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).
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).
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
"We’re always trying to be the best we can be. FreeAgent helps us achieve that." - Royal Palm Properties
Servis.ai (formerly FreeAgent CRM), Tithe.ly, Floify, monday sales CRM, TeamGram, 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
What makes Servis.ai (formerly FreeAgent CRM) ideal for Engagement Management?
How can Servis.ai (formerly FreeAgent CRM) enhance your Collaboration process?
How can Servis.ai (formerly FreeAgent CRM) optimize your Workflow Management Workflow?
How can Servis.ai (formerly FreeAgent CRM) optimize your Generation Of New Leads Workflow?
What makes Servis.ai (formerly FreeAgent CRM) ideal for Helpdesk Management?
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 |
|---|---|
|
We’re always trying to be the best we can be. FreeAgent helps us achieve that. Testimonial By Royal Palm Properties |
|
|
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 |
|
|
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. |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
Royal Palm Properties |
We’re always trying to be the best we can be. FreeAgent helps us achieve that. Testimonial By Royal Palm Properties |
|
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. |
Case Studies
Case Study Paramount Staffing
Case Study Moley Magnetics
Case Study Home Tutoring Plus
Case Study Paramount Staffing
Case Study FinePoint
Case Study FinePoint
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?
What are the top features of Servis.ai (formerly FreeAgent CRM)?
Who uses Servis.ai (formerly FreeAgent CRM)?
What are Servis.ai (formerly FreeAgent CRM) alternatives?
Where is Servis.ai (formerly FreeAgent CRM) located?
Peers used Servis.ai (formerly FreeAgent CRM) for engagement management and collaboration
Servis.ai (formerly FreeAgent CRM) Competitors
Servis.ai (formerly FreeAgent CRM) Features
- Low
- Medium
- High
| FEATURE | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (4) |
| Analytics | Read Reviews (14) |
| Custom Reports | Read Reviews (79) |
| CAPABILITIES | RATINGS AND REVIEWS |
|---|---|
| AI Powered | Read Reviews (4) |
| Analytics | Read Reviews (14) |
| Custom Reports | Read Reviews (79) |
Servis.ai (formerly FreeAgent CRM) Integrations
Servis.ai (formerly FreeAgent CRM) integrates with a wide range of software applications through its robust data import and export capabilities.
Few API Integrations for Servis.ai (formerly FreeAgent CRM)
Software Failure Risk Guidance
?for Servis.ai (formerly FreeAgent CRM)
Overall Risk Meter
Top Failure Risks for Servis.ai (formerly FreeAgent CRM)
FreeAgent CRM Profile
Company Name
FreeAgent CRM
Company Website
https://servis.ai/HQ Location
2201 Broadway, Suite 702, Oakland, California 94612, US
Employees
11-50
Social
Financials
SEED
