--- title: "servis.ai Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about servis.ai Software - reviews, pricing plans, popular comparisons to other Inside Sales products and more." source_url: "https://www.capterra.com/p/167757/FreeAgent-Network/" page_type: "product" language: "en" --- # servis.ai Software Review 2026: Features, Integrations, Pros & Cons Last updated on February 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) servis.ai ## What is servis.ai? FreeAgent CRM is a fully-featured CRM that helps your team get organized, gain visibility into day-to-day work, and get more done with a powerful, easy-to-use platform your team will actually love. Empower your inside sales teams to be more organized, efficient, and effective in their sales efforts, ultimately leading to improved performance and increased revenue. ## What is servis.ai used for? [CRM](https://www.capterra.com/customer-relationship-management-software/)[Contact Management](https://www.capterra.com/contact-management-software/)[Lead Management](https://www.capterra.com/lead-management-software/) Top alternative Featured Overall rating Based on 71 user reviews Reviews sentiment Positive 96% Neutral 4% Negative 0% Starting price $75 Per User, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for servis.ai?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://freeagentcrm.com/&name=servis.ai) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### servis.ai 4.6 (71) VS. [4.3 (6,987)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting Price $75 Per User, Per Month Starting Price $14 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (71) Ease Of Use 4.2 (966) Value For Money 4.8 (64) Value For Money 4.3 (789) Customer Service 4.9 (67) Customer Service 4.1 (761) ## servis.ai alternatives [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) [4.2 (998)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars Highest Rated [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.7 (908)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Spotler CRM](https://www.capterra.com/p/88929/Really-Simple-Systems-CRM/) [4.5 (453)](https://www.capterra.com/p/88929/Really-Simple-Systems-CRM/reviews/) Starting price $17.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [4.5 (3,057)](https://www.capterra.com/p/132666/Pipedrive/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars ## FAQs about servis.ai Overview ### What problems does servis.ai solve? servis.ai solves scattered customer data, slow ticket handling, and poor cross-team coordination by centralizing contacts, communications, and support workflows in one customizable system. Sales, marketing, customer support, insurance, education, and operations teams use it to reduce manual updates, improve accountability, and keep everyone aligned on customer activity. Answer based on 57 reviews Overview ### Which roles and teams benefit most from servis.ai? servis.ai is most used by sales leaders, inside sales teams, business development staff, and insurance agencies that need faster outreach and follow-up. Owners, CEOs, and other executives benefit from pipeline visibility and performance oversight, while administrative and CRM-focused roles use it to streamline lead management, data quality, and customer communication workflows. Answer based on 71 reviews Talk to an expert ### More questions? Ask our experts Overview ### What company size and specific industries is servis.ai built for? servis.ai is designed for small, mid-sized, and enterprise teams that need a central place to manage sales, marketing, customer success, project management, and related work. It suits organizations across industries that want better collaboration and performance tracking in one system. Features and Usability ### What are the key features of servis.ai? servis.ai offers core CRM features like contact management, sales pipeline management, activity tracking, and dashboards, plus differentiators such as extensive customization, workflow automation, and third-party integrations. Reviewers also frequently mention team collaboration tools, email integration with Outlook or Gmail, and customer support as central parts of the product experience. Answer based on 43 reviews Pricing ### How much does it cost and what fees or limitations are included? servis.ai starts at $75 per user/month for the Professional plan, with Mid-Market at $150 per user/month and an Unlimited plan with custom pricing. Professional includes up to 3 App Stacks or 1 Industry Stack, while Mid-Market adds unlimited stacks, HIPAA + BAA, calling, SMS, and API access. Answer based on 7 reviews Integrations ### Which third-party tools and platforms does servis.ai integrate with? servis.ai integrates with Zapier, Gmail, Twilio, and airSlate SignNow, with reviewer mentions also referencing Mailchimp. Its official catalog indicates over 100 integrations, including ActiveCampaign, Airtable, Asana, BambooHR, and BigCommerce, covering email, communications, scheduling, CRM, HR, and e-commerce platforms. Answer based on 16 reviews Getting Started and Support ### How easy is it to onboard and train a team on servis.ai? servis.ai is generally easy to onboard, with in-person training, live online sessions, webinars, documentation, videos, and 1:1 guidance. Reviewers say tech-savvy sales users learn it quickly, often on day one, while older or less technical team members need more time and individualized help, especially during setup and customization. Answer based on 10 reviews Getting Started and Support ### What customer support options does servis.ai offer, and how do users rate the experience? servis.ai offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. Users generally describe support as responsive, patient, and helpful during onboarding, training, setup, and issue resolution. Chat is often mentioned for quick answers, while documentation is useful but some users say certain sections could be more detailed. Answer based on 43 reviews Ease of use ### Is servis.ai easy to use for small teams and new CRM users? servis.ai