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servis.ai Logo

Powerful, easy-to-use BOMP your whole team will love.

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Is this product right for your business?

Find out with a

servis.ai - 2026 Pricing, Features, Reviews & Alternatives

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Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

servis.ai overview

What is servis.ai?

Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love.

Work smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place.

Lift your business up out of spreadsheets and email, and win your workdays with FreeAgent CRM.

Key benefits of using servis.ai

• Servis.ai is a cost-effective CRM to improve your business quickly — allowing you to do more with less headcount.

• Servis.ai lifts your business out of spreadsheets and helps you save time, allowing you to speed up cycle times and close more deals faster.

• Servis.ai helps you work smarter and faster with auto-assigned tasks-based triggers to alert you about important events.

• Empower your team with Servis.ai, collaborate in real-time, and experience 10x faster employee onboarding.

• Servis.ai organizes your contacts, tracks deals, and streamlines your business processes, email, and marketing tools while managing your projects and showcasing your data with automatic reporting.

• Servis.ai helps you run your best sales play every time with automated lead assignments and follow-up. Arm your team with shared email templates and call scripts and coach your team with call recording, transcripts, and sales activity reporting.

Starting price

75per user /
per month

Alternatives

with better value for money


Pros & Cons

Verified reviewer profile picture

Responsiveness

Synergy

Adaptability

Organization

servis.ai’s user interface

Ease of use rating:

servis.ai pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
3-4(22)
5(49)

What do users say about servis.ai?

Users say servis.ai offers highly responsive customer support and individualized onboarding, making setup and troubleshooting straightforward. They report that the platform is easy to use for people of all technical backgrounds, and it helps teams collaborate efficiently, stay organized, and manage contacts with bulk import and clear communication tools.

Reviewers appreciate the extensive customization options, allowing them to tailor workflows and features to specific business needs. They find the sales process tracking and automation helpful for saving time, though some mention minor limitations in search, filtering, and contact management that could be improved.

Select to learn more


Who uses servis.ai?

Based on 71 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Insurance
Management Consulting
Education Management
Computer Software
Others

Use cases

Online CRM
CRM
Contact Management
Lead Management
Account Management

servis.ai's key features

Most critical features, based on insights from servis.ai users:

Lead management
Contact management
Interaction tracking
Task management
Reporting/Analytics

All servis.ai features

Features rating:

Dashboard
Customizable fields
Search/Filter
Campaign management
Workflow management
Sales pipeline management
Email marketing
Mobile access
Email management
Quotes/Estimates
Collaboration tools
Document storage
Calendar/Reminder system
Marketing automation
Prioritization
Proposal generation
Prospecting tools
Predictive analytics
Pipeline management
Personalization
Performance metrics
Performance management
Real-Time analytics
Patient records management
Patient questionnaires
Patient portal
Patient intake
Patient engagement
Patient education
Opportunity management
Onboarding
Multi-Location
Multi-Channel communication
Messaging
Meeting management
Medication history
Leaderboards
Lead segmentation
Training management
Third-Party integrations
Territory management
Templates
Template management
Team Assignments
Surveys & feedback
Source Tracking
Social media integration
Shared contacts
Sentiment analysis
Web forms
Self service portal
Segmentation
Web-based deployment
Scheduling
Sales reports
Sales forecasting
Sales activity management
Routing
Role-Based permissions
Rescheduling
Reporting & statistics
Wiki
Reminders
Relationship Tracking
Referral tracking
Real-Time notifications
Real-Time monitoring
Real-Time data
Customization
Customizable templates
Customizable reports
Customer Service Analytics
Customer segmentation
Customer engagement
Customer database
CRM
Contract/License management
Confirmations/Reminders
Compliance management
Commission management
Client management
Click tracking
Channel management
Call Management
Call list management
Calendar sync
Calendar management
Batch processing
Batch communications
Automated scheduling
Appointment scheduling
Appointment management
API
Alerts/Notifications
AI/Machine learning
Activity tracking
Activity dashboard
A/B testing
Lead qualification
Lead nurturing
Lead notifications
Lead generation
Lead distribution
Lead capture
Lead assignment
Internal chat integration
HIPAA compliant
Goal management
Generative ai
Forecasting
For startups
For small businesses
For mac devices
For ipad devices
For insurance industry
Financial management
Field sales management
Expense tracking
Email tracking
Email templates
Drip campaigns
Drag & drop
Document management
Deal management
Data management
Data integration
Data import/export
Data entry

