CRM KitsPool builders and pool construction companies
Every pool, phase by phase. From design to startup.
A build timeline for pool builders: every pool with its nine phases in order (design, permit, dig, steel, plumbing, gunite, tile and coping, plaster and startup), each with its recorded dates, crew, holds and inspection state, followed by a builds ledger, inspections as recorded, a phase schedule, finish selections, recorded draws and insights. Bondbeam keeps each build in one connected workspace, and never stores gate or lockbox codes.
See where every pool stands.
Each build is a row of nine equal phase cells with the recorded state, the done, target, start or resume date and the latest inspection as recorded, with the current phase marked Now. Builds with a phase past its target, a hold past its resume date, an open inspection correction or a finish past its needed-by date lead, then builds in the ground, in startup and before the dig.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Build timeline operating view
- Builds operating view
- Inspections operating view
- Schedule operating view
- Finishes operating view
- Draws operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable checklist per build, with preserved row history
four pipelines
- Pool builds · 8 stages
- Permits and inspections · 7 stages
- Finish selections · 7 stages
- After startup · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Design consult preparation
- Bid follow-up
- Permit submission check
- Inspection date record
- Construction start check
- Selections follow-up
- Finish order check
- Startup walkthrough
- First-week check
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Pool build inquiry
- Finish selections
- After-startup request
- Build phase record
- Finish selection sheet
- Startup and handover sheet
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 12 fictional pool builds: two before the dig, seven in the ground, one in startup and two complete, with 108 phase rows, 31 inspections, 35 finish selections and 36 recorded draws. 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 build creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse access codes, logins, Wi-Fi passwords, 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 build holds its site, shape as recorded, dimensions, depths, recorded gallons, spa, permit reference, superintendent and contract amount, nine phases with dates, crews and holds, inspections as recorded, finish selections, a draw schedule and an editable build checklist.
Bondbeam records what the office entered. It does not design or engineer pools, calculate volumes, steel or plumbing, give code, safety or chemistry advice, apply for permits, book inspections, decide or confirm that work met code, schedule or dispatch crews, order materials, invoice, collect draws, take payments or send messages. Gate, lockbox, garage and alarm codes, logins, Wi-Fi passwords, 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. 12 fictional in-memory pool builds.
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?
Bondbeam keeps its green-black rail 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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