CRM KitsHOA and community management companies
Every community. Every open step.
A community board for management companies that run several associations: every community on one row with its open violations counted by the step your office recorded, architectural requests waiting on the committee and the board, the next meeting and its agenda, and open work orders, with past-due items leading. Curbline keeps violations by step, requests with the board's decision as recorded, a six-week meeting calendar with minutes status, work orders and vendors, and homes by lot or unit in one connected workspace. It gives no legal advice and never says a notice, fine or decision is enforceable.
See every community you manage on one board.
One row per community with open violations counted by step (observed, courtesy notice, second notice, hearing scheduled), cured and closed in the last 30 days, requests waiting, the next meeting with its agenda status and open work orders, beside the next seven days of hearings, follow-ups, review-by dates, meetings and due dates. Violations past their date, reviews past due, meetings with no posted agenda and overdue work orders lead the page.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Community board operating view
- Communities operating view
- Violations operating view
- Architectural requests operating view
- Meetings operating view
- Work orders operating view
- Homeowners operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable community checklists and preserved row history
four pipelines
- Managed communities · 8 stages
- Architectural requests · 7 stages
- Violation follow-up · 7 stages
- Annual meeting · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Proposal follow-up
- Onboarding records
- Renewal review
- Request completeness check
- Tell the owner the recorded decision
- Courtesy notice follow-up
- Hearing preparation
- Agenda preparation
- Minutes follow-up
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Architectural change request
- Common-area maintenance request
- Homeowner reply to a violation
- Violation history sheet
- Architectural request review sheet
- Board meeting agenda and minutes outline
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 10 fictional communities: six managed, one onboarding, one transitioning, one proposal and one closed, with 30 homes by lot or unit, 22 violations (16 open), 13 architectural requests (9 waiting), 20 meetings (13 scheduled), 15 work orders (11 open) and 80 checklist steps. Sample edits stay in memory and reset on navigation or reload.
No sample customers are added to your CRM.
Setup and source
- Guided setup and compatibility report
- Private rollback receipt
- AI-agent guide for customized installations
- Original editable source, configuration, and tests
How setup works
Full installation guideCheck your Seedly
Extract the kit and run the guided setup. It checks your installation and flags customized files before it changes anything.
Connect the helper
Deploy the included helper from your backend source, then build your web app and choose any starter pipelines and drafts.
Make it yours
Set company name, descriptor and default pipeline name. Then sign in and check the workflows and permissions your team uses.
Technical details and compatibility
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 are required for connected community creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, keep every figure in its own unit, keep board decisions as recorded, refuse access and fob codes, passes, logins, bank and autopay details, card numbers, Social Security numbers and other ID numbers, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked community holds the association kind and management status, the community manager and board contact, doors, the recorded dues per door with their period and the recorded management fee per month, every home by lot or unit with its address, owner and occupancy, every violation with its category, the manager's few words, the step as recorded, observed, step, follow-up and hearing dates and the fine as recorded, every architectural request with its project, kind, status, submitted and review-by dates and the board's decision as recorded, every board, annual, committee and special meeting with its date, time, location, agenda and minutes status, every work order with its area, vendor, status, dates and quote as recorded, and an editable checklist.
Curbline records communities, homes, violation steps, architectural requests, meetings and work orders as your office typed them. It gives no legal advice, does not decide whether a violation exists, and never says a notice, fine, hearing, decision, agenda or minutes is enforceable, valid or compliant with any statute or governing document; "approved" and "denied" are only the board's decision as recorded. It sends no notices, posts nothing, charges or collects no dues or fines, runs no votes and messages no one. Gate, pool, clubhouse, amenity and fob codes, passes, portal logins and passwords, dues autopay bank details, card numbers and Social Security numbers are refused in recorded text and in the native form drafts, while lot and unit numbers, addresses, dates and dues amounts are accepted.
Four optional pipeline templates and nine inactive workflow drafts. 10 fictional in-memory communities.
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.
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Questions
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?
Curbline keeps its dark iris side rail with the citron curb step, lot plates and the gable-over-curb mark across the kit views and 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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