Your leads, your data, your relationships — protected
Segmiq holds the most valuable thing a service business owns: its pipeline. We treat it that way — with scoped access, a full audit trail, official channels, and data you can take with you at any time.
Three scoped portals. Everyone sees only what their role needs.
Every action on a lead is recorded — permanently and traceably.
All traffic moves over TLS, on managed, reputable infrastructure.
Export your data whenever you want. It's yours, not ours.
Access is scoped, sign-in is controlled
A salesperson can't see another client's pipeline. A client manager can't reach into the agency's books. Access follows the role, and authentication is handled the same way across every portal.
Agency admin, client manager, and salesperson each get a separate, scoped view.
Sign-in runs through NextAuth, with a secure forgot-password flow on every portal.
Lead-assignment links expire, and reps can request a safe renewal when they do.
Built on infrastructure you can trust
We don't roll our own database or storage. Segmiq runs on managed, well-established providers, so your data sits behind the same protections used by thousands of production businesses.
Lead and account data lives in a managed Postgres database with row-level controls.
Documents and portfolio assets are stored privately and served over secure links.
The lead timeline gives you a clear record of who did what, and when.
Messaging through official channels only
Some tools cut corners with unofficial WhatsApp gateways that get numbers banned. Segmiq doesn't. Every message goes through approved, sanctioned channels — protecting your business number and your sender reputation.
All templates are approved under the Segmiq brand, with a Twilio fallback for reliability.
Invites and notifications are sent through a reputable transactional email provider.
We never use unofficial gateways — your number stays clean and compliant.
Your data stays yours
A platform that holds your pipeline hostage isn't a partner. Segmiq is built around the opposite idea: the relationship belongs to your business, and you can take it with you.
- Meta-compatible CSV export of any audience segment
- Handover summaries keep knowledge in the business, not the rep's phone
- Full lead history retained for every contact
rows: 1,248
format: meta_csv
fields: name, phone, source, score, last_contact
status: ready to download
Found something? Tell us.
If you believe you've found a security issue, we want to hear from you. Reach our team directly and we'll respond quickly.
Security questions before you switch?
Bring them to the demo. We'll walk through exactly how your pipeline is stored, accessed, and protected.