# servis.ai Software Reviews, Demo & Pricing - 2026 > Review of servis.ai Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/freeagent-profile --- [Home](https://www.softwareadvice.com/) / [Inside Sales Software](https://www.softwareadvice.com/crm/inside-sales-comparison/) / servis.ai Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/product/113880-FreeAgent-Network/reviews/)[Alternatives](https://www.softwareadvice.com/product/113880-FreeAgent-Network/alternatives/) # servis.ai 2026: Benefits, Features & Pricing Wondering if servis.ai is right for your organization? Our Inside Sales Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview servis.ai 4.6 [(71)](https://www.softwareadvice.com/product/113880-FreeAgent-Network/reviews/) Pricing Starting at $75.00 per month ### About 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. Wondering if servis.ai is right for your organization? Our Inside Sales Software selection experts can help you in 15 minutes or less. ## servis.ai User Interface ## Popular servis.ai Alternatives Main Product servis.ai 4.6 [(71)](https://www.softwareadvice.com/product/113880-FreeAgent-Network/reviews/) Ratings Breakdown - 4.55Ease of use - 4.75Value for money - 4.93Customer support - 4.48Functionality Pricing Starting at $75.00 per month Get Price Alternative Product [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) 4.4 [(18785)](https://www.softwareadvice.com/product/2764-Salesforce/reviews/) Ratings Breakdown - 3.99Ease of use - 4.05Value for money - 4.13Customer support - 4.38Functionality Pricing Starting at $25.00 per month Get Price Alternative Product [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) 4.5 [(501)](https://www.softwareadvice.com/crm/hubspot-sales-profile/reviews/) Ratings Breakdown - 4.39Ease of use - 4.20Value for money - 4.43Customer support - 4.44Functionality Pricing Starting at $15.00 per month Get Price Alternative Product [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) 4.5 [(243)](https://www.softwareadvice.com/crm/claritysoft-profile/reviews/) Ratings Breakdown - 4.47Ease of use - 4.57Value for money - 4.63Customer support - 4.24Functionality Pricing Starting at $49.00 per month Get Price Alternative Product [Insightly](https://www.softwareadvice.com/product/2667-Insightly/) 4.0 [(654)](https://www.softwareadvice.com/product/2667-Insightly/reviews/) Ratings Breakdown - 4.02Ease of use - 4.00Value for money - 3.84Customer support - 3.89Functionality Pricing Starting at $29.00 per month Get Price Alternative Product [Thryv](https://www.softwareadvice.com/crm/thryv-profile/) 4.2 [(526)](https://www.softwareadvice.com/crm/thryv-profile/reviews/) Ratings Breakdown - 4.11Ease of use - 4.03Value for money - 4.25Customer support - 4.12Functionality Pricing Starting at $244.00 per month Get Price ## servis.ai Pricing and Plans Starting price: $75.00 per month Free Trial Free Version Professional $75.00 per user, per month Plan includes: - 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 $150.00 per user, per month Plan includes: - 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 Pricing available upon request Plan includes: - 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 Confused about pricing? We've got you covered. Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates. ## servis.ai Features - Popular features found in Inside Sales Auto-Dialer Call List Management Call Recording CRM Email Management Interaction Tracking Lead Capture Multi-Channel Communication Performance Management Reporting & Statistics Sales Pipeline Management - More features of servis.ai 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 Management Campaign Management Channel Management Click Tracking Client Management Collaboration Tools Commission Management Compliance Management Confirmations/Reminders Contact Management Contract/License Management 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 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 Internal Chat Integration Lead Assignment 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-Location Onboarding Opportunity Management Patient Education Patient Engagement Patient Intake Patient Portal Patient Questionnaires Patient Records 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 Rescheduling Role-Based Permissions Routing Sales Activity Management Sales Forecasting 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 Integrations Zapier Integration rated undefined from -1 review LinkedIn for Business Integration rated undefined from -1 review Microsoft 365 Integration rated undefined from -1 review Intercom Integration rated undefined from -1 review Mailchimp Integration rated undefined from -1 review Slack Integration rated undefined from -1 review See all 150 integrations ## servis.ai User Reviews Overall Rating 4.6 Ratings Breakdown 5 69% 4 27% 3 4% 2 0% 1 0% Secondary Ratings Ease of Use 4.5 Value for money 4.8 Customer support 4.9 Functionality 4.5 TS Ted S. Verified reviewer Logistics and Supply Chain 2-10 employees Used daily for less than 2 years Review source Reviewed December 2019 Great Product! 5 Keeping track of opportunities. