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CRM Kits Nonprofits

GoSeedly Nonprofit Kit

Every pledge.
Accounted for.

Start with the campaign. Cause puts a wide progress bar of recorded pledges against a recorded goal across the top of a white page, the donors inside each campaign underneath it, and the recorded volunteer shifts beside them. Black text, thin gray rules, gold bars, tabular figures.

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

YOUR CAUSE NONPROFIT WORKSPACE

01 — CAMPAIGN BOARD
Nonprofit campaign progress board with gold pledge bars, donor journey counts, and recorded volunteer shifts using sample data

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

TAKE A CLOSER LOOK

From the first conversation to the shift that gets covered.

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

Campaign board in the GoSeedly Nonprofit Kit with fictional sample records01 / Campaign board

Open with the number you read out loud.

Every recorded campaign is a full-width card: a progress bar of recorded pledges against the recorded goal reference, the recorded pledge count, the recorded end date, and a donor journey strip counting the people involved by their recorded stage.

Campaign panel in the GoSeedly Nonprofit Kit with fictional sample records02 / Campaign panel

The donors inside one campaign, beside the shifts.

Selecting a campaign opens its donor list next to its recorded volunteer shifts. Each shift row is one recorded date and role label, with the needed and filled counts somebody wrote down and how many donor records recorded it.

Donor relationships in the GoSeedly Nonprofit Kit with fictional sample records03 / Donor relationships

Know who is with you.

Each donor relationship is a contact-linked CRM opportunity carrying a recorded journey stage, household or organization label, steward, giving interest labels, last gift date and reference amount, and the next touch. Filter the table by recorded stage.

Campaign register in the GoSeedly Nonprofit Kit with fictional sample records04 / Campaign register

Record what the year is asking for.

Campaigns are account-level reference rows with a recorded goal, a currency and an end date, so the register shows recorded goal, recorded pledge total, remainder, pledge count and donor count side by side. Campaigns are archived, never deleted.

Recorded pledges in the GoSeedly Nonprofit Kit with fictional sample records05 / Recorded pledges

A promise, written down.

Every recorded pledge in date order with its campaign label, amount reference and fulfilled state. Record one as fulfilled in a single click, or filter to what is still outstanding. A pledge is a record, not a payment.

Shifts by week in the GoSeedly Nonprofit Kit with fictional sample records06 / Shifts by week

See which shifts are still short.

Recorded shifts grouped by week and date with their role and campaign labels, recorded needed and filled counts, and recorded status. A shift written on more than one donor record appears once, with the highest counts recorded for it.

Insights in the GoSeedly Nonprofit Kit with fictional sample records07 / Insights

Read the records plainly.

Donor counts by recorded journey stage, campaign progress against recorded goals, pledge records promised and fulfilled, and recorded shift coverage. Nothing reports a zero it did not measure.

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. Donor cultivation · 8 stages
  2. Campaign pledges · 7 stages
  3. Volunteer onboarding · 7 stages
  4. Grants and partnerships · 7 stages
02 / NINE WORKFLOW DRAFTS

Give the next step a shape.

  • First gift thank-you task
  • Pledge reminder task
  • Lapsed donor outreach
  • Major donor meeting prep note
  • Campaign kickoff note
  • Campaign close follow-up
  • Volunteer welcome task
  • Shift reminder task
  • Grant report due task

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 fourteen fictional donor records across five recorded journey stages, thirteen recorded pledges, three campaigns with recorded progress and eight recorded volunteer shifts in the separate sample view. Example edits stay in the current page’s memory and reset on navigation or reload; sample records are never inserted into your CRM.

No sample customers are inserted into your CRM.

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

THE KIT, UNPACKED

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

A donor relationship is a native contact-linked opportunity with namespaced details: recorded journey stage, household or organization label, up to eight giving interest labels, steward label, last gift date and reference amount, next touch date and note, pledges as child records, and volunteer shifts as child records. Campaigns are separate account-level reference rows with their own recorded goal, currency and end date. Other custom fields are preserved.

Campaign progress board with derived progress bars and donor journey strips
Selected-campaign panel pairing the donor list with recorded volunteer shifts
Donor relationships, campaign register, recorded pledges and volunteers views
Recorded shifts grouped by week with needed and filled counts
Insights drawn only from recorded workspace data
White and gold Cause application frame with full CRM tools
Four optional pipeline templates and nine inactive workflow drafts
Fourteen fictional in-memory donor records, thirteen pledges and eight shifts
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 organization 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 Cause helper is required for connected creation, editing, campaign references and starter setup. It preserves native account permissions and unrelated custom fields, and checks the current record state and a server-owned revision before saving. Deploy it from your authoritative backend source before connected edits. Pipeline presets and workflow drafts remain optional.

Every amount is a recorded reference. The kit processes no payment, hosts no donation form, issues no tax receipt or acknowledgement, posts to no ledger and tracks no restricted fund. Campaign progress is recorded pledges divided by the recorded goal, counting only pledges whose donor record shares the campaign currency; pledges in another currency are counted separately rather than converted, and a pledge label that matches no recorded campaign is listed under its own heading rather than dropped. Shift rows are recorded counts, not a roster: nothing is scheduled, assigned, reminded or tracked for credit, and a shift recorded on several donor records is grouped into one. The recorded donor journey stage is a staff label, separate from the native pipeline stage, and the kit adds no stage automation. The grants pipeline records status only.

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?+

Cause keeps its nonprofit navigation across the original views and native CRM modules. Full CRM tools remain available within the same signed-in account and application theme. 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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