servis.ai Reviews

“Powerful CRM for Life Sciences Companies

Pros

I like how customizable this is, picking up the basics was easy and there's room to expand functionality as needed. The guidance on accessing and controlling different setup aspects is really helpful.

Cons

The setup process can be pretty time consuming since there's so much customization available. It's definitely not a plug and play solution but the extra effort you put into configuration really pays off in the long run.

“Quick support and flexible tool

Pros

The CRM's flexibility is incredibly helpful. Being able to customize the layouts for different groups to fit our specific needs makes a huge difference. Their support team responds quickly to any problems and they're constantly updating the platform with improvements.

Cons

The task system works well but I wish it was more prominent. A daily email reminder about my assigned tasks would be really helpful since things can get buried otherwise.

“Simple and Effective CRM Solution

Pros

Tbh, I really appreciate how organized everything is, plus the flexibility and visibility it offers. It's definitely simplifyd my CRM processes and helped me close deals faster, that's been a huge benefit for me.

Cons

I can't really find much wrong with this CRM, perhaps more customization options for SMEs would be a nice addition and could really enhance the experience.

“Excellent CRM for Daily Operations

Pros

I find this platform really easy to navigate and managing all my leads feels effortless. The lead conversion process works smoothly too.

Cons

Haven't found anything to complain about yet, this software works really well for what I need.

“Exceptional CRM with Outstanding Support

Pros

Customer service here is absolutely incredible, i think probably the best I've experienced anywhere. The chat feature gets you answers in under 5 minutes, sometimes even faster. Beyond that, the system itself is incredibly great, letting you handle operations, payments and sales all easily in one place.

Cons

The pricing can be steep but they're flexible and will negotiate to find something that works for both sides.

“Custom fit for complex needs

Pros

The customer support here is absolutely incredible, whenever I reach out with needs, the development team actually listens and implements updates within hours. My business has tons of variables that make it tricky to manage but this platform stepped up to work with me directly. Together we've built a system that flows smoothly and handles everything I need perfectly. I really can't say enough positive things about there support.

Cons

I've had to use a third party system to get my data into this platform, which isn't ideal, I'd much rather have direct integration without the middleman.

“Smooth tracking and reporting

Pros

For us, the custom data fields feature has been a game changer. As a smaller school with unique requirements, most "out of the box" systems just didn't cut it, they lacked the customization we desperately needed. This platform lets us create multiple data fields and organize them exactly how our staff works best. Our Admissions team loves being able to check prospect status first thing each morning. Moving students through different stages is incredibly smooth and having all activities, phone calls, texts, emails, displayed in one timeline view is fantastic. Weekly reporting used to be such a difficult process but now it's literally one click once I've set up the reports. That alone saves me tons of time. The client service deserves special mention, they're responsive, friendly and always ready to help out.

Cons

Nothing really bothers me about this software, it does what I need it to do without any major issues.

“An all in one platform!

Pros

This system has really transformed how we handle our contact and account management, our revenue has definitely gone up since we started using it. What I love most is how user-friendly it is, regardless of your tech background. We barely needed any setup or training to get going, which was a huge relief. The customer service has been outstanding from day one, from initial contact all the way through purchase, training and ongoing support. Whenever I need help or have questions about features, they get back to me quickly and professionally. The mobile app is fantastic too since it has all the same functionality as the desktop version.

Cons

Not much to complain about really, they're always rolling out updates and adding new features which keeps things fresh.

“Highly efficient CRM tool

Pros

What stands out most is the customer support, they're incredibly responsive and always there when I need help plusI love how easy this tool is to navigate and the pricing works perfectly for our smaller operation.

Cons

There really isn't anything I've found to complain about, even though I'm using this constantly throughout my workday.

“Simplifies Customer Contact Management

Pros

I really like how quickly the support team gets back to us. Whenever we run into problems or have questions, they're right there to help. What's even better is that they actually listen to our feedback, we've suggested improvements and seen them implemented across the whole platform.