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Previously 4 Pros: I like ease of use and the responsiveness of customer service. This is a great product for small to medium size companies. Cons: I would like product to sync with Constant Contact. Reasons for switching to servis.ai Dynamics did not work very well with the MAC envirnment Read More LN Lt N. Verified reviewer Information Technology and Services 11-50 employees Used daily for less than 6 months Review source Reviewed July 2023 The best customizable, responsive, intuitive CRM I've ever used and implemented 5 I've been so pleased with their support I just had to write a glowing review. If I ever needed a job, I might just go apply to be a CRM integrator - this experience has been fun! Thanks \[sensitive content hidden\] and team! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Honestly the best CRM I've used and implemented. The ease of out-of-the-box customization, the readily-available documentation, the super customizable external customer support Portal for ticketing systems, the stellar and responsive support makes FreeAgent CRM one of the best vendor provided products I've ever worked with in my entire IT/CS career. No exaggeration! Plus, it looks great, simple, the UX is intuitive. This CRM is feature packed and the customization options are seemingly endless. New features are constantly being pushed out and the vendor has been extremely supportive in developing enhancement requests. The reporting features, the ability to integrate with 3rd party software like Twilio and Zapier... I could go on and on.I wouldn't pay attention too much to the cons listed in the previous reviews about certain lack of features. The vendor is constantly improving their product offerings. Someone complained about contacts not being able to be filtered by the company selected, and I think this person didn't read the documentation or explored the features very well, because we have this feature implemented across many of our CRM apps. 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. Our CRM implementation went smoothly, we planned out and documented steps, and we couldn't be more pleased. Cons: I really can't think of anything I don't like about FreeAgent. Any issues I've had with implementing or using it, deploying it, training my users on it - get addressed. Reasons for choosing servis.ai Cost, customization, and support responsiveness Read More KS Kyle S. Verified reviewer Computer Software 11-50 employees Used monthly for less than 12 months Review source Reviewed July 2021 FreeAgent CRM user 3 Ratings Breakdown 3 Ease of use 4 Value for money 3 Functionality Pros: The contact management features work well. You can link it with emails to autosave Cons: It does not do a great job of tracking and qualifying leads. It also does not provide an easy to view pipeline Read More ME Matt E. Verified reviewer Computer Software 11-50 employees Used daily for less than 12 months Review source Reviewed September 2021 A leap of faith 5 Migrating a CRM has to be one of the most daunting and challenging things a company can do. Every step of the process was made as painless as possible by \[SENSITIVE CONTENT\] and her team. Constant check-ins and offers of assistance to get it done. After traversing to a live client that same level of importance was continued with \[SENSITIVE CONTENT\] and our account management team. Engineers attending a call is unheard of elsewhere. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: The Dashboards were the winning feature. And the blank canvas approach was unexpected but fun and very unique. Cons: Having to export from our previous CRM was a lot of work. Fields and values were translated into unusable data and it required a lot of work to reconnect all of the dots in order to import the data into FreeAgent. The process of learning something new was a little challenging. Reasons for choosing servis.ai We had a very positive referral to look at them, and their team seemed very genuine about their desire to help make their product do everything we could possibly need it to. We are developing software of our own that will require API integration and a turnaround that we did not see in other competitors. Reasons for switching to servis.ai Part of the decision was based on cost, but also integration. I have used ZOHO for about ten years, attending their conference and ultimately not satisfied with their lack of adapting to our needs as a customer. Read More CC Christian C. Verified reviewer Information Technology and Services 11-50 employees Used daily for less than 6 months Review source Reviewed May 2021 Excellent Sales Focused CRM 5 So far it’s been very good. I was comparing them to Salesforce and asked a lot from my sales rep. He was able to demonstrate everything I was asking for and pulled in resources to ensure it would work for us. The ability for them to do nearly everything I requested coupled with their cost made it a no brained compared to the big guy. