Industry-specific work management and customer portals, configured around how your business actually runs — instead of forcing your business to fit the software.
Work management · Customer portals · Team coordination · Forms and workflows
Different industries operate differently — but they share one problem: keeping people, information, tasks and next steps connected.
Each one works differently, so each one is built differently. Open yours to see what the setup actually looks like.
Not listed? It is almost certainly a variation on one of these. Tell us what your work is called.
Jobs, matters, engagements, functions, productions, files. The word you use is usually enough for us to tell you what the setup looks like and roughly what it costs.
Consultants, accountants, agencies and coaches do not lose money on the work. They lose it on the signature that never came back and the invoice nobody chased.
A client engagement: phases, tasks and the invoice raised from it.
The client portal: engagement status, documents to approve, invoices.
Professional Services
Acquisition is a budget. Retention is a system. Segwik is the half that runs after the receipt.
No guessed tags. Segments come from actual purchase behaviour, and the campaigns go to the right list.
Orders, subscriptions and the audience built from purchase history.
The customer account: order history, reorder, subscription controls.
Retail and E-Commerce
Most of the friction in a technical engagement is not technical. It is the client not knowing what happened this week - and the request that arrived as an email nobody owned.
Requests come in through a form, land in a lane, and the client sees their own rows. Internal work stays internal.
The project board with phases and incoming client requests.
The client portal: open requests, project progress, documents.
Technology Services
The people who bought the last book are the ones who will buy the next one. Keep them somewhere you own, with the titles, rights and events attached.
Contact types and custom fields configured for how a publisher thinks, rather than a sales pipeline with the labels changed.
Titles and authors with the release journey attached to a launch.
The author portal: their titles, statements and upcoming dates.
Publishing
The quote nobody followed up, and the customer nobody asked back. Everything else most trades already do well.
The job list: quotes out, visits scheduled, invoices raised.
The customer portal: quote approval, visit history with photos.
Mileage, interval and last service are already on the record. The shop that acts on them is the one that gets the work.
The reminder is already scheduled. Nobody in the office had to notice.
The service schedule: vehicles due and approvals pending.
The owner portal: vehicle history, due services, work approval.
A client who can open the matter and see where it is does not make that call. The file is the same one your team works from.
Matters with phases, deadlines and documents against each one.
The client portal: matter status, secure documents, invoices.
Legal Services
A directory says who exists. It does not get two members talking — and the ones who never connected are the ones who quietly do not renew.
Membership is the field we have built furthest into. There are two products and a pricing page of their own.
Priced by member count, in four bands. See organization pricing.
Members, dues status and the events coming up.
The member portal home, branded as the organization.
Membership Organization
Not in the making. In the moment nobody can say what was approved in round two, or who agreed to the extra work.
Projects by round with approvals outstanding.
The client portal: current round for review, approvals, finals.
Creative Services
Most agents earn the next commission from someone they already sold to — and most lose touch inside a year of handing over the keys.
Contact drops off a cliff. Sphere-of-influence follow-up is the one thing every agent knows they should do and almost nobody sustains by hand. Segwik runs it whether or not anyone remembers.
Active deals grouped by closing milestone.
The client portal: closing timeline, documents, next steps.
Real Estate Services
Every file has to move the same way, and it has to be possible to show that it did. The chase for documents is where most of that falls apart.
Both are configured around how the file actually moves, rather than a generic pipeline with the stages renamed.
The pipeline by stage with outstanding documents flagged.
The client portal: secure document upload and file status.
Financial Services
A function gets booked by phone, changed by text and confirmed by email. When the person holding it is off, the business finds out the hard way.
The function diary with deposits and final numbers.
The customer portal: booking details, menu selections, balance.
Restaurant, Hospitality, and Catering
Donors here, volunteers there, the people you serve somewhere else. The support you are missing is sitting in the overlap nobody can see.
Donors, recurring giving and volunteer rosters.
The supporter portal: giving history, receipts, volunteer shifts.
Non-Profit Organization
One person runs the build, another runs the guest list, and the handover between them is where things get dropped on the night.
The production board: load-in, run and strike phases.
The partner portal: run sheets, documents and guest list.
Entertainment
