Why Segwik?
Solutions
By Use Case

Sales Process Engineering
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Deal Tracking
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Goal Tracking
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Estimating, Proposing and Quoting
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Deal Close
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Onboarding
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Client Case Management
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
By Role

Founder & Owner
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Chief Operating Officer
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Marketing Director
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Marketing Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Sales Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Sales Executive
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Account Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Production
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
By Client Journey Stage

Awareness & Information Gathering
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Chief Operating Officer
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Marketing Director
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Marketing Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Sales Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Sales Executive
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Account Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Production
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
By Department

C-Suite
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Marketing
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Sales
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Production
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality

Accounting
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Segwik Eliminates

Calendly
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Hubspot/Zoho/Salesforce
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Monday
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Wordpress
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Hosting
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Mailchimp/Constant Contact
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Services

Consulting
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Onboarding
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Migration
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Integration
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Support
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Resources and Media

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.
Features
Outreach

Email Blast
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Text Blast
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Phone Dialer
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Audience Segmentation
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Blast Throttling
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Dynamic Audience Blasting
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Content Narrowcast
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Ringless Voicemail Whatsapp
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
Inbound

Website & Landing Page Management
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Calender Booker
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Event/Course/Class Registration
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Custom Forms & Surveys
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Inbound Call Routing, & Tracking
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

AI Chatbots
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
Sales

Sales Process Mapping
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Relationship History
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Meeting Calender
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Sales Meeting Interface
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality

Customized And Specialized Quoting, Estimating And Proposals
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

"Over-The-Phone" Checkout & Payment Capture
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Follow Up
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Advanced Prospect To Sales Mapping
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Client Management

Signature Capture
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Custom Client Portals & Dashboards
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Automated Onboarding Processes
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Document Capture
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Staff & Customer Task Tracker
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Advanced Servicing & Billing Mapping
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

User Dashboards
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Automation Everything

Automated Outreach
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Auto Responders & Drip Campaigns
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

New Lead Follow Up
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Automated Meeting Setting
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Client Meeting Preparation & Nurturing
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Quote Follow Up And Closer
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Client Onboarding Followups
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Complex Workflow Automation
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Client Relationship Maximization
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Advanced Touchpoints
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Integration

High Level
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Netsuite
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Microsoft Dynamics
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

SAP
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Oracle
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Resources and Media

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.
Industries
Home & Construction Services

Attic Maintenance Services

Awning And Outdoor Shade

Basement Remodeling

Carpet Sales And Installation

Garage Services

Handyman Services

Home Cleaning Services

Home Remodeling And Renovation
Professional Services

Accounting & Bookkeeping

Business Coaching

Public Relations

Consulting Firm

Financial Advisor

Human Resources

Insurance Broker
Marketing And Creative Services

Advertising & Marketing Agency

Public Relations Firm

Graphic Design Studio

Web And App Development

Video Production Studio

Copywriting

Photography Studio

Market Research
Education And Non-Profit Organizations

Charity & Foundation

Community Organization

Chamber Of Commerce

Networking Group

Online Course

Continuing Education Organization

Religious Services
Real Estate Services

Real Estate Agency

Property Management

Real Estate Investor

Commercial Real Estate Broker

Real Estate Appraisal

Real Estate Developer

Home Inspection

Mortgage Broker
Legal Services

General Practice

Criminal Defense

Civil Litigation

Family Law

Estate Planning Law

Intellectual Property Law

Real Estate Law

Bankruptcy Law

Industries
Resources and Media

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.
Resources
Contact
Login
Schedule Demo

Segwik business automation empowers you to

Conquer Your
Customer Management
Complexity

Eliminate complexity in your marketing, sales, onboarding, and client management processes for good!

Who we Serve

Complex Service Providers require an operations automation solution properly tailored to their complex needs.

Home & Construction Services

Professional Services

Marketing and Creative Services

Education and Non-Profit Organizations

Real Estate Services

Legal Services

Having poorly engineered sales, onboarding and customer management processes is costing your business more than you think.

