Sequifi

The My Sales tab gives you a complete view of all your personal sales, showing account details, statuses, and earnings so you can track your performance and pipeline in one…

Viewing Your Sales (My Sales Tab)

Every account in Sequifi has a status that tells you where it stands in the sales and completion process, helping you know what to expect for your earnings.

Understanding Account Status

The sales pipeline gives you a bird's eye view of where all your accounts stand in the sales process, helping you understand your potential earnings and identify accounts that need…

Sales Pipeline Overview

Every account in Sequifi has detailed information and milestone dates that show you exactly what's happening with that sale, from customer info to payment timing.

Account Details & Milestones

Monitor your performance and understand your pipeline

Sales & Accounts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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