# servis.ai Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is servis.ai the right Inside Sales solution for you? Explore 71 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/167757/FreeAgent-Network/reviews --- servis.ai 4.6 (71) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of servis.ai Ease of use 4.5 Customer Service 4.9 ## Pros and Cons in Reviews LN Lt N BI DeveloperInformation Technology and Services, 11 - 50 employeesUsed the software for: Less than 6 months. “This CRM is feature packed and the customization options are seemingly endless.“ July 27, 2023 ME Matt E Co Founder, Director of PartnershipsComputer Software, 11 - 50 employeesUsed the software for: 6-12 months. “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.“ September 28, 2021 LN Lt N BI DeveloperInformation Technology and Services, 11 - 50 employeesUsed the software for: Less than 6 months. “New features are constantly being pushed out and the vendor has been extremely supportive in developing enhancement requests.“ July 27, 2023 AT Andrew T Manager, Demand Flexibility Marketplace Renewables & Environment, 11 - 50 employeesUsed the software for: Less than 6 months. “The charting and visualization leave a bit to be desired.“ June 25, 2021 LN Lt N BI DeveloperInformation Technology and Services, 11 - 50 employeesUsed the software for: Less than 6 months. “Our CRM implementation went smoothly, we planned out and documented steps, and we couldn't be more pleased.“ July 27, 2023 JW Janie W Platform Development ConsultantPublishing, 2 - 10 employeesUsed the software for: Less than 6 months. “When writing an email, if you need to go back to get some customer information or to read an earlier email, you have to go out of the email you're in and you lose what you wrote.“ December 23, 2020 LN Lt N BI DeveloperInformation Technology and Services, 11 - 50 employeesUsed the software for: Less than 6 months. “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!“ July 27, 2023 SS Steve S Data and Quality Assurance ManagerEducation Management, 11 - 50 employeesUsed the software for: Less than 6 months. “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.“ March 26, 2021 ## Showing most helpful reviews Showing 1-25 of 71 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Elsa Louise C. Sales Coordinator Entertainment Used the software for: Less than 6 months ### "Nicest CRM people and product" December 11, 2019 5.0 The customer service has been impeccable with Free Agent from the start. I was dealing with delays on my end getting approval etc. and they were patient and so responsive to any and all questions I had. Pros The service itself reflects the wonderful people who created it and work for the company. It is easy to use and super customizable. Cons Nothing comes to mind yet! I foresee any issue we run into being fixed in a timely manner by the company. Review Source LR Leslee R. sales manager Publishing Used the software for: 1-2 years ### "Organization made easy" December 10, 2019 5.0 When selling ads, often you have to touch clients multiple times to make the sale, so I love that all my activity is documented so I can see who I still need to be contacting. Pros I needed an easy but thorough way to keep track of all of my clients/our clients in our business. It gives me all the details I need when looking for what I need, who I need, and where I'm at in the sale process. Cons Sometimes when searching for contacts it will just take start searching when you type one letter and not let you finish the name so you have to redo it. And I wish there was a way to mass email like mail chimp but without having to purchase another software service. Reason for choosing servis.ai FreeAgent seemed easier to use-- my use is very simple-- basically a giant contact book. The extra sales funnel etc. isn't necessary though I know I will start using it the more I fine tune my filters, contacts, etc. I know I'm not using it to my full advantage but for right now it's doing exactly what I need. Review Source TW Tom W. Principal Medical Practice Used the software for: Less than 6 months ### "Perfectly adequate, user-friendly starter CRM software with excellent training/support for very small businesses." July 3, 2018 3.0 Pros Customer support & initial training was very good, individualized, patient, and responsive, even before I had committed to purchase. More features than I use or need for my small start-up. Cons Search function is sometimes laborious; difficulty refining search parameters. Inability to delete contacts that are no longer needed. Review Source LM Lindsey M. Onboarding Operations/ VP of Customer Success Consumer Services Used the software for: 6-12 months ### "New Business set up and integration with Free Agent" February 10, 2021 5.0 Setup has been very collaborative and accommodating to our schedule as a growing business. Free Agent is easy to use and has saved us a ton of time on a daily basis. Pros We utilize all functions of free agent but the best part of