CRM KitsVirtual assistant agencies
Plan hours in. Recorded hours beside them.
An hours board for virtual assistant agencies: every client down the side, every assistant across the top, and in each cell the hours that assistant recorded inside the client's current plan period, next to the plan hours. Deskhand keeps the time log, delegated tasks, assistant coverage, plan periods and the client roster in one connected workspace, and it keeps client logins out of the CRM.
See every client's plan hours by assistant.
A needs-attention strip, then one row per working client and one column per assistant, each cell the hours recorded in the client's current plan period with Primary or Backup written out. Recorded hours sit against plan hours with the hours left or over in words. Clients over the plan, at 90% of it, with no plan period today, with a period ending and no next one, with no assistant today or with a late task lead.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Hours board operating view
- Time log operating view
- Tasks operating view
- Assistants operating view
- Plans operating view
- Client roster operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable client checklists and preserved row history
four pipelines
- VA clients · 8 stages
- Client onboarding · 7 stages
- Plan periods · 7 stages
- Assistant coverage · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Discovery call preparation
- Plan proposal follow-up
- Kickoff preparation
- Access handover check
- First week review
- Plan hours check
- Period ending review
- Coverage handover
- Plan ended note
Inactive until you review and publish them. None send customer messages.
Forms and documents
- New client inquiry
- Task request
- Coverage or schedule change
- Plan summary
- Assistant handover notes
- Period hours report
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 12 fictional clients and four assistants: ten open (one inquiry, one onboarding and eight active), one paused and one ended, with 20 plan periods, 14 assignments, 53 time entries, 18 delegated tasks and 84 checklist 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 are required for connected client creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, keep every task label exactly as typed, refuse passwords, logins, 2FA codes, API keys, card and bank 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 client holds the client kind, the account lead, how access is shared, the inquiry, start, pause and end dates, plus every plan period with its plan hours and recorded fee, every assignment with its role and dates, every time entry with its assistant, hours and task label, every delegated task with its due date and status, and an editable checklist.
Deskhand records the plan hours the office agreed and the hours the assistants recorded, and compares them only with each other. It makes no productivity, turnaround or results promise and no statement about whether an assistant is an employee or a contractor. It does not track time, approve timesheets, run payroll, invoice, take payments, send messages or collect signatures. Client credentials belong in the client's password manager, never in the CRM: passwords, logins, 2FA and backup codes, API keys and tokens, payment card numbers, bank account and routing numbers, Social Security numbers and door codes are refused in recorded text and in the native form drafts.
Four optional pipeline templates and nine inactive workflow drafts. 12 fictional in-memory clients.
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?
Deskhand keeps its wine-stone top bar and wine pill tabs 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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