The Seedly Blog

Run your CRM. Don't rent it.

Tips, updates, and insights on running your agency CRM without the subscription tax. Cost breakdowns, self-hosting, and automation playbooks from an operator who ships.

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CRM Features That Matter (vs. the Ones Vendors Are Selling You)
Operations

CRM Features That Matter (vs. the Ones Vendors Are Selling You)

A buying lens for agency owners: the handful of CRM features that drive real outcomes, the bloat that sounds good and goes unused, and the agency-shaped features generic CRMs ignore.

6 min read
Does Your Agency Actually Need a CRM? (And Why So Many Agencies Hate the One They Have)
Operations

Does Your Agency Actually Need a CRM? (And Why So Many Agencies Hate the One They Have)

An honest answer to whether your agency needs a CRM, the real signs you have outgrown a spreadsheet, and why agencies end up resenting the CRM they pick.

7 min read
The Vibe Coder's Pre-Launch Checklist: 20 Things to Check Before You Show Anyone
Operations

The Vibe Coder's Pre-Launch Checklist: 20 Things to Check Before You Show Anyone

Your AI built the app in an afternoon. Shipping it without breaking, leaking, or embarrassing yourself is the hard part. Here's the 20-point checklist I run on everything before launch, with real examples from building Seedly CRM (including the time I shipped a broken file to paying customers).

10 min read
CRM Data Audit: How I Deleted 71% and My Reports Stopped Lying
Operations

CRM Data Audit: How I Deleted 71% and My Reports Stopped Lying

I was storing 14 years of dead data in my CRM. It was inflating my pipeline, killing my deliverability, and making every report useless. Here's the Saturday audit that fixed it.

12 min read
Referral Tracking in Your CRM: The System That Actually Works
Operations

Referral Tracking in Your CRM: The System That Actually Works

I grew from $3K to $15K/month on referrals alone and had zero data on them. Here's the three-number tracking system I built, what the data revealed, and how to set it up in any CRM.

11 min read
The White-Label CRM Playbook: How to Resell a CRM as Your Own
Operations

The White-Label CRM Playbook: How to Resell a CRM as Your Own

I've set up multiple white-labeled CRM instances for different brands. Here's the playbook for turning source code into your own branded product.

7 min read