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


Segwik® believes every business, big or small, deserves their potential to be realized. Segwik® helps our clients realize their potential by automating every aspect of what their business does.

Segwik® means one place to manage your Website, SMS Text, VOIP Phones, Email, Fax, Credit Card Processing and more. You'll run your business with less software, allowing you to engage more customers, better, grow faster and be more productive.

Segwik® Features

customer experience

Email marketing

email sms

Text Message Marketing

sales funnel management

Smart Call Center

workflow task management

Website Management

workflow task management

Omni-Channel Telecommunications

quoting invoicing

Customer Portals


Task Manager

reporting analysis

Customer Intake/Onboarding

project management

Chat Bots

human resource management

Quoting, Estimating & Proposals

Project/Case/Patient Management

Billing & Invoicing

Payment Processing

Drip & Tickler Campaigns

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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.
Tasks Tasks Manage things people need to do. Send reminders.
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


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.