Integrations
CSV + Seided
Connected. Works today.
Spreadsheets & files
CSV is connected today. We set it up during your onboarding; you don't configure a thing, and you can disconnect it any time from Settings.
What moves
- Customers and properties
- Open quotes and the quiet ones, with their dates
- Job history, notes and photos where the export has them
CS
During setup
We handle the connection or the export in the first week. You spend about an hour total, on all of it.
After
Everything Seided does with your data is in your audit log, with who asked for it. You can disconnect anything from Settings.
Bring last season's unsold quotes.
On a 30-minute call we'll go through your own quotes that went quiet and tell you honestly what a slice of them is worth, and whether Seided fits. No deck.
- Last season's unsold quotes
- Last month's lead count, and how many got a conversation
- Your average ticket