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

Awning And Outdoor Shade

Basement Remodeling

Carpet Sales And Installation

Garage Services

Handyman Services

Home Cleaning Services

Home Remodeling And Renovation
Professional Services

Accounting & Bookkeeping

Business Coaching

Public Relations

Consulting Firm

Financial Advisor

Human Resources

Insurance Broker
Marketing And Creative Services

Advertising & Marketing Agency

Public Relations Firm

Graphic Design Studio

Web And App Development

Video Production Studio

Copywriting

Photography Studio

Market Research
Education And Non-Profit Organizations

Charity & Foundation

Community Organization

Chamber Of Commerce

Networking Group

Online Course

Continuing Education Organization

Religious Services
Real Estate Services

Real Estate Agency

Property Management

Real Estate Investor

Commercial Real Estate Broker

Real Estate Appraisal

Real Estate Developer

Home Inspection

Mortgage Broker
Legal Services

General Practice

Criminal Defense

Civil Litigation

Family Law

Estate Planning Law

Intellectual Property Law

Real Estate Law

Bankruptcy Law

Industries
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
Contact
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Schedule Demo

Hot Topics

Modernizing Modular Home Construction: The Simplex-Segwik Partnership

Efficiency and precision are indispensable in home construction. Simplex Modular Home Builders, boasting a prestigious legacy spanning over fifty years, understands the importance of innovation in maintaining their competitive edge. With a team of 180 committed employees, Simplex recognized the need to bid farewell to outdated spreadsheets and Excel, paving the way for a new era of streamlined operations. This pivotal transformation was made possible through the partnership with Segwik.

Pete Romano February 6, 2024

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Navigating Obstacles: Overcoming Outdated Systems

Simplex Modular Home Builders encountered a host of challenges rooted in their dependence on antiquated systems. Foremost among these hurdles was the absence of a robust contact management system. Customer and prospect data sprawled across disparate platforms, hampering communication efficiency and resource utilization. Managing Open Houses posed another obstacle, with capturing crucial contact information proving cumbersome. Moreover, the application process for "Builder clients" was plagued by complexities, exacerbating data fragmentation.

Revolutionizing Operations: Segwik's Seamless Integration

Segwik emerged as the long-awaited solution for Simplex Modular Home Builders. With Segwik's intervention came a holistic transformation of their systems, commencing with the deployment of a robust contact management system. Existing customer and prospect data seamlessly transitioned into the new platform, consolidating information and eradicating redundancies. Open House management and contact data capture underwent a seamless reconfiguration into a unified system, furnishing Simplex with a singular source of truth for all pertinent information. Moreover, the application process for Builder clients underwent a substantial overhaul, streamlining data collection and upholding data integrity across the board.

"Our team has really taken to the new system. It has made sharing information across departments and across the sales team much simpler, so says Jason Drouse, VP of Marketing & Sales."

Driving Future Success: The Empowering Results of the Simplex-Segwik Partnership

The collaboration between Simplex Modular Home Builders and Segwik yielded immediate and far-reaching results. Armed with instant access to vital reports, including comprehensive sales and applicant data, Simplex gained unparalleled visibility into their operations. However, the transformation didn't halt there. Segwik is presently spearheading the launch of a precise "to-the-penny" quoting system, furnishing exact cost estimates for Simplex homes while ensuring user-friendliness for their sales team. This unparalleled level of accuracy and efficiency positions Simplex for sustained growth and prosperity in the digital era.

In Conclusion:

Simplex Modular Home Builders' collaboration with Segwik epitomizes the transformative impact of embracing modern technology within the construction sector. Through the abandonment of antiquated systems and a wholehearted embrace of innovation, Simplex has solidified its position as a frontrunner in modular home construction. Armed with Segwik's expert solutions, Simplex is equipped to navigate the complexities of tomorrow with unwavering confidence and efficiency. As they forge ahead, the partnership between Simplex and Segwik paves the way for limitless growth and success in the dynamic landscape of home building.

You can visit Simplex Modular Homes: https://simplexhomes.com

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Shifting Gears: How Segwik Modernized Lowy's Moving Services, a Century-Old Moving Company

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February 6, 2024

For nearly a century, Lowy's Moving Services has been a trusted name in the moving industry. However, as times change, so do the demands of business. With outdated systems and manual estimation processes holding them back, Lowy's knew it was time for a change. Segwik emerged as a trusted partner poised to revolutionize their approach. With a reputation for excellence in digital solutions, Segwik was uniquely positioned to guide Lowy through its journey into the modern era.

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Unlocking Efficiency: How Hoboken Tax Transformed its Single-employee Operation with Segwik

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February 6, 2024

In the heart of Hoboken, New Jersey, Hoboken Tax stood as a beacon of financial expertise. However, like many small businesses, they faced challenges inherent to their size, particularly during the demanding tax season. With a single employee managing the entire operation, the pressure was on to find a solution that could streamline their processes and leverage technology for efficiency. That's where Segwik stepped in, ready to revolutionize Hoboken Tax's workflow.

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Streamlining Success: How Liberty Realty Transformed Email Marketing with Segwik

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February 6, 2024

Nestled in the vibrant real estate market of Hoboken, New Jersey, Liberty Realty shines as a paragon of excellence. Yet, even amidst success, challenges persist. For Liberty Realty, the burden of manual email marketing consumed precious time that could be allocated to more fruitful endeavors. Recognizing the imperative for transformation, Liberty Realty sought a solution, leading him to Segwik.

