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Feature Overview

A detailed look at every module in the platform.

Last updated July 1, 2026

A detailed look at every module in the platform - what it does and what your team can accomplish with it.

Contacts#

The contacts module is your central database of people. Every interaction, opportunity, invoice, and appointment ties back to a contact record, giving your team a complete picture of each relationship.

Create and manage contacts with profile fields (name, email, phone, company, title, source, and more)
Track lifecycle stages: Lead, Qualified, Customer, Repeat, Inactive
Engagement scoring with automatic color-coded badges (Hot, Warm, Cool, Cold) based on configurable scoring rules
Score decay - contacts automatically lose points over time if they go inactive
Negative scoring rules - deduct points for specific behaviors such as unopened sequence emails (email_not_opened)
Custom fields with 13 field types (text, number, date, dropdown, checkbox, URL, email, phone, monetary, file upload, signature, radio, and multi-value list)
Tags with color coding and folder organization for flexible categorization
CSV import with a 5-step field mapping wizard, plus CSV export
Bulk actions: delete, tag, assign, change status, or enroll in a workflow across multiple contacts at once
Contact merge with side-by-side comparison to eliminate duplicates
Smart lists with saved filters using AND/OR logic for dynamic segmentation
Do Not Disturb settings per channel (email, SMS, call, or all)
Activity timeline showing every interaction, note, and status change
Notes with rich text editing and pinning
Soft delete with configurable retention period and restore capability
Deduplication on creation (by email, phone, or both)
Multiple emails and phone numbers per contact
Guest contacts: an unknown inbound caller or texter is saved automatically as a lightly tinted placeholder, so nothing is lost and the record is easy to spot and tidy up later

Companies#

Companies let you group contacts by organization and track business relationships at the account level. Link contacts to their company to see the full picture of your relationship with each organization.

Create and manage company records with name, domain, phone, email, website, industry, size, and address
Custom fields for company-specific data
Notes section per company
Folder organization with nested hierarchy
Link contacts to companies for account-based relationship tracking

Conversations (Unified Inbox)#

The conversations module is a unified inbox that brings every client communication channel into one screen. Your team sees SMS, email, Gmail, Facebook Messenger, Instagram, web chat, and voice calls in a single timeline - no switching between apps.

Multi-channel inbox: SMS, Email, Gmail, Facebook Messenger, Instagram, social DM, web chat (live chat widget), and voice calls
Real-time message streaming - new messages appear instantly without refreshing
Rich text editor for email channels with formatting, links, and lists
Snippets manager for saving and inserting quick reply templates
Conversation assignment to team members
Status management: Open, Closed, or Snoozed (with automatic reopen timer)
Message delivery status tracking: pending, queued, sent, delivered, read, failed, bounced
A failed SMS shows a plain-language reason instead of failing silently
A heads-up before you send a text that would land inside the recipient's quiet hours
Open and click tracking on emails
File attachments on messages
Search and filter by channel, status, or assigned user
Conversation merge to combine duplicates
Contact sidebar showing the full contact card, timeline, and metadata alongside the conversation
Call logging for recording manual call notes
SLA monitoring with automatic status tracking and first response time measurement
Star/favorite conversations for quick access

Pipelines and Opportunities#

Manage your sales process with visual pipelines. Track every opportunity from first contact to close, with multiple view options, automated workflows, and forecasting tools.

Multiple pipelines per account, each with custom stages
Four views: Kanban board (drag-and-drop), list view, funnel view, and timeline view
Configurable stages with name, color, win probability, required fields, and stale threshold
Opportunity fields: name, value, currency, contact, assigned user, expected close date, status, score, followers, tags, custom fields, and line items
Opportunity statuses: Open, Won, Lost, Abandoned - with reason capture for Won/Lost
Stage gates that require specific fields before allowing progression
Stage history audit trail tracking every movement with timestamps and who made the change
Opportunity scoring rules engine with weighted scoring per pipeline
Stale deal detection with configurable thresholds and automatic daily checks
Products and line items on opportunities with quantity, unit price, and discount
Pipeline statistics: total value, average deal size, conversion rate, weighted forecast
Pipeline templates for saving and reusing configurations
Pipeline permissions for per-pipeline, per-role access control
Automated assignment rules: round-robin, load-balanced, or criteria-based
Customizable deal card display - choose which fields appear on kanban cards
Link documents and estimates directly to opportunities

Campaigns and Marketing#

Run email broadcasts, multi-step sequences, and SMS campaigns from one module. Build emails with a visual editor, target specific audience segments, and track performance with detailed analytics.

