# Page 3 | servis.ai Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - 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 # Page 3 - Reviews of servis.ai ## Showing most helpful reviews Showing 51-71 of 71 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JB Jeremy B. Senior Client Advisor Insurance Used the software for: Less than 6 months ### "Commercial Insurance Agent Review" December 22, 2020 4.0 Implementation took a little longer than expected but the support team was great to work with. Pros Coming from Excel, this is obviously superior. I like most the ability to track what each of our sales reps are doing, the email analytics and dashboards. Cons There are some cases where different apps don't "talk" to each other, which may be due to the specific data we use though. Reason for choosing servis.ai Price and customization capabilities Review Source BG Billy G. Owner Professional Training & Coaching Used the software for: 6-12 months ### "Game hanging solution" February 3, 2020 5.0 Best product with best customer success. Pros Easiest to use software with the most flexible platform I’ve seen in 20-years Cons Wish this was around 20-years ago but glad I found this now. Review Source RG Ray G. President Management Consulting Used the software for: Less than 6 months ### "I reviewed several different CRMs before settling on amoCRM as I started to got thru some training and began to set everything up, I got a call from FreeAgentCRM. After speaking with with them and seeing what they had to offer, I realized that FreeAgentCR" October 25, 2018 5.0 I am thrilled to grow my business on FreeAgent's CRM platform. Thank you Maria, without your assistance and dedication to me and my business needs, I certainly would be feeling that I was alone. But with you and the support team that FreeAgent has, I am NOT alone. I really feel that you guys have my back! Pros The customer service I received from Maria Lopez was fantastic. Her knowledge of their CRM, understanding my business needs, and merging the two together was superb! She went above and beyond, exceeding my expectations which really showed me that both she and FreeAgent CRM appreciates my business. Cons FreeAgent CRM isn't the cheapest CRM system out there, but they certainly make it worth every penny with their level of customer service, dedication and support. Review Source AGO ANDREA GUADALUPE O. Sales manager Food Production Used the software for: 6-12 months ### "Very Useful" December 13, 2019 5.0 Pros Easy to use and functional. I like the most is that I can know when my client open a Mail. Cons I would like to receive notifications when I have activities to do Review Source HM Heather M. Tournament Coordinator Hospitality Used the software for: Less than 6 months ### "Free Agent has been fun, easy & exciting to get started with!" October 30, 2018 4.0 We are looking forward to the future as Free Agent continues to grow! Pros It's totally customizable! That's why we chose to go with Free Agent. We aren't a typical sales company so we definitely had atypical needs and they catered to them perfectly It's pretty cool how everything we ask for they can do; I'd like to imagine that everybody's Free Agent looks different. That's pretty awesome. Cons We wish there could be bulk email functions so we could do such operations all in one place. We have to integrate with Mail Chimp, which isn't the end of the world since we use it already, but there's a lot of unknowns in the set-up process. Review Source JW Jeremy W. CEO Education Management Used the software for: Less than 6 months ### "Freeagent CRM is Awesome" September 30, 2020 5.0 Pros It is a robust contact management system. We also use it for integration with multiple other software to manage accounting and contractor management. Cons Need texting (SMS) capability in order to manage all aspects fo communication Review Source MW Matt W. Director of Sales Retail Used the software for: Less than 6 months ### "Customer Service is top notch - Easiest CRM to throw at non-technical users" October 22, 2018 5.0 I rolled this out to a sales team of 8. 4 were tech-savvy under 40 and 4 were tech dinosaurs over 60. The 4 tech-savvy users picked it up the first day and have ran with it. The 4 dino's are working with FreeAgent with 1on1 training sessions and are getting the hang of it. I see this being a complete game-changer once my entire team is using this software. Pros \-Simple for less tech-savvy users -Customer Service exceeds expectations -Customization for unique business needs is very possible -UI is easy to digest -Email tracking is a fantastic tool Cons \-Lack of reporting is something that is being addressed -Email integration is inconsistent if you're using an Exchange server Review Source CA Christopher A. Manager, Wholesale and Retail Sales Used the software for: Less than 6 months ### "Excellent CRM Functionality and Support for Small and Growing Businesses" June 21, 2018 5.0 The overall attention we received throughout our shopping for CRM's made FreeAgent the obvious choice. The interface is attractive, easy to use, and they import all of the customers, leads, and contact information in bulk for you, even prior to purchasing the full subscription. Adding and editing contact info is easy, and linking business email addresses and phone numbers takes seconds, so the functionality to make calls and targeted emails within the CRM itself is a great tool. Pros \- The support and attentiveness throughout the onboarding process - The focus for small business use Cons \- Email template builder isn't as detailed as it could be, that being said, it is very user friendly Review Source BP Beth P. Health Coach Health, Wellness and Fitness Used the software for: Less than 6 months ### "Ease of use and great customer service" May 14, 2020 5.0 Organization is solved with building the data base and marketing, notes etc. Keeping everything in front of me is huge. The customer service and follow up with any questions i've had has been excellent! I'm a huge advocate of follow up! Pros Easy to use, great knowledge base and customer service. I would recommend this program for sure, 5 stars! Cons i haven't found anything yet that I don't like Reason for choosing servis.ai overall service and ease of use Review Source TS Ted S. National Sales Director Logistics and Supply Chain Used the software for: 1-2 years ### "Great Product!" December 16, 2019 5.0 Keeping track of opportunities. 