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

Comparison Summary

This comparison report of Servis.ai (formerly FreeAgent CRM) vs. TRACK CRM is based on a specific set of business needs and context. The comparison uses 919 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.

Introducing Servis.ai (formerly FreeAgent CRM) and TRACK CRM

Servis.ai (formerly FreeAgent CRM), TRACK 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.

TRACK CRM focuses on Sales Call Management with Phone Calls, Engagement Management with Phone Calls, Campaign Management with Phone Calls, Communication Management with Phone Calls, 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 implementation was flawless, very easy. " - Skytop Lodge

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 TRACK CRM

Focus area

Software Failure Risk

  • medium

About

Boost productivity with AI-powered task management.

Enterprise solution that connects all guest data points in one central location

Financials

SEED

M&A

Business Need

Total Processes
(we found evidences for)

35

36

Total Goals
(we found evidences for)

11

7

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




conversion management




sales call management


campaign monitoring


campaign analytics


campaign management

campaign monitoring

campaign analytics





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

  • Acquire customers

  • Scale best practices

  • Improve efficiency

  • Improve ROI

  • Improve internal communications

  • Build brand awareness

  • See 4 more

Top Channels

Channels Used

  • phone calls

  • e-mail

  • chat

  • out of home

  • brochure

  • website

  • See 3 more
  • phone calls

  • e-mail

  • chat

  • out of home

  • brochure

  • website

  • 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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No Data

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Integration Risk

medium

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medium

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Migration Risk

medium

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medium

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Business Setting