Sequence CRM

Sequence CRM is a CRM software designed to meet the needs of businesses in the restoration and insurance industries. According to the vendor, this software offers job management, documentation, and accounting solutions to help businesses effectively manage customer interactions, streamline workflows, and drive business growth. Sequence CRM is specifically tailored for micro and small businesses in various professions and industries, including restoration businesses, electrical businesses, garden maintenance and landscaping businesses, builders and renovation businesses, as well as tutors and training companies.

Key Features

CRM for Your Business: According to the vendor, users can easily enter leads or opportunities and pursue them through emails, quotes, and calls. The vendor claims that this software allows for the conversion of leads to jobs without the need for double entry of client data and quote information.

Reports and Documentation: The vendor states that Sequence CRM provides a comprehensive documentation and reporting solution for restoration, insurance, and survey industries. Users can customize reports as required by clients or brokers.

Jobs Management: According to the vendor, all job-related work remains in one file with Sequence CRM. Users can schedule, send variation quotes, seek approvals, submit progress claims, capture site information, generate client reports, and send progress emails.

Instant Quotes: Sequence CRM allows users to provide instant quotes to clients with pre-set templates, according to the vendor. Users can set various templates and options for instant quote generation.

Invoicing, Bills, and Inventory: The vendor claims that Sequence CRM enables users to quote, invoice, manage inventory, progress claims, and reconcile payments within one subscription. The software includes complete accounting features for peace of mind.

Timesheets: According to the vendor, Sequence CRM automatically captures timesheets when staff work on a job via the app. This eliminates the need for manual time tracking and double entry.

Jobs Scheduling: Users can easily schedule jobs via the app or desktop login, according to the vendor. The vendor claims that schedules can be booked in minutes and are available to staff immediately.

Accounting and Bank Reconciliation: Sequence CRM allows users to input sales, purchases, and GST information for BAS reporting, according to the vendor. Users can provide information to the accountant for annual returns and BAS.

CHECK YOUR FIT: The vendor states that Sequence CRM supports various trade businesses such as electricians, carpenters, cleaners, landscapers, builders, and more. The software aims to accommodate CRM, job management, quotes, invoicing, reporting, and accounting needs.