hello. CRM Modules, CRM Components

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

Upload business card scans, easily transcribe and convert to leads


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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

Track Referrals given and received, automate notifications


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Communications

See all inbound/outbound email, texts, phones calls and more in one place


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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

Combine Products and Services into complex groupings for easier marketing and sales


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Tasks

Manage things people need to do. Send reminders.


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Custom Forms

Create complex forms, embed wherever you need


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Reports

See how your business is doing across all modules


Premium Modules

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Projects

Move Projects through Phases, assign Tasks internally and to Clients


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Subscriptions

Sell recurring Products and Services, automate invoicing and payment processing


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Payment Processor

Charge Credit Cards and ACH, low fees.


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Marketing Campaigns

Produce multi-channel Marketing campaigns, digital and traditional


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Websites

Manage Website content and Host Websites


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Event Manager

Manage Events that you plan or that you attend, track attendees, sell tickets.


Specialized Modules

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Properties

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


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Rentals Leases

Manage tenants and agents, on rental properties, automate follow ups and alerts


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Home Sales

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


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Cases

Manage and automate all portions of a Legal Case life cycle


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Auto Lease

Track and save every auto lease, automate alerts prior to lease expiring


Learn More

Build, and run your business exactly how you need it from one platform
on the world's most adoptable S.A.A.S. platform.
It's easy to get started, we made it that way.