Your client relationships,
inside Seedly.

1. Download

After purchase, sign in with your checkout email and open Client Success in Downloads. Active All Access members use the same library. Download the source archive and integrity manifest, verify the SHA-256 and extract it. Read README.md, QUICKSTART.md and docs/IMPLEMENTATION_CONTRACT.md.

2. Install

Back up your separately licensed Seedly CRM 5.9.6 host. You need extension API 1, Node.js 22+ and the host’s dependencies. Review the dry run before applying changes to a designated test installation.

node bin/install.mjs --seedly /absolute/path/to/seedly
node bin/install.mjs --seedly /absolute/path/to/seedly --apply
node bin/doctor.mjs --seedly /absolute/path/to/seedly

Generate the complete native Convex API. Follow QUICKSTART.md for the included backend and UI tests, type checks and native production build. Deploy through your own release process, backend before web.

3. Configure access

Enable the client_success plan feature where needed. Managers need account-wide create/update permissions; own-scope staff work on assigned clients. Native Contacts view/all is required. Tasks, invoices and optional Support Desk and Onboarding sources are independently permission-gated.

4. Add clients and review health

Select an existing contact, assign a success owner and set the check-in cadence, renewal date, notice period, term value and currency. Adjust rule weights under Rules & sharing. Opening a client evaluates current signals; Refresh visible or Save snapshot records health history. Refresh is manual.

Native tasks and invoices must be associated with that contact. Source reads are bounded and flag truncation. Portfolio counts describe loaded clients.

5. Follow up and renew

Record check-ins with a meeting summary and separate internal notes. Set goals and due dates, and create follow-up tasks in Seedly’s native project workspace. Native writes require matching active location and Tasks permissions.

Record renewals with a later date and decision notes, or record a loss with its reason. Decision history preserves the previous term. These actions do not bill clients or change subscriptions.

6. Share selected content

Client sharing starts off. Enable it for the workspace and client, then mark individual goals and meeting summaries as shared. Clients use their existing Seedly portal link. Private notes, health history, invoice signals and contract values remain internal.

Updating or removing

Back up before updates and review the installer plan. Customized source is protected from silent overwrite. The bundle includes recovery and uninstall tools. Removing source does not delete stored history; review retention before deploying a schema removal.

Your client relationships,inside Seedly.