Why Segwik?
Solutions
By Use Case

Sales Process Engineering
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Deal Tracking
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Goal Tracking
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Estimating, Proposing and Quoting
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Deal Close
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Onboarding
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Client Case Management
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
By Role

Founder & Owner
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Chief Operating Officer
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Marketing Director
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Marketing Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Sales Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Sales Executive
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Account Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Production
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
By Client Journey Stage

Awareness & Information Gathering
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Chief Operating Officer
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Marketing Director
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Marketing Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Sales Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Sales Executive
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Account Manager
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Production
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
By Department

C-Suite
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Marketing
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Sales
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Production
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality

Accounting
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Segwik Eliminates

Calendly
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Hubspot/Zoho/Salesforce
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Monday
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Wordpress
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Hosting
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Mailchimp/Constant Contact
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Services

Consulting
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Onboarding
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Migration
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Integration
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Support
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Resources and Media

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.
Features
Outreach

Email Blast
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Text Blast
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Phone Dialer
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Audience Segmentation
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Blast Throttling
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Dynamic Audience Blasting
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Content Narrowcast
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Ringless Voicemail Whatsapp
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
Inbound

Website & Landing Page Management
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Calender Booker
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Event/Course/Class Registration
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Custom Forms & Surveys
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Inbound Call Routing, & Tracking
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

AI Chatbots
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
Sales

Sales Process Mapping
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Relationship History
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Meeting Calender
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Sales Meeting Interface
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality

Customized And Specialized Quoting, Estimating And Proposals
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

"Over-The-Phone" Checkout & Payment Capture
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Follow Up
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Advanced Prospect To Sales Mapping
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Client Management

Signature Capture
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Custom Client Portals & Dashboards
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Automated Onboarding Processes
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Document Capture
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Staff & Customer Task Tracker
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Advanced Servicing & Billing Mapping
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

User Dashboards
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Automation Everything

Automated Outreach
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Auto Responders & Drip Campaigns
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

New Lead Follow Up
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Automated Meeting Setting
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Client Meeting Preparation & Nurturing
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Quote Follow Up And Closer
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Client Onboarding Followups
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Complex Workflow Automation
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Client Relationship Maximization
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Advanced Touchpoints
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Integration

High Level
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Netsuite
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Microsoft Dynamics
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

SAP
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Oracle
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Resources and Media

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.
Industries
Home & Construction Services

Attic Maintenance Services
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Awning And Outdoor Shade
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Basement Remodeling
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Carpet Sales And Installation
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Garage Services
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Handyman Services
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Home Cleaning Services
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Home Remodeling And Renovation
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
Professional Services

Accounting & Bookkeeping
Capture leads, automate lead scoring, identify leads that will convert, and follow up with detailed contact information.

Business Coaching
Close more deals in less time. Track what stage your deals are currently in, and seize every opportunity at the optimal moment.

Public Relations
Get real-time insights about your customers, connect with them across channels, and build strong relationships.

Consulting Firm
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Financial Advisor
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Human Resources
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.

Insurance Broker
Every time your team follows up with a lead or updates a field it requires significant manual work. Learn how to perform these tasks much faster, using workflows.
Marketing And Creative Services

Advertising & Marketing Agency
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Public Relations Firm
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Graphic Design Studio
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Web And App Development
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality

Video Production Studio
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Copywriting
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Photography Studio
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Market Research
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Education And Non-Profit Organizations

Charity & Foundation
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Community Organization
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Chamber Of Commerce
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Networking Group
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Online Course
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Continuing Education Organization
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Religious Services
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Real Estate Services

Real Estate Agency
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Property Management
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Real Estate Investor
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Commercial Real Estate Broker
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Real Estate Appraisal
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Real Estate Developer
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Home Inspection
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Mortgage Broker
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Legal Services

General Practice
Bring your offline sales processes into your CRM and make sure all your sales reps follow it at every turn.

Criminal Defense
Set up rules in your CRM based on your real-life sales processes. Assign leads to the right sales rep, approve discounts and validate sales data based on your criteria.

Civil Litigation
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Family Law
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Estate Planning Law
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Intellectual Property Law
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Real Estate Law
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Bankruptcy Law
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.

