Comparison Summary
This comparison report of Merchant Relationship Management vs. Servis.ai (formerly FreeAgent CRM) is based on a specific set of business needs and context. The comparison uses 2257 Cuspera insights based on peer reviews, case studies, testimonials, and expert opinions across 50+ sources.
Introducing Merchant Relationship Management and Servis.ai (formerly FreeAgent CRM)
Merchant Relationship Management, Servis.ai (formerly FreeAgent CRM), Leadmaster CRM, Apptivo, 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.
Merchant Relationship Management covers Sales Document Management, Lead Management, Helpdesk Management, Training & Onboarding, etc.
Servis.ai (formerly FreeAgent CRM) focuses on Engagement Management with E-Mail, Collaboration, Workflow Management, Generation Of New Leads with Mobile, etc.
"When people ask me what it takes to be successful in this industry making sure they have IRIS CRM is one of the first things I make sure to mention. " - Brandon Skinner
"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
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.
Merchant Relationship Management
Focus area
Merchant Relationship Management is better than Servis.ai (formerly FreeAgent CRM) for
Software Failure Risk
About
CRM & Underwriting Platform
Boost productivity with AI-powered task management.
Financials
PRIVATE
SEED
Business Need
Total Processes
(we found evidences for)
53
35
Total Goals
(we found evidences for)
11
11
Top Processes
Evidences indicate better relative satisfaction
Top Goals
Goals Achieved
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Acquire customers
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Increase sales & revenue
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Enhance customer relationships
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Manage risk
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Improve efficiency
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Improve visibility
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Improve internal communications
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Improve stakeholder relations
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Launch new products
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Improve digital and social presence
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Reduce bounce
- See 8 more
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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
-
Improve ROI
-
Improve internal communications
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Improve stakeholder relations
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Improve brand engagement
-
Establish thought leadership
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Scale best practices
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Increase customer life time value
- See 8 more
Top Channels
Channels Used
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e-mail
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mobile
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text SMS
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promotions
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phone calls
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mobile app
- See 3 more
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e-mail
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mobile
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text SMS
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promotions
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phone calls
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mobile app
- See 3 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
