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CRM Kits Freight brokers

GoSeedly Freight Broker Kit

Every load.
From pickup to paperwork.

A load workspace for freight brokers. Lane keeps city pairs, recorded milestones, carrier references and paperwork together.

Checking access…See the interface
One-time purchase · USD · Your Seedly backend · Editable kit source

YOUR LANE WORKSPACE

01 — LANE BOARD
Lane city-pair milestone cards with requested and actual pickup and delivery dates beside a document receipt strip

Actual interface captures with fictional sample data. Open a screenshot for a closer look.

TAKE A CLOSER LOOK

Built around the load and its next record.

One connected workspace, with views built around the decisions your team makes each day.

Lane board in the GoSeedly Freight Broker Kit with fictional sample records01 / Lane board

From pickup to paperwork.

Review city pairs, entered milestone dates and the paperwork record for each load.

Loads in the GoSeedly Freight Broker Kit with fictional sample records02 / Loads

Every load, in one view.

Keep customer, city-pair, carrier and requested dates together.

Stops in the GoSeedly Freight Broker Kit with fictional sample records03 / Stops

Each stop has its own record.

Record pickup and delivery stops with their own requested and actual dates.

Carrier desk in the GoSeedly Freight Broker Kit with fictional sample records04 / Carrier desk

Keep the carrier handoff clear.

Review entered customer and carrier rates, with blanks distinct from zero.

Documents in the GoSeedly Freight Broker Kit with fictional sample records05 / Documents

Know which paperwork is recorded.

Keep requested and received document dates distinct.

Follow-up in the GoSeedly Freight Broker Kit with fictional sample records06 / Follow-up

Keep the next load action visible.

Find overdue pickup, delivery and document records on open loads.

Insights in the GoSeedly Freight Broker Kit with fictional sample records07 / Insights

Find the loads that need review.

Filter from actionable load counts and review entered milestones.

YOUR PROCESS, YOUR STARTING POINT

Useful structure.
Only what you choose.

4 pipelines and 9 workflow drafts. Add the parts that match your work, with a separate sample view for exploring the interface.

01 / FOUR PIPELINES

Choose your starting structure.

Use a ready-made stage sequence or connect drafts to a suitable existing pipeline.

  1. Load coordination · 7 stages
  2. Carrier review · 7 stages
  3. Document follow-up · 7 stages
  4. Customer relationships · 8 stages
02 / NINE WORKFLOW DRAFTS

Give the next step a shape.

  • Load inquiry review
  • Pickup preparation
  • Carrier assignment review
  • Pickup record review
  • Delivery review
  • Document request review
  • Document receipt review
  • Rate review
  • Customer check-in

Native trigger, task, wait, and note nodes provide editable examples. Every draft stays inactive until you review and publish it.

03 / SAMPLE WORKSPACE

Explore before adding records.

Explore 12 fictional loads, 24 stops, 36 document records and 24 checklist steps. Sample edits stay in memory and reset on navigation or reload.

No sample customers are inserted into your CRM.

Starter setup checks selected kit additions before removal and preserves edited records and live work.

MORE OF THE WORKING DAY

From the first inquiry
to the final handoff.

Editable native forms and document templates give your team a practical starting point.

01 / INTAKE & FOLLOW-UP

Three ready-to-edit forms.

  • Load discussion request
  • Shipment update request
  • Document follow-up request

Choose forms individually in Setup & resources, then customize and publish them in the native form builder.

02 / WORKING DOCUMENTS

Three reusable templates.

  • Load office brief
  • Carrier handoff record
  • Delivery paperwork checklist

Open each template in Documents and complete it for the actual job or visit.

03 / THE NEXT STEP

Checklists alongside the work.

Record progress and notes in the kit’s operating views. Keep earlier rows by archiving them, and retain the context for the next person.

Forms collect information for staff review. They do not automatically change the kit’s custom records. Repeating setup preserves existing resource edits.

THE KIT, UNPACKED

Your workspace.
Your starting point.
Your code to edit.

One contact-linked load episode holds customer, origin, destination and carrier labels; requested and actual milestone dates; rates; stops; document records; and an editable checklist.

Lane board operating view
Loads operating view
Stops operating view
Carrier desk operating view
Documents operating view
Follow-up operating view
Insights operating view
Three native form drafts and three editable document templates
Editable load checklist with preserved row history
Four optional pipeline templates and nine inactive workflow drafts
12 fictional in-memory loads
Guided setup, compatibility report, and private rollback receipt
AI-agent documentation for customized installations
Original editable source, configuration, and tests
Read the installation guide

FROM KIT TO CONNECTED WORKSPACE

Check. Connect.
Make it yours.

01

Check your Seedly project.

Run the guided setup from the extracted kit. Supported integrations can be installed directly; customized integration files get a reviewed merge.

02

Connect the required helper.

Deploy the included helper from your authoritative backend source before connected edits. Build your web app, then choose any optional pipelines and drafts you need.

03

Set up your own team.

Edit business name, descriptor and default pipeline name. Sign in with your account and verify the workflows and permissions your team uses.

Compatibility and operational details

Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original backend helpers support connected record creation, edits and resource setup. They preserve account permissions, unrelated custom fields and row history, and reject stale revisions. Reconcile them with your authoritative backend. Pipelines and inactive workflow drafts are optional.

Lane records office-entered load information. It does not book transport, dispatch or vet carriers, track shipments, verify insurance, certify compliance, collect payments or send reminders. Rate differences are references, not collected revenue. Keep access codes, cargo security details, payment details and government identifiers outside the workspace.

Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.

Checking access…

DEVLAUNCH ALL ACCESS

Every kit.
And everything else.

DevLaunch All Access includes every GoSeedly CRM kit, all 195 available today, along with every class, course, and product we release, and private calls with Aaron.

  • All 195 CRM kits

    Every published kit as original editable source, with optional pipelines, workflow drafts, and guided installers. Browse the kits

  • Every class, course, and product

    The full DevLaunch library and software collection, plus each eligible release during your access year, added to your portal as it ships.

  • Private calls with Aaron

    Bring the idea, the offer, or the bottleneck, and leave with a plan you can follow.

DevLaunch All Access

Want more than one kit? All Access covers the whole CRM kit library and the rest of what we make. See everything it includes on the All Access page.

See DevLaunch All Access

Already a member? Open your downloads.

For your own compatible Seedly CRM. Seedly software, hosting and installation services are separate. Each full-interface kit uses its own web installation.

BEFORE YOU MAKE IT YOURS

Good questions.
Clear answers.

How do I receive the kit?+

Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.

Does this include Seedly CRM?+

You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.

Is this one connected workspace?+

Lane keeps its horizontal navigation, electric-blue accents and city-pair milestone cards connected to native CRM tools in the same signed-in account. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.

Can I use it with existing customizations?+

Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.

Do I have to import all the starter content?+

No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.

Can I remove the examples and starter content?+

Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.

Can different subaccounts use different kits?+

The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.

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