Customer Dissatisfaction

Stagnant Growth

Lost Revenue

Decreased Productivity

Low Employee Morale

Data Disarray

Learn what Segwik does that is so special for your business

Aggregate leads & Customer

Effortlessly Aggregate Leads and Customer Data for Enhanced Decision-Making and Strategic Insights.

Learn More

Up-Armor your arsenal

Fortify Your Business Arsenal with Advanced Tools and Solutions to Stay Ahead in a Competitive Landscape.

Learn More

move customers efficiently

Seamlessly Navigate the Customer Journey, Boosting Efficiency and Satisfaction Along the Way.

Learn More

...n

run things your way

Tailor Workflows to Your Unique Requirements and Preferences, Putting You in Full Control.

Learn More

meet your goals

Easily Achieve Your Goals and Milestones with Precision and Confidence.

Learn More

Eliminate chaos

Bring Order and Clarity to Your Operations, Leaving Chaos Behind for Good.

Learn More

In business differences emerge between

businesses following established norms,

and businesses pioneering new destinies.

Tired of Feeling Like You Have To Do It All In Your Business?

You are the artisans, the builders of works that are distinctly tailored to clients' exacting specifications

The joy of crafting the unique, of fashioning an item to exacting specifications and standards, speaks to your soul, and every project you take on is another beautiful sculpture waiting to be carved out of raw stone. But something is holding you and your business back.

However, your business operations are not as well-constructed as the work you deliver for clients, and cracks in your business are evident and getting wider.

Learn More

The evolving landscape of your industry demands more than just craftsmanship. It demands efficiency, seamless collaboration, and precision.

As your projects become increasingly intricate and your clientele expands, managing complexities becomes paramount.

Without the right tools, the process can become overwhelming. You've likely noticed the inefficiencies, the missed opportunities, and the strain on your team's efforts."

Business isn’t what it used to be. When you were cutting your teeth in the industry, being talented means you got good work.

Despite how you don’t want to admit it, you recognize that the old ways are being replaced by the new, championed by companies that just seem to have that cutting edge that’s escaping your business these days.

You’ve been promised solutions to your complex business in the past, and we've witnessed firsthand, businesses cycle through broken promise after broken promise, sometimes for years on end, only to be back at the beginning of their journey again. We understand the skepticism that arises when faced with yet another solution.

If you're ready to break the cycle,
REGAIN CONTROL OF YOUR BUSINESS,
you’re in the right place.

We've walked in the shoes of small business owners since 2011, understanding the challenges, frustrations, and mistakes that come with it. Leveraging our expertise and real-world experience, we're here to help you grow and scale your business while minimizing the associated pains. With our proven methods and focus on customer experience, automation, systems, and technology, we'll guide you towards up to 90% improvement in your business. Take the path towards freedom and success today, without the hassle of hiring professionals or trying to figure it out on your own.

Introducing Segwik

With Segwik, you'll have all the tools you need to automate your business operations and provide a top-quality customer experience from A-Z. Specifically tailored for complex service providers and large group organizations and movements, your organization can say goodbye to the frustrations and limitations of manual processes. As Segwik empowers you to streamline your workflow, your business will save time, and boost its profits. Experience the freedom and ease of managing your business with an integrated platform that centralizes all your important tasks and information.

With Segwik, you can effortlessly handle quotes and proposals, ensure timely customer communication, automate project management, streamline follow-ups, and access your business anytime, anywhere. Join the ranks of successful businesses and let Segwik propel you towards unprecedented growth and efficiency.

Supercharge Your Business with Segwik:The All-in-One Solution!

Discover the transformative power of Segwik, an all-in-one solution that revolutionizes your business operations. You can manage all customer affairs from a single, centralized platform. With custom integration options, Segwik adapts to your business needs, making it suitable for any small business, regardless of size or specialty. Embrace Segwik today and experience the convenience of a comprehensive technology solution that drives your business forward.