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: It was built for sales not marketing. It’s a little daunting at first as most everything has to be built but all the building blocks are there. They are actively taking feedback and rolling out updates as well - while we’ve only been a customer for 3 months we’ve already had new features added each month. Cons: The way data is nested or lack there of is something that needs immediate attention. Currently when attaching a contact to a deal or a quote you see all contacts available not just ones associated to that account. Probably fine for companies in the small business or consumer space but it doesn’t work in mid-market and enterprise when I have 3 Tom Jones and there is no way to decipher who is who Reasons for choosing servis.ai It offered nearly everything I was looking for at a much more competitive price. Every interaction I had throughout ore sales was positive which continued into deployment. Reasons for switching to servis.ai HubSpot is not a good sales CRM and is missing a ton of features. Read More KW Kenna W. Verified reviewer Higher Education 51-200 employees Used daily for less than 6 months Review source Reviewed October 2020 A unique solution for a unique business 5 Overall, I'm really happy with the service and product we are receiving with FreeAgentCRM. From the sales perspective, \[SENSITIVE CONTENT HIDDEN\] was phenomenally responsive to my multiple and various questions, and made the decision process very easy with FreeAgent being a clear winner in meeting the needs and budget requirements we set out with. Our college was starting from scratch with no real CRM solution in place and a lot of fall-through in our processes and communications. \[SENSITIVE CONTENT HIDDEN\] 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. FreeAgent has a plethora of functions we need to get started with a CRM without a lot of extras that we either will not use or aren't ready for, but are also constantly improving the platform and adding more capabilities. TLDR: FreeAgent is the sweet spot for a great product with customizable functionality with stellar customer service. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: After an extensive review of potential CRM solutions to fit the needs of our admissions and recruitment team, we decided on FreeAgentCRM because of the flexibility to integrate with other solutions we were already using and how well it tracks the various interactions we have with a prospective student and applicants. Cons: Our biggest requirement was that the CRM integrate with our existing Student Information System, and while the integration has taken longer than anticipated (by no fault of FreeAgentCRM or its team) we are on track to be fully implemented in time to test and prepare for the upcoming semester and open enrollment period. The FreeAgent CRM team have been extremely understanding and accommodating to the multiple hurdles we've encountered with trying to integrate to a complex system with minimal API documentation. Reasons for choosing servis.ai The price and functionality were really unbeatable. They were not the cheapest option but the customer service was above and beyond what we received from the cheapest company and in a field that depends on good communication, we felt that a company that practices what they preach was going to be a good fit. Read More JG Julia G. Verified reviewer Insurance 11-50 employees Used daily for less than 12 months Review source Reviewed August 2021 It's All Good 4 FreeAgent CRM helps me stay on top of any changes and updates my team members make to our prospect list. With the help of various "Automations", I am kept in the loop if a change was made or a special note was entered. The system also helps my team stay accountable, on task and better organized. Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: The most useful "Pro": The upload capabilities - No more adding and updating one-by-one. One upload and all of your data is populated and ready to use. The most surprising "Pro": Custom-ability - The FreeAgent team worked side-by-side with us to set up and implement a system that would work BEST for our specific requirements as a Property/Casualty insurance agency. Including introducing and implementing 'custom code' solutions, unique to our needs. The BEST "Pro" - The Chat function - Most issues or questions can be addressed within a few moments. Cons: I would love to see more integration between the various CRM "apps" and the interface FreeAgent calls "Lines" that sit inside the apps, (I will say that since we have signed on - about 6 months ago- they have already made improvements) In addition, greater flexibility or higher inclusion when running reports and lists in regards to contacts and their assigned account. (it would be beneficial to me to somehow combine these: so interactions and opportunities will be shown together regardless if the "item" is pertaining to the account, or the contact. (my current understanding is that reports are to be run separate from each other) Reasons for choosing servis.ai FreeAgent was the only CRM that was willing to give us a live demo displaying our actual data, helping us to determine if their interface would be compatible with our way of prospecting and marketing. It made a huge difference in our selection process, seeing how the CRM would work for our agency's data and structure before having to sign into a contract or commitment. The Pricing and Service/Tech Team availability also played a role in our selection. Read More MG Mateo G. Verified reviewer Information Technology and Services 11-50 employees Used daily for less than 12 months Reviewed December 2019 FreeAgent CRM 5 FreeAgent allows our Sales & Marketing teams to work efficiently and effectively together as one revenue-focused team. The automation features & Zapier integration has allowed our small team to set up many different marketing automation workflows that have saved us a ton of time. