CRM KitsGrant writers
Every ask on one line, by its deadline.
A grant pipeline for grant writing offices and freelance grant writers: every application from funder research through the letter of inquiry, drafting and submission to the decision and the award reports, each lane sorted by its next deadline. Askline keeps applications, section limits, funders, clients and reports in one connected workspace, and keeps funder portal logins, tax ID numbers and bank details out of it.
See missed deadlines, late LOIs and late reports first.
Applications past their deadline with no submission, letters of inquiry past their due date and award reports past due lead. Then every application sits in its lane, prospect, LOI, drafting, submitted or awarded, sorted by its next recorded date, with the ask and section progress on the card.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Pipeline operating view
- Deadlines operating view
- Sections operating view
- Funders operating view
- Clients operating view
- Reports operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable application checklists and preserved row history
four pipelines
- Grant applications · 8 stages
- Decisions and awards · 7 stages
- Award reporting · 7 stages
- Client engagements · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Prospect review
- Go decision
- LOI draft
- Drafting kickoff
- Client review
- Submission check
- Decision follow-up
- Report reminder
- Grant calendar review
Inactive until you review and publish them. None send customer messages.
Forms and documents
- New client inquiry
- Funding opportunity intake
- Program details for the proposal
- Funder research brief
- Proposal outline and limits sheet
- Submission record sheet
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 12 fictional grant applications: one prospect, three at the LOI stage, three drafting, two submitted, two awarded and one declined, with 20 proposal sections and 4 award reports. 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 application creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse portal logins, labelled tax ID numbers, bank details, card numbers and Social Security numbers, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked application holds the client organization, the funder and program, the grant, RFP or listing ID as a label, the writer, the funder portal by name only, the LOI status and dates, the application deadline, the submitted date, the decision and its dates, the ask, award and writing fee as recorded amounts, every proposal section with its limit and recorded count, award reports and an editable checklist.
Askline records what your office wrote down. It makes no funding-success, award-probability, eligibility, compliance, legal or tax claim; a decision is a label and an amount is a figure you typed. It does not search for funders, read RFPs, count words in documents, submit to any portal, track grant budgets, bill or send messages. Funder portal logins and passwords, usernames, tax ID numbers written with their label, bank and routing numbers, payment card numbers, Social Security numbers and door codes are refused in recorded text and in the native form drafts.
Four optional pipeline templates and nine inactive workflow drafts. 12 fictional in-memory grant applications.
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?
Askline keeps its wine binder-spine rail and brass ribbon tabs 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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