Strategic Consulting - Segwik

Lead Smarter. Sell More.

Managing a sales team means keeping track of countless conversations, deals, and follow-ups. Segwik helps you streamline communication, track performance, and close more sales.

See How Segwik Solves Your Challenges

Turn Sales Chaos into a Well-Oiled Machine

Leading a sales team requires more than just hitting quotas—you need to keep your team organized, responsive, and engaged. Without the right tools, missed follow-ups and lost deals become a common issue. Segwik simplifies team management, sales tracking, and automation so you can focus on growth.

  • Centralize all team and client communication in one place
  • Automate lead follow-ups and ensure no opportunity is lost
  • Track sales performance and streamline reporting

With Segwik, your team stays focused, engaged, and always closing.

Solve Your Biggest Sales Challenges

Ensure Consistent Lead Follow-Ups & Communication

Missed follow-ups mean lost revenue—Segwik keeps your team on track.

  • Centralize calls, texts, emails, and social messages in one platform
  • Automate lead follow-ups and client check-ins
  • Track every conversation so your team never loses touch

Streamline Sales Team Coordination & Accountability

Know exactly what’s happening with every lead, every day.

  • Assign leads to the right team members automatically
  • Track sales rep activity and performance in real time
  • Monitor team productivity with built-in reporting tools

Increase Deal Conversions with Smart Automations

Turn cold leads into paying customers with automated workflows.

  • Set up multi-touch follow-up sequences to nurture leads
  • Automate appointment reminders and follow-up calls
  • Use AI-powered insights to optimize outreach timing

Improve Forecasting & Sales Reporting

Make data-driven decisions with clear, actionable insights.

  • Generate sales reports with real-time data
  • Track pipeline progress and team performance at a glance
  • Identify top-performing reps and areas for improvement

Capture & Convert Missed Opportunities

Every missed call or delayed response can cost a sale—Segwik makes sure it doesn’t.

  • Get instant notifications for missed calls and emails
  • Automate re-engagement to bring leads back into the pipeline
  • Track and follow up on every missed opportunity

Manage Sales Pipelines with Ease

Keep deals moving forward without manual effort.

  • Automate lead progression through sales stages
  • Track deal statuses and expected close dates
  • Set up reminders to follow up at the right time

Speed Up Proposal & Contract Approvals

Make it easy for clients to say “yes” faster.

  • Automate proposal generation and delivery
  • Track when prospects open and review documents
  • Send automated reminders to accelerate approvals

Sales Teams & Industries Segwik Supports

B2B & Enterprise Sales Teams

Manage complex deals and long sales cycles with ease.

  • Track multi-stage deals and account progress
  • Automate follow-ups for enterprise clients
  • Gain real-time visibility into team performance
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Insurance & Financial Sales Teams

Stay ahead of leads and policy renewals effortlessly.

  • Automate client touchpoints and renewal reminders
  • Manage agent activity and lead assignments
  • Keep every client conversation organized
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Real Estate & Mortgage Sales Teams

Close more deals with better follow-up and coordination.

  • Automate appointment scheduling and client nurturing
  • Track lead interactions from initial inquiry to closing
  • Keep realtors, loan officers, and clients in sync
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SaaS & Tech Sales Teams

Boost conversions with streamlined prospecting and engagement.

  • Automate email sequences and product demos
  • Track sales funnel progression in real time
  • Optimize outreach timing with AI insights
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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.