The benefits of embracing Segwik to solve your business challenges are plentiful. Here are just a few ways Segwik can revolutionize your operations:

Standardized Sales Process: Segwik eliminates the lack of a standardized sales process by offering a centralized platform where you can manage all customer affairs. From initial contact to closing deals, Segwik streamlines your sales process, ensuring consistency and efficiency.

Accurate Job Pricing: With Segwik, pricing jobs accurately becomes less challenging. It allows you to track and analyze data, enabling you to make informed decisions when determining pricing for your products or services. You can also integrate Segwik with your financial systems to ensure seamless invoicing and accurate cost calculations.

Smooth Customer Onboarding: Segwik simplifies the customer onboarding process by providing tools to automate and streamline the necessary steps. From sending welcome emails to providing onboarding resources, Segwik ensures a seamless and efficient onboarding experience for your customers, saving time and reducing friction.

Streamlined Client Management: Segwik tackles the complexities of managing clients by offering comprehensive client management features. You can track and organize all client interactions, communication, and projects within a single platform. This allows for better collaboration, improved client satisfaction, and more effective relationship management.

Unlock The Potential To Revolutionize Your Business

Experience the convenience of centralized customer management, seamless communication, effortless project management, and the power of automation. Say goodbye to inefficiencies and hello to a new era of efficiency, productivity, and success. Don't miss out on the opportunity to transform your business - join Segwik now and take your business to new heights.

Schedule Demo

Hot Topics
Empowering Small Businesses: Embracing Technology for Growth and Independence

Pete Romano

04:07AM Fri June 30, 2023

Technology empowers small businesses to overcome challenges and achieve growth. E-commerce, CRM systems, cloud computing, digital marketing, automation, and customer engagement tools are key enablers. By leveraging technology, small businesses streamline operations, enhance customer experiences, and expand their market reach.

Download: Conquering the Complexity

10 Easy Steps Your Service Business Can Take RIGHT NOW to Maximize Customer Retention, and Employee Productivity

Are you ready to begin a new path for your business? Download now, and you can be on your way towards a brighter future for your business.

Download NOW to begin putting your company on the journey towards relief for you and your staff, and a better customer experience for your clients

Service Business owners like you achieved remarkable successes with Segwik, including exponential business growth, transformative marketing campaigns, and exceptional ROI. They've revolutionized their marketing approach and built thriving businesses, all powered by Segwik's cutting-edge tools and methods.

Solution Library

Solution Library

Solution Library

Solution Library

Solution Library

Solution Library

Conquer Your Customer Management Complexity

Who we Serve

Home & Construction Services

Professional Services

Marketing and Creative Services

Education and Non-Profit Organizations

Real Estate Services

Legal Services

Having poorly engineered sales, onboarding and customer management processes is costing your business more than you think.

Learn what Segwik does that is so special for your business

Aggregate leads & Customer

Up-Armor your arsenal

move customers efficiently

run things your way

meet your goals

Eliminate chaos

In business differences emerge between

businesses following established norms,

and businesses pioneering new destinies.

Tired of Feeling Like You Have To Do It All In Your Business?

If you're ready to break the cycle, REGAIN CONTROL OF YOUR BUSINESS, you’re in the right place.

Introducing Segwik

Supercharge Your Business with Segwik:The All-in-One Solution!

Most Popular Segwik Features

Outreach

Inbound

Sales

Client Management

Automation

Integration

Unlock The Potential To Revolutionize Your Business

Hot TopicsEmpowering Small Businesses: Embracing Technology for Growth and Independence

Pete Romano

04:07AM Fri June 30, 2023

Download: Conquering the Complexity

10 Easy Steps Your Service Business Can Take RIGHT NOW to Maximize Customer Retention, and Employee Productivity

Are you ready to begin a new path for your business? Download now, and you can be on your way towards a brighter future for your business.

Download NOW to begin putting your company on the journey towards relief for you and your staff, and a better customer experience for your clients

Conquer Your
Customer Management
Complexity

If you're ready to break the cycle,
REGAIN CONTROL OF YOUR BUSINESS,
you’re in the right place.

Hot Topics
Empowering Small Businesses: Embracing Technology for Growth and Independence