CRM KitsWedding & event planners
Every event, counted down.
A planner does not work a funnel. A planner works a date that cannot move. Countdown puts the days remaining at the top of every event card, then measures the milestone tasks, the run of show and the vendor sheet back from that one number.
The number that matters, first.
Every event is a card led by a large serif day counter, sorted by days remaining. Under it sit the five weeks-before milestone buckets, each showing how many recorded tasks are done, due and overdue. The event type, date, venue, planner, guest count and budget reference sit on the card.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Countdown board of event cards led by a large serif day counter
- Five weeks-before milestone buckets with derived done, due and overdue counts
- Event record panel covering the brief, milestones, guests, vendors and the run of show
- Run-of-show timeline, vendor sheet and guest tally views
- Studio insights drawn from recorded workspace data
- Black, white and coral Countdown application frame with full CRM tools
four pipelines
- Wedding planning · 8 stages
- Corporate events · 7 stages
- Social events · 7 stages
- Venue and vendor partnerships · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Inquiry response task
- Consultation prep note
- Proposal follow-up task
- Contract reminder task
- 12-week vendor confirmation task
- 4-week final details task
- 1-week run-of-show review task
- Event day note
- Post-event review task
Inactive until you review and publish them. None send customer messages.
Sample workspace
Explore eight fictional events at different countdowns, from an event two days out to one more than two hundred days away, each with milestone tasks in every weeks-before bucket, recorded run-of-show entries and a recorded vendor sheet. Example edits stay in the current page’s memory and reset on navigation or reload; sample events are never inserted into your CRM.
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 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 planner helper is required for connected creation, editing and starter setup. It preserves native account permissions and unrelated custom fields, keeps the five recorded milestone bucket keys and the stable milestone task, run-of-show and vendor IDs, and checks the current record state before saving. Deploy it from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional.
One event is a native contact-linked opportunity with a recorded event type, event date, venue label, lead planner label, guest count, accepted and declined RSVP tallies, a budget reference, a brief note and a next-step note. Milestone tasks, run-of-show entries and vendor records are stable-ID child records. Unrelated custom fields are preserved and stale record versions are rejected.
Milestone tasks, run-of-show entries and vendor records are staff entered; nothing advances on its own. A bucket target date is derived from the recorded event date, and a task is overdue only when it is not done and that target has already passed. The kit collects no RSVPs, manages no guest list and builds no seating chart. It sends no message, books no calendar and checks no availability. It prepares, sends and signs no contract, takes no deposit and records no payment. The budget and deposit references are recorded numbers, separate from opportunity value, invoicing and payments, and are never summed into a ledger.
Four optional pipeline templates and nine inactive workflow drafts. Eight fictional in-memory events with milestone tasks, run-of-show entries and vendors.
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?
Countdown keeps its event navigation across the original planning views and native CRM modules. Full CRM tools remain available within the same signed-in account and application theme. 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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