CRM KitsSenior move managers
From the floor plan to the first night home.
A move plan board for senior move managers: every plan in its phase column, from the new home's floor plan through the room-by-room sort, packing, move day and the settle-in, with each plan's rooms drawn as a small floor plan and the family contact who decides on the card. Nestward keeps the 21-day dates, consults and proposals, rooms, leave-behind pickups and family contacts in one connected workspace. It records rooms, furniture and boxes, never health information.
See every move from floor plan to settle-in.
Plans with a passed consult, move day or pickup, or a move within 7 days and no floor plan placed, lead. Then five phase columns, each card with its next step in words, its rooms as a small floor plan with a status for each, furniture pieces and boxes in separate tags and the decision contact.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Board operating view
- Dates operating view
- Consults and proposals operating view
- Floor plans and rooms operating view
- Leave-behind pickups operating view
- Family contacts operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable plan checklists and preserved row history
four pipelines
- Move plans · 8 stages
- Rightsizing in place · 7 stages
- Settle-in follow-up · 7 stages
- Community partners · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Consult confirmation
- Proposal follow-up
- Floor plan request
- Sort day check
- Pickup confirmation
- Move day confirmation
- First week call
- 30-day check-in
- Partner check-in
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Move consult request
- Family contact update
- Leave-behind pickup request
- Move plan summary
- Room-by-room sort sheet
- Move day and settle-in sheet
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 12 fictional move plans: one first call, two consults booked (one past its date), one proposal out, two waiting on the floor plan (one moving within 7 days), one sorting, one packing, two at move day (one past its date), one settling in and one settled, with 37 rooms, 12 leave-behind pickups and 19 family contacts. 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 plan creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse access codes, passwords, card, account and Social Security numbers, care levels and health information, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked move plan holds the client, the current home and the new home by name, who called, the consult, the proposal and recorded fee, the floor plan and the new home available date, move day with the mover, the settle-in, rooms with their status, furniture pieces going and boxes packed, leave-behind pickups, family contacts with their roles and an editable checklist.
Nestward is not a care or medical record and not a HIPAA compliance product. Diagnoses, conditions, medications, care levels, memory or cognitive details, mobility details, falls, ages, dates of birth and insurance or account numbers are refused in recorded text and in the native form drafts, along with gate, door and lockbox codes, passwords, payment card numbers and Social Security numbers. Nestward records what the office wrote down. It gives no financial, legal or estate advice, recommends no community or care level, values or sells nothing, books no mover and sends no messages.
Four optional pipeline templates and nine inactive workflow drafts. 12 fictional in-memory move plans.
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?
Nestward keeps its floor-plan side 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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