The CRM functionality of Sequence CRM will support you in every step of the way once you have got an opportunity or lead either via your social media ad or website.

it takes just a couple of minutes to add a lead in the system either via desktop login or via app on the go.

Once you have a lead, you can mature it by quickly submitting the quote, schedule an appointment, or send them your business information and valuable informative emails. Keep them in your database for future communication and cross selling purpose.

If you tired of catching up with data every 3 months to provide inputs to your accountant or book keeper for BAS reporting, well you will be surprised to see our BAS report.

It gives you the inputs that your BAS agent will need to fill the BAS.

Speak to them and they will love it.

You will love when your lead or opportunity converts to the Job automatically without any need to double entering the lead information.

You can go straight to quoting if not already done. But if you quote is done and approved by client you will see it in the job file ready for you.

You can go straight to planning the tasks, scheduling, and enjoying the progress on the job automatically updating in the system as you and your team work on site and use the app.

Once again, we know how stressful is this to provide all the data accurately to your accountant so they could do your annual returns on time and without making any mistakes.

Once you have started using Sequence CRM, all the data that your accountant will need, Invoices, expenses, purchases, GST bills, BAS Inputs and more, will be available to them as easy as just giving them the authorization.

Try it and see how it will work for you. All the best !!!

How would you like to create an invoice with just a few clicks because all the information is already there waiting for you?

Well all of our clients love it !!!

And once you have sent the invoice to your clients, they would love the “Pay Now” button and pay you instantly via bank transfer or cards.

No matter how complicated are your invoicing needs, Sequence CRM has taken care of it. Try it yourself before believing us !!.

All the best.

If you are a micro or small business, Sequence CRM will give you everything that you need to focus more on your business and less on administration and data keeping.

So go ahead and try it for FREE and see if this works for you.

And if there is any thing small or big that you don’t see, please contact us and we will help you figure that out.

All the best!!!

If you find yourself spending time on creating reports for your clients, well we have taken care of it too.

All you need to do it, either use our standard template or edit our template to set one that is more specific to your business.

Once your template is ready, all you need to do is just capture information as work on site via app and your report will be ready in minutes after you have completed the information capturing via app.

Some of our clients generate as big as 50 pages report just in minutes. They love it and we also love their continuous business !!

See how it works in our FREE TRIAL. All the best !!!