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Servis.ai (formerly FreeAgent CRM) vs Heeros PSA: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Servis.ai (formerly FreeAgent CRM) vs. Heeros PSA is based on a specific set of business needs and context. The comparison uses 1272 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Servis.ai (formerly FreeAgent CRM) and Heeros PSA

Servis.ai (formerly FreeAgent CRM), Heeros PSA, Claritysoft CRM, Solve CRM, etc., belong to a category of solutions that help CRM. Different products excel in different areas, so the best platform for your business will depend on your specific needs and requirements.

Servis.ai (formerly FreeAgent CRM) covers Engagement Management with E-Mail, Collaboration, Workflow Management, Generation Of New Leads with Mobile, etc.

Heeros PSA focuses on Sales Document Management, Collaboration, Social Media Management, Billing And Invoice Management, etc.

Unsure which of these solutions is right for you? Our Cuspera AI engine can compare them based on your needs and specific to your industry and context. Get your personalized report today.


logo Servis.ai (formerly FreeAgent CRM)

Focus area

Software Failure Risk

  • medium

logo Heeros PSA

Focus area

Heeros PSA is better than Servis.ai (formerly FreeAgent CRM) for

Software Failure Risk

  • medium

About

Boost productivity with AI-powered task management.

PSA software that consistently win the admiration and loyalty of our valued clients

Financials

SEED

PRE-SEED

Business Need

Total Processes
(we found evidences for)

35

40

Total Goals
(we found evidences for)

11

4

Top Processes

Evidences indicate better relative satisfaction


engagement management

engaging and following up



workflow management


generation of new leads


helpdesk management


training & onboarding


contact list management


sales document management

proposal & quote management

contract management



communication management

tracking & monitoring communications

sending & publishing communications



sales review & feedback


lifetime value management


relationship management



pipeline management


social media analytics


social media management

social media analytics


billing and invoice management


products & pricelist management


competitive intelligence




calendar management



Top Goals

Goals Achieved

  • Enhance customer relationships

  • Increase sales & revenue

  • Improve efficiency

  • Acquire customers

  • Improve ROI

  • Improve internal communications

  • Improve stakeholder relations

  • Improve brand engagement

  • Establish thought leadership

  • Scale best practices

  • Increase customer life time value

  • See 8 more
  • Increase sales & revenue

  • Enhance customer relationships

  • Improve efficiency

  • Improve internal communications

  • See 1 more

Top Channels

Channels Used

  • mobile

  • offline

  • point of sale

  • mobile app

  • chat

  • phone calls

  • e-mail

  • social media

  • See 5 more
  • mobile

  • offline

  • point of sale

  • mobile app

  • chat

  • phone calls

  • e-mail

  • social media

  • See 5 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

medium

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medium

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Security & Privacy Risk

medium

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medium

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Integration Risk

medium

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low

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Migration Risk

medium

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medium

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Business Setting