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CRM Kits Professional organizers

GoSeedly Professional Organizer Kit

Every room, every session,
every drop-off on record.

A project board by room for professional organizers: each project's rooms as cubbies, the package as sessions and hours on separate meters, donation and consignment drop-offs still waiting at the home, and the next session. Sorted keeps it in one connected workspace.

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

YOUR SORTED WORKSPACE

01 — PROJECT BOARD
White top bar with an ink label-tape brand over a needs-attention strip and project shelves showing room cubbies with status notches, session pips, a separate hours bar and pending drop-off chips, 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 rooms you work in.

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

Project board in the GoSeedly Professional Organizer Kit with fictional sample records01 / Project board

See every open project by room.

Alerted projects lead. Each shelf shows the rooms with their recorded status, session pips and a separate hours bar, pending drop-offs and the next session.

Sessions in the GoSeedly Professional Organizer Kit with fictional sample records02 / Sessions

Plan the organizing week.

A Monday to Sunday week with start times, hours, rooms and organizer, plus a band for sessions still marked scheduled after their date.

Packages in the GoSeedly Professional Organizer Kit with fictional sample records03 / Packages

Sessions and hours, never mixed.

Sessions included, done and booked sit apart from hours included, done and booked, and both sit apart from the recorded price and hourly rate.

Donation log in the GoSeedly Professional Organizer Kit with fictional sample records04 / Donation log

Count every drop-off in bags and items.

Donation, consignment and recycling drop-offs, pending first, with bags and items as separate counts and totals by kind and destination.

Shopping lists in the GoSeedly Professional Organizer Kit with fictional sample records05 / Shopping lists

Know what each room still needs.

Products by project and room with units, store, estimated price and who buys them, and a money-only estimate of what is left to buy.

Partners in the GoSeedly Professional Organizer Kit with fictional sample records06 / Partners

See who sends the projects.

Movers, senior move managers, realtors and past clients, with projects referred, open and complete.

Insights in the GoSeedly Professional Organizer Kit with fictional sample records07 / Insights

Read the studio in its own units.

Projects, sessions, hours, drop-offs and money in separate ledgers, with the projects behind each alert.

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. Organizing projects · 8 stages
  2. Downsizing and moves · 7 stages
  3. Maintenance visits · 7 stages
  4. Referral partners · 7 stages
02 / NINE WORKFLOW DRAFTS

Give the next step a shape.

  • Consult preparation
  • Consult notes
  • Package confirmation
  • Session preparation
  • Drop-off review
  • Final walk-through
  • Move date check
  • Maintenance check-in
  • Partner thank-you

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 organizing projects with 32 rooms, 27 sessions, 11 drop-offs and 14 products. 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.

  • Organizing consult request
  • Donation preferences
  • Partner referral

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

02 / WORKING DOCUMENTS

Three reusable templates.

  • Project plan
  • Session recap
  • Drop-off summary

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 project holds the home label, goals in the client's words, the package, rooms with their status, sessions with hours and rooms, donation, consignment and recycling drop-offs with bags and items, a product list and an editable project checklist.

Project board by room
Sessions calendar
Packages view
Donation and consignment log
Shopping lists view
Referral partners view
Insights view
Three native form drafts and three editable document templates
Editable project checklists and preserved row history
Four optional pipeline templates and nine inactive workflow drafts
12 fictional in-memory projects
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 studio 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 project creation, edits and resource setup. They keep native account permissions, unrelated custom fields and row history, check revisions before saving and refuse codes, card numbers, identifiers and account numbers on the server. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.

Hours, session counts, bags, items and money stay in their own units and are never added together. Sorted refuses gate and lockbox codes, card numbers, government identifiers and account numbers, and asks you to record paperwork by category only. It does not schedule sessions for you, sync a calendar, value belongings, issue donation receipts, give tax advice, store documents, take payments or send messages.

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?+

Sorted keeps its top bar and views around the 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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