Features that make
Business run easier

Essential features:

Outreach InboundIntegrationSales

FEATURES
Generating Awareness
Searching For Solutions
Decision Making
Client Onboarding
Servicing
Client Advocacy

Generating Awareness

Segwik simplifies outreach efforts by offering tools like email and text blast, phone dialer, audience segmentation, and blast throttling. You can effortlessly engage with your audience, target specific groups, and manage communication channels, ensuring your outreach is efficient and effective.

Email Blast

Send mass emails to your contacts with ease.

Text Blast

Reach your audience through SMS blasts.

Phone Dialer

Efficiently make calls and manage your phone outreach.

Whatsapp

Connect with customers through WhatsApp messaging.

Searching for Solutions

With Segwik's inbound features, managing your website, landing pages, calendars, event registrations, custom forms, and AI chatbots becomes a breeze. It helps you capture leads, route them effectively, and provide excellent customer experiences, all while keeping everything organized in one platform.

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Website Management

Easily manage and update your website content.

Landing Pages

Create captivating landing pages for marketing campaigns.

Calender Booker

Simplify appointment scheduling with a built-in calendar.

Registration Tracking

Manage registrations for events, courses, and classes effortlessly.

Custom Forms

Design and deploy customized forms for data collection.

Surveys

Gather valuable insights with survey creation tools.

Call Routing - Voicemail

Route calls intelligently and manage voicemails effectively.

Decision Making

Segwik optimizes your sales processes by mapping them out, maintaining relationship history, providing a meeting calendar, customized quoting and estimating tools, over-the-phone checkout, and advanced prospect-to-sales mapping. This ensures your sales team operates smoothly and efficiently, closing deals with confidence.

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Sales Process Mapping

Visualize and optimize your sales processes.

Meeting Calender

Keep track of important meetings and appointments.

Quoting, Estimating and Proposals Checkout

Generate accurate quotes, estimates, and proposals and receive payments.

Follow Up

Automate follow-ups to nurture leads and maintain customer relationships.

Client Onboarding

Effortlessly handle client management tasks with Segwik, including signature capture, custom client portals, automated onboarding, document capture, staff and customer task tracking, and advanced servicing and billing mapping. You can provide top-notch service while keeping all client information organized and accessible.

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Signature Capture

Digitally collect signatures for agreements and contracts.

Custom Client Portal

Provide clients with a personalized portal for easy access.

Onboarding Process

Streamline and automate client onboarding.

Document Capture

Digitize and organize important documents.

Task Tracker

Monitor tasks and assignments for your team.

User Dashboards

Access customized dashboards for a comprehensive view.

Servicing

Segwik's automation features streamline your workflows with autoresponders, drip campaigns, new lead follow-up, automated meeting scheduling, client meeting preparation, quote follow-ups, client onboarding follow-ups, and complex workflow automation. This allows you to maximize efficiency and focus on high-impact tasks.

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Automate Everything (r)

Automate various processes for improved efficiency.

Automated outreach

Engage with leads through automated outreach campaigns.

Auto responders & drip campaigns

Send timely responses and drip content.

Meeting Nurturing

Automate meeting scheduling and follow-ups.

Quote Closer

Increase quote conversion rates with automated closers.

Onboarding Followups

Ensure a smooth onboarding process for clients.

Complex Workflows

Design intricate workflows for specific needs.

Contact Follow Up

Stay in touch with leads and clients through automated follow-ups.

Client Maximization

Maximize client relationships with tailored strategies.

Advanced Touchpoints

Utilize sophisticated touchpoints for enhanced engagement with prospects and customers.

Client Advocacy

Seamlessly integrate your existing tools and platforms with Segwik to create a unified ecosystem. By centralizing data and processes, Segwik enables better data flow and decision-making across your business, leading to enhanced efficiency and productivity.

Zoom integration

Generate quotes, invoices, and orders with access to inventory, shipping, and subscription information within

Microsoft Meetings

Grow your business by giving partners access to create and nurture leads, manage inventory, and view their contacts.

API integration

Access all your calendars from one system. Prioritize meetings with multiple reminders and convert them into recurring events by checking a box.

FEATURES

Outreach
Inbound
Sales
Client Management
Automation
Integration