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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
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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