Every employer account looked after. Every follow-up call made.

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 record creation, edits, the follow-up call, review request and partner lists, and resource setup. They preserve native account permissions, unrelated custom fields and row history, check revisions before saving, and run the entry guard before anything is written. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional, and none of them contains a messaging node.

One contact-linked record is one employer account relationship. It holds the company label, the contact person label, the account stage and the date it was entered, the recorded service labels, twelve monthly visit counts for the trailing twelve months, an agreement reference amount the clinic keeps for itself, the check-in interval in days, the last check-in date and an editable checklist. Follow-up calls, review requests and community partners are workspace records behind one shared revision guard, because a person who gets a courtesy call is not a commercial relationship with a company.

This is a business development and follow-up workspace, not a medical record. It is not a HIPAA compliance product and does not make a practice HIPAA compliant. It is not an EHR, EMR or practice management system, and it is not a patient queue, wait time display, triage tool or check-in kiosk. It never records why anybody visited: there is no field for a visit reason, a symptom, an injury, a diagnosis, a test or screening result including a drug screen or physical outcome, a work status or restriction, a medication, a dose, a vital sign, a workers' compensation claim number, an insurance member or policy number, a government identifier or a date of birth. Employer accounts hold company-level commercial information only, the monthly activity strip is a count somebody typed, and call categories and review states are labels only. The shared model refuses text that looks like a dose, a blood pressure reading, an ICD-10 style code, a claim or insurance identifier, clinical vocabulary or a screening result in every field, on the server as well as in the browser, and a person's or a company's name is exempt from the two word rules alone. Treat that as a guard against accidental entry rather than a guarantee. Clinical records stay in the clinic's own clinical system, and the kit gives no medical advice. Your practice decides what it records in its CRM and is responsible for its own privacy, security and regulatory obligations. There is no clinical system integration, no workers' compensation or insurance processing, no billing or invoicing, no scheduling engine, no automated messaging, no review platform integration and no payments. Recording a review request does not ask anybody for a review, recording a call does not dial anybody, and the recorded agreement reference is a number the clinic keeps for itself.

Four optional pipeline templates and nine inactive workflow drafts. 14 fictional in-memory employer account relationships.

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.