CRM KitsTravel advisors
Every detail, before departure.
A trip planning workspace for travel advisors. Atlasdesk brings options, itinerary segments and preparation follow-up into one client record.
The next departure starts here.
Review departure dossiers beside the next recorded preparation actions.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Departure desk operating view
- Trips operating view
- Options operating view
- Itineraries operating view
- Confirmations operating view
- Follow-ups operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable checklists and preserved child-row history
four pipelines
- Client trips · 7 stages
- Group travel · 7 stages
- Returning travelers · 6 stages
- Travel partners · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Trip inquiry review
- Option follow-up
- Departure preparation
- Travel date review
- After-travel follow-up
- Group organizer review
- Returning traveler review
- Partner response review
- Itinerary reference review
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Trip planning inquiry
- Travel option feedback
- Departure review request
- Trip planning brief
- Itinerary planning sheet
- Departure review sheet
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore eight fictional trips with supplier options, itinerary segments, recorded confirmations and preparation 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 support connected creation, edits and resource setup. They preserve account permissions, unrelated fields and archived row history, and reject stale revisions. Reconcile all five helpers with your authoritative backend. Pipelines and inactive workflow drafts are optional.
One native contact-linked trip holds departure and return dates, a destination, an advisor, supplier options, itinerary segments and a preparation checklist.
Atlasdesk records advisor-entered planning information. It does not book suppliers, issue tickets, process payments or verify travel documents. A recorded confirmation reflects staff input. Reaching travel dates does not establish that travel occurred.
Four optional pipeline templates and nine inactive workflow drafts. 8 fictional in-memory records.
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?
Atlasdesk combines a light navigation rail, departure dossiers and an itinerary timeline with native CRM tools. 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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