or performance data, aggregates no accounts, and reads nothing from any custodian. The custodian entry is a label typed by staff. Review dates and cadence are recorded intent: nothing reviews, schedules, reminds, renews or advances on its own, and no calendar appointment is created. Recorded meetings describe conversations that already happened and recorded tasks are the practice’s own work. The annual fee reference is the fee your practice records for its own planning, never a balance, never assets under management, and never billed or collected. The cadence-disagreement flag is advisory and changes no date. Nothing in the kit is investment advice, a recommendation, a proposal, a suitability or fiduciary determination, an e-signature, a document vault or a compliance record.
Four optional pipeline templates and nine inactive workflow drafts. Sixteen fictional in-memory household records across the whole review calendar.
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?
Horizon keeps its advisory navigation across the original views and the 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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