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Servis.ai (formerly FreeAgent CRM) vs Simpleview DMS: 2025 Ultimate Comparison Guide

Comparison Summary

This comparison report of Servis.ai (formerly FreeAgent CRM) vs. Simpleview DMS is based on a specific set of business needs and context. The comparison uses 750 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Servis.ai (formerly FreeAgent CRM) and Simpleview DMS

Servis.ai (formerly FreeAgent CRM), Simpleview DMS, 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.

Simpleview DMS focuses on Workflow Management, Sales Document Management with Promotions, Helpdesk Management, Distribution Management with Promotions, etc.

"Having our entire team collaborate on a project is critical for us. FreeAgent helps us align and coordinate so that we can be more than the sum of our parts. " - KJ Street Consulting

"The Cvent integration with Simpleview's CRM has been tremendously helpful for our team. We are not only saving time with data entry, we are more productive overall. Our response times are quicker and our communication has been streamlined internally..., along with our planners and hoteliers. Our team really appreciates having everything in one platform. " - Brad Kent

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 Simpleview DMS

Focus area

Software Failure Risk

  • medium

About

Boost productivity with AI-powered task management.

Destination Management System most advanced solution

Financials

SEED

PRIVATE

Business Need

Total Processes
(we found evidences for)

35

24

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



communication management

tracking & monitoring communications

sending & publishing communications



sales review & feedback


lifetime value management


relationship management




distribution management


content publishing


content management

content publishing



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
  • Grow market share

  • Improve digital and social presence

  • Acquire customers

  • Improve stakeholder relations

  • See 1 more

Top Channels

Channels Used

  • video

  • promotions

  • e-mail

  • website

  • offline

  • on premises

  • See 3 more
  • video

  • promotions

  • e-mail

  • website

  • offline

  • on premises

  • See 3 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