Sequence Reviews & Product Details

Prouct has some really great features, and the road map is very promising. But white glove treatment is really great, they are always on hand to support us should we need it. Review collected by and hosted on G2.com.

Lacking on integrations and a few bells and whistles in terms of features, but I know they will be working on those. Review collected by and hosted on G2.com.

Team is great and jump on anything really quickly, especially Killian. Review collected by and hosted on G2.com.

A couple of bugs, but that is a start up! Review collected by and hosted on G2.com.

Sequence’s intuitive dashboard and the level of support provided by the Sequence team have been the standouts for us. The dashboard’s gives us comprehensive visibility over our products and prices, and lets us easily manage pricing adjustments. The proactive and responsive engagement from the Sequence team, from our initial evaluation to ongoing support, has been exceptional. Their dedication to understanding our unique needs and customizing their solutions accordingly has been a key differentiator. Review collected by and hosted on G2.com.

While we have been happy with the product so far, there are a couple of areas where we’d like to see more features coming into the product, especially around usage data management and reporting in the dashboard. That being said, based on the team velocity and product roadmap we have observed, we expect to see these very soon in the coming months. Review collected by and hosted on G2.com.

The integrations with HubSpot and Xero were game-changers for us as it removed the need for us to dig through emails for contract terms after each new deal signed. The workflow from CRM to accounting has simplified our deal-to-cash process and we now feel like we're in a much better place to scale our collections over the coming years. Review collected by and hosted on G2.com.

Really, the only issue we've had was a small bug during setup, which Sequence fixed incredibly fast. Their quick and effective support showed us how reliable they are, especially as we were aligning our billing schedules with all of the custom deals we had to migrate. Review collected by and hosted on G2.com.

Native integrations with Hubspot and Xero have saved us a ton of time trying to manage data and workflows across our sales to finance stack. Also the hands on onboarding approach was very helpful and allowed for a quick implementation in <2 weeks. Review collected by and hosted on G2.com.

Nothing particular that comes to mind. However, looking forward to the revrec launch. Review collected by and hosted on G2.com.

What I appreciate most about Sequence is their remarkable collaboration from the very beginning. Their product and technical teams are truly commendable, demonstrating swift responsiveness and a profound grasp of customer requirements and industry nuances. Engaging with Sequence at the early stages of its product development, we've witnessed its impressive growth, often aligning with and even anticipating our needs, steering in the right direction to meet and exceed our expectations. Review collected by and hosted on G2.com.

Our time with Sequence has mostly been great, though we hit a few snags with some unusual situations that weren't quite covered at first. But the team at Sequence has been fantastic at joining forces with us and keeping us in the loop about what they're working on, which really helped sort things out. Now that they've made some tweaks, things are running smoother. Review collected by and hosted on G2.com.

The ease of setup and the platform's intuitive user interface stand out as significant advantages. Our team was able to deploy Sequence's comprehensive solution in just a few weeks. The great UI and straightforward pricing mapping tools make it a favorite among our operators, who find the system both powerful and easy to use. Additionally, Sequence's capabilities in generating attractive pricing proposals, seamless digital payment flows, and a user-friendly customer portal have markedly improved our customer interactions and experiences. Review collected by and hosted on G2.com.

Nothing comes to mind right now! The product is working well for us and there are lots of additional configurations under the hood available to us as we scale further. Review collected by and hosted on G2.com.

The integrations with Hubspot and Xero work extremely well. Once we sign a deal in Hubspot, the customer, products and prices are already ready to go in Sequence. We no longer have to search through PDFs and email threads to dig out the contract terms. Invoicing through Sequence saves our accounting team hours every month. The platform is also extremely intuitive. Everything works just how you think it would, which is more than I can say for much of the SaaS in our techstack.

Lastly, their customer support during onboarding was phenomental. It was not uncommon to have three of their team members on the call to support us, capture our feature requests, etc. Just really kind folks delivering a stellar tool. Doesn't get better than that. Review collected by and hosted on G2.com.

Once Sequence has commissioning functionality in place, that will be a game changer. Review collected by and hosted on G2.com.

What stands out for us with Sequence is its incredible flexibility and adaptability. It’s been great to see how well it fits into our complex billing structures. Sequence has proven to be highly customizable and user-friendly, which is key for us at the rate we're growing. Additionally, they're quickly releasing new components to the platform, namely the CPQ module which enables us to build a robust quote to invoice process all on one intuitive platform. Review collected by and hosted on G2.com.

We would have liked CPQ to be live when we went live originally, but appreciate there is a large surface area to be covered with that product and we're excited to put it into play over the coming weeks. Review collected by and hosted on G2.com.

We have an incredibly complex billing structure, and our previous attempts to master it have left us with an extremely manual process that is error prone and not scalable. Sequence allows us to streamline billing in a scalable way, to future-proof our process. Current time saving is around 2 days, meaning we can complete billing on the first day of the month and get invoices into the hands of our clients in a timely manner.

I also can't speak highly enough about the Sequence team. As a startup themselves, they are super receptive to feedback and have been on hand to tackle issues as they crop up. From giving us advice on how to use the system, to implementing report exports for our internal use, they have been incredibly responsive whenever we've had issues. Review collected by and hosted on G2.com.

During our initial integration, we had some challenges with edge-case pricing on our end and how to reflect those in Sequence. The product lead and engineers on their end were very hands on tackling these issues (including a visit in person to our office to chat through challenges), and came up with a solution in time for us to go live.

Now that we are using it live, there are a few other issues we have fedback to the team:

-No implementation with Netsuite yet. This is in progress but currently means our revenue recongition is still manual and we need to download a report out of Sequence on a customer by customer basis in order to ensure our AR account and revenue accounts are correct in Netsuite

-The reports needed to tackle this challenge don't exist in Sequence. They have been proactive in providing us with reports we can use in the interim, but they still require a bit of manual manipulation to make them useful. We see this as a temporary issue while the integration is being worked on.

-Not a particularly useful credit control facility. Sequence has the ability to raise credit notes, but no ability to apply those to invoices. Also, without the Netsuite integration, we have to manually mark invoices as paid in Sequence when we receive payment and mark them as paid in Netsuite, so that the two systems agree. Again a temporary issue until NS integration is solved.

-Can't control the comms that go out to customers - you aren't able to edit the email wording for the invoice email that is sent to customers, though we see this as fairly minor

Even with the current workarounds we need to do in advance of the Netsuite integration, we are still making a time saving of around 1.5 days for billing to reporting. Review collected by and hosted on G2.com.