Two campaign types: Broadcast (one-time send) and Sequence (multi-step automated), each on the email or SMS channel
Block-based email composer with drag-and-drop (text, image, button, divider, columns, spacer) and mobile preview (phone-frame view showing exactly what recipients see on mobile)
Merge fields for dynamic personalization
Audience targeting via contact lists, segments, or custom filters
Schedule sends for a future time with timezone handling
Test send to specific addresses before launching
Campaign pause, resume, and duplication
Click tracking with a tracked URL panel
Multi-step sequences with email steps, SMS steps, wait steps, and condition steps
Configurable delays between sequence steps with step-level analytics
Engagement gate - automatically exit or re-engage contacts after N consecutive unopened steps
Active hours - schedule sends within business hours with timezone-aware rescheduling
UTM tracking - 5-field UTM parameter configuration per campaign (source, medium, campaign, term, content)
SMS composer with character counter and template library
Reusable audience segments with a visual filter builder (AND/OR logic)
Global suppression list management
Email and SMS template galleries
Auto-reply rules for email and SMS
Campaign analytics: opens, clicks, conversions, bounces, deliverability trends, engagement funnel, and side-by-side campaign comparison

Lists and Audiences#

Organize contacts into mailing lists for targeting and opt-out management. Campaigns send against a list, and every list tracks its own subscribe and unsubscribe state, so each contact controls what they hear from you.

Marketing and Transactional list types: transactional messages (receipts, reminders, account notices) still reach a contact who has opted out of marketing
New sub-accounts start with a default Marketing list and a default Transactional list; add as many more as you need
Per-list subscribe and unsubscribe state, with folder organization
A public preference center and a one-click unsubscribe link on marketing emails, so recipients can opt out or change what they receive
SMS STOP and START keyword handling, kept in sync with list membership and a global suppression list
Audience growth chart: a daily snapshot of each list's subscriber count, so you can see growth over time even across bulk imports
Reusable segments with a visual AND/OR filter builder for dynamic targeting

Email Sending and Deliverability#

Tools to protect your sender reputation and get more email into the inbox.

Domain warmup: gradually ramp up volume on a new sending domain over a warmup schedule (with daily DNS checks), so cold domains are not throttled or blocked
Sending presets: choose a sending strategy (for example, conservative warmup versus higher volume) instead of tuning every setting by hand
Throttle and stagger: cap how fast email goes out and spread a large send across time to keep volume steady
Smart-sending defaults that adapt to where a domain is in its warmup
Deliverability analytics: bounces and failures broken down by mailbox provider (Gmail, Outlook, Yahoo, and others) so you can see where mail is not landing
Event tracking is provisioned with your email provider automatically on the first send, so opens, clicks, and bounces record without extra setup
A built-in deliverability checker for your sending domain (SPF, DKIM, DMARC, and MX records)

QR Codes#

Generate dynamic QR codes that point at any destination and track how often they are scanned.

Brand-colored codes with a logo, downloadable as PNG
Each code is a short link you can repoint later without reprinting
Per-code scan analytics, organized in folders

Automation (Workflows)#

The visual workflow builder is the automation engine at the heart of Seedly CRM. Build sophisticated multi-step automations that trigger on real events, branch based on conditions, and take action across every module in the platform. See the Automation Overview for a deep dive.

Visual drag-and-drop workflow editor with 79 node types and 68+ triggers
Publish, draft, pause, and resume workflows with version history
Execution history with per-node logs for debugging
Pre-built templates: lead nurture, onboarding, reactivation, appointment follow-up, review request, sales pipeline
Communication nodes: send email, SMS, Messenger, Instagram DM, invoices, documents, and review requests
CRM action nodes: create/update/delete contacts, manage tags, create opportunities, assign users, create tasks
Logic nodes: if/else branching (up to 10 branches), A/B split testing, wait delays, goal events
Data nodes: set variables, math operations, text/number/date formatting, array functions, AI prompts
Integration nodes: webhook calls to external APIs, Slack messages
Workflow chaining: enroll contacts in other workflows with cycle detection
Per-workflow settings: re-entry rules, stop on reply, business hours enforcement, communication time windows
Execution safeguards: step limits, send rate limits, loop prevention, enrollment chain depth limits

Calling and Voice#

A full phone system built on your own Twilio or Telnyx numbers. See the Calling and Voice page for the full guide.

