Strategic Consulting - Segwik

Stronger Relationships. More Sales.

Your business thrives on personal connections—your CRM should help strengthen them. Segwik streamlines communication, automates follow-ups, and ensures you never miss an opportunity.

See How Segwik Solves Your Challenges

Your Network is Everything—Stay Connected, Stay Ahead

Sales agents and solopreneurs know that every conversation, follow-up, and relationship matters. But keeping track of it all can be overwhelming. Segwik helps you stay organized and engaged effortlessly.

  • Centralize all client communications in one place
  • Automate follow-ups while keeping them personal
  • Never miss an inquiry or opportunity again

With Segwik, you can focus on building relationships and closing deals—without drowning in manual tasks.

Solve Your Biggest Business Challenges

Stay on Top of Leads & Follow-Ups

Sales success depends on quick and consistent outreach.

  • Track every conversation, inquiry, and referral in one place
  • Automate personalized follow-ups to keep leads engaged
  • Get reminders for important client check-ins and renewals

Manage Appointments & Client Meetings Efficiently

Never double-book, miss a call, or waste time coordinating schedules.

  • Automate appointment booking with built-in calendar integrations
  • Send automated confirmations and reminders to reduce no-shows
  • Track meeting history to personalize every interaction

Grow Your Client Base with Consistent Outreach

More outreach = more sales. Make sure no lead is forgotten.

  • Automate prospecting emails and text campaigns
  • Follow up with interested buyers at the right time
  • Stay top-of-mind with scheduled check-ins and touchpoints

Centralize Referrals & New Opportunities

Referrals drive your business—don’t let them get lost.

  • Track every referral source and follow up automatically
  • Set up reminders to reconnect with past clients for repeat business
  • Manage leads from networking events, online forms, and cold calls in one dashboard

Capture & Convert Missed Calls

Every missed call is a potential commission—Segwik ensures you don’t lose out.

  • Receive instant alerts when a call is missed
  • Automate follow-ups via text or email to re-engage the lead
  • Track all missed calls and responses for future follow-ups

Automate Long-Term Client Engagement

Sales don’t always happen immediately—nurture leads over time.

  • Set up drip campaigns and multi-stage follow-up sequences
  • Automate reminders for policy renewals, loan updates, or investment opportunities
  • Maintain strong relationships to increase repeat business and referrals

Speed Up Deals & Contract Approvals

Reduce delays in paperwork and closing deals.

  • Generate and send contracts, proposals, or quotes automatically
  • Automate follow-ups to speed up signatures and approvals
  • Track deal progress to avoid bottlenecks

Businesses Segwik Supports

Insurance & Financial Sales Agents

Stay in touch with prospects and policyholders effortlessly.

  • Automate follow-ups to keep leads engaged
  • Manage meetings, renewals, and policy updates in one place
  • Personalize outreach to build stronger client relationships
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Real Estate Agents & Mortgage Brokers

Manage every client interaction from lead to closing.

  • Automate follow-ups with buyers, sellers, and referral partners
  • Schedule and track property showings effortlessly
  • Stay top-of-mind with personalized, automated touchpoints
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Business Coaches & Consultants

Grow your client base with consistent engagement.

  • Automate outreach campaigns and nurture leads over time
  • Manage sessions, contracts, and client notes in one system
  • Personalize client follow-ups to increase retention
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Multi-Level Marketers (MLM & Direct Sales)

Grow your network and increase sales with automation.

  • Automate messages to keep prospects and downlines engaged
  • Track and manage interactions with team members and recruits
  • Organize sales funnels and customer follow-ups
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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.