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CRM Kits Artist managers and tour offices

GoSeedly Music & Artist Tour Management Kit

Every stop, every leg.
Every settlement recorded.

A tour book for artist managers and tour offices: the next fourteen days as a road, one row per day, with each show's city, venue, load-in, doors and set times and its advance in words, and beside it the drives, flights, hotels and crew calls for that day. Roadbook keeps tours, venue advances, travel legs, crew calls and settlements for several artists in one connected workspace, and it records guarantees and settlements as the office typed them, never as a calculation.

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

YOUR ROADBOOK WORKSPACE

01 — ITINERARY
White header over a slate-violet road strip of tabs, a needs-attention strip of four tours and a day-by-day itinerary on a road line with large dates, confirmed show cards listing city, venue, load-in, doors and set times, and travel legs and crew calls beside them, using fictional sample data

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

TAKE A CLOSER LOOK

Built around the day, the city and the show.

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

Itinerary in the GoSeedly Music & Artist Tour Management Kit with fictional sample records01 / Itinerary

See every artist's next two weeks, day by day.

A needs-attention strip, then fourteen days on a road line: each confirmed show or hold with its city, venue, load-in, doors and set, and beside it the drives with their miles, the flights with their numbers, the hotel confirmation labels and the crew calls. Advances still open near the show, legs not booked, calls not confirmed, holds past their date and shows with no settlement lead.

Tours in the GoSeedly Music & Artist Tour Management Kit with fictional sample records02 / Tours

Know where every tour stands.

Open tours in date order with their stage read from the recorded shows (routing, confirmed, on the road or settling), the first and last show, confirmed shows and holds, and the next show, then tours wrapped or cancelled in the last 60 days.

Advances in the GoSeedly Music & Artist Tour Management Kit with fictional sample records03 / Advances

Advance every show before the load-in.

Confirmed shows in the next 30 days with the advance in words (not sent, sent or confirmed) and the load-in, doors and set times each venue gave, then every hold still waiting on a confirmation.

Travel in the GoSeedly Music & Artist Tour Management Kit with fictional sample records04 / Travel

Book the legs between the shows.

Legs still to book first, then booked legs for the next three weeks and legs done in the last two, each with its time labels, the flight number or hotel confirmation label as typed, and miles on drive and bus legs only.

Crew calls in the GoSeedly Music & Artist Tour Management Kit with fictional sample records05 / Crew calls

Give every role a call time.

Crew calls still to confirm, then every call in the next three weeks, kept as a role and a call time. People stay in your contacts; passport numbers and dates of birth are refused.

Settlements in the GoSeedly Music & Artist Tour Management Kit with fictional sample records06 / Settlements

Record every night's settlement.

Shows played with no settlement recorded first, then settlements recorded in the last 60 days with the deal as recorded, the recorded guarantee and the settled amount, then the deal terms for the confirmed shows ahead.

Insights in the GoSeedly Music & Artist Tour Management Kit with fictional sample records07 / Insights

Read each ledger in its own unit.

Tours by stage and kind, stops by status, advances for the shows ahead, travel legs by mode and status, crew calls by status, road miles by tour and recorded guarantees and settlements by tour. Shows, miles, days and dollars are never added together or drawn on one scale.

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. Tour delivery · 8 stages
  2. Single show offers · 7 stages
  3. Festival runs · 7 stages
  4. Support slots · 7 stages
02 / NINE WORKFLOW DRAFTS

Give the next step a shape.

  • Routing review
  • Hold follow-up
  • Travel and crew check
  • Advance sheets
  • Day sheets on the road
  • Settlement record
  • Wrap review
  • Single show advance
  • Festival logistics

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 9 fictional tours for one management office: seven open (one routing, three confirmed, two on the road and one settling), one wrapped and one cancelled, with 33 stops, 20 travel legs, 10 crew calls and 81 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.

  • Show offer inquiry
  • Venue advance details
  • Crew and travel availability

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

02 / WORKING DOCUMENTS

Three reusable templates.

  • Day sheet
  • Advance sheet
  • Settlement worksheet

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 tour holds the artist, the tour kind, the tour manager and agent, the inquiry, wrap and cancel dates, plus every stop with its city, venue, load-in, doors and set times, advance, deal as recorded, recorded guarantee and settlement, every travel leg with its flight number or confirmation label and miles on road legs, every crew call as a role and a call time, and an editable checklist.

Itinerary operating view
Tours operating view
Advances operating view
Travel operating view
Crew calls operating view
Settlements operating view
Insights operating view
Three native form drafts and three editable document templates
Editable tour checklists and preserved row history
Four optional pipeline templates and nine inactive workflow drafts
9 fictional in-memory tours
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 are required for connected tour creation, edits and resource setup. They preserve native account permissions, unrelated custom fields and row history, keep flight numbers and confirmation labels exactly as typed, refuse access codes, passwords, passport numbers, dates of birth, card numbers and Social Security numbers, and check revisions before saving. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.

Roadbook records what the tour office routed, held, confirmed, advanced, booked, called and settled. Guarantees, door splits and settlements are amounts and terms as recorded; Roadbook calculates no split, checks no contract, takes no payment and makes no tax, accounting, licensing, visa or insurance statement. It does not route tours, contact venues, book travel, track flights, sell tickets, send reminders or messages or collect signatures. Stage door, green room, hotel room and gate codes, Wi-Fi and app passwords, passport, visa and known traveler numbers, dates of birth, payment card numbers and Social Security numbers are refused in recorded text and in the native form drafts.

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…

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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?+

Roadbook keeps its white header and slate road strip 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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