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Description

Servis.ai is a comprehensive Business Operations Management Platform designed to help teams organize their work, gain real-time visibility into key processes, and boost productivity. Formerly known as FreeAgent CRM, Servis.ai provides a powerf...

Use Cases

Key Features

  • Task Management
  • Interaction Tracking
  • Reporting/Analytics
  • Lead Management
  • Dashboard
  • Contact Management

Made For

Industries

  • Software & Technology
  • Professional Services
  • Marketing & Advertising
  • Financial Services
  • Healthcare

Customer Segments

  • Small Businesses
  • Mid-size Businesses

Supported Platforms

  • Web
  • Mobile

Pros

  • Centralized platform for improved visibility and collaboration
  • Automation features to streamline workflows and save time
  • User-friendly interface for easy adoption by sales teams
  • Robust reporting and analytics for data-driven decision-making

Cons

  • Potential learning curve for users unfamiliar with CRM/BOMP systems
  • Integration limitations with niche or less common business tools
Company Name
Servis.ai
Year Founded
2005
HQ Location
San Francisco, CA
LinkedIn
51-200 employees
@servisai
10K followers

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Frequently Asked Questions