Integrations & Communications Systems Setup

Wiring you wired up to the rest of your digital business infrastructure


A CRM THAT FITS THE WAY YOU WORK

Be 10x more productive than your competition, working smarter not harder.

Segwik® plays nice with nearly all commercially available software on the web via REST APIs. In this phase we get your business wired up, connecting your Segwik® account to SMS Texting, Outlook, Gmail, Call Centers, your website, and other operations and marketing platforms.

Items we'll cover:

Third-Party Software Integration
We integrate with custom platforms to ensure your workflows are as smooth as possible.
Email & Calendar Syncing
We sync your Segwik® account with either Outlook or G-Suite so that your contacts, appointments and emails are always in sync.
Website Contact Form Integration
We integrate your Segwik® CRM account with your website. We make sure that when leads or customers visit your site that they get the custom treatment you're looking for.
Client/Service Provider Portal Setup
We set up your customer/vendor portal where the clients and service providers you work with can securely view things like their invoices, bills, projects, contact history, tasks, documents and payment histories and much more!
Call Center Setup
Have you dreamed of having your calls intelligently routed to various team members, or allowing your customers to make appointments, or just hear their balances just over the phone? Allow Segwik to setup your integrated Call Center with behaviors that will save you hundreds of hours every year.

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BUILT FOR THE MORDERN CONTRACTOR

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