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 Choose 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.

Powerful automation engine. The visual workflow builder includes 78 node types and 68+ 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. No servers to manage, no database tuning, no infrastructure headaches.

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	78
Workflow triggers	68+
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+