CRM KitsArtist managers and tour offices
Every stop, every leg. Every settlement recorded.
A tour book for artist managers and tour offices: the next fourteen days as a road, one row per day, with each show's city, venue, load-in, doors and set times and its advance in words, and beside it the drives, flights, hotels and crew calls for that day. Roadbook keeps tours, venue advances, travel legs, crew calls and settlements for several artists in one connected workspace, and it records guarantees and settlements as the office typed them, never as a calculation.
See every artist's next two weeks, day by day.
A needs-attention strip, then fourteen days on a road line: each confirmed show or hold with its city, venue, load-in, doors and set, and beside it the drives with their miles, the flights with their numbers, the hotel confirmation labels and the crew calls. Advances still open near the show, legs not booked, calls not confirmed, holds past their date and shows with no settlement lead.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Itinerary operating view
- Tours operating view
- Advances operating view
- Travel operating view
- Crew calls operating view
- Settlements operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable tour checklists and preserved row history
four pipelines
- Tour delivery · 8 stages
- Single show offers · 7 stages
- Festival runs · 7 stages
- Support slots · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Routing review
- Hold follow-up
- Travel and crew check
- Advance sheets
- Day sheets on the road
- Settlement record
- Wrap review
- Single show advance
- Festival logistics
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Show offer inquiry
- Venue advance details
- Crew and travel availability
- Day sheet
- Advance sheet
- Settlement worksheet
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 9 fictional tours for one management office: seven open (one routing, three confirmed, two on the road and one settling), one wrapped and one cancelled, with 33 stops, 20 travel legs, 10 crew calls and 81 checklist steps. 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 tour creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, keep flight numbers and confirmation labels exactly as typed, refuse access codes, passwords, passport numbers, dates of birth, 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 tour holds the artist, the tour kind, the tour manager and agent, the inquiry, wrap and cancel dates, plus every stop with its city, venue, load-in, doors and set times, advance, deal as recorded, recorded guarantee and settlement, every travel leg with its flight number or confirmation label and miles on road legs, every crew call as a role and a call time, and an editable checklist.
Roadbook records what the tour office routed, held, confirmed, advanced, booked, called and settled. Guarantees, door splits and settlements are amounts and terms as recorded; Roadbook calculates no split, checks no contract, takes no payment and makes no tax, accounting, licensing, visa or insurance statement. It does not route tours, contact venues, book travel, track flights, sell tickets, send reminders or messages or collect signatures. Stage door, green room, hotel room and gate codes, Wi-Fi and app passwords, passport, visa and known traveler numbers, dates of birth, payment card numbers and Social Security numbers are refused in recorded text and in the native form drafts.
Four optional pipeline templates and nine inactive workflow drafts. 9 fictional in-memory tours.
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?
Roadbook keeps its white header and slate road strip 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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