SEEDLY CRM
Reporting and analytics that report on your whole agency.
A dozen-plus reporting views covering pipeline, revenue, campaigns, calls, and paid ads, with per-client rollups and an agency-wide view. Real data, exportable, and yours to change because you own the code.
Rated 4.7 on Trustpilot
At a glance.
Seedly's reporting suite gives you over a dozen built-in views: a live dashboard, pipeline and revenue forecasting, conversation and call reports, campaign and SMS performance, workflow and agent-performance metrics, attribution, an SEO view combining Google Business Profile visibility with Google Search Console rankings, plus live Google Ads and Google Analytics (GA4) data when those accounts are connected. Every view is scoped to a single client sub-account, and an agency-wide view rolls all your clients into one screen. You can export any report to PDF or CSV, and because you own the source code, you can add or rebuild any dashboard you want.
BUILT IN
What you can do.
Live paid-ads and GA4 reporting
The Paid Ads view pulls live Google Ads campaign performance with per-campaign drill-down (ad groups, keywords) and the leads each campaign produced. The Organic (GA4) view pulls real Google Analytics traffic and engagement. When an account is not connected, you get an honest "connect this account" prompt instead of invented numbers.
HOW IT WORKS
From setup to everyday work.
Read your activity
Open dashboards built from the contacts, deals, conversations, invoices, and campaigns your team already manages inside the same CRM database.
Choose your view
Select a client and reporting period, explore the relevant dashboard or report, and export the information you need as PDF or CSV.
Expand your reporting
Connect Google Ads and Analytics for live marketing data, compare clients in agency analytics, or build custom views in your source code.
You need a clean per-client dashboard and a single agency-wide view, out of one install.
You are running 10 to 100 clients and you need two things at once: a clean, per-client dashboard each client can trust, and a single agency-wide view so you know which accounts are thriving and which are slipping. Seedly gives you both, out of one install, with no per-seat reporting fee.
Rented CRMs and bolt-on BI tools charge per user or per dashboard. You own this, so it is unlimited seats, unlimited client dashboards, one-time cost. The same reporting runs across every sub-account, scoped per client, plus the rollup, and you can white-label it so each client sees their numbers under your brand.
Owning the code means you are never stuck waiting on a vendor's roadmap for the one chart a client keeps asking for. Add the view and ship it. And the reports do not lie: the paid-ads and GA4 views were rebuilt to show real connected-account data or an honest prompt, never placeholder numbers, so clean data in means reports you can actually put in front of a client.
MORE FROM SEEDLY CRM
See what else you can do.
A FEW THINGS TO KNOW
Questions about reporting and analytics.
