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servis.ai Logo

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

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

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

Last updated: March 2026

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.

Starting price

75per user /
per month

Alternatives

with better value for money

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?

Any issues I've had with implementing or using it, deploying it, training my users on it - get addressed.

Select to learn more


Who uses servis.ai?

Based on 71 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Information Technology and Services
Computer Software
Higher Education
Consumer Electronics
Others

Use cases

Lead Management
Contact Management
CRM
Online CRM
Sales Tracking

servis.ai's key features

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

Sales pipeline management
Email management
Interaction tracking
Lead capture
CRM

All servis.ai features

Features rating:

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

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
Bitrix24 logo
visit website

Starting from

69

Per month

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

Starting from

14.99

/user

Per month

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

Starting from

17

/user

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 reporting features, the ability to integrate with 3rd party software like Twilio and Zapier...”
LN

Lt N.

BI Developer

“Questions on features, bugs, issues, enhancements, etc. have been very well received. If we can't figure out how to do something the way we want it, the support team with FreeAgent has always been extremely helpful.”
LN

Lt N.

BI Developer

servis.ai integrations (153)

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.

Integration rating: 5.0 (2)

Automates lead flow and internal processes. We use it to push form submissions into Jobber, trigger follow-ups, and keep everything synced without manual entry. Saves time and prevents missed leads.

BM

Bruce M.

General Manager

Integration rating: 5.0 (1)

Gmail logo
Gmail

Integration rating: 4.0 (1)

It makes it easy to schedule events with other Gmail users.

RP

Rylie P.

Communications Coordinator

Twilio logo
Twilio

Integration rating: 5.0 (1)

Texting customers back and forth

KM

Kelly M.

Owner

Other top integrations

servis.ai customer support

What do users say about servis.ai customer support?

Customer support rating:

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

A significant portion of users highlight fast, responsive support that quickly resolves issues and follows up after assistance.

Broad user base appreciates knowledgeable, patient staff who provide individualized training and make onboarding seamless.

Common user feedback praises the ease of reaching support via multiple channels, with friendly representatives available nearly 24/7.

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.

“Any issues I've had with implementing or using it, deploying it, training my users on it - get addressed.”

LN

Lt N.

BI Developer

“He was able to demonstrate everything I was asking for and pulled in resources to ensure it would work for us. ”

CC

Christian C.

VP of Sales

“The way data is nested or lack there of is something that needs immediate attention. ”

CC

Christian C.

VP of Sales

servis.ai FAQs

Related categories