Industries
Get clean data in your CRM. Define a process for your team to review incoming information, and approve or reject it with appropriate comments based on their quality.
Resources and Media

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.

Solution Library

Deploy an architecture that helps you easily configure custom start and stop schedules for your Amazon EC2 and Amazon RDS instances.
Resources
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Segwik Thought Leadership

In today's rapidly evolving business landscape, the need for innovative solutions that drive growth and efficiency has never been more critical. Businesses face complex challenges daily, and finding the right path to success can be a daunting task. That's where Segwik comes in. As a leading force in the world of business management and automation, Segwik offers transformative solutions that simplify complexities and help businesses achieve their full potential.

Segwik's groundbreaking approach to business growth has been pioneered by its Founder and Chief Solutions Architect, Pete Romano. With over two decades of experience navigating the intricacies of business operations, Pete has become a trusted voice in the industry. His journey has been driven by a passion for simplifying complexity and helping businesses harness their full potential. Pete's unique ability to communicate complex concepts in a way that resonates with audiences from all walks of life sets him apart as a dynamic speaker who not only possesses a profound understanding of the challenges faced by businesses but also has the rare talent to inspire and inform.

Expertise & Insights

At Segwik, our journey is driven by a commitment to mastering the intricacies of business operations. Under the visionary leadership of Pete Romano, our Founder and Chief Solutions Architect, we have meticulously honed our expertise in navigating the complex terrain of modern business challenges. With years of hands-on experience and a passion for innovation, Pete has emerged as a thought leader in the industry, sharing his profound insights through engaging speaking engagements and thought-provoking content. His deep understanding of business dynamics, coupled with Segwik's cutting-edge solutions, empowers organizations to harness the power of data-driven decision-making, enabling them to pivot and prosper in an ever-evolving marketplace.

Empowering Small Business

Small businesses are the heartbeat of our economy, and at Segwik, we recognize their immense potential for growth and success. Our commitment to empowering small businesses is a driving force behind everything we do. With Segwik, small business owners and entrepreneurs gain access to a suite of tools and strategies that level the playing field. We believe that by simplifying complex processes and streamlining operations, we can provide small businesses with the efficiency and scalability needed to thrive. Through Segwik's user-friendly interface and tailored solutions, we ensure that every small business can harness the same capabilities as their larger counterparts. This empowerment not only fuels individual growth but also contributes to the overall vitality of the business ecosystem.

Inspiring Business Transformation

Businesses today must be agile and adaptable, constantly evolving to meet the challenges of an ever-changing landscape. At Segwik, we don't just offer solutions; we inspire transformation. Our mission is to ignite a passion for improvement within organizations, sparking a journey toward lasting change. By equipping businesses with the tools, knowledge, and inspiration they need, we empower them to re-envision their operations, streamline their processes, and ultimately, transform their outcomes. Our dedication to inspiring business transformation is reflected in our speaking engagements, workshops, and thought leadership initiatives. Through these channels, we share success stories, industry insights, and innovative strategies that encourage organizations to break free from the status quo and embrace a future filled with new possibilities.

Read Conquering The Complexity A Guide To Simplifying Your Complex Service Business

Learn how Segwik can simplify, streamline, and transform your business with the insights and expertise of a leading force in the industry.

Download: Conquering the Complexity

DOWNLOAD

Read Our Latest Blogs

Insights and advice on various topics related to simplifying and growing your business.

Our Team

At Segwik, we are proud to have a team of highly qualified and experienced professionals who are passionate about delivering innovative solutions to our clients. Our faculty consists of experts in various fields of business management and automation, who bring their diverse perspectives and insights to every project. Whether it is through speaking engagements, workshops, or thought leadership initiatives, our faculty members share their knowledge and expertise with the business community, inspiring and empowering organizations to achieve their goals.

Solution Library

Solution Library

Solution Library

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Solution Library

Solution Library

Segwik Thought Leadership

Expertise & Insights

Empowering Small Business

Inspiring Business Transformation

Learn how Segwik can simplify, streamline, and transform your business with the insights and expertise of a leading force in the industry.

Download: Conquering the Complexity

Read Our Latest Blogs

Our Team

TRANSFORM YOUR BUSINESS WITH SEGWIK