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

Name: Servis.ai (formerly FreeAgent CRM)
Brand: Servis.ai (formerly FreeAgent CRM)
Rating: 4.6 (553 reviews)

4.6 5

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(553)

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

See all use cases See less use cases

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

"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

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

How can Servis.ai (formerly FreeAgent CRM) optimize your Collaboration Workflow?

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

What solutions does Servis.ai (formerly FreeAgent CRM) provide for Generation Of New Leads?

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

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
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

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.

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.

Transportation/Trucking/Railroad

Case Study FinePoint

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

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.

Education

Case Study Home Tutoring Plus

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

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 .