01 / Project overviewSee what the next phase depends on.
Choose a project and keep its context as you move between sections. A milestone timeline, dependency notes, illustrative plan, and latest field note give the work a shared point of reference.
GoSeedly Remodeling Kit
Thoughtful spaces.
Clearer decisions.
Build the workspace around the project. Forma pairs an editorial project header and charcoal project rail with a broad milestone timeline, material decisions, recorded changes, and field notes.
Checking access…See the interface
One-time purchase · USD · Your Seedly backend · Editable kit sourceYOUR FORMA PROJECT STUDIO
01 — PROJECT OVERVIEWActual interface captures with fictional sample data. Open a screenshot for a closer look.
TAKE A CLOSER LOOK
Keep the next decision close to the project.
One connected workspace, with views built around the decisions your team makes each day.
01 / Project overview
02 / Material selectionsSeparate review from a decision.
Record room, material option, allowance, and needed-by date. Internal review and recorded client decisions have separate controls, so checking a selection internally does not mark it accepted by the client.
03 / Contract & changesKeep pending scope in its own column.
See the original contract plus recorded approved changes, with cents preserved. Pending and declined requests stay outside the current total. Record scope and proposed schedule effects alongside each change.
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.
Choose your starting structure.
Use a ready-made stage sequence or connect drafts to a suitable existing pipeline.
- Renovation delivery · 7 stages
- Consultation to project · 7 stages
- Preconstruction · 7 stages
- Punch list & handover · 8 stages
Give the next step a shape.
- Inspection preparation
- Finish readiness review
- Project kickoff handoff
- Discovery follow-up
- Selection decision reminder
- Pending change review
- Scope review
- Trade coordination review
- Handover checklist
Native trigger, task, wait, and note nodes provide editable examples. Every draft stays inactive until you review and publish it.
Explore before adding records.
Explore three fictional remodeling projects with milestones, material selections, change requests, and field notes. Example changes remain in memory and reset on reload; no sample CRM customers are created.
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.
Each project is a contact-linked opportunity with its own scope, lead label, dates, milestone dependencies, selections, contract cents, change requests, and field notes. Project edits preserve unrelated custom fields and reject stale record versions.
Selected-project workspace with editorial headings and a milestone timeline
Trade schedule with recorded dependencies, statuses, and blockers
Material selection queue with separate internal review and client decision records
Contract/change summary that excludes pending requests from the current total
Field notes and a matching Forma frame for native CRM modules
Four optional pipeline templates and nine inactive workflow drafts
Three fictional in-memory remodeling projects with decisions and field notes
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.
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.
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.
Set up your own team.
Edit company identity, locale, currency, project-team labels, and default pipeline stages. 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 helper is required for connected project creation and editing. It compares the current record timestamp and project revision, preserves other custom fields, and invokes native Seedly mutations with their existing permissions. Deploy it from your authoritative backend source before testing saves. Business-content presets remain optional; no schema migration is required.
Milestone dates and trade labels are recorded plans; dependencies do not automatically reschedule work or reserve a calendar. Internal material review and recorded client decisions remain separate. Contract and change status are manual records, not signatures, invoices, payment collection, or a financial ledger. Notes use entered author labels rather than verified signatures. The floorplan and swatches are labeled illustrations, not measured plans or material specifications.
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.
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 AccessAlready 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?+
Forma keeps a selected-project rail inside the shared application frame. Its original project sections and native CRM pages use the same account, backend, and charcoal-and-plaster 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.
Find a workspace that fits the way you work.
Explore all CRM kits