Browser softphone with click-to-call from contacts and conversations
Single-line power dialer with auto-advance and server-side skip rules
Inbound routing to a rep's browser, desk, or cell, with optional press-1 screening
Inbound spam and robocall screening, per number
Automatic call recording, transcription, and voicemail with email forwarding
Per-rep caller ID and drag-to-reorder numbers
Call Report: KPIs, outcomes, dispositions, a rep leaderboard, and click-through call detail
Call quality tools and built-in calling compliance (Do-Not-Call, calling windows, dispositions)

AI and Call Grading#

Connect your own AI provider keys and use them for workflow nodes and AI call grading. See the AI and Call Grading page.

Provider-agnostic: bring your own OpenAI, Anthropic, or AssemblyAI keys, managed or self-service
AI workflow nodes for content generation, classification, and data extraction
AI call grading: speaker-separated transcripts scored against your rubric, with per-rep coaching notes
Grade outbound, inbound, or both; a workflow trigger fires when a call is graded
AI usage is metered and rebilled per provider

Forms#

Build web forms that capture leads, collect information, and feed directly into your CRM. Forms publish to public URLs or embed in any website, and submissions automatically create or update contacts.

Drag-and-drop form builder with 12+ field types (text, long text, email, phone, number, dropdown, multi-select, radio, checkbox, date, file upload, and hidden)
Field configuration: label, placeholder, required, validation rules, options
Multi-step forms with page breaks
Form theming and styling customization
CAPTCHA support (reCAPTCHA and Cloudflare Turnstile)
Public form URL for sharing, plus embeddable via iframe
Form publishing lifecycle: Draft, Published, Archived
Submission tracking with view counts and conversion rates
Submissions table with search, filter, and CSV export
Automatic contact creation or linking on submission
Webhook trigger on submission for external integrations
Form duplication and folder organization
Form analytics: views, submissions, conversion rate
Double opt-in: optional per-form email confirmation step with a branded confirmation email
Auto-create an opportunity in a chosen pipeline on submission (optionally ad-sourced leads only)
HTML content block with a code editor for custom markup
Submission notification emails include every field the contact submitted

Calendar and Booking#

Manage appointments with four calendar types, public booking pages, and integrations with Google Calendar, Outlook, and Zoom. Clients book directly from a public link, and the system handles availability, reminders, and payments.

Four calendar types: Personal (1:1), Round-Robin (distributed), Collective (all must be available), Class/Event (multiple attendees)
Calendar views: month, week, and day
Appointment list view with filtering by calendar, user, and status
Recurring appointments with series management
Date overrides for holidays and blackout dates
Configurable availability rules (business hours per day of week)
Buffer time between appointments
Appointment types with custom duration, location, color, capacity, and booking form
Location options: in-person, phone, video (Zoom or Google Meet)
Email and SMS reminders with configurable timing
Public booking pages with real-time availability
Booking links with expiration and usage tracking
Calendar groups for bundling multiple calendars
Google Calendar two-way sync
Outlook Calendar sync (one-way or two-way)
Zoom integration for automatic meeting link creation
Payment collection at booking via Stripe
Side-by-side date and time selection on the booking page (responsive)
Branded notification emails (confirmation, reminder, cancellation, reschedule) that inherit your brand Style
Cancel/reschedule cutoff window to block last-minute client changes
Optional redirect to your own URL after a successful booking
Choose which connected Google calendar bookings sync into
Six-step booking flow: service selection, date, time, contact info, payment (optional), confirmation
Appointment statuses: Scheduled, Confirmed, Completed, Cancelled, No-Show

Tasks and Projects#

Organize work in projects and tasks with a kanban board, due dates, priorities, time tracking, and reminders. Tasks can be created manually, from a template, on a recurring schedule, or automatically by a workflow, and they link back to contacts and deals.

