Running a small business means your work and personal life are deeply connected. Off-the-shelf CRMs don’t get that—but Segwik does.
Unlike rigid, one-size-fits-all systems, Segwik is built for small business owners who rely on strong, personal connections to grow. Whether you're a real estate agent, lawyer, contractor, consultant, or any other service-driven professional, Segwik helps you manage relationships, not just data.
Don’t trust your relationships to a generic CRM. Choose Segwik—where business and personal work together.
SOLUTION 1
Manage phone, email, and text in one platform. Automated follow-ups and AI-assisted communication tasks ensure your interactions are organized and proactive.
SOLUTION 2
Automate deadline reminders and get real-time case updates. Centralized task management helps prioritize critical actions and ensure timely client updates.
SOLUTION 3
Automated lead capture and nurturing keep your firm’s pipeline active. Multi-channel communication and lead scoring help prioritize high-value cases.
SOLUTION 4
Simplify intake with automated forms and centralized data management. Real-time task automation speeds up the process, ensuring smoother client onboarding.
SOLUTION 5
Real-time notifications and automated responses ensure you engage with inquiries quickly. Multi-channel integration allows seamless communication across platforms.
SOLUTION 6
Automated, long-term follow-up campaigns keep clients engaged. Use AI insights to optimize your touchpoints and improve case nurturing over time.
SOLUTION 7
Automated invoicing and real-time billable hours tracking ensure transparency. Secure online payment options and automated reminders streamline the process.
SOLUTION 8
Track every billable minute with automated time logs. Generate accurate reports and ensure seamless invoicing, reducing lost revenue from unbilled work.
Segwik offers more than just technology—it provides the training, customization, and continuous support needed to unlock your firm’s full potential.