feels easy to learn for many small teams and first-time CRM users, with a clear layout, mobile access, and flexible customization. Less technical users often need some setup help at first, and some reviewers mention navigation quirks, browser issues, and a few views that take time to understand. Answer based on 26 reviews ## Features AI summary Based on 890 Inside Sales reviews Capterra reviewers point to these as the top priorities when choosing inside sales software: - **Lead Management** (**42%** of reviewers rated this feature as critical) - **Contact Management** (**34%**) - **Lead Capture** (**43%**) servis.ai supports all three features that buyers rate most highly: **Lead Management**, **Contact Management**, and **Lead Capture**. Together, these capabilities help businesses track prospects more effectively, keep customer information organized, and bring new leads into the pipeline faster, allowing teams to follow up with better timing and improve sales productivity. Lead Management 4.6 (15) 60.00% of 15 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Contact Management 4.5 (17) 58.82% of 17 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Lead Capture 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Automatically identify and save contact information of potential customers Sales Pipeline Management 5.0 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status CRM 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Task Management 4.4 (15) 46.67% of 15 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression servis.ai 128 features ### All Features - A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - AI/Machine Learning: Software program that continuously adjusts its behavior based on observed data - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Batch Communications: Send messages, notifications, or documents to an entire customer base at the same time - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call List Management: Manage and track all past and future calls. - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Channel Management: Manage various distribution channels, build relations with channel partners, and track their performance - Click Tracking: Track the amount of clicks on individual products to measure campaign results - Client Management: Manage contact details and communication with clients - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commission Management: Tracking, calculating, and paying commissions and earnings to employees - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email - Contact Management: Manage, organize, and store contact information - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer Engagement: Initiate interactions with customers by proactively starting conversations or providing informational content - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Customization: Create labels for products that contain required information such as colors, sizes, dates, etc. - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Entry: The process of entering information or updating records in a computer system or database - Data Import/Export: Import and export data to and from software applications - Data Integration: Combining data from different sources and providing a unified view - Data Management: Ability to handle large datasets - Deal Management: Defines specific deal parameters to negotiate and secure deals - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Drip Campaigns: Send automated marketing emails based on user actions over a predetermined period - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - Field Sales Management: Manage or track sales completed by field teams/employees - Financial Management: Plan, manage, and track the financial activities of an individual or organization - For Insurance Industry: Intended to be used by insurers - For iPad Devices: Operate/access software on iPad Devices - For Mac Devices: Operate/access software on Mac Devices - For Small Businesses: Designed for small businesses - For Startups: Primarily serving startup companies - Forecasting: Form predictions based on past and present data/trends - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Goal Management: Allows employees to set and manage work or career related goals - HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Lead Assignment: Manually or automatically assign leads to sales reps - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Notifications: Real-time alerts or notifications that inform teams about new leads or prospects - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Leaderboards: Boards that use custom metrics to show how leading performers compare to other individuals/teams - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Medication History: Access to patient medication history data - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Messaging: Communicate using messages within the system - Mobile Access: Access software remotely via mobile devices - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Location: Manage and support multiple locations - Onboarding: Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Patient Education: Educational and medical resources that are delivered to patients online - Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health. - Patient Intake: Patients can register for appointments in advance online - Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc. - Patient Questionnaires: Allows medical providers to conduct surveys with their patients remotely to gauge a patient's health. - Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Personalization: Adjust communications based on previous interactions or personal preferences - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Predictive Analytics: Predict future data based on historical data sets - Prioritization: Arrange tasks based on the level of priority or urgency - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Referral Tracking: Log and store the