essensys Operate vs Sequence CPQ
essensys Operate
essensys.techSequence CPQ
sequencehq.comSide by side
| Figure | essensys Operate | Sequence CPQ |
|---|---|---|
| Price from | — | $799/mo |
| Free plan | — | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| iOS | Yes | — |
| Android | Yes | — |
| API | Yes | Yes |
| Plans published | 0 | 3 |
| Spec score · Quote-to-Cash Software | 8.0 (#3) | 7.9 (#6) |
| API access | Operate’s API uses OAuth 2.0, and the API guide says users should contact support to arrange one-time app registration and receive a client secret. | The pricing comparison lists APIs and webhooks and notifications as included connector features across Growth, Core, and Scale. |
| Headquarters | London, UK | The company site says Sequence is built in London and New York. |
| Integrations | The maker lists QuickBooks Online and Desktop Pro, Sage, Xero, Stripe, GoCardless, Opayo, Zapier and other integrations; Operate also offers a documented API and webhooks. | The CPQ page lists Salesforce, HubSpot, Attio, Dropbox Sign, QuickBooks, Xero, NetSuite, Rillet, Stripe, GoCardless, and other integrations. |
| Purpose | Operate manages flex workspace providers’ lead-to-cash lifecycle, including CRM, contracts, billing, invoicing, payments and reporting. | Sequence CPQ creates web-based proposals with usage tiers, ramp pricing, and custom terms, then starts billing automatically when a customer signs. |
| Security | The maker says its services use a multitenant architecture with customer-specific databases and role-based access to separate customer data. | Sequence's pricing page lists ISO 27001, SOC 2, and GDPR among its enterprise-level security standards and certifications. |
Plans
In their own words
essensys Operate
essensys Operate manages the sales, contracts and billing lifecycle for flex workspace and coworking operators. It brings together lead and opportunity tracking, tours, licences, invoicing, payments and reporting for businesses running one or more sites. Sales tools accept leads from brokers and listing sites and can automate tour follow-ups. Operators can create licences from templates, collect electronic signatures and counter-signatures, then trigger setup after signing. Billing includes invoices, credit notes, monthly bill runs, multiple currencies and entities, and charges imported from other systems. Members can use a white-label portal to book desks and rooms, purchase services, pay invoices and check usage. Reports cover occupancy, revenue forecasts, budgets, site comparisons, customer balances and renewals, with custom reports available. The AI Hub can prepare bill runs, build workflows from descriptions and answer product questions, with requests checked before they commit. Operate connects to accounting, payment, access and workspace systems through integrations, an API, webhooks and Zapier. It runs on Android, iOS and the web; pricing is on request, and a free trial is available.
Sequence CPQ
Sequence CPQ creates web-based proposals for B2B deals with custom terms, negotiated pricing and contracts that do not fit standard templates. Quotes can use linear, volume, graduated, packaged or percentage-based pricing, along with usage tiers, ramp pricing, fee thresholds and credit burndowns. The editor supports templates, flexible content blocks, smart variables and attachments. After a quote is signed, Sequence creates a billing schedule and generates invoices that can account for usage, seats, proration, mid-cycle changes and overages. Quotes support Dropbox Sign, configurable signers and signing order, passwordless magic links and prospect activity tracking. Teams can set approval rules, receive Slack alerts, apply quote guardrails and review a timestamped audit trail. Listed integrations include Salesforce, HubSpot, Attio, accounting and payment services; API access and webhooks are also included connector features. Sequence CPQ runs on web and through an API. Growth costs $799 a month; Core and Scale have bespoke pricing. There is no free plan, though a free trial is listed.