A detailed look at every module in the platform - what it does and what your team can accomplish with it.
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
- Two views: Kanban board (drag-and-drop) and list 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 80 node types and 76 triggers
- Start one workflow from as many as 20 of those triggers, with a Condition or If/Else able to send each down its own path
- 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
- Optional AI conversation handling through CloseBot: inbound messages are forwarded to your bot and its reply goes back out on the same channel, across SMS, email, Messenger, Instagram and live chat; the bot can read and update the contact it is talking to
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
- A new form lead starts the first-response SLA clock on that contact's form conversation, exactly like any other inbound message, and replying on any channel stops it
Signed Submissions
Turn a form with a signature field into a signed legal record. When Signed Submissions is enabled on a form, each submission is captured as an immutable signed record instead of an ordinary form entry.
- A real signature is captured from the signer, drawn or typed, and the record only counts as signed once an actual signature is present
- A frozen snapshot of exactly what was signed, the terms shown plus the values submitted, is stored with the record, so the signed copy never changes even if you later edit the live form
- A tamper-evident audit certificate backs each record, with the timestamp, the activity trail, and an ESIGN/UETA statement, and renders to a PDF
- The signer is emailed a durable link to a public, mobile-friendly copy of what they signed
- One signed submission per form per contact
- Signed records are exempt from the normal submission cleanup, so a legal record never ages out
- A CSV export of signed submissions, including the durable links, is available per sub-account
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
- One Daily Task Summary per person each morning, listing their overdue tasks and tasks due in the next 24 hours, plus 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
- Deposits and split billing: request a deposit on an invoice or set an instalment payment schedule, and the balance invoice drafts itself when the deposit settles, whether paid online or recorded by hand
- 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
- SEO - Google Business Profile visibility (Search and Maps impressions, website clicks, calls, and direction requests) alongside Google Search Console for the website (clicks, impressions, click-through rate, average position, and top queries). Each source connects on its own and shows a connect prompt until it does
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, for every network except one: Google Business posts publish directly through your connected Google account.
- 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
- Google Business post types - update, event, and offer - with call-to-action buttons and photos, published straight to the listing
- Per-location targeting when one Google connection manages multiple business locations, and a Duplicate action for making per-location variants
- 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
On Your Phone
There is no native app in the App Store or Play Store. The CRM is an installable web app instead, which covers the job most agencies actually want a phone for, which is knowing a lead replied.
- Add it to your Home Screen and it launches standalone, without browser chrome
- Real push notifications for new SMS, email, Facebook, Instagram, and live-chat messages, with the browser closed and the phone locked
- Each person enables push for themselves, per device, and can see and remove their registered devices
- Quiet hours are respected. An assigned conversation pushes to the assignee; an unassigned one pushes to the sub-account's members, so a new lead is not left sitting because nobody had claimed it yet
- iPhone requires adding the site to the Home Screen first, which is an Apple requirement for web push rather than a product limitation. Android and desktop Chrome can receive push without installing
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
- Brand Fonts: add up to 4 Google Fonts by name, applied across the whole CRM and on everything you publish (forms, invoices, documents, booking pages)
- Custom domain: serve this sub-account's public pages (forms, booking, invoices, estimates, documents, the client portal, QR codes, and review-request links) and its marketing email links from the client's own domain or subdomain, once it is verified. This is the per-client domain, distinct from the agency-wide domain the CRM itself runs on
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.
Three-Tier Navigation
| 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
- Snapshots: Designate one sub-account as your template and create new sub-accounts already carrying its setup
- 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
Sub-Account Snapshots
Build a client setup once and reuse it. Designate a sub-account as your agency's snapshot, then create new sub-accounts that already carry its configuration instead of starting empty.
- Tick "Clone from snapshot" when creating a sub-account, and it arrives set up
- Preview exactly what will be copied, table by table with row counts, before anything is written
- Refresh an existing sub-account to re-apply an improved snapshot
- Covered: pipelines and stages, forms, workflow drafts, email templates and mailing lists, document and invoice templates, products, tags, segments, snippets, custom values, custom field definitions, and the folder tree for each module. Booking setup (calendars, appointment types and services) is not copied
- References are rewritten during the clone, so a cloned workflow points at the cloned list, template, and pipeline stage rather than back at the snapshot
- Customer data is never copied. Contacts, conversations, deals, invoices, and documents stay where they belong
- Connected credentials and ad-tracking IDs are reset rather than copied, so a new client never reports into the snapshot's ad account
- Only workflow drafts clone, so creating a sub-account cannot start live sending on a brand new client
Full detail, including what a snapshot does not cover and how this differs from a GoHighLevel snapshot, is in Snapshots.
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
Seedly Dispatch (add-on, sold separately)
Dispatch is a field-service module that installs into a Seedly CRM you already own. It is not part of the CRM licence and does not arrive with it - it is a separate purchase, and it appears in the sidebar only once installed and enabled on the plan.
- Dispatch board with technician rows across a day or a week, and an unscheduled drawer to drag work out of
- Jobs at service locations, with the address the work happens at kept separate from whoever is billed
- My Day: an installable technician app that keeps working through basements, crawl spaces and rural routes
- Live map of where each technician last reported from, with optional route history (off by default, 30-day retention)
- Reusable worklists, with required items that gate a technician's finish
- Guided measuring, either by marking up a photo or via Apple's Measure app
- Job photos with markup, plus a tokenized gallery the customer can open without an account
- A customer tracking page and on-the-way messaging
- Recurring visits including weekly, every second or third week, and the nth weekday of the month
- On-site estimates from your CRM's own templates, in-person signing, and deposits collected in the field
- Milestone billing, monthly consolidated route billing, and equipment that bills per day while deployed
- An adjuster approval link for insurance restoration work
- A dispatch dashboard: visits done, on-time arrival, first-time fix, no-shows, and work waiting to be invoiced
- Its own workflow triggers, plus job fields added to your existing estimate and invoice triggers
Billing runs through the CRM's own estimates and invoices rather than a second ledger. Full setup and usage guide: Help Center → Dispatch.