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. Review Source MW Mark W. Director of Marketing E-Learning Used the software for: I used a free trial ### "Great Product for Sales Reps" September 18, 2020 5.0 When choosing any product, customer service should be a consideration. When looking into FreeAgent CRM my account rep, \[SENSITIVE CONTENT HIDDEN\] was personable, friendly and was always willing to answer my questions. I wish I could say it was the same way with their competitors, but it wasn't. Their top-notch customer service is one of the things that drew me to the software. Pros The KanBan view is easy to use and lets you know in a glance where you are at with your sales pipeline. Cons The marketing arm of the software relies on integrations with MailChimp and other vendors to make it truly powerful. For some, this will be a good fit and for others, they may find the software lacking the marketing features they are looking for. Review Source KS Kyle S. Chief Operating Officer Computer Software Used the software for: 6-12 months ### "FreeAgent CRM user" July 28, 2021 3.0 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 KE Kyle E. SVP Real Estate Used the software for: Less than 6 months ### "Fantastic" August 1, 2018 4.0 Pros We really like the ease with which FreeAgent can be customized to our sales process. Also, the direct integration with our Outlook inboxes is a nice feature. Cons The direct integration with Outlook is nice, but can be cumbersome. It would be ideal if there was a way that not every email was pulled into the system...some emails just do not have value in being saved and can cause clutter. Review Source FA Femi A. Partner , Accounting Services Management Consulting Used the software for: 6-12 months ### "Effective Marketing and Customer service tool for small business" October 9, 2018 4.0 Pros Great value for money and round the clock customer support, you can customize and tailor to suit your purpose Cons There are close to non existent complaints as the company adds more features with every update. Absolutely no complaints Review Source RV Rich V. Sales Consultant Used the software for: Less than 6 months ### "Perfect solution for me" May 25, 2018 5.0 Meredith has been wonderful to work with Pros easy to use, can sync my e mail and phone, keeps track of customers, activity, pipeline and next steps. It is a great solution and very inexpensive Cons There really has not been any down side as of right now. I've only had it a week but so far so good. I can't think of anything that I really dislike about it Review Source CS Chad S. Director of Business Development Computer Software Used the software for: Less than 6 months ### "We love Freeagent" January 14, 2019 5.0 We are a smaller sales team and we sell to Local Gov and K12 schools districts. Freeagent really fit our needs for tracking. Pros Very easy to use and set up. Highly configurable. Great reporting. Easy to use mobile app. Outstanding customer service. Cons Uploading your current data can be a little tricky. But the great customer service can help with that. Review Source JP Joel P. Owner Insurance Used the software for: Less than 6 months ### "Great Support" August 23, 2018 5.0 Pros Customization is a great plus with the ability to change things to be industry specific. Support had been wonderful in getting started Cons It may not be for everyone but as I have only been using it for a short time, it has been what I needed. Review Source DY David Y. Agency Owner Insurance Used the software for: I used a free trial ### "Great client support." June 5, 2018 5.0 Great setup team! Pros The support team loaded all of my client data and used that to help me customize settings and fields to my needs. Cons The ability to send text messages from the software would be nice, but overall good product and value. Review Source MS Mark S. Owner Management Consulting Used the software for: Less than 6 months ### ""FreeAgent is so easy to use, so intuitive, I love it"" October 26, 2018 5.0 Pros Easy to use, good pricing, intuitive, great view options, great support. Cons Can't create contact from email yet. Told coming soon! Review Source MF Marina F. Grad Assistant Primary/Secondary Education Used the software for: I used a free trial ### "The customer service rep was helpful and followed up. The software did not have the features we needed " December 7, 2018 3.0 Pros The customer service was helpful & she set up time to do a walk through of the platform. The software was also affordable Cons The features were not customizable but the service rep was trying to find ways that it could be helpful but there were some limitations Review Source CO Carlos O. Editor web Media Production Used the software for: 6-12 months ### "You need to offer other products or a version in espanish" October 23, 2018 4.0 I wait that you will fix your products accord to necessities of your clients. Pros Is cheap. The team is fantastic. They explained all. I love it that you are in Jalisco. I trust that your crm would do more Cons You don't offered the principal problems with the companies. For example: send test mailings, send more 30 emails for campaign. Your integrations are not direct with other products Review Source Similar Products Featured