Name: Servis
Rating: 3.7 (22 reviews)

Servis Overview

Servis.ai unifies CRM, sales, service, and internal operations into a single intelligent platform. It’s used by teams across healthcare, field services, manufacturing, and finance to improve visibility and operational performance.

More About Servis

Tracks contacts, accounts, deals, and operational processes in one system.
Generates AI‑driven analytics and insights via an AI Analyst.
Enables voice‑ and text‑based AI commands for hands‑free actions.
Automates routine business tasks across departments.
Supports reputable integrations through webhooks and third‑party tools.
Provides customizable workflows for sales, service, and operations.
Offers mobile app access with AI co‑pilot features.
Includes advanced capabilities like calling, SMS, and APIs in higher plans.
Scales workflows for HR, project, and inventory management.

Pros & Cons

Pros:

Individualized onboarding/training sessions offered

Bulk import and clear communication tools

Unified sales + service + internal workflows

AI‑powered analytics and workflow automation tools

Mobile app with real‑time task notifications

Cons:

Importing data requires extensive re‑mapping

Data nesting unclear for entities with duplicates

Some features not ideal for mid/enterprise users

Software Trial

0 Days

Free Version

Licensing Type

Proprietary

Servis Starting Price

Free

Vendor Pricing Page

See Pricing

Servis Specification

Starting Price

Free

Price Type

Flat Rate

Currency

USD ($)

Subscription

Monthly , Annually

Deployment Type

Cloud Hosted

Supported Platforms

Web-Based
iPhone/iPad
Android
Windows
Mac

Technical Support

Training Resources

Documentation
Blogs
Help Guides
Videos

Software Demo & Screenshots

Servis Pricing

*The price might have been changed, check the current pricing on the vendor's website.

Servis Customers

Clients yet to be updated!

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