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
Insight
Reporting and analytics that report on your whole agency not just one inbox
A dozen-plus reporting views covering pipeline, revenue, campaigns, calls, and paid ads, with per-client rollups and an agency-wide view. Real data, exportable, and yours to change because you own the code.
JL
MG
RD
AB
AR
One payment. Full source code. Unlimited seats, every client, forever.
crm.youragency.com/reporting
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.
Live paid-ads and GA4 reporting
The Paid Ads view pulls live Google Ads campaign performance with per-campaign drill-down (ad groups, keywords) and the leads each campaign produced. The Organic (GA4) view pulls real Google Analytics traffic and engagement. When an account is not connected, you get an honest "connect this account" prompt instead of invented numbers.
Pipeline and revenue forecasting
The Pipeline view shows opportunity metrics, win/loss analysis, sales velocity, stage breakdown and a weighted revenue forecast, built from your actual deal records. Pair it with invoice metrics (revenue, outstanding, overdue) for a real money picture, not just lead counts.
Live dashboard, not a static screenshot
KPI cards for total contacts, active opportunities, unread conversations, overdue invoices, open tasks and scheduled appointments, plus an activity timeline of recent CRM events, pipeline value, invoice revenue, and a deal funnel. All wired to your real data.
Call reporting with a rep leaderboard
The Call Report shows call KPIs, outcomes and dispositions, a per-rep leaderboard, and click-through detail on any single call, including recording and transcript where available. Most CRMs make you buy a separate dialer-analytics product for this.
A view for every channel
Dedicated reports for Conversations (message volume, channel breakdown, response times), Campaigns (email and SMS performance, deliverability, engagement funnel), Workflows (execution stats and success rates), Calendar (appointment metrics), Acquisition and Attribution (where leads and deals actually came from), Lifecycle, and Agent Performance.
Per-client and agency-wide rollups
Every report is scoped to one client sub-account, so each client sees only their numbers. An agency-wide analytics view rolls all your clients into one screen with per-client performance and health, which is exactly the cross-account picture a multi-client agency needs.
Export anything
Date-range picker on the reports, and export to PDF or CSV for client decks and board reports.
How It Works
In plain English.
1
It is built into the CRM, not bolted on
As your team works (new contacts come in, deals move stages, conversations and calls happen, invoices get paid, campaigns send), the dashboard and report views update from that same underlying data. There is no nightly sync to a separate BI tool and no extra reporting seat to buy.
2
Pick a client, open a view, set a date range
You pick a client sub-account, open the dashboard or a specific report view, set a date range, and read the numbers. Anything you want out of the system goes to PDF or CSV.
3
Connect Google accounts once for live ad and web data
For paid-ads and website data, you connect the client's Google Ads and Google Analytics accounts once under Settings, Integrations. From then on the Paid Ads and Organic (GA4) views show that account's real data. When you need to step back, the agency-wide analytics view aggregates every client into one screen.
4
Need a custom view? Build it in the code
Because Seedly ships as source code you own, the reporting layer is not a locked black box. If a client wants a custom KPI or you want a board report the default dashboard does not have, you (or an AI coding assistant like Claude) can build it directly in the code.
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.
Does it report on pipeline and revenue, or just lead counts?
Both. The Pipeline view covers opportunity value, win/loss, sales velocity, stage breakdown and a weighted revenue forecast, and it sits alongside invoice metrics (revenue, outstanding, overdue). You get the money picture, not just activity.
Can I report per client sub-account?
Yes. Every report is scoped to a single client sub-account by default, so each client only ever sees their own numbers. On top of that, an agency-wide analytics view rolls all of your clients into one screen.
Does it pull live paid-ads and GA4 data, or is it sample data?
It pulls live data. Connect a client's Google Ads and Google Analytics (GA4) accounts under Settings, Integrations, and the Paid Ads and Organic views show that account's real performance. If an account is not connected, you see a "connect this account" prompt rather than fake numbers. The older placeholder data in these two views was removed.
What reports come built in?
Over a dozen views: Overview, Acquisition, Lifecycle, Activity, Pipeline, Conversations, Calls, Campaigns, Workflows, Calendar, Agent Performance, Attribution, Paid Ads, and Organic (GA4), plus the main dashboard and the agency-wide rollup. There are also dedicated analytics screens inside Campaigns, SMS broadcasts, workflows, social, and QR codes.
Can I customize the dashboards?
Yes, and this is the point of owning the code. The default suite covers most agencies, but if a client wants a custom KPI or a board report the built-in views do not have, you (or an AI coding assistant like Claude) can build it directly in the code. There is no built-in no-code dashboard builder; the customization comes from owning the source. No vendor ticket, no upgrade tier.
Can I export reports for client meetings?
Yes. Reports have a date-range picker and export to PDF or CSV, so you can drop them straight into a client deck or send the raw numbers to a spreadsheet.
Can I white-label the client dashboards?
Yes. Seedly is white-label per client, so each client sub-account's dashboard and reports appear under your agency's brand, not Seedly's.
Can I migrate my reporting history from GoHighLevel?
You can migrate your contacts, opportunities, conversations and other core records, and the reports build from that data going forward. Historical paid-ads and GA4 numbers come from the connected Google accounts themselves, so that history follows the account, not the CRM.
$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.