Frequently asked questions
Seedly CRM is a comprehensive customer relationship management platform specifically designed for digital agencies, freelancers, and service businesses. Unlike traditional CRMs that charge monthly fees per user, Seedly offers a one-time purchase model, allowing agencies to own the complete source code and deploy it on their own infrastructure. This eliminates ongoing subscription costs. The platform includes essential features such as contact management, deal pipelines, workflow automation, email sequences, task management, appointment scheduling, and invoicing. Additionally, Seedly allows for white-labeling, enabling agencies to rebrand the CRM for their clients, making it a versatile solution for managing client relationships and enhancing revenue.
Seedly CRM includes a variety of key features that cater to the needs of agencies. These features include contact and company management, deal pipelines with drag-and-drop Kanban boards, workflow automation, email sequences, task management, appointment scheduling, form builders, and a built-in invoicing system. The platform is designed to be user-friendly and production-ready out of the box, making it easy for agencies to manage their operations efficiently.
The white-labeling feature in Seedly CRM allows agencies to fully rebrand the CRM for their clients. Agencies can change the logo, colors, domain, and messaging without altering the core code. This means that one codebase can serve unlimited client accounts while ensuring full data isolation between them. This feature is particularly beneficial for agencies looking to offer a customized solution to their clients or resell the CRM as their own product.
Yes, Seedly CRM is designed to be accessible for teams that may not have extensive technical expertise. It comes with detailed setup documentation and an interactive setup guide that walks users through the entire deployment process. This support ensures that even non-technical teams can successfully implement and utilize the CRM without significant technical lift.