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Setting the Bar: How Trial Lawyers College and Segwik Transformed Legal Education

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February 2, 2024

Legal education is a complex landscape, but the Trial Lawyers College (TLC) shines as a paragon of excellence, committed to refining the skills of practicing attorneys. Yet, even esteemed institutions like TLC encounter operational obstacles that can impede their educational mission. This case study uncovers the collaborative journey of TLC and Segwik, revealing how they conquered challenges to elevate operational efficiency and online visibility, reshaping the standards of legal education.

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Navigating the Future of Business Automation: Trends, Tools, and Strategies

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September 4, 2023

To truly understand the power of business automation, let's take a closer look at the story of Anthony Rosa, a visionary entrepreneur in the world of credit repair and financial advice. Faced with the challenges of managing a small business and multiple responsibilities, Anthony sought a solution that would help him streamline his operations and provide exceptional support to his clients.

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Empowering Small Businesses: Embracing Technology for Growth and Independence

June 28, 2023

Technology empowers small businesses to overcome challenges and achieve growth. E-commerce, CRM systems, cloud computing, digital marketing, automation, and customer engagement tools are key enablers. By leveraging technology, small businesses streamline operations, enhance customer experiences, and expand their market reach. This drives efficiency, fosters loyalty, and ensures long-term success in a competitive landscape. Embracing technology is crucial for small businesses to thrive and gain independence in today's business world.

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The Dos and Don'ts of Automating Your Customer Support Processes

June 30, 2023

In the age of evolving customer expectations and technological advancements, businesses are turning to automation to transform their customer support processes. When implemented effectively, automation can boost efficiency, reduce costs, and enhance customer satisfaction. However, it's crucial to navigate the automation landscape carefully to avoid pitfalls and ensure positive outcomes. This article explores the dos and don'ts of automating customer support, emphasizing the need for a customer-centric approach and striking the right balance between automation and human interaction. Learn from case studies and discover how to leverage automation to optimize your customer support while maintaining a personal touch.

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10 Common Business Processes You Can Automate to Save Time and Money

June 27, 2023

This blog post explores the concept of business process automation (BPA) and its benefits for small businesses. The post discusses ten common business processes that can be automated to save time and money. Examples include email marketing, customer support, payroll processing, invoice generation, social media posting, inventory management, employee onboarding, data backups, sales funnel management, and report generation. The post also highlights various tools and software available for business process automation, along with potential challenges and strategies for overcoming them. The overall message emphasizes that automation is not a luxury but a necessity in today's competitive business landscape, enabling businesses to increase efficiency, save resources, and focus on growth.

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Analyzing Your Business Processes: The First Step to Streamlining and Automating

June 23, 2023

Running a small business involves juggling multiple tasks, but are all those tasks as efficient as they could be? This blog explores the power of analyzing your business processes to streamline operations and leverage automation for growth. Learn how to understand and review your processes, identify areas for improvement, and harness technology for business process automation. Discover the benefits, potential challenges, and solutions in process analysis and automation. By continuously analyzing, streamlining, and automating, your small business can become more efficient, resilient, and ready for growth. Start optimizing your business processes today for a brighter future.

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Creating a Streamlined Delegation Plan for Your Team: Best Practices and Strategies

June 19, 2023

Unlock the power of delegation and transform your business into a productive orchestra with our comprehensive guide. Learn the art of entrusting tasks, matching strengths to responsibilities, and setting clear objectives. With effective communication, resource allocation, and feedback, you can cultivate a harmonious team that delivers outstanding performances. Step onto the podium and conduct your way to success with a streamlined delegation plan.

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Revolutionizing Your Landscaping Business with CRM Software

June 15, 2023

Enhance your landscaping business with Segwik, the ultimate CRM software designed to tackle the unique challenges of the industry. From managing client relationships and optimizing efficiency to streamlining scheduling and tracking finances, Segwik is the indispensable tool that nurtures your business's growth. With features like contact and client management, project planning and tracking, invoicing and financial tracking, mobile access, and analytics, Segwik empowers you to thrive in the competitive landscaping market. Join the ranks of successful businesses that have revolutionized their operations with Segwik's CRM software and unlock the full potential of your landscaping business. Get ready to cultivate success and design a flourishing future with Segwik. Visit segwik.com to discover how.

See More Stories →

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Modernizing Modular Home Construction: The Simplex-Segwik Partnership

Navigating Obstacles: Overcoming Outdated Systems

Revolutionizing Operations: Segwik's Seamless Integration

Driving Future Success: The Empowering Results of the Simplex-Segwik Partnership

In Conclusion:

☆Related Stories

Shifting Gears: How Segwik Modernized Lowy's Moving Services, a Century-Old Moving Company

Unlocking Efficiency: How Hoboken Tax Transformed its Single-employee Operation with Segwik

Streamlining Success: How Liberty Realty Transformed Email Marketing with Segwik

Setting the Bar: How Trial Lawyers College and Segwik Transformed Legal Education

Navigating the Future of Business Automation: Trends, Tools, and Strategies

Empowering Small Businesses: Embracing Technology for Growth and Independence

The Dos and Don'ts of Automating Your Customer Support Processes

10 Common Business Processes You Can Automate to Save Time and Money

Analyzing Your Business Processes: The First Step to Streamlining and Automating

Creating a Streamlined Delegation Plan for Your Team: Best Practices and Strategies

Revolutionizing Your Landscaping Business with CRM Software