Sequence CRM
Sequence CRM revolutionizes customer relationship management with its user-friendly interface, allowing users to enter leads in minutes and seamlessly convert them into jobs. It streamlines job management, scheduling, and reporting, tailored specifically for restoration and insurance industries. With customizable quotes and automatic timesheets, efficiency is maximized, making it an indispensable tool for various trade businesses.
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Top Sequence CRM Features
- Lead entry in minutes
- Job conversion without double entry
- Customizable reporting for clients
- Comprehensive documentation solution
- Instant quotes with templates
- Automatic timesheet capture
- Easy job scheduling
- Integrated accounting features
- BAS reporting functionality
- Direct accountant access
- Multi-trade business support
- User-friendly online tutorials
- Low-cost subscription model
- Easy cancellation process
- Job-related work in one file
- Progress claims submission
- Variation quotes management
- Site information capture
- Mobile and desktop access
- Free trial availability.
