CRM KitsProfessional organizers
Every room, every session, every drop-off on record.
A project board by room for professional organizers: each project's rooms as cubbies, the package as sessions and hours on separate meters, donation and consignment drop-offs still waiting at the home, and the next session. Sorted keeps it in one connected workspace.
See every open project by room.
Alerted projects lead. Each shelf shows the rooms with their recorded status, session pips and a separate hours bar, pending drop-offs and the next session.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Project board by room
- Sessions calendar
- Packages view
- Donation and consignment log
- Shopping lists view
- Referral partners view
- Insights view
- Three native form drafts and three editable document templates
- Editable project checklists and preserved row history
four pipelines
- Organizing projects · 8 stages
- Downsizing and moves · 7 stages
- Maintenance visits · 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
- Consult preparation
- Consult notes
- Package confirmation
- Session preparation
- Drop-off review
- Final walk-through
- Move date check
- Maintenance check-in
- Partner thank-you
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Organizing consult request
- Donation preferences
- Partner referral
- Project plan
- Session recap
- Drop-off summary
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 12 fictional organizing projects with 32 rooms, 27 sessions, 11 drop-offs and 14 products. 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 studio 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 keep native account permissions, unrelated custom fields and row history, check revisions before saving and refuse codes, card numbers, identifiers and account numbers on the server. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked project holds the home label, goals in the client's words, the package, rooms with their status, sessions with hours and rooms, donation, consignment and recycling drop-offs with bags and items, a product list and an editable project checklist.
Hours, session counts, bags, items and money stay in their own units and are never added together. Sorted refuses gate and lockbox codes, card numbers, government identifiers and account numbers, and asks you to record paperwork by category only. It does not schedule sessions for you, sync a calendar, value belongings, issue donation receipts, give tax advice, store documents, take payments 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?
Sorted keeps its top bar and views around 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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