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servis.ai

servis.ai

Last Updated Sep 12, 2025

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

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
Request a personalized servis.ai pricing quote for your business today!

Disclaimer: The pricing is subject to change.

servis.ai Integrations 

The software provides integrations with multiple systems through Zapier, including:

Watch the servis.ai demo to learn more about its integration arrangements.

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.

Pros And Cons of servis.ai

Pros

  • Responsive support team rapidly addresses customer needs

  • Centralizes sales, service, HR in unified platform

  • Powerful automation reduces repetitive manual tasks daily

Cons

  • Must re-enter contact data in different areas sometimes

  • Mass emailing functionality may require external tools

Frequently Asked Questions

Yes, servis.ai offers an API.

servis.ai features are used by teams in healthcare, biotech, financial services, manufacturing, distribution, and field service operations.

servis.ai provides support via live chat, email, knowledge base, FAQs, help center, in-product guidance, and a dedicated onboarding specialist during setup.

servis.ai price starts at $0/user/month for the Free plan, with the Professional plan at $90/user/month and the Enterprise plan at $180/user/month. Get a detailed servis.ai cost breakdown tailored to your specific requirements.

servis.ai offers Zapier-based integrations with popular tools including Gmail, QuickBooks, Slack, DocuSign, Google Calendar, Mailchimp, and Calendly.

Yes, servis.ai offers a dedicated mobile app.

servis.ai software supports English by default, with the option to add and customize additional languages through the admin settings.