Why Segwik?
Solutions
By Use Case

Sales Process Engineering
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Deal Tracking
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Goal Tracking
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Estimating, Proposing and Quoting
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Deal Close
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Onboarding
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Client Case Management
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
By Role

Founder & Owner
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Chief Operating Officer
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Marketing Director
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Marketing Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Sales Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Sales Executive
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Account Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Production
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
By Client Journey Stage

Awareness & Information Gathering
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Chief Operating Officer
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Marketing Director
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Marketing Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Sales Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Sales Executive
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Account Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Production
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
By Department

C-Suite
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Marketing
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Sales
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Production
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality

Accounting
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Segwik Eliminates

Calendly
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Hubspot/Zoho/Salesforce
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Monday
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Wordpress
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Hosting
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Mailchimp/Constant Contact
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Services

Consulting
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Onboarding
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Migration
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Integration
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Support
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Resources and Media

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.
Features
Outreach

Email Blast
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Text Blast
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Phone Dialer
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Audience Segmentation
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Blast Throttling
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Dynamic Audience Blasting
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Content Narrowcast
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Ringless Voicemail Whatsapp
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
Inbound

Website & Landing Page Management
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Calender Booker
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Event/Course/Class Registration
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Custom Forms & Surveys
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Inbound Call Routing, & Tracking
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

AI Chatbots
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
Sales

Sales Process Mapping
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Relationship History
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Meeting Calender
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Sales Meeting Interface
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality

Customized And Specialized Quoting, Estimating And Proposals
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

"Over-The-Phone" Checkout & Payment Capture
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Follow Up
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Advanced Prospect To Sales Mapping
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Client Management

Signature Capture
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Custom Client Portals & Dashboards
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Automated Onboarding Processes
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Document Capture
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Staff & Customer Task Tracker
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Advanced Servicing & Billing Mapping
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

User Dashboards
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Automation Everything

Automated Outreach
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Auto Responders & Drip Campaigns
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

New Lead Follow Up
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Automated Meeting Setting
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Client Meeting Preparation & Nurturing
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Quote Follow Up And Closer
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Client Onboarding Followups
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Complex Workflow Automation
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Client Relationship Maximization
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Advanced Touchpoints
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Integration

High Level
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Netsuite
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Microsoft Dynamics
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

SAP
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Oracle
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Resources and Media

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.
Industries
Home & Construction Services

Attic Maintenance Services
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Awning And Outdoor Shade
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Basement Remodeling
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Carpet Sales And Installation
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Garage Services
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Handyman Services
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Home Cleaning Services
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Home Remodeling And Renovation
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
Professional Services

Accounting & Bookkeeping
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Business Coaching
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Public Relations
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Consulting Firm
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Financial Advisor
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Human Resources
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Insurance Broker
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
Marketing And Creative Services

Advertising & Marketing Agency
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Public Relations Firm
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Graphic Design Studio
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Web And App Development
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality

Video Production Studio
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Copywriting
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Photography Studio
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Market Research
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Education And Non-Profit Organizations

Charity & Foundation
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Community Organization
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Chamber Of Commerce
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Networking Group
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Online Course
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Continuing Education Organization
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Religious Services
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Real Estate Services

Real Estate Agency
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Property Management
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Real Estate Investor
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Commercial Real Estate Broker
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Real Estate Appraisal
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Real Estate Developer
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Home Inspection
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Mortgage Broker
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Legal Services

General Practice
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Criminal Defense
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Civil Litigation
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Family Law
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Estate Planning Law
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Intellectual Property Law
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Real Estate Law
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Bankruptcy Law
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Industries
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Resources and Media

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.
Resources
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By Client Journey Stage

By Department

Segwik Eliminates

Services

Resources and Media

Solution Library

Solution Library

Outreach

Inbound

Sales

Client Management

Automation Everything

Integration

Resources and Media

Solution Library

Solution Library

Home & Construction Services

Professional Services

Marketing And Creative Services

Education And Non-Profit Organizations

Real Estate Services

Legal Services

Resources and Media

Solution Library

Solution Library

Register Today:

CONQUER THE COMPLEXITY
From Overwhelmed to Overjoyed: Your Business Automation Journey to Business Freedom

Ready to conquer the challenge of taking your business to 8 figures? Scaling your company from 6 to 7 figures is just the beginning.

Explore how Segwik simplifies scaling your sales, onboarding, and customer management processes. We bridge the gap between complexity and simplicity, making scaling effortless. Don't miss this chance to revolutionize your business. Register now!

Solution Library

Solution Library

Solution Library

Solution Library

Solution Library

Solution Library

Register Today:

CONQUER THE COMPLEXITYFrom Overwhelmed to Overjoyed: Your Business Automation Journey to Business Freedom

Ready to conquer the challenge of taking your business to 8 figures? Scaling your company from 6 to 7 figures is just the beginning.

Explore how Segwik simplifies scaling your sales, onboarding, and customer management processes. We bridge the gap between complexity and simplicity, making scaling effortless. Don't miss this chance to revolutionize your business. Register now!

CONQUER THE COMPLEXITY
From Overwhelmed to Overjoyed: Your Business Automation Journey to Business Freedom