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
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 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
"We’re always trying to be the best we can be. FreeAgent helps us achieve that." - Royal Palm Properties
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 can Servis.ai (formerly FreeAgent CRM) enhance your Collaboration process?
Why is Servis.ai (formerly FreeAgent CRM) the best choice for Workflow Management?
How can Servis.ai (formerly FreeAgent CRM) optimize your Generation Of New Leads Workflow?
How does Servis.ai (formerly FreeAgent CRM) address your Helpdesk Management Challenges?
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?
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 |
|---|---|
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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 |
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We’re always trying to be the best we can be. FreeAgent helps us achieve that. Testimonial By Royal Palm Properties |
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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. |
| CUSTOMERS | TESTIMONIALS |
|---|---|
|
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 |
|
Royal Palm Properties |
We’re always trying to be the best we can be. FreeAgent helps us achieve that. Testimonial By Royal Palm Properties |
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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. |
Peers used Servis.ai (formerly FreeAgent CRM) for engagement management and collaboration
Servis.ai (formerly FreeAgent CRM) Competitors
Servis.ai (formerly FreeAgent CRM) Features
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| 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
