CRM KitsWeb and software agencies
Every retainer hour accounted for.
A retainer hours tank wall beside a launch runway. Sprintline puts the hours a client bought, the hours your team logged, and the checklist a build has to clear before it goes live on one screen.
Hours on the left, launches on the right.
Each retainer is a tank filled to the hours logged this month, with a mark at the pro-rata point for today. Each build is a runway row with its days to launch and its checklist counts.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Studio board with the retainer hours tank wall and the launch runway
- Clients operating view
- Retainers operating view
- Projects operating view
- Launch checklists operating view
- Support and care plans operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable per-engagement checklists and preserved row history
four pipelines
- Retainers · 7 stages
- Fixed-scope builds · 8 stages
- New business · 7 stages
- Care plans · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- New enquiry task
- Discovery call note
- Proposal follow-up after a wait
- Kickoff task
- Monthly retainer summary task
- Over-hours conversation task
- Launch minus seven days check task
- Post-launch warranty end reminder task
- Care plan renewal task
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Project enquiry
- Support request
- Launch sign-off request
- Retainer monthly summary
- Launch checklist sheet
- Change request note
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 16 fictional engagements: nine retainers, seven fixed-scope builds across all six stages and five care plans. 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 engagement creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, check revisions before saving, and run the same credential guard the browser runs. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked engagement holds the client label, whether it is a retainer or a build, the monthly block of hours, the hours rows staff logged with a date and a person, rollover and renewal, a fixed fee and its change request rows, the stage and its date, a launch date, the launch checklist and care plan details.
Hours are stored as whole numbers of hundredths of an hour, so 2.5 and 2.75 are exact and nothing is rounded before it is added up. The pro-rata point, rollover, days to launch and the renewal windows are all calculated from recorded rows. The kit stores no password, API key, token or hosting login and refuses the obvious accidental entries in every free-text field, which is a guard against accidental entry rather than a guarantee. It is not a time tracker or a timesheet, it connects to no repository, issue tracker, host, DNS provider or uptime monitor, it deploys nothing, it invoices nobody, and an accessibility pass recorded here is a check a member of staff made rather than an audit.
Four optional pipeline templates and nine inactive workflow drafts. 16 fictional in-memory engagements.
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?
Sprintline keeps its ink rail and white canvas across the 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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