this CRM is the ability to completely customize our portal to our specific needs without having to keep a lot of unused features. Very streamline and efficient. Cons Nothing to dislike. This software has exceeded all expectations. Alternatives considered [Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/) Reason for choosing servis.ai The level of customer service is exceptional and the ability to customize our portal. Review Source CK Craig K. Agent Insurance Used the software for: 1-2 years ### "Fantastic Software to Help Stay Connected to Clients & Prospects!!!" December 12, 2019 4.0 Great product, EXCELLENT customer service. You won't find anything comparable to this for the price. Pros I was looking for something to stay in front of my clients and prospects when I purchased this product. Over the course of 18 months they have added so many features and enhancements that I would never have expected. I haven't quite got them all down yet on how to use, but I'm getting there and the support staff is top notch! They get back to you right away, check up on you after they help with your issue, and all around make the software much more enjoyable to use. You won't find a better CRM for the money. Cons The only negative thing I found with this software is how many different times I have to put in peoples information in different areas. It should just transfer over. Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing servis.ai Cost, ease of use, customer support even during my free trial period(s). Review Source AT Andrew T. Manager, Demand Flexibility Marketplace Renewables & Environment Used the software for: Less than 6 months ### "Process flow management tool for a very complicated energy program" June 25, 2021 4.0 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/) Reason for choosing servis.ai We found it a lot more applicable and fit a lot better to our use case than Salesforce. Review Source MC Mike C. Inside Sales Logistics and Supply Chain Used the software for: Less than 6 months ### "Easy and helpful" January 26, 2021 5.0 10 out of 10. \[SENSITIVE CONTENT HIDDEN\] was great and helped me as the implementation leader but also worked with our individual reps. We are tracking only what we want and so far it's been great. There is always a learning curve with new software but it has been minimized thanks to \[SENSITIVE CONTENT HIDDEN\]. Pros The compatibility and support. The teams are helpful and committed to providing the best service. Cons The "views" are sometimes tricky. It took a few tries to really understand the pivots etc. Reason for choosing servis.ai The support aspect, the custom/adaptability and the price is fair. We are obviously looking to save money but want to make sure what we have works. There are cheaper options out there but nothing beats the value of FA. Switched from [Zoho Creator](https://www.capterra.com/p/211755/Zoho-Creator/) We were unable to change things as needed with our old software. Also, FA's support is 10x better if not more. Review Source DS Dustin S. Group Benefits Advisor Insurance Used the software for: 6-12 months ### "FreeAgent Review" December 10, 2019 4.0 Overall we have had a pleasant experience with FreeAgent. The setup was fairly easy, and the team at FreeAgent seem open to new ideas and feedback about the software. Pros I like the lay out of the software. Its pretty easy to navigate around and the overall quality of the design is nice. Cons Uploading files is possible to a group/individual; however, it just goes into the 'feed'. Would like to see a separate section where any files we upload to a specific person/company is stored (rather than having to search though the feed to find it) Switched from [InfoFlo](https://www.capterra.com/p/96628/InfoFlo/) Web based software and better support for our questions/concerns. Review Source SS Steve S. Data and Quality Assurance Manager Education Management Used the software for: Less than 6 months ### "So far FreeAgent is amazing and more than we thought it would be!" March 26, 2021 5.0 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 SR Season R. Director of Operations and Customer Experience Education Management Used the software for: 2+ years ### "Customer Service is where it is at!!!" January 27, 2021 4.0 What has really made it for us is the customer service and assistance provided by \[SENSITIVE CONTENT HIDDEN\]. She has been with us since the beginning and has SLAVED over our account to make sure things are working properly, and finds a solution to every need we have had. She has even been moved around internally within the company, but she still MAKES OUR DAY by continuing to manage our account. We honestly don't know what we would do without her. Whoever is her supervisor, GET THIS WONDERFUL WOMAN A RAISE! She is so smart and makes connections that blow our minds. One of the best collaborative problem solvers we have ever worked with. Pros The potential is so there. The updates made this past year have been AMAZING. You