CRM KitsMoving companies
Every move, day by day.
A move day board with origin to destination route lines, crew and truck records, room surveys measured against a recorded truck capacity reference, and the access items still unresolved at either end. Haul keeps the details and the next action in one connected workspace.
See the day before it starts.
Each move day is a band with its own crew total, recorded volume and truck labels, and every move on it is a wide card.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Move days operating view
- Moves operating view
- Surveys operating view
- Crews and trucks operating view
- Access operating view
- Claims and follow-up operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable move checklists and preserved row history
four pipelines
- Residential moves · 7 stages
- Long distance moves · 8 stages
- Commercial moves · 7 stages
- Storage moves · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Survey booking
- Estimate follow-up
- Deposit note
- Access confirmation
- Crew assignment
- Day-before confirmation
- Delivery complete
- Claim follow-up
- Review request
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Move inquiry
- Inventory and access details
- Post-move feedback
- Move estimate summary
- Crew move sheet
- Delivery and condition checklist
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 11 fictional moves across six move days. 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 move creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked move holds the move date and type, origin and destination labels with their access flags, crew size, truck labels, a capacity reference in cubic feet, room survey rows, access items, checklist steps and claims.
Volumes and capacity references are what your team records, not measurements. The kit does not provide dispatch or route planning, truck availability, binding estimates or tariffs, payments, customer messaging, or any insurance or valuation determination.
Four optional pipeline templates and nine inactive workflow drafts. 11 fictional in-memory moves.
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?
Haul keeps its application frame across the kit views and the 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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