Redefining Real Estate. From Lead to Close.

One connected platform for real estate agents to manage relationships, run active deals, and elevate your client experience.

21-day free trial. No credit card required.

Sequent home dashboard showing pipeline, upcoming appointments, priorities, and recent activity
Deal preview modal showing client progress, notes, and tasks

Why Agents Choose Sequent

  • 01

    Integrated deal management

    Unlike other CRMs that fall short when managing active deals, Sequent’s client management suite revolutionizes your deal workflow and client communication for a true lead-to-close experience.

  • 02

    White-label client portal

    Client communication has never been this easy. Share an interactive, custom branded portal with your clients for each deal.

  • 03

    Automate the busywork

    Onboard new clients in seconds. Send automated emails to nurture leads and as your deals progress. Instant analytics at a glance, and so much more. Sequent does the work for you.

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Agent in CA
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FROM LEAD TO CLOSE

Everything, Connected

01 — NEW LEAD

Capture every opportunity. New leads enter one organized database designed to increase your conversion rates at every step.

Sequent lead overview

CRM features included with Pro + CRM

02 — FOLLOW UP

Built to convert. Automated follow-up plans and conversation tracking nurture your sphere. Sequent's elevated client experience converts more leads to active clients.

Sequent follow up overview

Sequences & Tasks

Sequences are automated follow-up workflows that send emails or create tasks for you on a set schedule. Or, use recurring tasks for easy check-in reminders on a set interval.

Smart statistics

Sort your sphere contacts by conversation frequency, date of most recent conversation, lead stage, and more for helpful insights to keep in touch with your database and convert your leads to clients.

03 — APPOINTMENT

Your central business hub. Keep track of every appointment, event, and deadline in your business at a glance.

Sequent appointment overview

Smart lead stage updates

Sequent's CRM will automatically update your lead’s stages once you log a conversation, meet them at an appointment, start a new deal with them and more so you don’t even have to think about it.

Instant onboarding

Use Client Templates to onboard new clients in seconds. Add your own intro video, helpful resources, and default tasks to their private client portal to give them everything they need just a click (or tap) away.

04 — ACTIVE CLIENT

Streamline your business. Our client management suite is the heart of Sequent: built to save you time and mental energy so you can spend it where it matters most. 

Sequent active client overview

Basic Automations

Let’s be honest - not every client will actively visit their portal. This is what basic automations are for! Sequent will send update emails to your buyers and sellers when you make changes to their deals so they’re always in the loop. 

Advanced automations

Sequent handles the work for you: create tasks or send pre-selected email templates to your clients as deals move from one stage to another. Stop wasting time sending all your update emails and texts manually!

05 — UNDER CONTRACT

A modern agent's workflow. Track deadlines, inspections, tasks, milestones, and every moving piece of your deals in one workspace. Sync to Google Calendar to instantly upgrade your existing workflow.

Sequent under contract overview
06 — CLOSING

Closing, organized. Finish each deal with an automatically saved record and instant business analytics.

Sequent closing overview

Closing checklist

Never stress about your closing checklist again: create an automation that sends necessary emails and creates tasks for you once a deal enters the closing stage.

Integrated Analytics

View your business's stats on the Analytics page, automatically updated every time you close a new deal. Import your old deal records in just a few clicks.

An Interactive Portal They'll Actually Use

A closer look at Sequent's innovative deal & client management suite.

View as

Make it Your Own

Add your logo, brand colors, and an optional cover image so Sequent’s portal feels like an extension of your own brand to your client.

Buyer client portal showing deal progress steps, upcoming showings, tasks, and a branded header

One platform. Built for you.

Sequent vs. a traditional tech stack: CRM, task and project management, real-time client portal, calendar with deadlines and reminders, showings and offers tracking, notes and resources, and automated client updates are all included with Sequent for $65 per month, while a typical stack needs separate apps and subscriptions costing $100 or more.
Sequent vs. a traditional tech stack
FeatureTypical stackSequent
CRMSeparate subscriptionIncluded
Task & project managementSeparate appIncluded
Real-time client portalRarely availableIncluded
Calendar, deadlines & remindersSeparate appIncluded
Showings & offers trackingSeparate appIncluded
Notes & resourcesSeparate appIncluded
Automated client updatesManual textsIncluded
Typical cost$100+ per month$65 per month, Pro + CRM, billed annually

Simple Pricing. Start Your Trial Today.

No card required. Full Pro + CRM access for 21 days.

Pro

$49/mo
Two Months Free

Sequent's industry leading client management suite with unlimited deals.

  • Interactive client portal with instant onboarding
  • Keep track of inspections, showings, offers, bids, and more
  • Email and task automations handle the repetitive work for you
  • Integrates with email and Google Calendar
  • Business analytics right at your fingertips
Best Value

Pro + CRM

$65/mo
Two Months Free

Everything in Pro, plus Sequent's advanced CRM suite.

  • Stay in touch with and convert your sphere with our fully featured CRM
  • Seamlessly link deals to your database contacts for a true lead-to-close pipeline
  • Use Sequences for automated newsletters and long-term client follow up workflows
  • Conversation and lead stage tracking and analytics

Frequently asked questions

Most CRMs have serious shortcomings when it comes to managing your active deals and communicating with your clients. We built Sequent from the ground up as a true lead-to-close platform for high producing agents: a fully featured CRM, plus the best client management suite in the industry to streamline your business and elevate your clients' experience.

If you've uploaded a custom intro video, that's the first thing your clients will see when they visit their portal for the first time. Buyers and sellers can follow their deal's progress stage by stage, see upcoming deadlines, complete any tasks you assign to them, and access resources and documents you upload to their deal. Buyers can request and rate showings; sellers can see upcoming showings and buyer feedback after the fact, and can review offers you've received right in their portal. Your clients will see your contact info and any additional members like Lenders or Title Officers you've added to their deal.  All this information syncs effortlessly in the background as you work in Sequent, so you won't have to spend any extra time keeping your clients informed!

Send invite links to your clients in seconds directly from your deal window. They'll need to create an account to visit their secure portal, but won’t need to install a thing!

Sequent has a native mobile interface so you can access everything you need right from your phone's browser! A dedicated mobile app is coming soon.

Once you've closed a sale (congrats!), you'll be asked to enter the final sale price and your commission number so Sequent can save the deal to your archive. Next, the analytics page will automatically update with your new business stats. Archive records are viewable at any time. Clients can still view their portals in read-only mode as long as the record still exists in your archive.

Sequent currently supports solo agents and their assistants. Teams is support coming soon with many more features for brokerage owners and team leaders - stay tuned!

Some CRMs sell or own your data and every contact you add to your database. In Sequent, your data belongs to you. We never sell it, and your contacts, deals, and client information stay private to your organization.

You can start adding your active clients & deals as soon as you create your account! Following our goal of saving you as much time as possible, Sequent has a quick onboarding tutorial once you sign in for the first time as well as a set of pre-seeded portal templates and automations emails for you to implement right off the bat.

Yes! As Realtors, we're more than comfortable with building our business through referrals. If you refer just 7 agents to Sequent, you'll earn enough referral credits to use the Pro+CRM plan for over a year free of charge. There's no limit to how much referral credit you can earn, so some agents will never pay a cent for Sequent!