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 69 node types and 46+ 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, 30-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.

Platform Capabilities

Communication

Unified inbox across SMS, email, Gmail, Facebook Messenger, and Instagram DM. 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, and LinkedIn.

Forms

Drag-and-drop form builder with 9 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

13 reporting views covering pipeline health, conversation metrics, campaign performance, agent productivity, attribution, and revenue forecasting.

Platform at a Glance