Cons

One thing that really bugs me is how emails sent to multiple contacts get randomly assigned in the system. Like when a customer emails several people at once, copying other customers and employees, the email might end up tracked under any of those contacts with no clear logic behind it. This makes finding specific emails way more complicated than it should be, since you never know which contact's record it'll show up under.

“Helpful tool

Pros

Board view is really helpful and creating custom views makes finding orders so much faster. Customer service has been excellent, I especially appreciate the chat feature since I can keep working while getting help with any issues.

Cons

The color options feel pretty limited right now. I'd love to see more ways to customize the board view, like being able to bold certain items or add background colors to different tabs. Right now I can make customer names bold and company names red, which helps but having the PO number in a different color would make it pop more. The theme colors only change the borders of the views, so more color customization inside would be really nice. Email integration could be smoother too. I'm still using Gmail instead of switching completely because I haven't found an easy way to make that transition work well for me.

“Outstanding CRM for Business Management

Pros

The customization options are incredible and the service quality really stands out. I love how clean and simple the interface feels, it's elegant without being complicated. My overall experience has been absolutely perfect, honestly a 10+ if I had to rate it. Having used salesforce before, this is night and day, Salesforce felt like a 1 compared to this. While it seems more sales focused with a really frustrating interface, this feels like a genuine CRM built by people who understand what users actually need. It's like upgrading from a 90s flip phone to the latest iphone.

Cons

One thing that bothers me is how slow other companies like Microsoft are when you request improvements, they dont seem to care about customer feedback the way this team does.

“Reliable CRM with Great Features

Pros

The best part is how it displays my emails to the entire team, saves me from repeating the same info over and over. It's fantastic for keeping everyone connected, both internally and with clients. The customer notes feature is really helpful for guiding conversations. Sometimes knowing someone's a mom or into field hockey makes all the difference when starting a chat beyond just business talk.

Cons

I wish there was a way to add general company notes that aren't tied to specific jobs or customers, maybe I just haven't found this feature yet. The interface could use some modernizing, though its still pretty likeable overall.

“Customizable with great usability

Pros

I've been working with this system for around three years and the customization options are fantastic. The team really knows their stuff and they'll walk you through setting everything up exactly how your business operates. What impressed me most is how they take time to understand your workflow and build tracking systems that keep everything organized, no more dropped leads. Maria and Sam have been incredible to work with, always making sure I have exactly what I need quickly available.

Cons

I've noticed that the email templates occasionally have strange font issues that pop up which can make the messages look inconsistent or unprofessional.

“Excellent CRM with Outstanding Support

Pros

I'm really impressed with how customizable the CRM is. The implementation team went above and beyond to handle all our requests and made sure our team got proper training.

Cons

The only downside is how complicated it gets when you need to modify the database. We had to upload a huge contact list that needed alot of cleanup work but their service team was there to help us through the entire process.

“Incredibly Efficient tool!

Pros

The email integration works perfectly and keeps everything I need in one place.

Cons

Support team is really helpful but since they're in a different time zone from me, I sometimes have to wait around to get ahold of someone.

“Affordable and Flexible Solution

Pros

I find it really easy to customize without needing any coding background. The support team responds quickly and offers helpful suggestions plus best practices to help reach our business goals.

Cons

The learning curve was pretty steep early on, every time I figured out how to do something, they'd change it with an update. Felt like I was constantly having to relearn the system, which got frustrating when you're trying to run a business.

“Smooth Mobile Experience

Pros

The mobile app is a game changer for our sales team. They're constantly using it throughout the day since they dont need to use the laptops and get everything set up, just grab their phone and access everything right there. That convenience is probably why we see such high engagement levels.

Cons

Adding widgets takes way too long, especially when you're dealing with multiple business units with different reps in each one.

“Good software but has room to grow

Pros

Support team behind this software constantly works on making it better and adding new features.

Cons

We recently discovered a crucial feature is missing that basically makes the whole system incomplete and limits its functionality significantly.

“Great Software Choice

Pros

The customer support really stands out to me. They're quick to respond and genuinely want to help you out. What I appreciate most is they dont charge you every time you need assistance like other CRMs do.

Cons

Really can't think of anything I dislike here. The team keeps rolling out updates and improving things regularly.