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CRM Modules, CRM Components


A CRM THAT FITS THE WAY YOU WORK

Be 10x more productive than your competition, working smarter not harder.


Segwik® By Module

Segwik® provides fully customizable modules, that give access to critical communications and business functionalities quickly and easily. 

Logically thought-out and customizable components that work together to properly mirror your business in a way that lends itself most to successful adoption and deployment

This dramatically increases efficincies and improves operations, saving time money and frustration. 

Standard Modules

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Calendar

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Business Cards

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Leads

Manage potential customers. Track all communications along the sales process.

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Opportunities

Manage business opportunities. Track communications towards closings. Convert to quotes, proposals, estimates, SOWs, or cases.

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Clients/Contacts

Manage actual customers. Track all transactions and communications.

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Companies/Organizations

Manage businesses and groups. Organize Contacts within Organizations.

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Quotes

Manage quotes. Automate followups and reminders. Convert to projects and then invoice your clients.

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Purchases

Manage customer purchases. Automate drip campaigns post-sale.

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Invoices

Manage monies clients owe you. Collect online payments. Automate reminders.

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Service Providers/Vendors

Manage people you buy from. Track transactions.

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Purchase Orders

Keep track of and stay organized with the products and services you buy from service providers.

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R.F.P.s

Obtain proposals from your service providers. Automate reminders.

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Referrals

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Communications

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Products

Intelligent management and selling of product offerings

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Services

Intelligent management and sale of labor-based service offerings

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Packages

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Tasks

Manage things people need to do. Send reminders.

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Custom Forms

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Reports

Premium Modules

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Projects

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Subscriptions

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Scopes of Work

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Payment Processor

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Marketing Campaigns

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Websites

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Event Manager

specialized Modules

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Properties

Detailed management of home, sales, rental, and property information

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Rentals Leases

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Home Sales

Manage and automate alerts, emails, tasks and workflows relative to home sales

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Cases

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Auto Lease



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Integrations

Looking to sync Segwik® with existing parts of your business infrastructure? Segwik® is fully capable of integrating into any software environment via API or custom coding.

CRMs

Sales Force, Zoho, HubSpot, MailChimp, Constant Contact

Bookkeeping

Quickbooks, Quicken

CMSs

Wordpress, Drupal, Magento

Storage

AWS, Dropbox

Project Management

Basecamp, Asana, Trello

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Build, and run your business exactly how you need it from one platform
on the world's most adoptable S.A.A.S. platform.
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