SEEDLY CRM

Task management for agencies, built into the CRM you own.

A kanban board, time tracking, reminders, and recurring work that run across every client sub-account. No per-seat fee, no second subscription.

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Give every task a home.

At a glance.

Seedly's Tasks module is a project-and-task manager built into the CRM: a drag-and-drop kanban board with assignments, due dates, priorities, reminders, subtasks, dependencies, and a per-user time tracker. Tasks can be created by hand, from a reusable template set, on a recurring schedule, or automatically by a workflow, and every project runs inside the same install you already own. Because you buy the source once, there is no per-seat charge and no separate PM subscription.

BUILT IN

What you can do.

Kanban board with built-in time tracking

Each project gets a drag-and-drop board with four status columns (To Do, In Review, Completed, Cancelled). Drag a card between columns to change status, or reorder within a column, and switch to a list view when you want a table instead. Deleting a linked contact cancels its open tasks (rather than completing them) so your reports stay honest. A per-user timer lives on each task: start it, stop it, or add time by hand, and a Time Analytics view rolls hours up by team member and by project, then exports every filtered entry to a CSV (entry id, date, project, task, user, duration in minutes and hours, manual vs timer).

HOW IT WORKS

From setup to everyday work.

Organize the work

Create project boards, assign tasks, set deadlines and priorities, and add subtasks or dependencies to show how the work fits together.

Track time and progress

Move tasks across the board, log time with a timer or manual entry, and let reminders and overdue alerts notify assignees.

Repeat what works

Use templates, recurring schedules, and workflows to create tasks, linking work to CRM clients and branding boards for each business.

Most agencies bolt a separate PM tool onto their CRM and pay per seat for the privilege.

Asana, ClickUp, or Monday sits next to the CRM, charges for every coordinator, contractor, and VA you add, and never quite shares data with the system that holds your deals and contacts. Seedly's Tasks module is already inside the CRM you bought outright.

That means no per-seat tax on your project tool: add every team member, because you own the source and seats are unlimited. Run one board per client across every sub-account from the same login, white-labeled to each brand. And because the same system holds your deals, contacts, and automations, a closed deal can open a project and a due-soon task can fire an SMS, with no Zapier in the middle.

The deeper unlock is that it is your code. Want a fourth status column, a different reminder window, or a custom export format? You, or Claude, can edit it. A rented tool will never let you do that.