source of contacts/leads - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Rescheduling: Manage the rescheduling of appointments - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Routing: Plan daily routes to optimize employee scheduling and provide directions - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Scheduling: Plan availability and assign specific time slots for tasks and resources - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral - Shared Contacts: Share contacts with other applications like Gmail and CRM - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Task Management: Create, manage and track all task activities and progression - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Templates: Sample files or documents that could be customized as needed or used as is - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Training Management: Track employee/learner's progression through training programs - Web Forms: Web form that allows users to enter data that is sent and processed for different reasons - Web-based Deployment: SaaS, web-based, online deployment - Wiki: An informational database that allows users to add, delete, or revise content - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.5 (71) 4.5 Based on 71 reviews ## Pricing Value for money 4.8 (64) [View pricing plan details](https://www.capterra.com/p/167757/FreeAgent-Network/pricing/) Professional $75.00 Per User,Per Month It includes: - Select up to 3 App Stacks or 1 Industry Stack - Automatic Email Sync & Calendar Management - Task Management & Reminders - Duplicate Prevention - Webhooks - Direct 3rd party Integrations - Integrate with 1000s of other systems via Zapier Mid-Market $150.00 Per User,Per Month It includes: - EVERYTHING IN PROFESSIONAL plus... - HIPAA + BAA Included - Unlimited App Stacks - Inbound and Outbound Calling & SMS via VoIP Partners - Audit Log of Every Change - Direct API Access - IPaaS Integration Services - Self-Service Portals Addon Unlimited Talk with Sales for Pricing It includes: - EVERYTHING IN Enterprise, plus.. - AI Analyst on demand - Customizable AI Agents - Now with AI Voice - Automated AI Scoring - Internal and external AI Chatbots - Dedicated Account Manager - Tailored solutions may affect final price Value for money 4.8 (64) 4.8 Based on 64 reviews ## Integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ PayPal](https://www.capterra.com/p/207944/PayPal/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[ QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ WhatsApp](https://www.capterra.com/p/180345/WhatsApp/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.9 (67) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.9 (67) 4.9 Based on 67 reviews ## User reviews Overall rating 4.6 Based on 71 reviews Filter by rating 5(49) 4(19) 3(3) 2(0) 1(0) Mentioned topic Sorted by most recent LN Lt N. BI Developer Information Technology and Services ### "The best customizable, responsive, intuitive CRM I've ever used and implemented" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 July 27, 2023 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! 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. Alternatives considered [Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/) Reasons for choosing servis.ai Cost, customization, and support responsiveness Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DD David D. Senior Admissions Advisor Higher Education ### "Free Agent CRM" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 November 17, 2022 Positive Pros The product is very easy to learn and use. We love the ability to add custom fields that are unique to our organization Cons Integration with website and other software tools Reasons for choosing servis.ai Cost and flexibility Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ME Matt E. Co Founder, Director of Partnerships Computer Software ### "A leap of faith" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 28, 2021 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. 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. Switched from [Zoho Creator](https://www.capterra.com/p/211755/Zoho-Creator/) Part of the decision was based on cost, but also integration. I have used ZOHO for about ten years, attending their conference and ultimately not satisfied with their lack of adapting to our needs as a customer. Alternatives considered [Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/) [HubSpot Sales Hub](https://www.capterra.com/p/214215/HubSpot-SalesHub/) [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reasons for choosing servis.ai We had a very positive referral to look at them, and their team seemed very genuine about their desire to help make their product do everything we could possibly need it to. We are developing software of our own that will require API integration and a turnaround that we did not see in other competitors. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. FM Frank M. VP Horticulture & Sales Operations Consumer Electronics ### "More than we expected - More than FreeAgent expected" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 27, 2021 We are a manufacturing company that is using FreeAgent alongside our own in house developed inventory/ordering system. The integration of the two systems turned out to be much more complex than either of us imagined. MUCH to their credit the entire FreeAgent launch team has been there with us helping to develop solutions. Pros Flexibility - we have yet to encounter situation where the software was unable to be configured to meet our needs Cons Integration with our existing system has been complicated, but FreeAgent has been able to solve any challenges. