CRM • Text & Email Marketing • Phone System • Website Manager • Chat Bots • Automation • Client Portal • Tasks • Events • Intake • Quoting • Invoicing • E-Commerce • Payments • Project/Case Management • Drip/Ticklers


Segwik® gives you one place on the web to manage all of your business activities, from Marketing & Advertising, to Email, SMS, & Telephone communications, to Sales & Onboarding, to Client Management, to Billing and Followup. Segwik® does all of this, and more.

– Segwik® Systems –

Making it easier to run your business through smart technology fulfills the promise we make to every client:
We will help you reach your full potential.

Segwik® By Module

Logically thought-out and customizable components that work together to properly mirror your business
in a way that lends itself most to successful adoption and deployment


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.
Clients/Contacts Clients/Contacts Manage actual customers. Track all transactions and communications.
Companies/Organizations Companies/Organizations Manage businesses and groups. Organize Contacts within Organizations.
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.
Invoices Invoices Manage monies clients owe you. Collect online payments. Automate reminders.
Service Providers/Vendors Service Providers/Vendors Manage people you buy from. Track transactions.
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.
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.


Properties Properties Detailed management of home, sales, rental, and property information
Home Sales Home Sales Manage and automate alerts, emails, tasks and workflows relative to home sales

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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.