# Product Overview

> A complete agency CRM you buy once and own forever.

## 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](/demo) 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+ |

---
Source: https://seedlycrm.com/docs