TrustRadius

servis

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
servis
Score 10.0 out of 10
N/A
servis.ai empowers businesses to transform customer-facing operations through streamlined automation and AI-enhanced insights. The platform centralizes complex workflows, allowing teams to deliver betterservice while boosting productivity and clarity across every interaction.
$90
per month per user
Pricing
servis
Editions & Modules
Professional
$90
per month per user
Enterprise
$180
per month per user
Offerings
Pricing Offerings
servis
Free Trial
No
Free/Freemium Version
No
Premium Consulting/Integration Services
No
Entry-level Setup FeeNo setup fee
Additional Details20% discount for annual pricing.
More Pricing Information
Community Pulse
servis
Considered Both Products
servis
Verified User
Account Manager
Chose servis
I have not used previous CRMS.
Features
servis
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
servis
10.0
1 Ratings
25% above category average
Customer data management / contact management10.01 Ratings
Workflow management10.01 Ratings
Territory management10.01 Ratings
Opportunity management10.01 Ratings
Integration with email client (e.g., Outlook or Gmail)10.01 Ratings
Contract management10.01 Ratings
Quote & order management10.01 Ratings
Interaction tracking10.01 Ratings
Channel / partner relationship management10.01 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
servis
10.0
1 Ratings
27% above category average
Case management10.01 Ratings
Call center management10.01 Ratings
Help desk management10.01 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
servis
10.0
1 Ratings
26% above category average
Lead management10.01 Ratings
Email marketing10.01 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
servis
10.0
1 Ratings
26% above category average
Task management10.01 Ratings
Billing and invoicing management10.01 Ratings
Reporting10.01 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
servis
10.0
1 Ratings
27% above category average
Forecasting10.01 Ratings
Pipeline visualization10.01 Ratings
Customizable reports10.01 Ratings
Customization
Comparison of Customization features of Product A and Product B
servis
10.0
1 Ratings
27% above category average
Custom fields10.01 Ratings
Custom objects10.01 Ratings
Scripting environment10.01 Ratings
API for custom integration10.01 Ratings
Security
Comparison of Security features of Product A and Product B
servis
10.0
1 Ratings
18% above category average
Single sign-on capability10.01 Ratings
Role-based user permissions10.01 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
servis
10.0
1 Ratings
30% above category average
Social data10.01 Ratings
Social engagement10.01 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
servis
10.0
1 Ratings
29% above category average
Marketing automation10.01 Ratings
Compensation management10.01 Ratings
Platform
Comparison of Platform features of Product A and Product B
servis
6.0
1 Ratings
23% below category average
Mobile access6.01 Ratings
Best Alternatives
servis
Small Businesses
Salesmate
Salesmate
Score 10.0 out of 10
Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10
Enterprises
Creatio
Creatio
Score 9.1 out of 10
All AlternativesView all alternatives
User Ratings
servis
Likelihood to Recommend
10.0
(1 ratings)
Usability
10.0
(1 ratings)
User Testimonials
servis
Likelihood to Recommend
FreeAgent Network, Inc
FreeAgent CRM allows a sales professional to be on top of their pipeline, sales funnel, activity, and projections! It's easy to use, easy to understand, and easy to navigate. It's very customizeable to your organization liking and organizations needs.
Verified User
Anonymous
Read full review
Pros
FreeAgent Network, Inc
  • Pipeline View
  • Task Management
  • Sales Funnel Evaluation
  • Sales Projection
Verified User
Anonymous
Read full review
Cons
FreeAgent Network, Inc
  • Emailing compatibility from the platform
  • Calling compatibility from the platform
  • A more automated Task logging process
Verified User
Anonymous
Read full review
Usability
FreeAgent Network, Inc
It's easy to use, very customizable, and very effective!
Verified User
Anonymous
Read full review
Alternatives Considered
FreeAgent Network, Inc
I have not used previous CRMS.
Verified User
Anonymous
Read full review
Return on Investment
FreeAgent Network, Inc
  • FreeAgent CRM has allowed me to be on top of my pipeline, which has led to countless closed deals.
  • FreeAgent CRM has given me the understanding of my true activity, allowing for me to make adjustments to my sales processes, leading to more sales.
  • FreeAgent CRM has allowed me to be on top of the larger enterprises and has led to closed deals with larger accounts.
Verified User
Anonymous
Read full review
ScreenShots