Projects that group related tasks, with a kanban board and a list view
Tasks with title, description, assigned users, due date, priority (Low, Medium, High, Urgent), and reminders
Subtasks and task dependencies (blocks / blocked by)
Comments with @mentions and an activity log
Time tracking with a per-user timer and a stop-and-note flow
Task tags for categorization
Drag to reorder within a column and to move between status columns, plus bulk status, assignee, and archive actions
Template sets: define a reusable set of tasks and subtasks with due-date offsets, then apply them to a new project
Recurring tasks that create the next instance on a schedule
A submissions queue where external requests land for an operator to approve (creating a task) or reject, with a public intake link
Overdue notifications and reminders at configurable times
Tasks created automatically from workflow actions, with a Tasks tab on the contact and deal detail views

Invoices and Payments#

Create, send, and track invoices with line items, discounts, and tax calculations. Collect payments via Stripe, send automated reminders for overdue invoices, and manage a product catalog with pricing tiers and bundles.

Invoices#

Create invoices with line items from your product catalog or custom amounts
Live preview in draft status - see exactly how the invoice will appear to your client before sending
Invoice statuses: Draft, Sent, Viewed, Paid, Overdue, Voided
Send invoice emails to contacts with public payment links
View tracking - know when your client opens the invoice
Payment via Stripe or manual recording
Automatic overdue detection with multi-level payment reminder sequences
Invoice PDF generation and download
Configurable invoice numbering and layout templates
Discount codes (fixed or percentage, with usage limits)
Tip/gratuity support

Estimates#

Create estimates with line items and send to clients
Client accept/reject via a public link
Convert accepted estimates directly to invoices
Estimate statuses: Draft, Sent, Viewed, Accepted, Declined, Expired

Recurring Invoices#

Automatic invoice generation on a schedule (monthly, quarterly, annual)
Pause and resume recurring invoices

Product Catalog#

Product library with name, description, SKU, price, cost, category, and image
Product bundles at a bundle price
Product dependencies for cross-selling (requires/recommends)
Pricing tiers for quantity-based discounts
Configurable options and add-ons

Payment Settings#

Default payment terms (Net 15, Net 30, Due on Receipt, custom)
Default due date offset, invoice notes, and terms

Documents and E-Signatures#

Create professional documents with a block-based editor, send them for electronic signature, and track the entire signing process. Use merge fields for dynamic personalization and document flows for multi-document sequences.

Block-based document editor with drag-and-drop (text, image, table, divider, button, form, signature, QR code)
Merge fields for dynamic content pulled from contacts and opportunities
Conditional content - show or hide blocks based on data
CPQ configurator for inline product and pricing configuration
Global document styling (fonts, colors, spacing)
Document template library with folder organization
Version history tracking
Document statuses: Draft, Sent, Viewed, Signed, Declined, Expired
E-signature field for electronic signing
Collect on Sign: collect a payment from the recipient at the moment they sign
Recipient assignment so each party signs their own fields
Document flows: multi-document signing sequences with parallel or sequential ordering
Automatic signing reminders
View tracking with IP address and timestamp
PDF download
Public document viewer and signing page

Reporting and Analytics#

Analytics distributed across the main dashboard and dedicated per-module analytics pages, covering every aspect of your business - from pipeline health and conversation volume to campaign performance and agent productivity.

Dashboard#

Action KPI cards: New Leads Today, Unresponded, Today's Appointments, Needs Follow-up, Reviews to Request, and Overdue Invoices, plus running-total tiles (Total Contacts, Total Conversations, Total Appointments, and Won This Month)
Activity timeline of recent CRM events
Pipeline metrics: total value, stage breakdown, weighted forecast
Invoice metrics: revenue, outstanding, overdue
Acquisition metrics: new contact sources, conversion rates
Deal funnel visualization and timeline

Analytics Views#

Overview - high-level KPIs across all modules
Acquisition - contact source tracking and conversion
Lifecycle - contact status distribution over time
Activity - timeline of all CRM events
Pipeline - opportunity metrics, win/loss analysis, sales velocity, revenue forecast
Conversations - message volume, channel breakdown, response times
Calls - call duration, count, and disposition
Campaigns - email and SMS performance
Workflows - execution stats and success rates
Calendar - appointment metrics
Agent Performance - per-user productivity metrics
Attribution - deal source attribution
Paid Ads - live Google Ads campaign performance with per-campaign drill-down (ad groups, keywords) and the leads each campaign produced
Organic (GA4) - real Google Analytics traffic and engagement when a property is connected

Features#

Date range picker for all reports
Export to PDF or CSV

Conversion Tracking#

Close the loop on your ad spend by sending conversions back to Google Ads and Meta (Facebook and Instagram), so the ad platforms can optimize toward the leads and customers that actually convert.

