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Freshsales vs servis.ai: Which is a better fit?

Updated on November 6th, 2024
Capterra offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links.
Summary
Key features rated by users
Features selected based on 13,924 reviews from CRM users.
% Fit
Not enough reviews
Feature ratings
Contact Management
4.2
Sales Pipeline Management
4.2
Lead Management
4.0
Reminders
--
Activity Dashboard
4.3
% Fit
Missing features
Not enough reviews
Feature ratings
Contact Management
4.5
Sales Pipeline Management
5.0
Lead Management
4.6
Reminders
NA
Activity Dashboard
NA
User satisfaction
4.5
User reviews616
Ease of use
4.4
Functionality
4.4
Value for money
4.4
Customer support
4.4
4.7
User reviews72
Ease of use
4.6
Functionality
4.5
Value for money
4.8
Customer support
4.9
Price starts from
--
Not provided by vendor
Free version
Free trial
/user
Monthly subscription
Free version
Free trial
Best for

With Freshsales, businesses can attract, engage, close, and nurture their leads. You no longer need a CRM and five other tools to run your business, just Freshsales CRM will do.

Servis.ai empowers leaders to optimize sales, marketing, customer success, project management, and more. We help teams get everything in one place, work more collaboratively, and track performance.

User reviews
pros & cons
1 / 4
View Reviews
1 / 4
View Reviews
Video reviews
Conor M
CEO
5.0

Conor M.: My name is Conor. I'm the CEO of my company. We have 15 employees, and I give Freshsales five out of five. We had HubSpot, but it was too hard to manage. Freshsales was also better value, in terms of entry points, so that's why we changed. I read some blogs on the internet that recommended Freshsales. They had the good points, the bad points, and everything in between. I did a trial demo, and I quite liked it, and the support was really quick, and the intro video call was really smooth, as well. So I started uploading my data and became a bit easier to use then. Relatively easy. There's kind of figuring out where to upload your Excels or migrate information from other systems over. That takes a bit of work, but the system has a great help desk and email chat that you get response within 15, 20 minutes. So if you have questions, you go ask them. With any new system, you're always going to be bamboozled the first while, but you get up to it after some time. And make sure it fits your company. It's very good for small companies starting out, but if you want to grow at scale and have more access, you may want to look at other tools. Freshsales can grow with you, but I think it really works well for small and medium-sized companies like ourselves.

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User interface
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1 Video
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1 Video
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5 screenshots
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5 screenshots
Do these products fit your needs?

Prioritize real-user-identified key features according to your needs to find your best fit.

Logo Img
--%
Logo Img
--%
Activity Dashboard
207
Important
Alerts/Notifications
388
Important

Freshsales

Top Features
33/37
  • Customer Journey Mapping
  • Data Security
  • Lead Generation
  • Quotes/Estimates
  • Activity Dashboard
  • Alerts/Notifications
  • API
  • Calendar Management
  • Campaign Management
  • Contact Management
  • Customizable Fields
  • Customizable Reports
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Lead Capture
  • Lead Management
  • Lead Qualification
  • Lead Scoring
  • Marketing Automation
  • Mobile Access
  • Multi-Channel Communication
  • Referral Tracking
  • Reminders
  • Reporting/Analytics
  • Sales Pipeline Management
  • Sales Reports
  • Segmentation
  • Task Management
  • Territory Management
  • Third-Party Integrations
  • Workflow Management
See All features
Hide CRM Software Features -

servis.ai

14/37
Show CRM Software Features +
Freshsales
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
servis.ai
Deployment
  • Cloud, SaaS, Web-Based
  • Desktop - Mac
  • Desktop - Windows
  • Desktop - Linux
  • Desktop - Chromebook
  • On-Premise - Windows
  • On-Premise - Linux
  • Mobile - Android
  • Mobile - iPhone
  • Mobile - iPad
Support
  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • 24/7 (Live rep)
  • Chat
Training
  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos
Freshsales
  • By Freshworks
  • Located in United States
  • Founded in 2011
servis.ai
  • By FreeAgent Network
  • Located in United States
  • Founded in 2016
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