CRMX vs Sequifi

Convert leads into sales with automation and A.I built in. Bring your contacts, notes, pipeline, sales calendar, and conversations together for closing more sales than ever. Say goodbye to lost leads, lost sales, and disorganization. CRMX is perfect for any small business looking for an all-in-one CRM built for automated marketing, sales, and ops. CRMX syncs to all your devices so you can communicate with prospects and close deals on the go. Quickly enter leads, execute follow-up efforts, and manage your sales and ops calendars that sync up your personal calendar. --- “CRMX reminds my prospects of their appointment and confirms each appointment for me automatically.” – Earl Kapule, Gratitude Mindset “We manage over 100 solar installs monthly with over 75 team members and CRMX handles it all for us” – Nik Borrelli, SimpleFlow ---- CAPTURE & CONTACT LEADS • Manually enter leads fast. • Automatically sync leads from online advertising. • Import contact lists. • Automatically trigger SMS and email when new leads arrive. SALES PIPELINE • Manage your sales pipeline and focus on the hottest leads. • Add notes and update opportunities on the go. CONVERSATIONS • Manage SMS/text messages from your business phone number. • Manage email conversations. • Make calls from CRMX app using your business phone number. • See over 5 different channels of communication in one fluid communication stream. SALES CALENDAR • Set up unlimited calendars to allow automatic self-booking. • Manage sales appointments from one easy location. • Book new appointments from within the app. • Connect CRMX calendars and personal calendars. ACCESS ANYWHERE • Sync your contacts, conversations, and sales appointments automatically across any computer, phone, or tablet. • Start following up on one device and continue on another without missing a beat. CRMX FOR SALES PROFESSIONALS • Keep track of leads and stay organized. • Send your digital business card to anyone instantly. Keep everyone up to date with unified sales appointment reporting. Setup sales appointment round robins to make the booking and closing a deal simple. • Setup different permissions based on roles and responsibilities. • Allow team members to only see their assigned contacts and sales appointments. CRMX FOR SMALL BUSINESS • Manage all aspects of your business from CRMX, including lead generation, sales conversion, operations and fulfillment, customer service, scheduling, selling online and physical products and more!

Sequifi – Pay, Commissions & HR for Field Sales Teams Know exactly what you're owed, and verify it before payday. Sequifi puts your pay, commissions, and performance in one app built for field sales reps. No more chasing spreadsheets or waiting until payday to find out what you earned. Sequifi gives you a clear, real-time view of your commissions, paystubs, and standing, so you always know where you stand. Your earnings, in real time See your commissions update as deals close. Track pay period details before they're final, review past payouts anytime, and stay on top of overrides and team earnings. Everything is in one place and always current. Verify your pay before payday Check your pay period details before they lock in. Flag anything that looks off, review the breakdown, and go into payday with confidence instead of surprises. Built for reps on the move A fast, clean dashboard made for your phone. Pull up your numbers between appointments, in the field, or on the couch. No desktop required. See where you rank Real-time leaderboards for individuals and offices. Watch your standing move as you sell, and share your wins with a tap. Handle the busywork in seconds Submit requests and approvals in a few taps. Access onboarding and hiring tools to bring on new reps and grow your team without leaving the app. What you can do with Sequifi: • Track commissions as they happen • Verify pay period details before they're final • View paystubs and full payout history • Monitor overrides and team earnings • Climb individual and office leaderboards • Submit requests and approvals on the go • Recruit and onboard new reps from your phone Transparency you can count on Sequifi brings clarity and trust to every pay cycle. From your first sale to your final payout, you always know what you earned and why. No guesswork, no black box. Download Sequifi and take control of your pay.