Product Overview

What Is Seedly CRM?#

Seedly CRM is a complete client management platform built for agencies. It consolidates every tool an agency needs - communication, sales pipelines, marketing campaigns, appointment scheduling, invoicing, document signing, reputation management, and workflow automation - into a single, real-time platform. Instead of stitching together a dozen SaaS subscriptions and dealing with broken integrations, your team works from one unified system where every piece of client data is connected.

The platform operates on a multi-tier architecture designed specifically for the agency model: one agency account manages multiple brands, and each brand manages multiple sub-accounts (one per client). This means you can white-label the experience per client, control billing and permissions at every level, and keep client data strictly separated - all from a single login.

Who Is It For?#

Seedly CRM is built for agencies that manage clients - marketing agencies, digital agencies, consulting firms, service businesses, and any organization that needs to operate on behalf of multiple clients from one platform.

• Agency owners who want to consolidate tools, reduce costs, and maintain oversight across all client accounts
• Account managers who need a single workspace to handle contacts, communications, pipelines, and tasks for their assigned clients
• Marketing teams running campaigns, automations, and social media across multiple brands
• Operations leads managing appointments, invoices, documents, and internal workflows

Why Seedly CRM#

All-in-one platform, not a patchwork. Contacts, conversations, pipelines, campaigns, workflows, forms, calendars, invoices, documents, reputation, and social media all live in one system. Data flows between modules automatically - no Zapier required.

Real-time by design. Every screen updates live. When a contact replies to an SMS, the conversation appears instantly. When a deal moves stages, the pipeline board updates for everyone viewing it. There is no polling, no refresh button, no stale data.

Agency-native multi-tenancy. The platform was built from day one for the agency model. Manage all your clients from a single account with strict data separation, per-client branding, cascading settings, and granular billing controls.

Automation engine. The visual workflow builder includes 80 node types and 76 triggers, covering everything from drip campaigns and lead routing to invoice generation and AI-powered responses. Build once, let it run.

Granular control without complexity. Four system roles, custom roles, 35-module permission matrix with scope control, feature gating by plan, and usage limits - all configurable through a clean interface.

Modern, fast, and scalable. Built on a modern serverless stack that scales automatically. You do not manage servers or tune a database.

See it before you buy. Tour a live instance loaded with sample data - the actual product, not a sizzle reel.

Platform Capabilities#

Communication#

Unified inbox across SMS, email, Gmail, Facebook Messenger, Instagram, web chat, and voice calls. Two-way conversations with delivery tracking, read receipts, and message status indicators.

Sales#

Multiple pipelines with kanban, list, funnel, and timeline views. Opportunity scoring, stage gates, weighted forecasting, and automated assignment rules.

Marketing#

Email broadcasts, multi-step sequences, SMS campaigns, audience segmentation, A/B testing, and full deliverability analytics.

Automation#

Visual workflow builder with drag-and-drop nodes for communication, CRM actions, logic branching, data transformation, AI prompts, and external integrations.

Scheduling#

Four calendar types (personal, round-robin, collective, class/event) with public booking pages, Google and Outlook sync, Zoom integration, and payment collection at booking.

Billing#

Invoices with line items, estimates with client approval, recurring invoices, payment reminders, Stripe integration, discount codes, and a product catalog.

Documents#

Block-based document editor with merge fields, e-signatures, multi-document signing flows, and automatic reminders.

Reputation#

Google Business Profile integration, review monitoring, automated review requests, and response management.

Social Media#

Multi-platform social planner with scheduling, approval workflows, analytics, and comment management across Facebook, Instagram, X (Twitter), LinkedIn, TikTok, YouTube, Pinterest, and Google Business Profile.

Forms#

Drag-and-drop form builder with 12+ field types, multi-step forms, CAPTCHA support, public URLs, embed codes, and submission analytics.

Client Portal#

Self-service portal where your clients' customers can view appointments, pay invoices, sign documents, and manage their profile.

Reporting#

Analytics distributed across the main dashboard and dedicated per-module analytics pages, covering pipeline health, conversation metrics, campaign performance, agent productivity, attribution, and revenue forecasting.

Platform at a Glance#

Metric	Count
Core modules	25+
External integrations	22
Workflow node types	80
Workflow triggers	76
Permission modules	35
System roles	4 (plus custom roles)
Communication channels	6+ (SMS, Email/Gmail, Messenger, Instagram, web chat, voice)
Calendar types	4
Form field types	12+
Analytics views	Dashboard + 8 dedicated pages
Public-facing pages	12+
Outbound webhook events	26
Scheduled background jobs	14
Settings pages	13
Admin pages	10
Database tables	60+
Backend operations	500+ (queries + mutations)
Frontend components	200+