Segwik is designed to be your ultimate business process and customer journey management platform, helping you get started quickly and seamlessly.
Request more informationSegwik's Super Fast Onboarding is designed for speed and efficiency. We offer streamlined and enhanced processes to get you started without the typical lengthy setup. Our goal is to ensure you can immediately access Segwik's centralized hub and begin capturing, nurturing, and converting leads with ease.
| Service (all optional one-time setup plans) |
Core Basic training and setup $99 |
Plus Add Texting & Calling training and configurations $799 |
Pro Add AI + Booking Assistant $1,499 |
Enterprise Everything, tailored Schedule Call |
|---|---|---|---|---|
| Segwik Account Setup & Configuration | ✅ | ✅ | ✅ | ✅ |
| Contact Manager (Basic Setup) | ✅ | ✅ | ✅ | ✅ |
| Email System (Send/Receive) | ✅ | ✅ | ✅ | ✅ |
| Calendar Sync (Google/Outlook) | ✅ | ✅ | ✅ | ✅ |
| Task Management Overview | ✅ | ✅ | ✅ | ✅ |
| Custom Forms (Basic Creation) | ✅ | ✅ | ✅ | ✅ |
| Meeting Tracker Overview | ✅ | ✅ | ✅ | ✅ |
|
Onboarding Session “30-Min Power Jumpstart with a Segwik Success Guide” |
✅ | ✅ Includes Phone/Texting Walkthrough |
✅ Includes AI + Booking |
✅ |
| Texting & Calling Configuration | ✅ | ✅ | ✅ | |
| AI Chatbot Setup & Training | ✅ | ✅ | ||
| Landing Page Manager (Basic Setup) | ✅ | ✅ | ||
| Appointment Booker Setup | ✅ | ✅ | ||
| Secure Customer Portal (Overview) | ✅ | ✅ | ||
| Opportunities Module (Basic) | ✅ | ✅ | ||
| Data Migration Tools (Guidance) | ✅ | |||
| Advanced Integrations | ✅ | |||
| Advanced Onboarding + Strategy | ✅ | |||
| Custom Domain Setup | ✅ | |||
| Agreements Module Setup | ✅ | |||
| Workflows Module (Basic Flow) | ✅ | |||
| Projects Module (Intro) | ✅ | |||
| Invoicing/Payments (Setup) | ✅ | |||
| Strategic Insight Session | ✅ | |||
| Custom Transformation Roadmap | ✅ |
Get your Segwik platform set up quickly with guidance focused on leveraging integrated communication features like texting and calling. Our onboarding for the Plus plan provides the essential steps to get you started. We’ll help you integrate these tools to enhance your initial customer engagement and streamline your processes.
Learn MoreExperience a more intelligent start with Segwik Pro. Our onboarding offers guidance on integrating the AI Relationship Assistant to enhance your outreach and follow-up strategies. We'll help you understand how to utilize active relationship monitoring and AI-driven suggestions to maximize your contact engagement and drive better results.
Learn MoreBenefit from a customized and comprehensive onboarding experience tailored to your unique business needs with Segwik Enterprise. This level includes in-depth guidance on setting up the full suite of Segwik features and integrating them seamlessly into your existing workflows. Our goal is to provide a personalized strategy to ensure you maximize the platform's capabilities for large teams and complex business requirements, potentially including custom onboarding processes.
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