CRM KitsHome accessibility, stairlift and ramp dealers
From the home assessment to the install day.
An assessment-to-install board for home accessibility dealers: every stairlift, ramp, grab bar, handrail and platform lift project in the column its recorded dates put it in, with rail and ramp feet, rated pounds and counts kept in their own tags. Handhold keeps the 14-day calendar, quotes and orders, equipment lines, rental returns and service plans in one connected workspace. It records equipment labels, never health information.
See every project from inquiry to install booked.
Projects with a passed assessment or install date, a rental past its end date or a plan check overdue lead. Then five columns in the order work moves, each card with its next recorded date, equipment lines with feet, rated pounds and counts in separate tags, the payer and the recorded quote.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Board operating view
- Calendar operating view
- Quotes and orders operating view
- Equipment operating view
- Rentals operating view
- Service plans operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable project checklists and preserved row history
four pipelines
- Home access projects · 8 stages
- Equipment rentals · 7 stages
- Service plans · 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
- Assessment confirmation
- Quote follow-up
- Order check
- Install confirmation
- Walkthrough follow-up call
- Rental end check
- Pickup confirmation
- Service visit due
- Partner check-in
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Home assessment request
- Rental return request
- Service visit request
- Home assessment sheet
- Install handover sheet
- Rental return record
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 12 fictional projects: one inquiry, two assessments booked (one past its date), two being quoted, one accepted and on order, two installs booked (one past its date) and four installed, with 16 equipment lines, 4 rental lines (two out, one past its end date), 2 service plans and 3 service visits. 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 project creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse access codes, passwords, card numbers, Social Security numbers and health information, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked project holds the household and address, who asked, the home assessment, the quote and payer, the order, the install day and crew, the service plan, equipment lines with feet, rated pounds, quantity and rental dates, service visits and an editable checklist. The need is recorded only as an equipment category label.
Handhold is not a medical record, not a HIPAA compliance product and not a clinical, insurance or benefits tool. Diagnoses, conditions, mobility details, falls, medications, ages, body weight and insurance or program ID numbers are refused in recorded text and in the native form drafts, along with gate, door and lockbox codes, passwords, payment card numbers and Social Security numbers. Handhold records what the office wrote down. It does not size, fit or recommend equipment, make ADA, building code or safety certification claims, decide eligibility or coverage, bill rentals or send messages.
Four optional pipeline templates and nine inactive workflow drafts. 12 fictional in-memory projects.
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?
Handhold keeps its white handrail top bar 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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