Segwik is not software you subscribe to. It's a presence you build — a system for staying connected, following up, and creating momentum. Your profile is where it starts.
Create a free profile with your online booking, contact tracking, and guided follow-up tools — free, forever.
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Start with your profile. When you're ready for more, each layer adds depth — more automation, more reach, more team capability.
A live, shareable presence — bookable, connected, and always working for you. Your profile captures new connections, triggers follow-up automatically, and keeps relationships from going cold.
For professionals actively turning conversations into clients. Unlock deeper lead capture, desktop access, AI-powered meeting recaps, and email campaigns — plus expanded relationship capacity.
Full organizational infrastructure for teams that run on relationships. Multi-user workspaces, client portals, advanced calling and texting, and the business modules that make Segwik your operating layer.
| Capability | Your Profile | Grow | Scale |
|---|---|---|---|
| Core Relationship System | |||
| Contact Manager | |||
| Desktop Access | — | ||
| Mobile App | |||
| Personas & Contact Types | Fixed set | Editable | Editable |
| Groups & Audiences | Fixed set | Editable | Editable |
| Custom Fields | Fixed set | Editable | Editable |
| Active Relationships | Up to 100 | Up to 500 | Expanded |
| Notes & Communication History | |||
| Document Storage | — | — | |
| Lead Capture & Networking | |||
| Segwik Profile | |||
| Advanced Lead Capture | — | ||
| AI Business Card Scanner | |||
| Mobile Contact Importing | |||
| Desktop CSV Importing | — | ||
| Custom Forms | — | — | |
| Scheduling & Meetings | |||
| Online Booking | |||
| Meeting Types | Fixed set | Editable | Editable |
| Check-In Tracking | |||
| Automation & Journeys | |||
| Automations & Triggers | |||
| Multi-Step Journeys | |||
| Communication | |||
| Email Messaging | Segwik Inbox | OAuth + Forwarding | OAuth + Forwarding |
| SMS Messaging | Local only | Local only | Advanced |
| Email Campaigns | — | ||
| Text Blasting | — | — | |
| Calling | — | — | |
| AI & Intelligence | |||
| AI Content Generation | — | ||
| Meeting Recording & Summaries | — | ||
| Team & Permissions | |||
| Multi-User Accounts | — | — | |
| Role-Based Access | — | — | |
| Integrations | |||
| Google / Outlook Calendar Sync | |||
| QuickBooks | — | ||
| LinkedIn Messaging Sync | — | ||
| Zapier / API Connector | — | ||
Each layer unlocks naturally as your network, clients, and team grow. You set the pace.
Your Segwik profile is your live presence — shareable at events, via NFC card, QR code, or link. Booking built in. Follow-up automatic. Free forever.
When you're ready to get serious — unlock Grow. Stronger lead capture, AI meeting recaps, email campaigns, and desktop access for real relationship momentum.
When it becomes a team effort — Scale adds multi-user workspaces, client portals, advanced calling, and the full business infrastructure that makes Segwik your operating layer.
These aren't separate products — they're Segwik set up the way your work actually runs. Each package layers on top of your existing account with the workflows, journeys, and tools specific to your field.
Your relationship system configured for real estate — from first showing to closed deal to long-term referral. Stay top of mind across your entire sphere without any manual effort.
Configured for mortgage professionals who live and die by referral relationships. Keep realtors, builders, and past clients engaged — so when someone's ready, they call you first.
For chambers of commerce, associations, and member-driven organizations. Manage member relationships at scale — onboarding, engagement, renewals, and events, all in one place.
Built for event professionals and organizers. Capture leads from every event, automate post-event follow-through, and keep your client relationships warm between bookings.
Industry packages are add-ons that layer on top of your Segwik account — available on any paid layer. Not sure which fits your work? Talk to us.
You can set Segwik up yourself — but if you want it done right from day one, our setup packages handle the configuration so you can focus on building relationships, not building the system.
Get your core Segwik relationship system live, organized, and ready to use.
Start shaping Segwik around how your business actually works.
A custom onboarding path for teams and organizations that want Segwik configured more deeply around how they work.
Setup packages are one-time investments — not recurring charges. They can be expanded to include data migrations, custom integrations, or additional training at any point.
These aren't features locked in a higher plan — they're purpose-built expansions you activate when your business is ready for them.
Live meeting hosting, recordings, AI summaries, and structured follow-up built directly into your relationship system. Every conversation leaves a trail.
Quotes, invoices, checkouts, subscriptions, and payment collection — all connected to your contacts and automations so nothing falls through the cracks.
Give clients a private space to access documents, track shared progress, and stay connected — branded to you, managed inside Segwik.
A dedicated business number, compliant text messaging, and calling — integrated with your contact system so every conversation is captured and followed up on.
Campaign pages, event registration, opt-in flows, and custom forms — built to feed directly into your Segwik relationships and automations.
Custom KPIs, pipeline views, and relationship health metrics — so you can see what's working and where follow-up is falling short.
Tokens power messaging, AI, calling, and services. They never expire and can be topped up anytime.
Occasional follow-ups, AI help, and small outreach bursts.
Consistent messaging, AI content, and steady relationship nurturing.
Teams, campaigns, heavy outreach, and service-intensive workflows.
| Email sent | 0.1 tokens |
| SMS message | 1.2 tokens |
| Phone call (per minute) | 1.2 tokens |
| Business card scan | 2 tokens |
| AI email / text generation | 0.5 – 1.5 tokens |
| AI conversation summary | 2 – 3 tokens |
| Support & consulting | 750 – 3,500 tokens / hr |
Tokens can be purchased one-time or set to auto-replenish. All usage is visible inside your account.
Here's what we get asked most often.
Yes — your profile, online booking, contact tracking, automated follow-up, and AI business card scanner are free forever. No credit card required. You only unlock more when you want more.
Segwik includes contact management and relationship tracking — but it's built around a different idea than a traditional CRM. It's not a place to log activity. It's a system that keeps your relationships alive, prompts you to follow up, and helps you stay connected at scale without the overhead of managing a database.
When you're actively growing your network and want stronger tools to turn conversations into clients — stronger lead capture, AI meeting recaps, email campaigns, and desktop access. Most people make the move in their first few months.
Industry packages are add-ons built on top of your existing Segwik account — pre-configured workflows, journeys, and automations specific to how professionals in a given field actually work. They're activated as an add-on to any paid layer, not a separate product you manage separately.
Tokens power usage-based features — messaging, AI generation, calling, card scans, and support services. Core Segwik features don't require tokens. They're consumed only when you use specific tools. All paid layers include a starting balance, and you can top up anytime. They never expire.
No — Segwik is self-serve from the start. Setup packages exist for people who want everything done right from day one, without spending time figuring it out themselves. They're one-time investments available any time, not a prerequisite to getting started.
Yes. Month-to-month, no contracts, no cancellation fees. Upgrade, downgrade, or cancel from your account settings — changes take effect immediately.
None. All pricing, token usage, setup packages, and capability expansions are clearly shown inside your account. What you see is what you pay.
Create your Segwik profile in minutes — no credit card, no commitment.
By entering your email you agree to receive marketing emails from Segwik.