guys have changed with the times in the best way. We use this software differently than 98% of their clientele, but once we work on a few more tweaks, this platform will finally think like a classroom! I love the different views available, the customizable apps, report features, and the new RingCentral integration will be so helpful. The layers of related lists are so applicable for connecting our students, courses, payments, and soon campaigns! Cons Like I said, we use this platform very differently from most of their customers, so we have had to think very creatively and outside of the box to find solutions for our systems. It has been a slow process, but I think we are finally getting close to having a very powerful CRM tool for our needs. Reason for choosing servis.ai We liked the start-up company feel. Being at the cutting edge of development. We got a ton of free customizations and support at the beginning. Cost was the reason we searched for you, but the ingenuity is why we signed up. Review Source TT Travis T. Insurance Agent Insurance Used the software for: 6-12 months ### "Great Product" December 19, 2019 4.0 Free Agent has allowed me to track all the individuals and companies I work with and keep it all in one place. Allowing me to be more productive and staying in front of call my clients, prospects and referral sources. Pros I love how you can customize the work flow it best fit you and your need. You can make the system fit you, not the other way around. Cons My con is not that terrible. I love Free Agent but with all the new updates their are things I built out that can be done so simply now. But all good things! Alternatives considered [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) Reason for choosing servis.ai YOu can customize the system more. Review Source RA Ryan A. Senior Vice President Insurance Used the software for: 6-12 months ### "Tailor Made for My Business" December 17, 2019 5.0 It feels like much more of a partner vs. vendor relationship. The Customer Success team @ FreeAgent are always there to answer product questions or lean on for configuration advice. Pros FreeAgent supercharged our insurance firm. My sales team was up & running within days of making the decision to adopt this CRM platform and I didn’t have to hire someone to maintain the software. It’s crazy how easy it is to tailor the software to your unique business. Cons Didn’t have the ability to calculate commissions, but, thankfully, they just introduced calculated fields into the platform. Review Source MC Magdalena C. Sales Agent Insurance Used the software for: Less than 6 months ### "Excellent Product" August 23, 2018 5.0 I have never had an experience like this before... they contacted me, and made follow up, answered all my questions, and even invited me to their offices. They have been great with customer support; it is almost 24/7. They are very nice and willing to help out, and hear your suggestions. Since I can customize it to my needs, it’s a perfect product. I recommend it 100%. Pros What I love the most about this product is that it is customizable, so the program adapts to my needs instead of the other way around. It is super user friendly, and it has great customer support!! They even give you 1:1 training, and help you customize your profile, and they won’t leave you alone until you are happy with the end product. Cons There are a few (almost none) user experience things that can improve... but they are constantly updating features. Review Source FM Frank M. VP Horticulture & Sales Operations Consumer Electronics Used the software for: Less than 6 months ### "More than we expected - More than FreeAgent expected" August 27, 2021 5.0 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 JM John M. Owner Financial Services Used the software for: 6-12 months ### "FreeAgent CRM is a Great Tool!" October 30, 2018 5.0 Customer representatives really work very hard to provide the best training and support! If you are a Mortgage Loan Originator, Real Estate Agent ora stand alone Sale Rep, I think FreeAgent is a great fit! Pros I like how easy it is to work with, especially for my small sales consulting business. It has all the key features I need! Cons I really can’t come up with a feature that detracts. Perhaps smaller type for the screen; but I would be very picky choosing that. Review Source CT CALMEN T. Business Development Associate Medical Devices Used the software for: Less than 6 months ### "Imaginab Review" November 24, 2020 5.0 Centralized our pipeline, currently working on generating KPI reports on a level that will give us far more insight than we have ever had into our sales processes Pros Simplicity of making changes and customizing the information stored under accounts, opportunities, and contacts Cons Does not capture duplicate information on import or thereafter Alternatives considered [SugarCRM](https://www.capterra.com/p/231638/SugarCRM/) Reason for choosing servis.ai Simplicity and cost Review Source MM Mireya