servis.ai 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

servis.ai

4.6

(71)

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.

servis.ai Screenshots

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

LinkedIn for Business

Microsoft 365

Intercom

Mailchimp

Slack

See all 149 integrations

servis.ai User Reviews

Overall Rating

4.6

Ratings Breakdown

69%

27%

Secondary Ratings

Ease of Use

4.5

Value for money

4.8

Customer support

4.9

Functionality

4.5

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!

Keeping track of opportunities.

Ratings Breakdown

Ease of use

Value for money

Customer support

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

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

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

Ease of use

Value for money

Customer support

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

Kyle S.

Verified reviewer

Computer Software

11-50 employees

Used monthly for less than 12 months

Review source

Reviewed July 2021

FreeAgent CRM user

Ratings Breakdown

Ease of use

Value for money

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

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

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

Ease of use

Value for money

Customer support

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.

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

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

Ease of use

Value for money

Customer support

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.

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

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

Ease of use

Value for money

Customer support

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.

Julia G.

Verified reviewer

Insurance

11-50 employees

Used daily for less than 12 months

Review source

Reviewed August 2021

It's All Good

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

Ease of use

Value for money

Customer support

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.

Mateo G.

Verified reviewer

Information Technology and Services

11-50 employees

Used daily for less than 12 months

Reviewed December 2019

FreeAgent CRM

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

Ease of use

Value for money

Customer support

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.

Mike B.

Verified reviewer

Food & Beverages

11-50 employees

Used daily for less than 6 months

Review source

Reviewed February 2021

Excellent team!

Ratings Breakdown

Ease of use

Value for money

Customer support

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.

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!

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

Ease of use

Value for money

Customer support

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.

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