Known Limitations
Features in progress, expected quirks, and what to expect during the beta.
Seedly CRM is feature-complete for core CRM operations. This page lists areas that are still in progress, intentionally deferred, or may behave differently than you expect during the beta.
If you encounter something not listed here, please report it using the feedback widget.
Conversations
SMS Message Details
- Failed SMS messages show a delivery failure indicator, but the specific failure reason from the provider may not always be displayed
- MMS media attachments show as links rather than inline previews
- SMS segment count (how many segments a long message will be split into) is not displayed while composing
Instagram Media
Photos, reels, and other media shared via Instagram DM appear as links rather than inline previews in the conversation timeline.
Contacts
CSV Import
Tag assignment during import requires tags to be comma-separated in a single column.
Activity Timeline
The activity timeline on a contact's detail page loads all activities at once. For contacts with very long histories, this may take a moment. Paginated loading is planned.
Reporting
Analytics covers the dashboard plus dedicated views for contacts, pipelines, campaigns, and team performance, including funnel and win/loss analysis, sales velocity, and revenue forecasting. More advanced analytics - including cohort reporting and custom report building - are planned for a future release.
Mobile
There is no native mobile app at this time. The web application is responsive and works in mobile browsers, but a dedicated app is on the roadmap.
What Is Working
Here is what is fully operational during the beta:
- Contacts and Companies - create, view, edit, and delete with custom fields, tags, segments, bulk actions, CSV import/export
- Conversations - unified inbox across SMS, email, Gmail, Messenger, Instagram with real-time updates
- Pipelines - kanban boards, opportunity management, deal products, scoring
- Campaigns - email and SMS sequences with segment targeting
- Workflows - visual builder with 78 action nodes and 61 triggers
- Forms - drag-and-drop builder, public links, embed codes, submission tracking
- Calendar - appointment types, booking links, availability management
- Invoices - creation, sending, online payment, estimates, recurring invoices
- Documents - templates with e-signature collection
- Settings - sub-accounts, users, roles, permissions, integrations, tags, custom fields, audit log
- Real-time collaboration - all data updates live across connected users
- Permissions - full role-based access control with scope settings