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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Ascend consolidates five essential workflows that agencies engage in weekly—forms, databases, pages, time tracking, and invoicing—into a single workspace. Rather than relying on multiple platforms like Notion, Tally, Calendly, Toggl, and FreshBooks, you can manage the entire client lifecycle within one unified system that maintains consistent data throughout. When a client fills out an intake form, the information is directly entered into your database. Each entry is accessible as a comprehensive page containing notes, files, sub-tasks, and a built-in timer for tracking purposes. Hours logged seamlessly contribute to an invoice created from that same entry, eliminating the need for CSV exports or the hassle of copy-pasting between different applications. This platform caters specifically to independent consultants and small agency studios that charge on an hourly basis or a retainer model. You can begin with a free tier, and then choose between the Solo plan at $19 per month or the Studio plan at $49 per month, both of which come with no additional fees for extra users. Additionally, there’s a 30-day free trial available for paid plans, requiring no credit card for sign-up, allowing you to explore its features risk-free.

Description

Seedly CRM serves as a comprehensive customer relationship management solution tailored specifically for digital agencies, freelancers, and service-oriented businesses. Unlike conventional SaaS CRM systems that impose monthly fees based on user seats, Seedly operates on a one-time payment model. This allows users to obtain the entire source code, enabling deployment on their own servers without the burden of ongoing subscription costs. The platform is equipped with all the essential tools an agency requires to manage client relationships and enhance profitability, featuring components such as contact and company management, deal pipelines with user-friendly drag-and-drop Kanban boards, automation workflows, email sequence capabilities, task management tools, appointment scheduling, customizable form builders, and an integrated invoicing system. Each module is ready for immediate use upon installation. Seedly is constructed on a contemporary technology stack that includes Next.js, React, and Convex, offering technical teams a practical and adaptable codebase. Its architecture is not only clean and well-documented but is also designed for easy extensibility, making it a flexible choice for agencies looking to tailor the platform to their specific needs. The versatility and robust features of Seedly make it a compelling option for businesses aiming to streamline their operations and improve client interactions.

API Access

Has API

API Access

Has API

Screenshots View All

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Screenshots View All

No images available

Integrations

No details available.

Integrations

No details available.

Pricing Details

$19/month
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Optivation

Country

New Zealand

Website

www.optivation.io

Vendor Details

Company Name

Seedly CRM

Founded

2026

Country

United States

Website

seedlycrm.com

Product 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

Product 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

Alternatives

No Alternatives

Alternatives

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