Send conversions to Google Ads and to Meta through its server-side Conversions API
Fire a conversion from a form submission, a workflow step, or a tracked phone call
A two-step funnel pattern: a "Lead" conversion when someone comes in, and a "Customer Paid" conversion (with the real revenue) when they buy
A default revenue-tracking workflow is set up for you to turn on
Customer details sent to Meta are hashed for privacy, and conversions are de-duplicated against any browser-side pixel you already run
Connect the ad accounts under Settings, Integrations; see the Integrations page

Reputation and Reviews#

Monitor and manage your online reputation. Connect Google Business Profile to sync reviews automatically, send review requests to clients, and respond to reviews from within the platform.

Reviews list with filtering by platform and rating
Review detail view with response capability
Send review requests via email, SMS, or both
Google Business Profile integration with OAuth connection
Connect multiple Google Business Profile locations, each syncing and tracking its own reviews
Automatic review sync on a recurring schedule
Automatic review requests after completed appointments
Review request reminders, with click tracking on the links
Smart Gate: send happy customers to your public review page and route unhappy ones to a private feedback form first, with an on/off switch
Embed the Smart Gate on your own website with a copy-paste embed code, so you can collect feedback from your site too
Choose which connected business a review request points to (Smart Gate, the Send Review Request dialog, and the dashboard filter)
Replies you have already posted to Google reviews import on sync, and the reviews list shows whether each review has been replied to
Share a review as a social post, opening the social planner with the content prefilled
Cleanup tools: delete reviews brought in from a wrongly connected profile, and repair already-sent review-request links

Plan, schedule, and publish social media content across Facebook, Instagram, X (Twitter), LinkedIn, TikTok, YouTube, Pinterest, and Google Business Profile. Manage comments, track performance, and coordinate approvals - all from one calendar view. Powered by Zernio, the multi-platform publishing service behind the planner.

Social media planner with calendar view
Post composer with media upload
Schedule posts for future publish times
Draft and edit posts before publishing
Post queue manager and bulk upload
Post history (posted and scheduled)
Comments panel - view and respond to comments from within the platform
Approval workflow for team review before publishing
Analytics dashboard with post performance metrics
Connect Facebook, Instagram, X (Twitter), LinkedIn, TikTok, YouTube, Pinterest, and Google Business Profile accounts
Hashtag groups for saved collections
Best time to post recommendations
Follower statistics and daily metrics (impressions, engagements, reach)

Bulk SMS#

Send targeted SMS campaigns to contact lists with templates, character counting, and delivery analytics. Create reusable templates and set up auto-reply rules for inbound responses.

Create SMS campaigns with audience targeting
SMS composer with character counter
SMS template library for reusable messages with variables
Campaign detail view with delivery stats and resend option
Analytics: sent, delivered, failed, response rate
Auto-reply rules for inbound SMS, with skip conditions, set per channel (SMS, email, Messenger)
Contact lists for targeting
Folder organization

Messaging Compliance#

Built-in safeguards help you stay within US texting rules (TCPA and carrier requirements):

A2P 10DLC registration wizard to register your brand and campaign with US carriers, with status tracking
Consent tracking on contacts, recorded automatically (for example, an inbound text or a form opt-in) so you have an opt-in trail
STOP and START keyword handling that updates the contact, the suppression list, and list membership automatically
Quiet-hours enforcement and a heads-up before a send would land during a recipient's quiet hours
An opt-out footer on bulk texts and a global suppression list checked on every send

Notifications#

Stay on top of what matters with in-app notifications, email digests, and configurable preferences. Notifications are generated by the system, by workflows, and by team activity.