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 Functionality Pros: The platform is super intuitive, easy to navigate, and simplifies the way we track our joint marketing & sales pipeline. There's no steep learning curve and most importantly, the customer support all the way up through senior leadership has been incredible. They're quick to respond and escalate any issues immediately and there's been plenty of productive face-time with the management team who seems genuinely interested in taking customer feedback to shape their product roadmap. On multiple occasions they've turned around and pushed into production our product feature requests in a matter of days or weeks. Zapier & Mailchimp integrations are a huge plus too! Cons: Could be more robust on the reporting/dashboard side of things, but I'm told a lot is coming in early 2020 with regards to reporting. Reasons for choosing servis.ai FreeAgent's straightforward workflow enables our Marketing & Sales teams to be more productive and more aligned. Not to mention, the customer service and attentiveness of the Product Team is beyond anything we would get from Salesforce or any of the other major players. FreeAgent is the perfect CRM to grow with and adapt to our ever-changing business needs. Read More MB Mike B. Verified reviewer Food & Beverages 11-50 employees Used daily for less than 6 months Review source Reviewed February 2021 Excellent team! 5 Ratings Breakdown 4 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: Being new to CRM software I like the ease of use with intuitive workflow. For our business its critical to track interactions with our distributor and their sales people and this system allows that easily. This has been a huge step us for our team in terms of tracking and storing data of our interactions with our end users. Cons: We has some initial issues within the system as our team works completely from IPads, but the team at free agent was able to come up with creative solutions to meet our needs. Reasons for choosing servis.ai Quite honestly it was my first interaction with there team as they made an effort to talk live with me in the initial process. The other companies would want me to use their chat feature and then call me at odd hours to then discuss. Free Agents teams was so much more flexible as well as down to earth. Read More PM Peggy M. Verified reviewer Marketing and Advertising 2-10 employees Used daily for less than 12 months Reviewed December 2019 A CRM that does just what I need it to do! 5 The customer service I have had with FreeAgent from the first initial contact through the purchase and training and the helpdesk on various issues has been top notch! It's super easy to reach out and ask a question about how to do something or if the software can do something and they respond in a timely and professional manner. This software has really helped us organize our giant list of contacts. I KNOW without a doubt, we've made more money using this CRM! Having a quick way to track who I need to contact and what the last contact was is worth every penny. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 Functionality Pros: I was looking for a program that was easy to use since I needed it to be used by someone with limited technical ability. Super easy to use for people of all technical experience levels. Very little set up or training needed to get started and that was HUGE! Love the mobile app and that it has all the capabilities of the desktop version! Cons: I know it has some cons, but recently there have been some updates that really picked up all the things I was hoping the software would do, I am struggling to think of something. I used to complain about the email font - but they just fixed that and there are a lot of new options to make your email look professional! Reasons for choosing servis.ai We purchased FreeAgent over the other products after considering what options we wanted and price. Read More Showing 1 - 10 of 71 Reviews [See All Reviews](https://www.softwareadvice.com/product/113880-FreeAgent-Network/reviews/) ## servis.ai Popular Comparisons [Salesforce Sales Cloud vs servis.ai](https://www.softwareadvice.com/compare/2764-Salesforce/vs/113880-FreeAgent-Network/) [Compare All Alternatives](https://www.softwareadvice.com/product/113880-FreeAgent-Network/alternatives/) ## Other Top Recommended Inside Sales Software [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18785) Recently recommended **143** times [LeadSquared](https://www.softwareadvice.com/crm/leadsquared-profile/) **4.3** (167) Recently recommended **55** times [Dialpad](https://www.softwareadvice.com/voip/dialpad-profile/) **4.2** (564) Recently recommended **1** times [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) **4.5** (3055) Recently recommended **0** times Stuck Between Options? 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