Contact Types describe how someone relates to you or your business, while Personas describe who they are in your industry or community.
Contact Types define the relationship category a contact belongs to. These are about your connection to them.
Contact Types answer: “What is this person or entity to me?”
Personas describe who someone is in your industry, audience, or community. These labels exist regardless of your personal relationship with them.
Personas answer: “Who is this person in the ecosystem I operate in?”
A single contact can have both Contact Types and Personas applied.
Professional Services
Real Estate
Nonprofits
Local & Service Businesses
A great digital card makes it easy for people to save you, contact you, book time with you, and share you—without friction.
Clean data imports faster, maps easier, and creates fewer issues later.
Clean data imports faster, maps easier, and creates fewer issues later.
Importing helps you get your existing contacts into Segwik quickly so you can focus on relationships instead of retyping information.
See how familiar experiences like airlines, restaurants, dentists, retail, and online ordering guide people step-by-step — with automation quietly keeping everything on track.
Automations handle the small stuff. Journeys guide the big picture.
A journey is the step-by-step path from first contact to lasting trust — and Segwik helps you activate and guide that path.
Start with the tools that directly support your day-to-day relationships and follow-ups.
Many of these tools do similar things, just in different ways.
Segwik is designed to work alongside the tools you already use.
