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Overview
Sequence CRM is designed for trades and field service businesses, helping manage jobs, quotes, invoicing, and customer communication in one place. Its mobile app can feel limited for complex tasks, but the extensive suite of Sequence CRM features makes daily operations more efficient and organized.
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Starting Price
Custom
Sequence CRM Specifications
- Contact Management
- Lead Management
- Customer Communication Tracking
- Mobile CRM
What Is Sequence CRM?
Sequence CRM is a cloud-based platform built specifically for Australian trades, field service providers, and small businesses. It streamlines job management, from quoting to scheduling and invoicing, helping teams stay organized and connected both in the office and on-site. Designed to support industries like electrical and HVAC, it reduces paperwork, minimizes admin tasks, and improves communication with customers and staff. The software addresses common challenges such as job tracking, time management, and workflow consistency.
Sequence CRM Pricing
The software offers three packages:
- Starter: $300AUD/month plus GST
- Grow: $450AUD/month plus GST
- Premium: $600AUD/month plus GST
Disclaimer: The pricing is subject to change.
Sequence CRM Integrations
Who Is Sequence CRM For?
The platform supports small-sized businesses and is suitable for various business types and applications, such as:
- Restoration
- Electrical
- Landscaping
- Renovation
- Tutors and training
- Gym and fitness
Is Sequence CRM Right For You?
Sequence CRM is a strong option for businesses looking to simplify job management, reduce admin workload, and improve team coordination. It helps streamline daily operations, ensures better communication with clients and staff, and supports faster invoicing and quoting. The software aims to enhance overall efficiency, save time, and keep workflows organized from start to finish.
Still not sure if Sequence CRM is right for you? Our support staff is available at (661) 384-7070 to help you make a confident decision.
Sequence CRM Features
CRM For Your Business
Sequence CRM lets you capture leads, manage customer interactions, and convert opportunities into jobs with ease. It streamlines contact and communication tracking, helping businesses stay organized, reduce admin time, and maintain a clear view of client relationships across their entire workflow.
Reports And Documentation
The platform provides a variety of detailed reports, including client summaries, broker documents, and BAS reports. Users can generate, download, and share documentation instantly, improving visibility and compliance while supporting better financial tracking and overall business decision-making.
Jobs Management
Users can manage every stage of the job lifecycle from one system. They can easily schedule staff, track project changes, record site information, and issue invoices. This feature supports efficient field operations, keeping office and on-site teams in sync and ensuring work progresses smoothly and transparently.
Instant Quotes
The software enables the creation of fast, accurate quotes using customizable templates and pre-defined items. Users can tailor quotes to client needs, send them directly from the platform, and track approvals—all of which reduce delays and help secure new work more quickly and professionally.
Timesheets
Sequence CRM’s app automatically captures staff work hours in real-time. It simplifies payroll, reduces manual entry errors, and gives managers a clear view of employee activity. The digital timesheets ensure accurate job costing and better tracking of billable time.
Pros And Cons of Sequence CRM
Pros
Ease of use with intuitive interface
Responsive customer support available 24/7
Custom report and document templates included
Cons
Setup may require technical assistance
Bug fix updates aren’t frequent enough, according to software users
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Frequently Asked Questions
What types of pricing plans does Sequence CRM offer?
Sequence CRM price starts at $300AUD/month plus GST for the Starter plan, Grow at $450AUD/month, and Premium at $600AUD/month. Users can also get a custom Sequence CRM cost quote according to their needs.
What language does Sequence CRM support?
Sequence CRM supports English.
Does Sequence CRM offer an API?
The vendor site does not mention whether it offers an API.
What level of support does Sequence CRM offer?
Sequence CRM offers phone support, email, and contact forms.
Who are the typical users of Sequence CRM software?
Sequence CRM is used by landscaping renovation, restoration and several other business types.
Does Sequence CRM have a mobile app?
Yes, Sequence CRM has a mobile app.
What other apps does Sequence CRM integrate with?
Information regarding integrations is currently unspecified by the vendor.