--- description: Review of servis.ai Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: servis.ai | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Service Dispatch Software](/directory/411/service-dispatch/software) > [servis.ai](/software/113880/freeagent) # servis.ai Canonical: https://www.softwareadvice.co.nz/software/113880/freeagent Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.nz/software/113880/freeagent?page=2) > Servis.ai, formerly FreeAgent CRM, is a robust Business Operations Management Platform that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use sales platform your sales team will actually love. Work smarter and faster with instant visibility, empowering sales teams to do more with less. Speed up cycle times, close more deals, save time, improve business processes, and ensure nothing falls through the cracks by having all your tools in one happy place. Lift your business up out of spreadsheets and email, and win your workdays with FreeAgent CRM. > > Verdict: Rated **4.6/5** by 71 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 71 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.8/5 | Based on overall reviews | | Features | 4.5/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: FreeAgent Network - **Location**: Campbell, US - **Founded**: 2016 ## Commercial Context - **Starting Price**: US$150.00 - **Pricing model**: Per User - **Pricing Details**: Professional: Starting at $75 per user / per month (Billed Annually). Enterprise: Starting at $150 per user / per month (Billed Annually). Unlimited: Custom-tailored plan, good for large, complex organizations. Reach out to our sales Team to get more information. For more information, book a demo with us on our servis.ai website. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000 - **Deployment & Platforms**: Cloud, SaaS, Web-based, Android (Mobile), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English, French, Spanish - **Available Countries**: Canada, United Kingdom, United States ## Features - A/B Testing - AI/Machine Learning - API - Activity Dashboard - Activity Tracking - Alerts/Notifications - Appointment Management - Appointment Scheduling - Automated Scheduling - Batch Communications - Batch Processing - CRM - Calendar Management - Calendar Sync - Calendar/Reminder System - Call List Management - Call Management - Campaign Management - Channel Management - Click Tracking ## Integrations (160 total) - AWS Lambda - ActiveCampaign - Acuity Scheduling - Agile CRM - Aircall - Airtable - Amazon S3 - Apollo - Asana - Athena Quotient - Azure DevOps - BambooHR - Basecamp - BigCommerce - Bind ERP ... and 145 more integrations ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - Chat ## Category - [Service Dispatch Software](https://www.softwareadvice.co.nz/directory/411/service-dispatch/software) ## Related Categories - [Service Dispatch Software](https://www.softwareadvice.co.nz/directory/411/service-dispatch/software) - [Sales Engagement Platforms](https://www.softwareadvice.co.nz/directory/4071/sales-engagement/software) - [Complaint Management Software](https://www.softwareadvice.co.nz/directory/499/complaint-management/software) - [Knowledge Base Software](https://www.softwareadvice.co.nz/directory/3898/knowledge-base/software) - [Customer Engagement Software](https://www.softwareadvice.co.nz/directory/508/customer-engagement/software) ## Alternatives 1. [Salesforce Sales Cloud](https://www.softwareadvice.co.nz/software/2764/salesforce-sales-cloud) — 4.4/5 (18768 reviews) 2. [HubSpot Sales Hub](https://www.softwareadvice.co.nz/software/21946/hubspot-sales-hub) — 4.5/5 (497 reviews) 3. [Claritysoft CRM](https://www.softwareadvice.co.nz/software/9707/claritysoft) — 4.5/5 (243 reviews) 4. [Insightly](https://www.softwareadvice.co.nz/software/2667/insightly) — 4.0/5 (654 reviews) 5. [Thryv](https://www.softwareadvice.co.nz/software/66581/thryv) — 4.2/5 (505 reviews) ## Reviews ### "Great Product\!" — 5.0/5 > **Ted** | *16 December 2019* | Logistics & Supply Chain | Recommendation rating: 9.0/10 > > **Pros**: I like ease of use and the responsiveness of customer service. This is a great product for small to medium size companies. > > **Cons**: I would like product to sync with Constant Contact. > > Keeping track of opportunities. ----- ### "The best customizable, responsive, intuitive CRM I've ever used and implemented" — 5.0/5 > **Lt** | *27 July 2023* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: Honestly the best CRM I've used and implemented. The ease of out-of-the-box customization, the