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CRM KitsVideo production companies

Every shoot day crewed. Every round accounted for.

A shoot-day call board over a deliverable cut tracker. Callsheet puts the dates that cannot move on top, with the crew each one still needs, and the versions and revision rounds that keep moving underneath.

Call board in the GoSeedly Video Production Kit with fictional sample records

The days that cannot move, and the cuts that keep moving.

Upcoming shoot days as wide cards in date order, each with the project and client labels, the general call time, the location with its confirmed flag, a crew grid of the roles that day needs showing the assigned person or "Unfilled", the gear hold and client contact flags and the days until the shoot. Beneath them the cut tracker, one row per deliverable in progress with its version chain, rounds used against rounds included, state and due date.

Actual interface captures with fictional sample data. Open a screenshot to see it full size.

What’s in the kit

Screens

  • Shoot-day call board with crew grids and confirmation flags
  • Deliverable cut tracker with version chains and rounds used
  • Projects operating view
  • Shoot days operating view with crew gaps and double bookings
  • Deliverables and Revisions operating views
  • Crew and vendors operating view with its own record editor
  • Insights operating view
  • Three native form drafts and three editable document templates
  • Editable per-project checklists and preserved row history

four pipelines

  • Video projects · 7 stages
  • Content retainers · 7 stages
  • Event coverage · 7 stages
  • Brand accounts · 8 stages

Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.

nine workflow drafts

  • New enquiry
  • Proposal follow-up
  • Shoot day crew gap
  • Location confirmation
  • Gear hold
  • Cut sent for review
  • Review notes chase
  • Revision overage conversation
  • Usage term expiry

Inactive until you review and publish them. None send customer messages.

Forms and documents

  • Project enquiry
  • Shoot day details
  • Review notes request
  • Shoot day call sheet
  • Deliverables and revision summary
  • Usage term reminder letter

Editable native forms and document templates. Forms collect information for staff review.

Sample workspace

Explore 12 fictional projects across all seven recorded stages: 6 upcoming shoot days carrying 29 crew roles of which 5 are unfilled, 2 of those days inside the recorded lock days with a gap, 1 crew member booked on two shoot days on one date, 17 deliverables of which 3 are past due and 4 are over their included rounds, 11 crew and vendor records and 2 usage terms expiring within 60 days. 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
Read the installation guide
  1. Check your Seedly

    Extract the kit and run the guided setup. It checks your installation and flags customized files before it changes anything.

  2. Connect the helper

    Deploy the included helper from your backend source, then build your web app and choose any starter pipelines and drafts.

  3. Make it yours

    Set company 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, the crew and vendor store and resource setup. They preserve native account permissions, unrelated custom fields and row history, enforce the production rules and the storage guard on the server, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.

One contact-linked opportunity is one video project. It holds the client and project labels, the recorded stage with the date it was entered, budget and deposit as recorded references, the recorded lock days, a release-forms-on-file flag, a usage term with its expiry, an editable checklist, and stable child rows: shoot days with a call time, location label and location, gear hold and contact confirmed flags; crew roles with the role label the company uses and a crew reference or an empty one meaning unfilled; deliverables with a format label, due date, rounds included and state; and versions with their position in the chain and the date each was sent. Crew and vendors live in the kit’s own store behind a server-owned revision, because a freelancer exists before any project books them.

Callsheet stores no files, no footage, no link with a user name and password inside it, no talent identity document and no payment detail. Release forms are a recorded on-file yes or no flag and nothing more, and every free-text field refuses credential links, government identifiers and card-like digit runs in the browser and again on the server while still accepting a plain review link, a timecode, a phone number and a purchase order reference. That is a guard against accidental entry, not a guarantee. A shoot day is flagged only when it sits inside the lock days that project recorded and still has a role unfilled or a location nobody has confirmed, and the lock day itself is inside the window. A cut is late strictly after its due date, and rounds used are the recorded versions after the first. There is no file storage, review player or version hosting, no editing software or asset manager integration, no crew payroll or booking marketplace, no permit, insurance or release management, no music licensing, no scheduling engine, no automated messaging and no payments or invoicing.

Four optional pipeline templates and nine inactive workflow drafts. 12 fictional in-memory projects with 6 shoot days and 17 deliverables.

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?

Callsheet keeps its black slate top bar across the seven kit views and 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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