Everything in Segmiq, in one place
From the first enquiry to the recorded win — capture, conversion, intelligence, recovery, and the dashboards that hold it together.
Lead capture
Turn every enquiry into a tracked, owned record.
A chat-style form that captures intent as it talks.
A branded WhatsApp the moment a lead submits.
Every call, message, and status change, permanently.
Reassign a lead and the next rep gets full context.
WhatsApp automation
Every key moment reaches the channel people actually check.
New leads land with the right rep via a one-tap link.
Expired links are safely renewed in a tap.
Alerts when a lead is going unanswered too long.
Nudges so no promised follow-up slips.
A short, specific coaching message each morning.
A summary of the week in the inbox every Monday.
Conversion tools
Everything a rep needs to move a deal, in one tap.
Portfolio, projects, pricing, testimonials, documents, or custom.
Reusable packages attached to a lead or profile.
Proposals, brochures, and certificates ready to send.
Scoring & intelligence
Know who to call next, and why.
Rules-based on every plan; AI intent on Growth & Scale.
Intent, urgency, budget confidence, specificity, and tags.
A quick brief and a suggested next message per lead.
When a deal closes, Segmiq records why — and finds the pattern.
AI-generated insight from each client snapshot.
Generate sharp qualifying questions for your form.
Recovery
Bring cold leads back before they are lost.
Cold leads are flagged automatically.
Slipped leads move into a structured recovery flow.
Managers see what is going cold across the team.
Audience & export
Turn your pipeline into ad-ready audiences.
Six ready-made segments — won, never answered, high intent, more.
Build your own with filters across the pipeline.
Export straight into Meta Ads, with export history.
Performance intelligence
See what is working and what to fix.
Weekly computed metrics per client.
Seven rules on response time, source mix, follow-up, and more.
Track the numbers moving over time.
Dashboards
A workspace built for each role.
Client health grid, pulse strip, alerts, activity feed.
Today's focus, team performance, pipeline, wins.
Priority lead lanes, numbers strip, quick log-call sheet.
Accounts & security
Scoped access, clean sign-in, nothing lost.
Agency, manager, and rep each see only what they need.
NextAuth with a forgot-password flow on every portal.
Bring on a teammate with an emailed invite.
Full history retained; export anytime.
Looking for project documentation and portfolios?
That lives in Segmiq Cloud — photo documentation, public profiles, and lead capture for trades. Separate product, shared login.
See the whole platform on your pipeline
Book a demo and we'll show you each piece working together on a sample of your real leads.