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Servis.ai

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4.2 out of 5 stars
44 reviews
  • 1 profiles
  • 4 categories
Average star rating
4.2
Serving customers since
2016
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FreeAgent CRM

44 reviews

FreeAgent is a complete CRM platform and robust work management system. Helping teams get everything in one place, work more collaboratively to get more done, and track and improve performance.

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Star Rating

28
11
1
2
2

Servis.ai Reviews

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Profile Name
Star Rating
28
11
1
2
2
Verified User in Financial Services
AF
Verified User in Financial Services
07/30/2021
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

User Friendly easy to maneuver

|FreeAgent CRM
creating favorites and reports for ease of searching and updating data
Jonathan E.
JE
Jonathan E.
BlueRun Ventures
07/29/2021
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Easy to use right from the start

|FreeAgent CRM
Having a platform that I can customize myself without assistance as my needs change and expand is the best aspect of the platform.
Verified User in Computer & Network Security
AC
Verified User in Computer & Network Security
07/29/2021
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

Free Agent is too clunky and requires too much customization

|FreeAgent CRM
The support staff was committed to working with us. They did try hard to customize what we needed. Also, our going through Free Agent's process and documenting our sales flow was helpful.

About

Contact

HQ Location:
Campbell, California

Social

@iamFreeAgent

What is Servis.ai?

FreeAgent CRM is a cloud-based customer relationship management platform designed to streamline and enhance sales, marketing, and customer service operations. It offers features such as contact management, sales pipeline tracking, task automation, and actionable analytics to help businesses improve their customer interactions and drive growth. The platform is highly customizable, allowing users to tailor it to fit their specific business needs and workflows. FreeAgent CRM is aimed at providing an intuitive and user-friendly experience to facilitate team collaboration and enhance productivity.

Details

Year Founded
2016