Comparison Summary
This comparison report of Servis.ai (formerly FreeAgent CRM) vs. Referral Maker CRM is based on a specific set of business needs and context. The comparison uses 832 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Servis.ai (formerly FreeAgent CRM) and Referral Maker CRM
Servis.ai (formerly FreeAgent CRM), Referral Maker CRM, 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.
Referral Maker CRM focuses on Generation Of New Leads, Engagement Management with Phone Calls, Contact List Management with Phone Calls, Coaching, etc.
"FreeAgent helps a company to better solve customer service issues. New hires are able to jump in and use FreeAgent much more quickly than the old system. It reduces training time – the team can begin interacting with customers much sooner. We have... our whole team on FreeAgent, and everyone uses it a ton! Introducing new systems to the team can come with some challenges, but the change management with FreeAgent has been relatively easy. I feel FreeAgent is aligned with our values. It comes down to the people that I’ve worked directly as well as your aggressive goals to make the software better than it was yesterday. As we’ve had challenges, the team has been there for us along the way. " - Jeremy West
"I LOVE CRM! From the first time I saw it I was hooked! I knew it would be the core of my business and it has been. The ease of use and all the tools it offers me to be consistent with my clients has been a game changer for my business. " - Mike Mudd, Louisville, KY
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.
About
Boost productivity with AI-powered task management.
Real estate CRM with lead generation tool offering realtor training and support
Financials
SEED
PRIVATE
Business Need
Total Processes
(we found evidences for)
35
35
Total Goals
(we found evidences for)
11
3
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Enhance customer relationships
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Increase sales & revenue
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Improve efficiency
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Acquire customers
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Improve ROI
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Improve internal communications
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Improve stakeholder relations
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Improve brand engagement
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Establish thought leadership
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Scale best practices
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Increase customer life time value
- See 8 more
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Enhance customer relationships
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Enter new markets internationally or locally
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Grow market share
Top Channels
Channels Used
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phone calls
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e-mail
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video
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newsletter
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mobile
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mobile app
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print media
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magazine
- See 5 more
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phone calls
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e-mail
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video
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newsletter
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mobile
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mobile app
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print media
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magazine
- See 5 more
Failure Risk Guidance Security Report?
Compliance Risk
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Security & Privacy Risk
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Integration Risk
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Migration Risk
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IT and Other Capabilities
- Low
- Medium
- High
