CRM KitsIndependent bookstores
Every special order, from the request to the pickup.
A special order desk for independent bookstores: every title a customer asked for, from requested to ordered, arrived, called, on the hold shelf and picked up, with the days each copy has been held against your hold period. Author events with RSVPs against the seats sit beside it, with book clubs, school and library orders and regulars' want lists around it. Holdslip keeps card numbers, gift card codes and logins out, and keeps your ISBNs in.
See overdue holds and titles waiting on a call first.
Titles past the hold period, titles in the store with no call recorded and anything late against a recorded date lead. Then every open title sits in its stage, from requested to the hold shelf, with its ISBN, customer and a hold meter of days held against the period you recorded. Upcoming author events sit beside it with people going against the seats.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Hold shelf board operating view
- Special orders operating view
- Hold shelf operating view
- Events operating view
- Book clubs operating view
- Schools and libraries operating view
- Regulars operating view
- Insights operating view
- Three native form drafts and three editable document templates
- Editable checklists and preserved row history
four pipelines
- Special orders and holds · 7 stages
- Author events · 8 stages
- School and library orders · 7 stages
- Book clubs and regulars · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Special order intake
- Arrival call
- Hold shelf review
- Return to stock
- Event confirmation
- Signing copies
- School purchase order
- Book club pick
- Want list check
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Special order request
- Author event RSVP
- School or library order request
- Special order slip
- Event run sheet
- Purchase order packing sheet
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 26 fictional bookstore records: 13 special orders with 15 titles (two requested, three ordered, two arrived and waiting on a call, one customer notified, four on the hold shelf, one picked up and two closed), five author events, two book clubs, three school and library orders and three regulars. 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 business 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 record creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse card and gift card numbers, logins, door codes and identifiers, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked record is a special order, an author event, a book club, a school or library order or a regular. A special order holds the customer, their preferred contact, your hold period and its titles, each with title, author, ISBN as typed, format, distributor label, copies, ordered or from stock, and the requested, ordered, expected, arrived, notified, shelved and picked-up dates. Events hold the date, time, room, seats, guest, featured title, RSVPs and copies for signing; clubs hold members and monthly picks; school and library orders hold the purchase order, needed-by date and title lines; regulars hold a want list. Every record has an editable checklist.
Holdslip records what your store wrote down. It is not a point of sale, an inventory system or a distributor's ordering portal: it does not check availability, place orders, quote publisher terms, promise delivery dates, take payments or gift cards, or send calls, texts or emails, and an ISBN is a label you typed. Card numbers, gift card numbers, codes and PINs, POS and distributor portal logins, door and alarm codes and Social Security numbers are refused in recorded text, names included, and in the native form drafts, while ISBN-10 and ISBN-13, prices, copies and purchase orders are kept. A matching Seedly bookstore website template is available separately.
Four optional pipeline templates and nine inactive workflow drafts. 26 fictional in-memory bookstore records.
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?
Holdslip keeps its white top bar and green shelf edge 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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