Customer automation helps you stay consistent with leads and customers by making simple follow-up actions happen automatically—so nothing gets forgotten.
Automation isn’t about being robotic. It’s about being reliable.
Automation is simply: “When this happens, do that—automatically.”
Customer automation is any repeatable step your business can handle without you having to remember it every time.
Most businesses don’t lose customers because they’re bad at what they do.
They lose people because follow-up becomes inconsistent.
Automation creates consistency—especially when your business gets busy.
In Segwik, automation exists to keep your follow-up consistent and reduce small manual work.
What parts of your process still depend on memory that could be handled automatically?
If you’re ever unsure what to do next, the Roadmap is your answer.
If you use Segwik consistently for one month, you stop relying on memory. You stop losing track of people. You stop wondering what to do next.
Export your contacts from Gmail, iCloud, Outlook, or Mailchimp in minutes—so you can bring them into Segwik quickly and stay organized.
Contact Types and Personas help Segwik understand both your relationship to someone and who they are in your world.
A great digital card makes it easy for people to save you, contact you, book time with you, and share you—without friction.
Clean data imports faster, maps easier, and creates fewer issues later.
Clean data imports faster, maps easier, and creates fewer issues later.
Importing helps you get your existing contacts into Segwik quickly so you can focus on relationships instead of retyping information.
See how familiar experiences like airlines, restaurants, dentists, retail, and online ordering guide people step-by-step — with automation quietly keeping everything on track.
Automations handle the small stuff. Journeys guide the big picture.
