CRM KitsMarketing & creative agencies
Good work. Room to create.
Give client work a studio of its own. An ink-blue navigation rail, editorial desk, production board, and reporting notebook keep campaign context close as your team moves from brief to delivery.
Give the day a clear starting point.
Review the work in view, upcoming deliverables, and decisions that need attention. Keep client context alongside the agency work, with full CRM tools available in the same application.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Studio desk, campaign briefs, and a deliverable production board
- Content calendar with deliverable due dates
- Separate internal review and recorded client decision controls
- Manual performance snapshots with channel, period, and source context
- Ink-blue Studio navigation and permission-filtered All CRM tools
four pipelines
- Campaign delivery · 8 stages
- Agency new business · 7 stages
- Monthly retainers · 7 stages
- Creative projects · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Brief triage
- Internal quality review
- Client review follow-up
- Delivery readiness
- Reporting review
- Inquiry follow-up
- New client handoff
- Retainer review
- Concept review
Inactive until you review and publish them. None send customer messages.
Sample workspace
Explore six fictional campaigns for three fictional clients, with 18 deliverables and six manually recorded reporting snapshots. Example edits stay in the current page’s memory and reset when you change Studio pages or reload; no sample records are added to 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 campaign helper is required for connected creation, editing, and starter setup. It compares the native timestamp and a server-managed revision, preserves other custom fields, and invokes native Seedly mutations with existing permissions. Deploy it from your authoritative backend source before connected edits. The four pipeline presets and nine workflow drafts are optional; no new tables or schema migration are required.
Each campaign is a contact-linked opportunity with its own brief, objective, channels, planned budget, deliverables, and reporting snapshots. Client grouping uses contact IDs. Connected saves preserve unrelated custom fields and check for stale record versions.
Client decisions are staff records of feedback received elsewhere, not a client portal or verified signature. Status changes do not publish content or send messages. The content calendar records deliverable due dates, not native appointments. Performance snapshots are manually entered; live ad connections, attribution, automated publishing, and currency conversion are not included. Planned budget remains separate from opportunity value, invoices, and payments. Campaign currency is chosen on creation and cannot be changed in the editor. Dates and numbers use English (United States); reserved locale and currency configuration fields are not global switches.
Four optional pipeline templates and nine inactive workflow drafts. Six fictional campaigns, three clients, 18 deliverables, and six in-memory reporting snapshots.
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?
Studio keeps its ink-blue navigation rail and client context across original agency screens and native CRM modules. The permission-filtered All CRM tools navigation retains the modules available to your 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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