Home CRM Servis.ai (formerly FreeAgent CRM)

Servis.ai (formerly FreeAgent CRM): Product updates, Customer stories, and Insights | 2026 Cuspera

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Product Business Settings

Servis.ai (formerly FreeAgent CRM) is popular in Transportation/Trucking/Railroad, Consumer Services, and Education industries and is widely used by Small Business, Mid Market, and Large Enterprise.

Integrations

Other Demand Generation

Email Marketing

Marketing Automation

Live Chat

Servis.ai (formerly FreeAgent CRM) Product Overview

FreeAgent CRM, now rebranded as Servis.ai, integrates AI to enhance its CRM and CSM capabilities. This platform supports sales, marketing, customer support, and project management, offering a comprehensive solution for businesses seeking to streamline operations. The AI upgrade aims to amplify team productivity and improve customer experiences, making it a cost-effective choice for organizations. A unique aspect of FreeAgent CRM is its focus on affordability without compromising on functionality, providing a robust toolset for managing customer relationships and business processes.

How satisfied the customers are with Servis.ai (formerly FreeAgent CRM) use-cases

Reviews

"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

"FreeAgent helps us move in the right direction. We no longer spend our time on things that aren’t going to add value at the end of the day." - FastTrack

Servis.ai (formerly FreeAgent CRM) Customer Insights, Testimonials and Case Studies

Why is Servis.ai (formerly FreeAgent CRM) the best choice for Engagement Management?

How efficiently Does Servis.ai (formerly FreeAgent CRM) manage your Collaboration?

What benefits does Servis.ai (formerly FreeAgent CRM) offer for Workflow Management?

Why is Servis.ai (formerly FreeAgent CRM) the best choice for Generation Of New Leads?

What Are the key features of Servis.ai (formerly FreeAgent CRM) for Helpdesk Management?

What is Servis.ai (formerly FreeAgent CRM)?

FreeAgent CRM is a cloud-based platform that helps teams unlock productivity effortlessly. Its cloud-based sales, marketing, and customer service platform designed to help businesses nurture quality customer relationships. It helps to boost sales efficiency and gain revenue and more.

It empowers teams to increase sales and growth by delivering more value to customers and by increasing productivity with modern collaboration tools, enabling businesses to align teams, foster transparency, and increase revenue. It helps to boost key KPIs with full-funnel visibility, marketing-sales alignment, brand enforcement, sales enablement, and marketing project management. It boosts cycle times and follow-up with push notifications, email templates, customizable deal stages and automated task management.

Key features include contact management, prospect management, automated follow-ups, automated emails and phone call logging, pipeline management and sales forecasting, interactive sales dashboards, and more.

What is Servis.ai (formerly FreeAgent CRM) used for?

Servis.ai (formerly FreeAgent CRM) is a CRM Software mainly used by its customers to Enhance Customer Relationships and Increase Sales & Revenue by Engagement Management, Collaboration and Workflow Management .

What are the top features of Servis.ai (formerly FreeAgent CRM)?

Personalization, Templates and Dashboard are some of the top features of Servis.ai (formerly FreeAgent CRM).

Who uses Servis.ai (formerly FreeAgent CRM)?

Servis.ai (formerly FreeAgent CRM) is used by Transportation/Trucking/Railroad, Consumer Services and Education among other industries.

What are Servis.ai (formerly FreeAgent CRM) alternatives?

Tithe.Ly, Floify, Monday Sales CRM and TeamGram are popular alternatives for Servis.ai (formerly FreeAgent CRM).

Where is Servis.ai (formerly FreeAgent CRM) located?

Servis.ai (formerly FreeAgent CRM) is headquartered at 2201 Broadway, Suite 702, Oakland, California 94612, US.

11 buyers and buying teams have used Cuspera to assess how well Servis.ai (formerly FreeAgent CRM) solved their CRM needs. Cuspera uses 553 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM needs.

CUSTOMERS	TESTIMONIALS
Jeremy West CEO & General Manager Home Tutoring Plus	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. Testimonial By Jeremy West
FastTrack	FreeAgent helps us move in the right direction. We no longer spend our time on things that aren’t going to add value at the end of the day. Testimonial By FastTrack
Elizabeth Moley Director Of Administration Moley Magnetics	Sales reps have cut down on a lot of admin work. They had been logging a lot of their information in spreadsheets and that was painful. First, they had to remember to do it which was a challenge, and then they needed to work with the other departments to make sure it was right because we had a lot ...of different programs and formats we were using. So this has saved a couple of hours a week for me and a couple of hours a week for each of them. It’s also nice to have some consistency. Testimonial By Elizabeth Moley

CUSTOMERS	TESTIMONIALS
Jeremy West CEO & General Manager Home Tutoring Plus	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. Testimonial By Jeremy West
FastTrack	FreeAgent helps us move in the right direction. We no longer spend our time on things that aren’t going to add value at the end of the day. Testimonial By FastTrack
Elizabeth Moley Director Of Administration Moley Magnetics	Sales reps have cut down on a lot of admin work. They had been logging a lot of their information in spreadsheets and that was painful. First, they had to remember to do it which was a challenge, and then they needed to work with the other departments to make sure it was right because we had a lot ...of different programs and formats we were using. So this has saved a couple of hours a week for me and a couple of hours a week for each of them. It’s also nice to have some consistency. Testimonial By Elizabeth Moley