Everything You Need. Only When You Need It.
From quoting to portals to payments—build the exact system your business needs to scale and stay personal.
Segwik Add-Ons and Plugins are purpose-built features that expand what your system can do—one practical need at a time.
People you meet. Conversations you’ve started. Opportunities you want to follow through on.
Each tool was created in response to real client requests—from coaches needing gated content, to home service teams needing photo uploads, to consultants needing quote-to-invoice flows. No fluff. Just the systems that real businesses actually run on.
Add what fits. Ignore what doesn’t. Scale when you’re ready.
Segwik was built to play well with others.
If you’re already using a CRM like Salesforce, HubSpot, or Zoho—there’s no need to switch. Segwik is designed to work with your existing tools, not replace them.
Think of Segwik as a powerful add-on layer: customer portals, onboarding flows, automated follow-ups, and digital experiences that most CRMs don’t handle well. We fill the gaps, not duplicate your systems.
And if you ever decide it’s time to make a full switch, we’ve got you. Our team can handle the migration, rebuild your key workflows, and help you launch a smarter, simpler system.
No rip-and-replace required.
Segwik is your CRM’s best friend.
Send polished quotes. Convert them to invoices. Track payment status.
‣ Dynamic line items & upsell options
‣ Auto-convert quotes to invoices on approval
‣ Send via email or portal with one click
Collect payments with ease—inside your workflows.
‣ Single payments or subscriptions
‣ Auto-trigger follow-ups for failed or missed payments
‣ Store and tokenize cards securely
Your time, under control.
‣ Calendar sync (Google, Outlook, etc.)
‣ One-on-one or group bookings
‣ Time zone awareness + buffer settings
Recurring revenue, simplified.
‣ Set up recurring billing plans
‣ Manage members by tier or tag
‣ Track churn, renewals, and lifetime value
Track what matters, assign what’s next.
‣ Assign tasks by role or status
‣ Monitor progress with visual dashboards
‣ Link tasks directly to contacts, deals, or events
Secure, organized, and integrated.
‣ Upload files directly to contact records or projects
‣ Use built-in folders and tagging
‣ Trigger document generation from templates
Log hours, bill clients, and manage internal workloads.
‣ Track by project, team member, or client
‣ Auto-calculate billing totals and attach time logs to quotes or invoices
‣ Export reports for easy tracking and analysis
Never lose the thread.
‣ Visual journey mapping for contacts or audiences
‣ Automate stage transitions based on behavior
‣ Assign internal tasks at each step
From free workshops to ticketed events—manage it all in one place.
‣ Create event pages with registration forms
‣ Send reminders and add guests to journeys post-event
‣ Track attendance & engagement automatically
Give clients a secure, branded space to stay connected.
‣ Log in to view documents, tasks, bookings, and messages
‣ Submit support tickets or upload files
‣ View project updates and course progress
Segwik’s Add-Ons and Plug-Ins are fully customizable based on your service plan.
Customize your system by activating only the features you need
We’ll build your stack with you.
Let us recommend the right tools for your services, team size, and goals.