Overview
servis.ai streamlines business operations through AI-powered workflow automation and CRM tools. While its reporting features could be more advanced, the platform’s responsive support and extensive customization make it a strong fit for teams seeking a flexible, centralized system tailored to their specific needs.
Overall Rating
Based on 20 users reviews
4.5
Rating Distribution
Positive
90%
Neutral
10%
Negative
0%
Starting Price
Custom
servis.ai Specifications
Contact Management
Lead Management
Opportunity Management
Customer Communication Tracking
What Is servis.ai?
servis.ai is a centralized business operations platform that helps eliminate scattered systems and improve workflows across an entire organization. It replaces inefficient spreadsheets and emails by combining key functions like sales, service, and HR into one connected system. With AI-powered automation to handle repetitive tasks and flexible customization options, the platform adjusts to fit your unique processes and reduces the need to jump between multiple disconnected tools.
servis.ai Pricing
servis.ai offers the following plans:
- Free: $0/user/month
- Professional: $90/user/month
- Enterprise: $180/user/month
Disclaimer: The pricing is subject to change.
servis.ai Integrations
The software provides integrations with multiple systems through Zapier, including:
- QuickBooks
- Google Calendar
- Slack Software
- Calendly Software
- DocuSign Software
- Gmail
- Mailchimp Software
Who Is servis.ai For?
servis.ai is ideal for a variety of industries and business functions, including:
- Financial services
- Health and wellness
- In-home healthcare
- Medical devices
- Manufacturing and distribution
- Field service
- Post-production
Is servis.ai Right For You?
servis.ai is an excellent fit for organizations that feel constrained by the rigidity of mainstream CRMs and need a solution that balances deep customization with enterprise-grade security. Its compliance with standards such as ISO 27001, GDPR, and full HIPAA (with an included BAA) reflects a strong commitment to data protection and trust, making it a superior choice for businesses in regulated or complex industries.
Still doubtful if servis.ai is the right fit for you? Connect with our customer support staff at (661) 384-7070 for further guidance.
servis.ai Features
The platform aligns sales and marketing efforts by automating lead nurturing and providing real-time pipeline visibility. Centralized B2B data empowers teams to build strong relationships, optimize engagement strategies, and make more informed, data-driven decisions across the entire customer journey.
servis.ai improves service delivery by organizing all customer interactions in one place and automating common support tasks. This helps teams respond faster, track tickets efficiently, and offer personalized service that increases satisfaction and builds stronger, long-term customer relationships.
The software centralizes all project-related communications and data, ensuring greater transparency and coordination. Teams can monitor timelines, allocate resources effectively, and automate key workflows, helping them collaborate seamlessly and consistently deliver projects on time and within defined expectations.
servis.ai streamlines HR operations by automating onboarding, performance tracking, and leave management. It provides employees with user-friendly self-service tools, while freeing up HR professionals to focus on talent development, engagement, and strategic workforce planning rather than repetitive administrative tasks.
The platform supports the full field service lifecycle with tools for dispatch, ticketing, and inventory control. Technicians access real-time service data via mobile, improving first-visit resolutions, minimizing delays, and ensuring efficient on-site service that boosts operational performance and customer satisfaction.
Top Recommended Software