In-app notification panel with unread badges
Mark as read or delete
Per-user notification preferences: toggle email, SMS, in-app, and push notifications
Per-event type toggles for granular control
Notification digest (hourly batch)
Quiet hours configuration
Internal notifications triggered from workflow actions

Search#

Find anything in your CRM instantly with a global command palette.

Keyboard shortcut (Cmd+K / Ctrl+K) to open search from anywhere
Full-text search across contacts, opportunities, conversations, workflows, forms, invoices, and documents
Results grouped by entity type with icons
Jump directly to any record
Quick actions from search results

Settings and Configuration#

Configure every aspect of your account - business details, branding, integrations, users, roles, custom fields, and more - from a centralized settings area.

Business Details#

Business name, legal name, industry, website, email, phone, and logo
Address and timezone selection (25+ timezones)
Branding customization: 14+ color tokens, border radius, and custom CSS

Users and Access#

User list with role and status
Invite users via email with role assignment
Edit users: change role, calendar color, activate/deactivate
Revoke sessions and copy permissions between users
2FA enforcement toggle (site-wide policy)

Integrations#

SMS provider configuration (Twilio, Telnyx) with managed or self-service credential modes
Email provider configuration (Postmark, SendGrid)
Gmail OAuth connection
Meta (Facebook/Instagram) OAuth connection
CallRail integration
A2P 10DLC registration wizard
Phone number purchase, management, and porting
Email domain verification (DKIM, SPF, DMARC)
Webhook management and logging
Communications health panel

Other Configuration#

Custom fields for contacts and opportunities
Custom values (free-form key-value data)
Tag registry with colors, descriptions, and folders
Message snippets for quick replies
Product and service catalog
Pipeline permissions (per-pipeline, per-role)
Deal card display customization
Lifecycle automation rules
Payment terms, due date offsets, and invoice notes
Invoice layout and template design
Per-user email signatures with variables
Conversation settings: email categories, auto-responses
Audit log with filtering by action, entity, user, and date range
Demo mode: hides customer personal information across the app (integrations, billing, the dialer, reputation, account and admin, and the message composers) so you can screen-share or record safely
White-label ready: the browser tab title and favicon are neutral out of the box, so you can brand the app as your own

Administration (Agency and Brand Level)#

Agency-level administration for managing your entire operation - sub-accounts, brands, plans, billing, provider credentials, and system-wide settings.

Tier	Scope	Who Sees It
Administration	Agency-wide	Agency Owner and Admin
Brand Management	Brand-scoped	Brand Admin
Sub-Account	Sub-account-scoped	Sub-Account Admin and User

Capabilities#

Sub-Accounts: Create, manage, and transfer sub-accounts between brands
Brands: Create and edit brands with custom branding, billing schedules, integration overrides, and call settings
Plans: Define subscription plans with features, limits, pricing, and Stripe sync
Rebilling: Configure per-service markup (SMS, email, AI, phone) with billing schedules
Providers: Manage master integration credentials (Twilio, Postmark, SendGrid, Telnyx)
Phone Numbers: Agency-wide phone number pool with assignment to sub-accounts
Email Domains: Agency-wide domain verification
Design Tokens: Agency-wide and per-brand color, typography, and spacing tokens
Analytics: Agency-wide performance metrics
Logs: System-wide activity logs

Plans and Billing#

Custom plan tiers defined by your agency
Monthly or annual pricing with setup fees and trial periods
Feature gating: enable or disable modules per plan
Usage limits: contacts, users, SMS per month, workflows, storage
Rebilling: set a markup per channel (Voice, SMS, Email, AI) and pass provider usage through at that markup
Accurate per-channel cost: inbound calls and texts bill at the true inbound rate (cheaper than outbound), recordings at the storage rate, and AI per provider
Telnyx bills at its own (cheaper) rates rather than Twilio's, inheriting your channel markup
Inbound billing is part of each provider's rebill toggle (turn on a provider and its inbound usage bills too)
The customer's billing tab shows only the final rate they pay, with clear labels; your underlying cost and markup are never shown to them
Self-service controls: allow clients to upgrade, downgrade, or manage their own billing
Stripe integration with product and price sync
Prepaid wallet balances per sub-account, strictly isolated so one sub-account can never read or change another's usage, rates, or wallet
Billing schedule cascade: plan defaults, brand overrides, agency fallback

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