Segwik CRM | Customer Journey Management System

Platform Benefits

Built to handle the entire customer journey from "Hello" to "Yes", from happy customer to repeat client and referrals. Mix and match modules to build a seamless and automated version of your business.


Marketing Content
Content Management
Integrated email, Phone, Text & Chat
Calendar and Appointment Booking
Quoting Sales, Record Tracking


Easy and Flexible Content Management To Build Trust

Drive customer engagement and build trust with a wide selection of easy-to-use content management tools. Build an engaging, fully contained customer experience.

    • Power multi-page websites and landing pages with ease
    • Image and video gallery management for rich visual experiences
    • Send and receive email and text content from one interface
    • Drag & drop email builder with full template library
    • Automated chat bots allow for conducting thousands of simultaneous conversations
    • Phone trees allow for interactive telephony experience for inbound calls

Surgically Target Contacts and Contact Groups

Segwik's intuitive customer management system is easy to learn and comfortable to use, featuring powerful segmenting, targeting and organizing features.

    • Simple and clean user interface with minimal learning curve
    • EZ-Import functionality for importing from your legacy platforms
    • Customizable Contact Types and Customer Personas keeps your CRM in sync with how you speak
    • Automatic duplicate detection for ensuring data integrity and minimized confusion
    • Automated API and webhooks to keep you connected as needed.

Organize Staff and Customer Calendars For Efficiency

Segwik's CRM-integrated calendar and appointment booking system gives users the maximum efficiency possible for organizing customer meetings.

    • Maintain absolute control over how appointments bookings occur using powerful user settings.
    • Add custom forms to bookings for powerful onboarding
    • Integrate Booking calendar into third-party websites
    • Embed available time slots directly into emails, text messages and phone calls
    • Sync to Google or Outlook
    • Unlimited appointment booking calendars
    • Send followup reminders to customers via Text, Email or Auto-Dialed Phone Calls


Manage Contacts' Transactions and Business Records

Completely customizable email and text templates, allows you to move customers frictionlessly from “Hello” to “Thank You”. Keep your customers engaged through quotes, invoicing, payments, and more.

    • Collect payments and pay vendors
    • Product-specific onboarding messaging
    • Remote quote agreement and frictionless quote to project launch

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One Place For All Email, Text, Phone, and Chat Communications

Maintain the relationship with your customers long after the transaction. Automate purchase anniversaries, stand out on birthdays, and add a personal touch to your customer’s experience.

    • Send customized useful tidbits about the products and services purchased
    • Request reviews and surveys
    • Upsell easily and without fail
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