You’ve made the right moves.
You’ve invested in a CRM. Your team knows it. Your processes are built around it. It’s organized, integrated—and likely doing what it was built to do.
But let’s be honest.
You’re still stitching together systems. Still filling in the gaps with spreadsheets, shared drives, manual emails, and yet another app to “just make it work.”
That’s not your fault.
That’s your CRM doing exactly what it was built for—and stopping there.
CRMs were designed to capture leads, organize records, and show you where a deal stands. And they’re good at that.
But what about after someone becomes a client?
What about onboarding? Engagement? Renewals? Referrals? Upsells? Real-time visibility?
That’s where most CRMs leave you hanging.
They track, but they don’t trigger.
They organize, but they don’t orchestrate.
They hold your data—but they don’t help you move people through meaningful experiences.
That’s the gap. And that’s exactly what Segwik is built to solve.
It can act as your primary CRM or layer seamlessly over your existing system.
It’s designed not just to store contacts, but to power real, timely, behavior-based interactions across your entire customer journey.
Use it as the control center for your team and the starting point for every Segwik bolt-on you add.
It’s where coordination begins—and where friction ends.
Segwik is modular by design.
We call them bolt-ons—because they attach to your business and expand what’s possible, one focused outcome at a time.
They’re not plugins. They’re not bloat. They’re streamlined, customizable systems that solve real-world business needs.
Whether you're looking to digitize your client experience, automate internal operations, or scale with elegance—Segwik bolt-ons give you the power to build smarter, faster, and without overwhelm.
You don’t need to rip and replace.
You just need to bolt on what moves you forward.
Secure login area for clients to access documents, updates, status, and more—connected directly to your CRM or forms.
Automated welcome sequences, task flows, and content delivery that make starting with you smooth and professional.
Let customers request support, book consultations, submit forms, or purchase packages—completely self-serve.
Create structured intake flows for leads, job applicants, partner requests, speaker submissions, and more—complete with tagging and automation.
Enhance follow-up and personalization with AI-generated summaries, prompts, and timing recommendations to improve engagement.
Sell services, subscriptions, or digital products—without spinning up a full-blown Shopify store or custom dev.
Run affiliate or influencer programs with tracked links, attribution dashboards, and automated payout logic.
Track referrals from clients or partners, assign source tags, and automate follow-up or reward flows.
Bring structure and clarity to new team member onboarding with checklists, content delivery, and role-specific workflows.
Collect required documentation, assign expectations, and automate vendor setup through a streamlined intake flow.
Streamline internal operations with custom request forms, routing logic, and internal task assignment.
Give your clients or team access to curated support docs, how-tos, and SOPs in a searchable, permission-based portal.
Collect satisfaction surveys, project reviews, and NPS-style feedback—triggered at key touchpoints and tied to customer records.
Send policies or internal updates, track team acknowledgment, and log confirmations for audits or documentation.
Deliver quizzes, validate understanding, and issue digital credentials or progress tracking for internal or external users.
Monitor contract expirations or service terms, trigger renewal sequences, and automate client engagement.
Tools are only half the equation. Execution is where transformation happens.
That’s why Segwik pairs every bolt-on with real human guidance:
And we track the impact:
Segwik isn’t just a platform.
It’s momentum in motion.
You don’t need to abandon your CRM. You just need the right bolt-ons—and the right partner to implement them.