SeidedIntegrations
Zoho CRM + Seided
We bring it over. You send the export once; we do the rest.
CRM & pipeline
We bring your book over from Zoho CRM. You send us its export once (customers, properties, open quotes, history, photos where it has them); we map the columns, show you the preview, dedupe on phone and email, and load it. Nothing is texted to anyone from an import: permission to text is never assumed from a list.
What moves
- Customers and properties
- Open quotes and the quiet ones, with their dates
- Job history, notes and photos where the export has them
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