servis.ai alternatives

servis.ai logo

Starting from

75

/user

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Zoho CRM logo
visit website

Starting from

14

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Ricochet360 logo
visit website

Starting from

24

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support
Salesforce Service Cloud logo
visit website

Starting from

25

Per month

Free trial
Free version
Ease of Use
Features
Value for Money
Customer Support

servis.ai pricing

Value for money rating:

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Professional

75

/user

Per month

Features included:

  • Select up to 3 App Stacks or 1 Industry Stack
  • Automatic Email Sync & Calendar Management
  • Task Management & Reminders
  • Duplicate Prevention
  • Webhooks
  • Direct 3rd party Integrations
  • Integrate with 1000s of other systems via Zapier

Mid-Market

150

/user

Per month

Features included:

  • EVERYTHING IN PROFESSIONAL plus...
  • HIPAA + BAA Included
  • Unlimited App Stacks
  • Inbound and Outbound Calling & SMS via VoIP Partners
  • Audit Log of Every Change
  • Direct API Access
  • IPaaS Integration Services
  • Self-Service Portals Addon

Unlimited

Empty state illustration for "No pricing info"

No pricing info

Features included:

  • EVERYTHING IN Enterprise, plus..
  • AI Analyst on demand
  • Customizable AI Agents
  • Now with AI Voice
  • Automated AI Scoring
  • Internal and external AI Chatbots
  • Dedicated Account Manager
  • Tailored solutions may affect final price

User opinions about servis.ai price and value

Value for money rating:

To see what individual users think of servis.ai's price and value, check out the review snippets below.

“The service itself reflects the wonderful people who created it and work for the company. It is easy to use and super customizable.”
Verified reviewer profile picture

Elsa L.

Sales Coordinator

“I have never in my 30 years of being in the mortgage industry and sales seen a rep care more about making a system work for a client than she has. She has been absolutely amazing.”
JK

Jack K.

Account Executive

servis.ai integrations (155)

Integrations rated by users

We looked at 71 user reviews to identify which products are mentioned as servis.ai integrations and how users feel about them.

Zapier logo
Zapier

Integration rating: 5.0 (1)

Zapier is the common ground for a lot of API technology. It is great to have a lot of it figured out already. Plug and play is very smooth.

ME

Matt E.

Co Founder, Director of Partnerships

Gmail logo
Gmail

Integration rating: 4.0 (1)

airSlate SignNow logo
airSlate SignNow

Integration rating: 5.0 (1)

servis.ai customer support

What do users say about servis.ai customer support?

Customer support rating:

We analyzed 29 verified user reviews to identify positive and negative aspects of servis.ai customer support.

Widely noted by reviewers, customer support is highly responsive, professional, and quick to resolve issues or answer questions.

A significant portion of users highlight the knowledgeable, patient, and individualized assistance provided throughout setup and ongoing use.

Support options

Email/help desk
Chat
Phone support
Knowledge base
Faqs/forum

Training options

Webinars
Videos
Live online
In person
Documentation

To see what individual users say about servis.ai's customer support, check out the review snippets below.

“SENSITIVE CONTENT HIDDEN] was understanding and worked with us as we navigated the state purchasing system (since we are a state funded institution and all large purchases go through the attorney general's office). Once the contract was signed, we were seamlessly handed over to the customer success and integration teams, [SENSITIVE CONTENT HIDDEN] made sure to answer all of our questions and work through the set up of the system to meet our specific needs while flawlessly acting as a translator for what the tech team needed for our integration and putting it in to layman's terms for me and my team to understand and respond with what exactly we were looking for and how we planned to use it.”

