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servis

Score10 out of 10

2 Reviews and Ratings

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What is servis?

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.

Categories & Use Cases

Key Features

Learn about the best (and worst!) features servis has to offer, as determined by TrustRadius' reviewers.
Based on 2 ratings of servis's features
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Top Performing Features

  • Customer data management / contact management

    The software acts as a single source for all customer data and enables users to access that data efficiently.

    Category average: 8.6

  • Workflow management

    The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

    Category average: 8.2

  • Territory management

    Users can defines salesperson territories based on customer or market characteristics.

    Category average: 7.3

Areas for Improvement

  • Role-based user permissions

    Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

    Category average: 8.7

  • Reporting

    Software provides a broad range of standard and the ability to build custom reports.

    Category average: 8.1

  • Mobile access

    Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

    Category average: 7.8

Reviews

What users are saying about servis.
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FreeAgent CRM - Great Sales Tool!

Incentivized
Verified User
Account Manager in Sales (501-1000 employees employees)

Use Cases and Deployment Scope

FreeAgent CRM helps me and my organization to view our pipelines and pipeline opportunities. It allows us to have a firm understanding of where in the process our opportunities are and what their dollar amount is. FreeAgent CRM gives us full view of our sales activities and allows us to make adjustments to our processes based on the data that we receive. It is a great tool and platform for me as a sales executive to be on top of my pipeline, have full transparency with management, and be able to project what the future is going to look like. FreeAgent CRM allows us to have full control of our sales pipelines and processes.

Pros

  • Pipeline View
  • Task Management
  • Sales Funnel Evaluation
  • Sales Projection

Cons

  • Emailing compatibility from the platform
  • Calling compatibility from the platform
  • A more automated Task logging process

Return on Investment

  • 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.

Usability

Other Software Used

Microsoft 365