Segwik CRM | Increase Sales & Decrease Inefficiency with Segwik | CRM, Automation and More

Our Only Goal Is To Scale The Heck Out Of Your Business


Decrease inefficiency and increase profitability with a turnkey CRM that's easier to use, costs less, works harder for you, and enables ultimate scaleability.

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Segwik is a company built by and for small businesses, by people who believe in CRM's transformative ability to reinvent business for the better.




Segwik is truly your "business in a box", capable of managing customer relationships, websites, email and text marketing, call routing, payment processing and more. Less software and more support equals more opportunity for business success.

Segwik® By Module

Customizable components that move clients and customers through your business process frictionlessly.

Standard

Business Cards Business Cards Upload business card scans, easily transcribe and convert to leads
Leads Leads Manage potential customers. Track all communications along the sales process.
Opportunities Opportunities Manage business opportunities. Track communications towards closings. Convert to quotes, proposals, estimates, SOWs, or cases.
Quotes Quotes Manage quotes. Automate followups and reminders. Convert to projects and then invoice your clients.
Purchases Purchases Manage customer purchases. Automate drip campaigns post-sale.
Clients/Contacts Clients/Contacts Manage actual customers. Track all transactions and communications.
Companies/Organizations Companies/Organizations Manage businesses and groups. Organize Contacts within Organizations.
Projects Projects Move Projects through Phases, assign Tasks internally and to Clients
Invoices Invoices Manage monies clients owe you. Collect online payments. Automate reminders.
Payments Payments Charge Credit Cards and ACH, low fees.
Service Providers/Vendors Service Providers/Vendors Manage people you buy from. Track transactions.

Standard

Purchase Orders Purchase Orders Keep track of and stay organized with the products and services you buy from service providers.
R.F.P.s R.F.P.s Obtain proposals from your service providers. Automate reminders.
Referrals Referrals Track Referrals given and received, automate notifications
Communications Communications See all inbound/outbound email, texts, phones calls and more in one place
Products Products Intelligent management and selling of product offerings
Services Services Intelligent management and sale of labor-based service offerings
Tasks Tasks Manage things people need to do. Send reminders.
Websites Websites Manage Website content and Host Websites
Custom Forms Custom Forms Create complex forms, embed wherever you need
Reports Reports See how your business is doing across all modules

Specialized

Properties Properties Detailed management of home, sales, rental, and property information
Rentals Leases Rentals Leases Manage tenants and agents, on rental properties, automate follow ups and alerts
Home Sales Home Sales Manage and automate alerts, emails, tasks and workflows relative to home sales
Cases Cases Manage and automate all portions of a Legal Case life cycle
Auto Lease Auto Lease Track and save every auto lease, automate alerts prior to lease expiring

Premium

Subscriptions Subscriptions Sell recurring Products and Services, automate invoicing and payment processing
Packages Packages Combine Products and Services into complex groupings for easier marketing and sales
Marketing Campaigns Marketing Campaigns Produce multi-channel Marketing campaigns, digital and traditional
Event Manager Event Manager Manage Events that you plan or that you attend, track attendees, sell tickets.


Learn More

Build, and run your business exactly how you need it from one platform
on the world's most adoptable S.A.A.S. platform.
It's easy to get started, we made it that way.