readily-available documentation, the super customizable external customer support Portal for ticketing systems, the stellar and responsive support makes FreeAgent CRM one of the best vendor provided products I've ever worked with in my entire IT/CS career. No exaggeration\! Plus, it looks great, simple, the UX is intuitive. This CRM is feature packed and the customization options are seemingly endless. New features are constantly being pushed out and the vendor has been extremely supportive in developing enhancement requests. The reporting features, the ability to integrate with 3rd party software like Twilio and Zapier... I could go on and on.I wouldn't pay attention too much to the cons listed in the previous reviews about certain lack of features. The vendor is constantly improving their product offerings. Someone complained about contacts not being able to be filtered by the company selected, and I think this person didn't read the documentation or explored the features very well, because we have this feature implemented across many of our CRM apps. Questions on features, bugs, issues, enhancements, etc. have been very well received. If we can't figure out how to do something the way we want it, the support team with FreeAgent has always been extremely helpful. Our CRM implementation went smoothly, we planned out and documented steps, and we couldn't be more pleased. > > **Cons**: I really can't think of anything I don't like about FreeAgent. Any issues I've had with implementing or using it, deploying it, training my users on it - get addressed. > > I've been so pleased with their support I just had to write a glowing review. If I ever needed a job, I might just go apply to be a CRM integrator - this experience has been fun\! Thanks \[sensitive content hidden\] and team\! ----- ### "FreeAgent CRM user" — 3.0/5 > **Kyle** | *28 July 2021* | Computer Software | Recommendation rating: 5.0/10 > > **Pros**: The contact management features work well. You can link it with emails to autosave > > **Cons**: It does not do a great job of tracking and qualifying leads. It also does not provide an easy to view pipeline ----- ### "A leap of faith" — 5.0/5 > **Matt** | *28 September 2021* | Computer Software | Recommendation rating: 10.0/10 > > **Pros**: The Dashboards were the winning feature. And the blank canvas approach was unexpected but fun and very unique. > > **Cons**: Having to export from our previous CRM was a lot of work. Fields and values were translated into unusable data and it required a lot of work to reconnect all of the dots in order to import the data into FreeAgent. The process of learning something new was a little challenging. > > Migrating a CRM has to be one of the most daunting and challenging things a company can do. Every step of the process was made as painless as possible by \[SENSITIVE CONTENT\] and her team. Constant check-ins and offers of assistance to get it done. After traversing to a live client that same level of importance was continued with \[SENSITIVE CONTENT\] and our account management team. Engineers attending a call is unheard of elsewhere. ----- ### "Excellent Sales Focused CRM" — 5.0/5 > **Christian** | *27 May 2021* | Information Technology & Services | Recommendation rating: 10.0/10 > > **Pros**: It was built for sales not marketing. It’s a little daunting at first as most everything has to be built but all the building blocks are there. They are actively taking feedback and rolling out updates as well - while we’ve only been a customer for 3 months we’ve already had new features added each month. > > **Cons**: The way data is nested or lack there of is something that needs immediate attention. Currently when attaching a contact to a deal or a quote you see all contacts available not just ones associated to that account. Probably fine for companies in the small business or consumer space but it doesn’t work in mid-market and enterprise when I have 3 Tom Jones and there is no way to decipher who is who > > So far it’s been very good. I was comparing them to Salesforce and asked a lot from my sales rep. He was able to demonstrate everything I was asking for and pulled in resources to ensure it would work for us. The ability for them to do nearly everything I requested coupled with their cost made it a no brained compared to the big guy. ----- Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.co.nz/software/113880/freeagent?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/113880/freeagent) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data