KW

Kenna W.

Admissions Counselor

“The BEST "Pro" - The Chat function - Most issues or questions can be addressed within a few moments.”

JG

Julia G.

Marketing Promotions Specialist

“Great value for money and round the clock customer support, you can customize and tailor to suit your purpose”

FA

Femi A.

Partner , Accounting Services

servis.ai FAQs

Q. What type of pricing plans does servis.ai offer?

servis.ai has the following pricing plans:
Starting from: $150.00/month
Pricing model: Subscription

These products have better value for money


Q. Who are the typical users of servis.ai?

servis.ai has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Non Profit, Small Business


Q. What languages does servis.ai support?

servis.ai supports the following languages:
English, French, Spanish


Q. Does servis.ai support mobile devices?

servis.ai supports the following devices:
Android, iPad, iPhone


Q. Does servis.ai offer an API?

Yes, servis.ai has an API available for use.


Q. What other apps does servis.ai integrate with?

servis.ai integrates with the following applications:
Infor CloudSuite Industrial, Wix, Wufoo, authorize.net, Apollo, BombBomb, Teachable, Kit, Microsoft SQL Server, Postman, Constant Contact, Google Forms, lemlist, Formstack Suite, CallRail, GitHub, QuickBooks Payroll, Keragon, Microsoft Outlook, WooCommerce, PayPal, Dubsado, Google Analytics 360, YouCanBook.me, Aircall, Process Street, Dropbox Business, Quotient, LeadIQ, Amazon S3, Zoho CRM, RingCentral Events, Campaign Monitor by Marigold, airSlate SignNow, ActiveCampaign, Discord, Indeed for Employers, MailerLite, Calendly, WhatsApp, Webflow, Breeze, IMAP, Zapier, Pivotal Tracker, Sage Intacct, QuickBooks Online Advanced, SimpleTexting, Tidio, QuickBooks Bi-Directional Synchronizer, Five9, QuickBooks Desktop, QuickBooks GoPayment, Gmail, tawk.to, MongoDB, Expensify, AWS Lambda, Docusign, Unbounce, OneDrive, Airtable, QuickBooks Time, Google Drive, PostgreSQL, Pipedrive, Agile CRM, Microsoft Teams, GitLab, Dealfront, Zoho Campaigns, Acuity Scheduling, Drift, WordPress, Zoom Phone, Freshdesk, Brevo, Twitter/X, Gravity Forms, MySQL, Stripe, ReferralHero, RingCentral Engage Digital, QuickBooks Enterprise, BambooHR, Sage X3, ShipStation, ClickMeeting, Cognito Forms, Squarespace, SendGrid, Slack, Klaviyo, Google Contacts, Microsoft 365, SamCart, SignRequest, Cvent Event Management, Stannp, Typeform, Google Ads, Proposify, Basecamp, Invoice Ninja, RingCentral Engage Voice, Quickbooks Power BI Connector, Vimeo, GoTo Webinar, LinkedIn for Business, Eventbrite, Glassdoor, Meta for Business, Docparser, QuickBooks Online, Bind ERP, Quo, Docusign CLM, Azure DevOps, Ninja Forms, monday.com, SurveyMonkey, ClickUp, Chargebee, mailparser.io, Google Meet, Clockify, GoTo Training, Google Calendar, QuickBooks Money, Mailchimp, Twilio, Wrike, Instagram, Vidyard, Marketo Engage, Asana, Microsoft Power BI, Hootsuite, PandaDoc, Xero, Parseur, YouTube, Mailshake, Thinkific, Microsoft Power Automate, Google Sheets, Intercom, BigCommerce, QuickBooks Solopreneur, QuickBooks Online Accountant, Shopify, Microsoft Excel


Q. What level of support does servis.ai offer?

servis.ai offers the following support options:
Email/Help Desk, Chat, Phone Support, Knowledge Base, FAQs/Forum

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