M. Insurance Agent Insurance Used the software for: Less than 6 months ### "FreeAgent CRM " July 25, 2018 4.0 In general, the CRM is very nice. I love the fact that you get one on one training with the team and they listen to you so they can make all the modifications to the CRM. I have looked at so many CRMs to use with my Insurance Business (from home) and even though I am still in the process of customizing it I am very optimistic the final result will work well with my workflows. Pros I like the interface, its very appealing visually speaking. Usability is very good. I like the fact that you can do so many integrations like Mail chimp and Zapier. Cons It does not allow to integrate power dialers. The integration process is time consuming, but I guess is worth it if you want an end product that works with your workflows. Review Source LR Leslie R. Administrative Assistant Wholesale Used the software for: Less than 6 months ### "\[SENSITIVE CONTENT HIDDEN\] made my day!!" March 25, 2020 5.0 I was able to get help from \[SENSITIVE CONTENT HIDDEN\] with my campaign and she made my day showing me the ease of use of Free Agent to have this sent out to all my contacts. I couldn't be happier with the help she gave me. Pros I like this software the most because of the interactive help I was able to receive remote help as I am not the best at looking up instructions in the self help. Cons so far there isn't anything I do like. I have no complaints at this time. Review Source TD Tom D. Financial Advisor Insurance Used the software for: 6-12 months ### "Very responsive support team when I have questions. " November 14, 2018 4.0 Need a way to create a general-purpose document in word and insert the contents of fields into it. This would allow me to dump essential info to paper when I am going out to see a client. Pros Being able to use my computer as a phone. Tagging individual contacts. Being able to create new fields of various types. Cons Repetitive tasks should be made more convenient. For example, typing shortcuts. I type many phrases repeatedly in my notes on each phone contact. I'd love to be able to type pol and a space, and have the system substitute "personally-owned-life insurance" in it's place. mil = mother-in-law. ej - Edward Jones (common competitor in my business). Review Source PH Patti H. Realtor/Small Business Owner/Property Manager Real Estate Used the software for: I used a free trial ### "FreeAgent CRM" August 11, 2020 4.0 I would highly recommend this product! The functionality and customer service is excellent! Pros This software is very intuitive and easy to navigate. It's ease of use for users of all levels is a plus. The Customer Service is excellent! Cons The search and filter was cumbersome. It should also have texting capabilities and formulas to calculate built in. Review Source JD Joel D. Associate Director Education Management Used the software for: Less than 6 months ### "What we needed w/o bloated features" December 13, 2019 4.0 Pros Straightforward productivity with easy integration with GMail Cons We’re only less than six months into our deployment, so nothing particular comes to mind. Review Source rD roberto D. president Management Consulting Used the software for: Less than 6 months ### "Excelent customer service" June 6, 2018 5.0 Pros The quick response to my doubts. The attention I received. The real solutions I got. The real follow up from FreeAgent Cons Honestly I do not have any bad experience in the trial experience. The only thing I am looking forward is the sync with my iPhone. Review Source SS Sandip S. President Used the software for: Less than 6 months ### "Great" February 15, 2019 4.0 Pros Service is really good. I got full help from the CRM team. The reps are really good at software knowledge Cons No software can be perfect as everyone will have some cons. But I could not many with this. I hope it will go well. Review Source CC Christian C. VP of Sales Information Technology and Services Used the software for: Less than 6 months ### "Excellent Sales Focused CRM" May 27, 2021 5.0 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 Alternatives considered [Salesforce Starter](https://www.capterra.com/p/227088/Salesforce-Starter/) Reason 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. 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. Review Source LN Lt N. BI Developer Information Technology and Services Used the software for: Less than 6 months ### "The best customizable, responsive, intuitive CRM I've ever used and implemented" July 27, 2023 5.0 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/) Reason for choosing servis.ai Cost, customization, and support responsiveness Review Source Similar Products Featured ## Related categories [CRM](https://www.capterra.com/customer-relationship-management-software/)[Lead Management](https://www.capterra.com/lead-management-software/)[Online CRM](https://www.capterra.com/online-crm-software/) ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.