Verified · Trustpilot
The reason I love Seedly is ownership. You own the codebase instead of renting and watching the provider change things constantly.
Joshua LockhartJun 26, 2026
Owns the codebase
Revenue
Invoicing software you own paid through your own Stripe
Invoices, estimates, and recurring billing built into your CRM. You connect your own Stripe account, so the money moves directly to you with no platform markup on a single transaction.
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One payment. Full source code. Unlimited seats, every client, forever.
crm.youragency.com/payments
Seedly CRM Testimonials: The Receipts
Don't take our word for it. Take theirs.
Early Seedly owners, in their own words. Every review verified on Trustpilot.
What It Does
Everything this module gives you, in the same source you own.
Payments on your own Stripe account
Each sub-account connects its own Stripe through Stripe Connect, so payments, customers, and payouts stay fully isolated per client. The charge routes directly to the account that owns it, and refunds route back through the same account. There is no platform markup skimmed off the top, because the transaction is yours, not ours.
Invoices with live preview
Build invoices from your product catalog or custom amounts, with line items, percentage or fixed discounts, per-line tax, and tip and gratuity support. While an invoice is in draft you see a live preview of exactly what the client will receive, so nothing goes out looking wrong.
Estimates that convert to invoices in one click
Send an estimate as a public link. The client accepts or declines without logging in, and an accepted estimate converts straight to an invoice carrying its line items across. Statuses track the whole path: Draft, Sent, Viewed, Accepted, Declined, Invoiced, Expired.
Recurring billing
Put clients on automatic invoicing on a weekly, biweekly, monthly, quarterly, or yearly schedule, and pause or resume any recurring invoice without rebuilding it.
Automated overdue reminders
Invoices detect when they go overdue and run a multi-level reminder sequence, a friendly nudge, a firmer follow-up, then a final notice, over email or SMS, so you stop chasing payment by hand.
Product catalog with bundles and tiers
Keep a reusable library of products with SKU, description, image, and price. Sell bundles at a bundle price, set quantity-based pricing tiers, and define dependencies (a product that requires, excludes, or recommends another) for cross-selling. Import products directly from your Stripe account so the catalog and Stripe stay in sync.
Templates, numbering, and payment terms
Design invoice and estimate layouts in a drag-and-drop block editor with global styling, organized in folders. Configure your own invoice number prefix and starting number, default payment terms (Net 15, Net 30, Due on Receipt, or custom), discount codes (fixed or percentage, with usage limits and valid dates), and a public payment link plus PDF download on every invoice.
How It Works
In plain English.
1
E invoicing, inside your CRM
E invoicing software just means you create and send invoices electronically and get paid online instead of mailing paper and waiting on a check. In Seedly, that lives inside your CRM, tied to the same contact records you already use.
2
Build, preview, and send
You build an invoice from your product catalog or type in custom line items, add a discount or tax if you need to, and preview it before it goes anywhere. Sending it emails the client a public link where they pay by card. The invoice moves through clear statuses (Draft, Sent, Viewed, Paid, Overdue, Void) so you always know where it stands, and you can see the moment a client opens it.
3
It is your Stripe, not ours
Payment runs through Stripe, but it is your Stripe. You connect your own account once, and from then on charges land in your account and payouts come to you. The CRM does not sit between you and your money and does not take a cut of the transaction.
4
Recurring and estimates run themselves
For ongoing work you set up recurring invoices that generate on a schedule, and for anything overdue the system sends its own reminder sequence. Estimates work the same way: send a link, the client accepts, and you convert it to an invoice without retyping a thing.
The Rest Of The Garden
It is one CRM, not a stack of subscriptions.
Every module ships in the same source code you own. Slide through the rest of the garden.
FAQ
Questions, answered.
Is this really a one-time purchase with no per-transaction markup?
Yes. You buy the source code once and own it. Payments run through your own connected Stripe account, so the only transaction fee is Stripe's standard processing fee that you would pay anyway. Seedly does not add a platform markup or take a percentage of your invoices.
Does it use my own Stripe account?
Yes. You connect your own Stripe through Stripe Connect, and charges and payouts go directly to your account. Refunds route back through the same account that captured the original payment. For a single-agency self-hosted setup, your admin sub-account can route payments straight to the agency's own Stripe.
Can I do recurring billing?
Yes. Set clients on automatic recurring invoices on a weekly, biweekly, monthly, quarterly, or yearly schedule, and pause or resume any of them at any time. Recurring invoices generate on that schedule from inside the platform.
Does it handle estimates?
Yes. Create an estimate, send it as a public link, and let the client accept or decline without an account. An accepted estimate converts directly into an invoice with its line items intact.
Does invoicing work separately for each client sub-account?
Yes. Every sub-account has its own invoices, estimates, products, payment settings, and connected Stripe account. Payments and customers are isolated per client, so nothing bleeds between accounts. You manage all of it from one install.
Can I white-label it and customize the invoices?
Yes. The platform is white-labeled per client, and invoice and estimate layouts are built in a drag-and-drop block editor with your own styling, numbering, and payment terms. Because you own the source, you can change anything the editor does not already cover.
Can I migrate my products and customers over?
You can import your product catalog directly from Stripe so your existing products and prices come across and stay in sync. A full one-click bulk import of historical invoices from another CRM is not something we promise today; product and price sync from Stripe is the supported path.
What does it cost to run?
You pay for your own hosting and your own Stripe processing fees, plus whatever your own provider accounts cost. There is no Seedly subscription and no markup on payments.
$1,499Once
One-time payment. No subscriptions. No renewals.
- Complete source code
- 25+ CRM modules
- 78 workflow automation nodes
- Unlimited seats & users
- Source you own, deployed on infrastructure you control
- Step-by-step setup documentation
- Full source code - yours to modify freely
- Commercial license included
Secure checkout via Stripe. Your license key is emailed instantly.