CRM KitsTouring production and event production companies
Crew and equipment, day by day.
A dense timeline for touring production companies: every production day, every crew assignment with its call time and every equipment line from out to return, fourteen days at a glance. Loadout keeps productions, crew, equipment, returns and the day sheet in one connected workspace.
See two weeks of crew and equipment at once.
Fourteen day columns in three bands: production days as labelled tiles, crew as one row per person with a bar per assignment carrying the call time and status, and equipment as one row per line with its case numbers and quantity beside a bar from out to return. Roles not filled sit first, and open roles, unconfirmed calls, late returns and short counts lead in the needs attention strip.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Timeline operating view
- Productions operating view
- Crew operating view
- Equipment operating view
- Returns operating view
- Day sheet operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable production checklists and preserved row history
four pipelines
- Productions · 8 stages
- Tour support · 7 stages
- Corporate and one-off shows · 7 stages
- Festival stages · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- New production inquiry
- Quote follow-up
- Crew call confirmations
- Equipment pull check
- Load-in access notes
- Returns count
- Routing review
- Site walk notes
- Stage spec review
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Production request
- Crew availability
- Equipment return report
- Crew call sheet
- Equipment pull and return sheet
- Production quote summary
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 10 fictional productions: three on the road now, two confirmed and not started, one ended with returns open, one quoted inquiry, two wrapped and one cancelled, with 51 production days, 25 crew rows across eleven people and 22 equipment lines. 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 production creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, keep crew, quantities, days and money apart, refuse access codes, logins, crew identifiers, 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 production holds the client, kind, booking status, first and last days, main venue, the quote as sent and load-in access described in words, each production day with its kind, venue and city, each crew row with its role, person, dates, call time, status and day rate as recorded, each equipment line with its label, case numbers, quantity out, due-back date and the count that came back, and an editable checklist.
Loadout records what the production office agreed and counted. Crew, equipment quantities, days and money each keep their own unit, and day rates are never multiplied by days. It does not check availability or double bookings, track inventory, make rigging, electrical, load-rating, safety, insurance or labour-law judgements, run payroll, bill or take payments, or send messages. Venue, dock, stage door, truck, gate, lockbox and alarm codes, logins, crew passport numbers, dates of birth, payment card numbers and Social Security numbers are refused in recorded text and in the native form drafts, while labels such as Socapex 19-pin and Case 44 are kept.
Four optional pipeline templates and nine inactive workflow drafts. 10 fictional in-memory productions.
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?
Loadout keeps its road-case top bar, case-label tabs and heather 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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