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JG Julia G. Marketing Promotions Specialist Insurance ### "It's All Good" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 4, 2021 FreeAgent CRM helps me stay on top of any changes and updates my team members make to our prospect list. With the help of various "Automations", I am kept in the loop if a change was made or a special note was entered. The system also helps my team stay accountable, on task and better organized. Pros The most useful "Pro": The upload capabilities - No more adding and updating one-by-one. One upload and all of your data is populated and ready to use. The most surprising "Pro": Custom-ability - The FreeAgent team worked side-by-side with us to set up and implement a system that would work BEST for our specific requirements as a Property/Casualty insurance agency. Including introducing and implementing 'custom code' solutions, unique to our needs. The BEST "Pro" - The Chat function - Most issues or questions can be addressed within a few moments. Cons I would love to see more integration between the various CRM "apps" and the interface FreeAgent calls "Lines" that sit inside the apps, (I will say that since we have signed on - about 6 months ago- they have already made improvements) In addition, greater flexibility or higher inclusion when running reports and lists in regards to contacts and their assigned account. (it would be beneficial to me to somehow combine these: so interactions and opportunities will be shown together regardless if the "item" is pertaining to the account, or the contact. (my current understanding is that reports are to be run separate from each other) Alternatives considered [Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/) [Insightly](https://www.capterra.com/p/130671/Insightly/) [Zoho Projects](https://www.capterra.com/p/169455/Zoho-Projects/) [Nutshell](https://www.capterra.com/p/144340/Nutshell/) [Microsoft Access](https://www.capterra.com/p/233275/Microsoft-Access/) Reasons for choosing servis.ai FreeAgent was the only CRM that was willing to give us a live demo displaying our actual data, helping us to determine if their interface would be compatible with our way of prospecting and marketing. It made a huge difference in our selection process, seeing how the CRM would work for our agency's data and structure before having to sign into a contract or commitment. The Pricing and Service/Tech Team availability also played a role in our selection. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KS Kyle S. Chief Operating Officer Computer Software ### "FreeAgent CRM user" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 5/10 July 28, 2021 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 Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AT Andrew T. Manager, Demand Flexibility Marketplace Renewables & Environment ### "Process flow management tool for a very complicated energy program" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 June 25, 2021 Great. I worked daily with \[SENSITIVE CONTENT\] and he was very responsive to our requests. We did not have a complete idea of the process flow when we started and he was able to get us started and roll with the punches as we evolved the process. Pros We liked how it worked as a process flow management tool. We looked at other tools, such as salesforce, and they were not easy to conceptually fit into our process. FreeAgent was able to flow records (projects) along multiple stages that added new data at each stage gate. Cons The charting and visualization leave a bit to be desired. Font sizes, spacing, overall aesthetic things could be improved. Alternatives considered [Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/) Reasons for choosing servis.ai We found it a lot more applicable and fit a lot better to our use case than Salesforce. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. TK Tom K. Financial Service Planner Financial Services ### "Customer update" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 June 15, 2021 I used to use notebooks to keep organized and that just is really old school compared to this. Way more easy and organized to use this now. Pros Easy to use . Organizing my data base live for myself and team. App is great to use when not in the office. Cons We haven't even really tapped everything this system does for us yet. Reasons for choosing servis.ai Functionality service and ease of use for my company size and level of workability. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CC Christian C. VP of Sales Information Technology and Services ### "Excellent Sales Focused CRM" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 27, 2021 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. 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 Switched from [HubSpot Marketing Hub](https://www.capterra.com/p/171840/HubSpot-Marketing/) HubSpot is not a good sales CRM and is missing a ton of features. Alternatives considered [Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/) Reasons for choosing servis.ai It offered nearly everything I was looking for at a much more competitive price. Every interaction I had throughout ore sales was positive which continued into deployment. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SS Steve S. Data and Quality Assurance Manager Education Management ### "So far FreeAgent is amazing and more than we thought it would be!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 March 26, 2021 We just got started with FreeAgent and finished up the creation of it, data imports and training. I've also trained one staff member so far in using the system. We are so amazed with FreeAgent and so happy we decided to go this route for our data needs. Every person that we have spoken and worked with during this purchase and implementation process has been more than helpful. We have no regrets! Pros The data management and how it plays in to reporting the data is amazing! The previous CRM software we used was amateur compared to what FreeAgent offers! Cons The only thing I can see so far as a downfall is the need to know Java script to be able to add certain features/filters. Thankfully the team is super helpful and more than willing to add these additional features for us! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. 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