Strategic Consulting - Segwik

Optimized Operations. Greater Impact.

Nonprofits thrive on relationships, efficiency, and mission-driven engagement. Segwik helps organizations streamline operations, enhance donor and volunteer management, and create lasting impact.

See How Segwik Transforms Nonprofits

Run Your Nonprofit Like a Well-Oiled Machine

Managing a nonprofit requires coordinating donors, volunteers, and programs—all while staying focused on your mission. Without the right tools, administrative tasks can drain time and resources.

  • Centralize communication with donors, volunteers, and stakeholders
  • Automate fundraising, donor outreach, and event follow-ups
  • Track engagement and optimize operations for long-term success

With Segwik, your organization stays focused on making a difference.

Solve Your Biggest Operational Challenges

Ensure Seamless Donor & Supporter Communication

Build lasting relationships with the people who believe in your cause.

  • Centralize all donor, sponsor, and volunteer interactions in one system
  • Automate personalized thank-yous and donation follow-ups
  • Keep track of every touchpoint for stronger engagement

Streamline Volunteer & Event Management

Organize, schedule, and communicate effortlessly.

  • Automate event invitations, registrations, and reminders
  • Manage volunteer sign-ups and shift scheduling in one place
  • Send automated follow-ups to keep volunteers engaged

Boost Fundraising Efforts with Smart Automations

Increase donations and retain long-term supporters.

  • Set up automated donation campaigns and outreach sequences
  • Track donor history and suggest personalized giving opportunities
  • Automate grant application follow-ups and reporting

Improve Operational Efficiency & Reporting

Make data-driven decisions to maximize your impact.

  • Generate real-time reports on fundraising, engagement, and operations
  • Track program success and donor retention trends
  • Automate administrative tasks to reduce manual workload

Capture & Convert Missed Opportunities

Ensure every potential donor or volunteer stays engaged.

  • Get instant alerts for missed calls or unanswered inquiries
  • Automate follow-ups to reconnect with potential supporters
  • Track and analyze engagement patterns for improved outreach

Simplify Membership & Recurring Donation Management

Keep supporters involved and committed long-term.

  • Automate membership renewals and donation reminders
  • Provide easy online payment options for recurring contributions
  • Track supporter engagement and retention rates

Enhance Stakeholder Collaboration & Communication

Keep board members, teams, and community partners aligned.

  • Centralize communication and document sharing
  • Automate updates, meeting reminders, and strategic follow-ups
  • Track stakeholder engagement to drive collaboration

Nonprofits & Organizations Segwik Supports

Charitable & Philanthropic Organizations

Raise more funds and expand your impact effortlessly.

  • Automate donor outreach and fundraising campaigns
  • Track donation history and engagement in one platform
  • Optimize supporter retention with personalized follow-ups
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Community & Faith-Based Organizations

Strengthen relationships and grow community support.

  • Organize events, volunteer efforts, and outreach campaigns
  • Automate communication with members and donors
  • Keep track of engagement to foster long-term relationships
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Advocacy & Public Service Groups

Drive awareness and mobilize supporters effectively.

  • Automate petition sign-ups and advocacy campaigns
  • Track supporter engagement and optimize outreach strategies
  • Manage volunteer coordination and event planning with ease
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Anthony Rosa

“Pete Romano introduced me to automation and business efficiency back in 2017, completely shifting my mindset from just working in my business to working on it. Within just one year of using Segwik and working with Pete, I’ve learned so much about automation, communication, and customer engagement. His coaching and Segwik’s systems have helped me streamline my processes, optimize my business, and focus on what truly matters. The support I’ve received has been game-changing, not just for me, but for my members as well! I highly recommend Pete and Segwik!”

— Anthony Rosa, Entrepreneur, Business Coach & Community Finance Coach




Your Business Deserves a CRM That Works for You

How much time are you spending on manual tasks instead of growing your business? Let’s talk.