Changelog

A record of major updates, new features, and improvements to Seedly CRM. The most recent changes appear first.

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March 2026 — Beta Launch

Seedly CRM enters public beta with the following capabilities:

• Contacts & Companies — Full contact management with custom fields, tags, smart lists, engagement scoring, CSV import/export, bulk actions, and company records with contact linking
• Unified Inbox — Multi-channel conversations across SMS, email, Gmail, Facebook Messenger, and Instagram DM with real-time message streaming
• Pipelines & Opportunities — Visual kanban boards, opportunity scoring, stage gates, stale deal detection, products and line items, and pipeline statistics
• Campaigns — Email broadcasts, multi-step sequences, and SMS campaigns with segment targeting and analytics
• Workflow Automation — Visual builder with 60+ action nodes, 40+ triggers, branching logic, A/B splits, delays, and execution logging
• Forms — Drag-and-drop builder with 9 field types, CAPTCHA support, public URLs, and embed codes
• Calendar & Booking — Four calendar types, public booking pages, availability management, and email/SMS reminders
• Invoices & Payments — Invoicing with line items, Stripe payment collection, estimates, recurring invoices, and product catalog
• Documents & E-Signatures — Block-based editor with e-signature fields, document flows, merge fields, and view tracking
• Reporting — 13 report views covering contacts, pipelines, conversations, campaigns, workflows, calendar, and agent performance
• Reputation — Google Business Profile integration with review sync, review requests, and response management
• Social Media — Post scheduling and publishing across Facebook, Instagram, and LinkedIn with analytics
• Bulk SMS — SMS campaigns with templates, audience targeting, and delivery analytics
• Settings & Administration — Sub-accounts, users, roles, permissions, integrations, custom fields, tags, audit log, and billing
• 20+ Integrations — Twilio, Telnyx, Postmark, SendGrid, Gmail, Google Calendar, Outlook, Zoom, Stripe, Facebook, Instagram, LinkedIn, Google Business Profile, CallRail, OpenAI, Anthropic, and more
• Multi-Tenancy — Three-tier hierarchy (Agency → Brand → Sub-Account) with credential cascade and per-plan feature gating
• Real-Time Data — All data updates are live across connected clients with no manual refresh
• Role-Based Access Control — 30 modules with view, create, update, and delete permissions at own, team, or all scope