SEEDLY CRM
Contact management that is actually yours.
One unified contact database per client, with custom fields, tags, and smart segments. It runs on your infrastructure, and you can export every record any time you want.
Rated 4.7 on Trustpilot
At a glance.
Seedly's Contacts module is a unified database of every person your agency touches, with custom fields, color-coded tags, lifecycle stages, engagement scoring, and saved smart segments. You import contacts from a CSV in a guided 5-step wizard, and you can export the whole database to CSV whenever you like. Because Seedly is source code you own, the contact data lives on infrastructure you control, not a vendor's, so there is no plan tier that holds your list hostage.
BUILT IN
What you can do.
Smart segments (saved smart lists)
Build dynamic segments with a visual AND/OR filter builder across any field, including your custom fields. Save them as reusable smart lists that recalculate live as contacts change, then target campaigns and workflows against them. No manual re-tagging.
HOW IT WORKS
From setup to everyday work.
Bring contacts in
Import contacts, capture form submissions, or receive inbound messages and calls, with a separate contact database for each client sub-account.
Describe each person
Use standard and custom fields, tags, lifecycle stages, and engagement scores to record the details your team needs about every contact.
Work your segments
Build dynamic segments for campaigns and automations, then export any filtered group or the full database with your chosen columns.
Your client list should not be a hostage the day you want to leave.
You have heard the story: you build a client's list to a few thousand contacts inside a rented CRM, and the day you want to leave, the export is crippled, gated behind a higher plan, or quietly missing custom fields. That is rent-model leverage, and it is the whole reason this product exists.
Seedly is source code you buy once and deploy on infrastructure you control. The contact database sits there. Export is a first-class button, not a retention obstacle. There are no per-seat fees on the people who manage it and no contact-count tier that throttles you as a client grows.
Every client runs in a strictly separated sub-account, so one client can never see another's contacts, and you run all of them from one install. And because you own the code, the parts other CRMs freeze, like the number of custom fields or how a field validates, are yours to change.
MORE FROM SEEDLY CRM
See what else you can do.
calendars and booking
calling
CRM Integrations
Field Service Dispatch Software
documents and esign
email campaigns
forms and booking
invoicing and payments
Live Chat Widget
qr codes
reporting and analytics
reputation management
sales pipelines
Client Plans and Billing
social media
tasks
unified inbox
workflow automationA FEW THINGS TO KNOW
Questions about contacts.
