Capture, score, coach, and close — in one platform
Segmiq CRM runs your entire revenue motion across three connected portals: the agency that manages clients, the manager who runs a sales team, and the rep closing work on the ground.
One platform, three portals
Each role gets a workspace built for the job in front of them — not one bloated screen for everyone.
A health grid across all clients, a pulse strip, alerts, and an activity feed. The agency sees which accounts are thriving and which need a call today.
Today's focus, team performance, pipeline, score distribution, assets sent, and recent wins — everything an owner or sales manager needs in a glance.
A priority lead list, a numbers strip, a quick log-call sheet, and a floating action button. The rep opens the app and knows exactly where to start.
How a lead moves through Segmiq
From the moment a prospect fills the form to the moment the win is recorded.
Every lead scored 0–100, the moment it lands
The intelligence engine reads each enquiry for intent category, urgency, budget confidence, and project specificity — then turns it into a single score and a clear next action. Your reps stop guessing who's worth chasing.
See the intelligence layerEverything the team needs to close
Every call, message, and status change recorded against the lead — permanently.
Push portfolio, projects, pricing, testimonials, documents, or a custom message in seconds.
Build reusable pricing packages and attach them to a lead or a public profile.
Keep proposals, brochures, and certificates ready to send from anywhere.
When a deal closes, Segmiq records why — and surfaces the pattern across wins.
New reps get day 1, 3, and 7 coaching, so they produce sooner.
Six predefined segments plus custom filters, with Meta-ready CSV export.
Seven rules watch response time, source mix, and follow-up compliance.
Cold leads are detected automatically and pushed into a recovery sequence.
A dashboard built for each role
Client health grid, pulse strip, alerts banner, and a live activity feed across every account.
Today's focus, team performance, pipeline, score distribution, assets sent, and recent wins.
Priority lead list, numbers strip, quick log-call sheet, and recent activity — built for speed.
See Segmiq CRM running on your pipeline
We'll set up a portal, load a sample of your leads, and show you the scoring, routing, and coaching in action.