Frequently Asked Questions
Common questions about Seedly CRM — features, integrations, security, and getting started.
General
What is Seedly CRM?
Seedly CRM is an all-in-one customer relationship management platform built for agencies and service businesses. It combines contacts, conversations, pipelines, invoices, documents, scheduling, marketing campaigns, workflow automation, and reporting into a single application.
Who is Seedly CRM for?
It is designed for agencies, consultants, and service-based businesses that manage client relationships and want to consolidate their tools into one platform. The multi-tenant architecture supports agencies that manage multiple client accounts (sub-accounts) under one roof.
How is Seedly CRM different from GoHighLevel?
Seedly CRM is built on a modern, real-time tech stack. Every data change is pushed to all connected users instantly — there is no polling or manual refresh. The platform includes a visual workflow builder with 60+ action nodes, a block-based email and document editor, full role-based access control, and a three-tier multi-tenancy model (Agency → Brand → Sub-Account). It is self-hostable source code, not a SaaS dependency.
Is Seedly CRM open source?
Seedly CRM is distributed as source code under a commercial license. You receive the full codebase and can customize, extend, and deploy it on your own infrastructure.
Features
Does it support multi-channel communication?
Yes. The unified inbox handles SMS, email, Gmail, Facebook Messenger, and Instagram DM in a single conversation view. Messages from all channels appear in one timeline per contact.
Is there workflow automation?
Yes. The visual workflow builder includes 60+ action nodes and 40+ triggers. You can automate communication, CRM updates, pipeline management, invoicing, and more. Workflows support branching logic, A/B testing, delays, wait conditions, and integration with external systems via webhooks.
Can I send email campaigns?
Yes. The campaigns module supports one-time broadcasts, multi-step sequences, and SMS campaigns. The email composer is a block-based drag-and-drop editor with merge fields for personalization.
Does it support A/B testing?
Yes. Workflow split nodes let you randomly distribute contacts between paths by percentage. You can test different messages, delays, or follow-up strategies and track which variant converts better.
Can I send and collect invoices?
Yes. Create invoices with line items, send them to contacts, and collect payment online via Stripe. The platform also supports estimates (with accept/reject), recurring invoices, discount codes, and a product catalog.
Does it support e-signatures?
Yes. The documents module includes a block-based editor with e-signature fields. Send documents for signing, track viewing and signing status, and set up document flows for multi-document sequences.
Is there a calendar and booking system?
Yes. Four calendar types are available: Personal (1:1), Round-Robin (distributed), Collective (all must be available), and Class/Event (multiple attendees). Clients book appointments through public booking pages with real-time availability.
Is there a form builder?
Yes. Build forms with a drag-and-drop editor, publish them to a public URL or embed them on your website, and have submissions automatically create or update contacts. Forms support file uploads, CAPTCHA, and multi-step layouts.
Does it include reporting?
Yes. The reporting suite includes 13 views covering contacts, pipelines, conversations, campaigns, workflows, calendar, agent performance, and more. All reports support date range filtering and export to PDF or CSV.
Integrations
What services does it integrate with?
Seedly CRM includes 20+ built-in integrations covering SMS (Twilio, Telnyx), email (Postmark, SendGrid), Gmail, Google Calendar, Outlook Calendar, Zoom, Stripe, Facebook, Instagram, LinkedIn, Google Business Profile, CallRail, OpenAI, Anthropic, and more. See the Integrations page for the full list.
Can I connect my Gmail account?
Yes. Gmail integration provides full two-way email sync — emails you send and receive in Gmail appear in the CRM, and you can send as your Gmail address directly from the conversation inbox.
Does it work with Stripe?
Yes. Stripe handles payment collection on invoices, appointment booking payments, subscription management, and refunds. Connect your Stripe account in Settings → Integrations.
Can I connect to external systems?
Yes. Workflows include outbound webhook nodes for calling any external API, and inbound webhook endpoints for triggering workflows from external systems. Webhook payloads are cryptographically signed for security.
Does it support Zapier?
Yes. You can trigger workflows from Zapier and send data to Zapier from workflow nodes, enabling connections to thousands of additional services.
Security & Data
Where is my data stored?
The backend and database run on Convex Cloud, with the frontend hosted on Vercel. Both providers handle encryption at rest, SSL, and infrastructure security. Since you receive the source code, you can also deploy to your own infrastructure.
Is data updated in real time?
Yes. Every query in the application is a live subscription. When data changes on the backend, all connected clients viewing that data receive the update automatically — no refresh required.
How is data isolated between accounts?
Sub-accounts are strictly isolated at the data layer. Every backend operation enforces sub-account context automatically. There is no way for a query to return data from a sub-account the user does not belong to.
What authentication does it use?
Authentication is handled by Clerk, supporting OAuth2, JWT tokens, session management, and optional two-factor authentication. 2FA can be enforced as a site-wide policy.
Is there an audit log?
Yes. Every significant action is logged with the user who performed it, the action type, affected record, timestamp, and a diff of changes. The audit log is searchable, filterable, and exportable.
What about data retention?
Deleted contacts are retained in trash for 60 days before permanent removal. Audit logs are retained for 1 year. Active data (contacts, conversations, opportunities, invoices, documents) is kept indefinitely. Per-contact data erasure is available on demand for compliance with data protection requests.
Pricing & Plans
How is Seedly CRM priced?
Visit the pricing page for current pricing and plan details.
Can I define my own plans for my clients?
Yes. The agency administration panel lets you create custom subscription plans with feature gating, usage limits, and pricing tiers. Plans sync with Stripe for automated billing.
Getting Started
How do I set up my account?
After purchase, you receive the source code and deployment guide. Set up your agency account, configure your integrations (email, SMS, payments), add your branding, and create your first sub-account. The Help Center has step-by-step guides for each module.
Is there a trial or demo?
Visit the home page for current trial and demo availability.
Where can I get help?
The Help Center contains guides for every module and feature. During the beta, a feedback widget is available on every page — use it to report issues or ask questions directly.