Every introduction, conversation and promise in one place, with Segwik telling you who to follow up with next. Unlimited contacts on every plan.
— forever, no card. Standard meeting types, no customization.
| 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 |
| Contacts | Unlimited | Unlimited | Unlimited |
| Active Journeys | 100 | 2,500 | 5,000 |
| Notes & Communication History | |||
| Document Storage | — | — | |
| Lead Capture & Networking | |||
| Segwik Profile | |||
| 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 | — | ||
Pricing works differently when you're running a group — member-wide access, bulk rates, and a setup built around your meeting rhythm.
Some things Segwik does on your behalf — sending an email or text, placing a call, scanning a card, drafting a follow-up. Automation Fuel is what covers them. Every paid plan includes a balance, it never expires, and you can add more whenever you need it.
Most people set Segwik up themselves — it's built to be self-serve. If you'd rather have it configured properly from day one, we'll do it with you.
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 unlock more only when you want more.
Segwik includes contact management and relationship tracking — but it's built around a different idea. 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.
It covers the things Segwik does on your behalf — sending emails and texts, placing calls, scanning cards, drafting follow-ups. The features themselves aren't metered; only these actions use fuel. Every paid plan includes a balance, it never expires, and you can top up any time from inside your account.
Yes. Month-to-month, no contracts, no cancellation fees. Upgrade, downgrade, or cancel from your account settings — changes take effect immediately.
No. Segwik is self-serve from the start. Setup packages are there for people who'd rather have it done right from day one — a one-time option, never a requirement.
Create your Segwik profile in minutes — no credit card, no commitment.
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