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Servis.ai (formerly FreeAgent CRM): Use-Cases, Insights and Reviews | 2025 Cuspera

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Boost productivity with AI-powered task management.

Servis.ai (formerly FreeAgent CRM) 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.

Use Cases

Customers recommend Engagement Management, Collaboration, Workflow Management, as the business use cases that they have been most satisfied with while using Servis.ai (formerly FreeAgent CRM).

Other use cases:

Generation Of New Leads
Helpdesk Management
Training & Onboarding
Contact List Management
Lead Engagement
Proposal & Quote Management
Tracking & Monitoring Communications

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Business Priorities

Enhance Customer Relationships and Increase Sales & Revenue are the most popular business priorities that customers and associates have achieved using Servis.ai (formerly FreeAgent CRM).

Other priorities:

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

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Servis.ai (formerly FreeAgent CRM) Use-Cases and Business Priorities: Customer Satisfaction Data

Servis.ai (formerly FreeAgent CRM) works with different mediums / channels such as E-Mail. Mobile. Phone Calls etc.

Servis.ai (formerly FreeAgent CRM)'s features include Personalization, Templates, Dashboard, etc. and Servis.ai (formerly FreeAgent CRM) support capabilities include 24/7 Support, Chat Support, AI Powered, etc. also Servis.ai (formerly FreeAgent CRM) analytics capabilities include Analytics, and Custom Reports.

Reviews

"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

Servis.ai (formerly FreeAgent CRM), monday sales CRM, OnePageCRM, Virtuous CRM, SalesNexus, etc., all belong to a category of solutions that help CRM. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Freeagent-crm is a cost-effective CRM + CSM platform for sales, marketing, customer support, and project management. FreeAgent offers an easy-to-use interface.

Popular Business Setting

for Servis.ai (formerly FreeAgent CRM)

Top Industries

Transportation/Trucking/Railroad
Consumer Services
Education

Popular in

Small Business
Mid Market
Large Enterprise

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

Comprehensive Insights on Servis.ai (formerly FreeAgent CRM) Use Cases

How does Servis.ai (formerly FreeAgent CRM) address your Engagement Management Challenges?

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

What solutions does Servis.ai (formerly FreeAgent CRM) provide for Workflow Management?

What Are the key features of Servis.ai (formerly FreeAgent CRM) for Generation Of New Leads?

How does Servis.ai (formerly FreeAgent CRM) facilitate Helpdesk Management?

23+ more Business Use Cases

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.

Customer Testimonials

CUSTOMERS	TESTIMONIALS
KJ Street Consulting	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. Testimonial By KJ Street Consulting
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
Anthony Hegarty VP of Sales Paramount Staffing	I know from my experience adoption rates with CRM systems can be a difficult thing. I think the industry average is 65% but my folks have a 99% adoption rate using FreeAgent. In our industry, it’s competitive. Differentiation is tough. FreeAgent gives you differentiation. FreeAgent is built with ...the sales person in mind. It’s built to enable them to do their job and you can’t ask for more from a CRM than that. Testimonial By Anthony Hegarty

CUSTOMERS	TESTIMONIALS
KJ Street Consulting	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. Testimonial By KJ Street Consulting
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
Anthony Hegarty VP of Sales Paramount Staffing	I know from my experience adoption rates with CRM systems can be a difficult thing. I think the industry average is 65% but my folks have a 99% adoption rate using FreeAgent. In our industry, it’s competitive. Differentiation is tough. FreeAgent gives you differentiation. FreeAgent is built with ...the sales person in mind. It’s built to enable them to do their job and you can’t ask for more from a CRM than that. Testimonial By Anthony Hegarty

Case Studies

Transportation/Trucking/Railroad

Case Study Paramount Staffing

With it’s intuitive interface and automated capabilities, FreeAgent has made Paramount Staffing’s sale teams workflow more efficient and more productive.

Transportation/Trucking/Railroad

Case Study FinePoint

FreeAgent has provided FinePoint Associates a set of tools tailored to meet their specific requirements.

Consumer Services

Case Study Moley Magnetics

Moley Magnetics Customer Response Is Down From Days To Minutes With The Help Of FreeAgent

Transportation/Trucking/Railroad

Case Study FinePoint

FreeAgent has provided FinePoint Associates a set of tools tailored to meet their specific requirements.

Education

Case Study Home Tutoring Plus

Home Tutoring Plus employees save 16 hrs/week with FreeAgent CRM

Transportation/Trucking/Railroad

Case Study Paramount Staffing

With it’s intuitive interface and automated capabilities, FreeAgent has made Paramount Staffing’s sale teams workflow more efficient and more productive.

Frequently Asked Questions(FAQ)

for Servis.ai (formerly FreeAgent CRM)

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 .