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The Segwik Relationship Operating System

Every feature has a purpose. Together, they keep your business moving.

Most tools solve one step and hand you back the problem at the next one. Segwik connects the steps, which is the only reason the relationship survives the handoffs between them.

Book a walkthrough Start with a free profile
A contactSomeone you met and kept
becomes a conversationBecause the follow-up actually went out
becomes a meetingBooked without four emails
creates a follow-upWith the recap attached to the person
becomes an opportunityQuoted, agreed and invoiced in one place
becomes a relationshipWhich creates work, and more of all of the above
Five families, nineteen pieces

What each part of the system is for.

You do not need all of it on day one. You do need the piece that solves the thing slowing you down right now.

Personal connection Meeting people, keeping them, and remembering why you connected in the first place.
Segwik Profile Contact Manager Easy Info Swap Business Card Scanner
Productivity and communication Getting the right message to the right person without losing your afternoon to it.
Online Booking Email Campaigns Text Blasting Phone Dialer AI Content Generation Meeting Summaries
Relationship automation The follow-up and the structure underneath it, running without anyone remembering.
Multi-Step Journeys Personas and Contact Types
Team operations More than one person working the same relationships without tripping over each other.
Desktop Access Multi-User Accounts Staff Dashboards Role-Based Team Access
Business solutions The configured work: what your customers see, and how the money moves.
Client Dashboards and Portals Segwik App Marketplace Industry Solutions
Where people usually begin

Three honest starting points.

You network for a living

You meet people constantly and the follow-through is what slips. Start free and see whether the contacts stick.

Segwik Profile Easy Info Swap Contact Manager
You run a small team

Several people touch the same customers and the handoffs are where things get dropped. Start with shared context.

Multi-User Accounts Staff Dashboards Multi-Step Journeys
You serve clients directly

Your week is spent answering the same four questions. Start by giving customers somewhere to answer them themselves.

Client Portals App Marketplace Industry Solutions
Keep exploring

Every other thing Segwik does.

One system, one contact record. Open anything below and keep going from there.

Personal connection
Segwik ProfileYour identity, shared in a tap Contact ManagerContacts with the story attached Easy Info SwapTrade details as you meet Card ScannerPaper card to live contact
Productivity and communication
Online BookingBooked without the back-and-forth Email CampaignsReach a whole audience Text BlastingOne message, every phone Phone DialerCalls that carry the context AI ContentBlank page to editable draft Meeting SummariesThe meeting ends, details stay
Relationship automation
Multi-Step JourneysFollow-up that runs itself Personas and TypesOrganize people by their role
Team operations
Desktop AccessThe command center at your desk Multi-User AccountsOne shared view for the team Staff DashboardsA view built for each role Role-Based AccessRight access, right people
Business solutions
Client PortalsWhere clients see and do App MarketplaceQuoting, invoicing, payments All FeaturesHow every piece connects
Next step

Start with what you need today.

Take the capabilities that solve the problem in front of you, then add the ones that organize relationships, coordinate teams, run workflows and improve the customer experience as the business grows into them.

Book a personalized walkthrough See pricing