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
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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.

Learn more

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.

Learn more

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.

Learn more

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.

Learn more

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