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What is Seedly CRM?

Seedly CRM is an all-encompassing customer relationship management tool designed specifically for digital agencies, freelancers, and service-focused enterprises. Unlike traditional SaaS CRM solutions that charge monthly fees per user, Seedly utilizes a one-time payment structure, allowing users to acquire the complete source code for installation on their own servers and eliminating recurring subscription expenses. This innovative payment model empowers users to have full control over their CRM setup. The platform boasts a comprehensive suite of essential tools for agencies to effectively manage client relationships and boost profitability, including features like contact and company management, deal pipelines with intuitive drag-and-drop Kanban boards, automation workflows, email sequences, task management, appointment scheduling, customizable form builders, and an integrated invoicing system, all ready for immediate deployment after installation. Each feature is designed for ease of use, ensuring that agencies can hit the ground running. Built on a modern technology stack that incorporates Next.js, React, and Convex, Seedly provides technical teams with a versatile and maintainable codebase. The architecture is not only clean and well-documented but also adaptable, facilitating easy modifications to meet specific agency requirements. This flexibility, combined with its powerful features, positions Seedly as an attractive solution for businesses striving to optimize their workflows and enhance client engagement, ultimately driving their success in a competitive market. With Seedly CRM, agencies can confidently streamline their operations while focusing on delivering exceptional service to their clients.

What is Ascend?

Ascend integrates five crucial workflows that agencies typically utilize on a weekly basis—forms, databases, pages, time tracking, and invoicing—into one cohesive workspace. Instead of juggling various tools like Notion, Tally, Calendly, Toggl, and FreshBooks, you can oversee the entire client journey within a single streamlined system that ensures data consistency across all functions. When a client submits an intake form, their details are automatically integrated into your database. Each entry can be viewed as a detailed page that includes notes, files, sub-tasks, and a built-in timer for tracking hours. The time logged is instantly reflected in an invoice generated from that same entry, removing the need for cumbersome CSV exports or the repetitive task of copying and pasting between different software. This innovative platform is designed specifically for independent consultants and small agency studios that operate on an hourly billing or retainer basis. You can start with a free tier, then opt for the Solo plan priced at $19 per month or the Studio plan at $49 monthly, both of which come without extra user fees. There is also a 30-day free trial for the paid plans, which does not require a credit card to sign up, providing an excellent opportunity to test the platform's capabilities without any financial commitment. The ease of consolidating these workflows can significantly streamline your business operations, allowing you to focus more on serving your clients effectively.

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Integrations Supported

Gmail
Microsoft SMTP Service
Notion

Integrations Supported

Gmail
Microsoft SMTP Service
Notion

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

$19/month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Seedly CRM

Date Founded

2026

Company Location

United States

Company Website

seedlycrm.com

Company Facts

Organization Name

Optivation

Company Location

New Zealand

Company Website

www.optivation.io

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

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