Use cases

A CRM for consultants who follow up on proposals

For a consultant selling alone, Sequa notices when you sent a proposal and heard nothing, or when a lead wrote and didn't hear back, and drafts the next email in your voice. You approve it and it goes from your own mailbox in the same thread. The Solo plan is $29 a month, with a 14-day free trial.

What it does for one person

  • Today lists your warmest leads with why they're warm, new replies and tasks due.
  • Follow-ups are spaced further apart each time and stop after the number you choose.
  • A draft that needs a price or date the conversation doesn't have leaves a gap you must fill before it can be sent.
  • A reply stops the follow-ups it answers.

Mailboxes

Microsoft 365 and Outlook.com connect with Microsoft's own sign-in. Gmail is built and coming soon, once Google verifies Sequa. Until then, or with any other mailbox, BCC or forward mail to your workspace's private address; you send those drafts yourself and mark them as sent.

Where Sequa fits

Sequa logs the email conversations from a connected Microsoft 365 or Outlook.com mailbox, or mail you BCC to your workspace's address (Gmail is coming soon). It scores each lead with the reasons shown and drafts the next follow-up in your voice, sent only when you approve it. Plans start at $29 a month, with a 14-day free trial.

Questions

Does Sequa send anything on its own?

No. Every follow-up is a draft until someone with permission presses Approve and send.

Questions buyers ask

What's a good CRM for a consultant selling alone?

One that does the follow-up admin for you. Sequa notices when you sent a proposal and heard nothing, or a lead wrote and didn't hear back, and drafts the next email in your voice for you to approve. It goes from your own mailbox in the same thread. Solo is $29 a month, with a 14-day free trial.

Part of the New Odyssey suite

Six tools for the work around your clients, from being found to packaging what you know. Each one works on its own.

  1. KleosGets you found
  2. OndaAnswers the inquiry
  3. BookaraQualifies and books
  4. AccordSends the proposal
  5. TallynOnboards the client
  6. AulaPackages your expertise