--- title: "Serviceform Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Serviceform Software - reviews, pricing plans, popular comparisons to other Chatbot products and more." source_url: "https://www.capterra.com/p/173576/Serviceform/" page_type: "product" language: "en" --- # Serviceform Software Review 2026: Features, Integrations, Pros & Cons Last updated on September 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) Serviceform ## What is Serviceform? Serviceform is a website conversion platform that helps businesses turn visitors into leads and customers through real-time conversations and automation. It combines AI-powered agents, chatbots, live chat, and forms into one system designed to improve engagement and reduce missed opportunities. With Serviceform, businesses can answer visitor questions instantly, guide users through key pages, and capture leads at the right moment. Conversations can be automated or handed over to human agents, ensuring customers always get timely support. Tools like AI Agents and chatbots help handle repetitive queries, while live chat enables direct interaction when needed. Serviceform is easy to set up and customize, allowing teams to tailor conversations, forms, and workflows to their business goals. A centralized inbox makes it simple to manage conversations across channels, while built-in insights help teams understand visitor behavior and performance. ## What is Serviceform used for? [Chatbot](https://www.capterra.com/chatbot-software/)[Live Chat](https://www.capterra.com/live-chat-software/)[Lead Generation](https://www.capterra.com/lead-generation-software/) Top alternative Featured Overall rating Based on 30 user reviews Reviews sentiment Positive 93% Neutral 7% Negative 0% Starting price $9 Per Feature, Per Month Free trial available Includes Free Version 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 Serviceform?[Manage this product listing](https://www.g2.com/products/serviceform/claim_requests/new?auto=true) ## 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. ### Serviceform 4.6 (30) VS. [4.6 (6,117)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting Price $9 Per Feature, Per Month Starting Price $9 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.5 (30) Ease Of Use 4.5 (912) Value For Money 4.5 (26) Value For Money 4.3 (831) Customer Service 4.7 (28) Customer Service 4.4 (851) ## Serviceform alternatives [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.6 (912)](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 [Learn More](https://www.capterra.com/p/178819/EngageBay-Marketing/) [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) [4.2 (1,005)](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 [Learn More](https://www.capterra.com/p/113540/Bitrix24/) [Ontraport](https://www.capterra.com/p/220784/Ontraport/) [4.2 (89)](https://www.capterra.com/p/220784/Ontraport/reviews/) Starting price $29.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 79% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/220784/Ontraport/) Highest Rated [SAS Customer Intelligence 360](https://www.capterra.com/p/266530/SAS-Customer-Intelligence-360/) [4.8 (9)](https://www.capterra.com/p/266530/SAS-Customer-Intelligence-360/#reviews) Starting price $8000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/266530/SAS-Customer-Intelligence-360/) ## FAQs about Serviceform Overview ### Which roles and teams benefit most from Serviceform? Serviceform is most used by marketing teams, digital growth leaders, and executives who need to capture leads, improve website conversions, and streamline customer communication. IT consultants and project managers benefit from deployment and integration workflows, while operations and customer-facing managers use it to automate inquiries and support responsive service. Answer based on 30 reviews Overview ### What company size and industries is Serviceform built for? Serviceform is built mainly for small businesses, which make up 73% of reviewers, especially in real estate at 20%. It also fits traditional businesses starting to digitalize, with reviewer use across financial services at 13% and automotive at 7%, plus some midsize companies at 10% and enterprises at 17%. Answer based on 30 reviews Features and Usability ### What are the key features of Serviceform? Serviceform offers AI Copilot, generative AI, intent recognition, and pre-configured bot workflows for chat automation. It also includes live chat, proactive chat, automated routing, appointment scheduling, lead capture, web forms, CRM, analytics, and third-party integrations for communication and workflow management. Integrations ### Which third-party tools and platforms does Serviceform integrate with? Serviceform integrates with 12 third-party tools, including marketing and website platforms such as AWeber, Instapage, Unbounce, and Zapier, plus content and ecommerce systems like WordPress, Drupal, Joomla, Shopify, Squarespace, Weebly, PrestaShop, and Meta for Business. Answer based on 5 reviews Getting Started and Support ### What training and onboarding options does Serviceform offer? Serviceform provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos offer written and visual reference materials for self-paced learning and feature review. Getting Started and Support ### What customer support options does Serviceform offer? Serviceform provides email/help desk, phone support, 24/7 live rep, and chat. Reviewers often describe the support as fast, helpful, and personalized, with quick answers and effective communication. Some also mention smooth guidance during setup, though occasional technical issues can still affect the experience. Answer based on 8 reviews ## Features AI summary Based on 1,278 Chatbot reviews Capterra data shows that buyers of chatbot software rank the following features as their top priorities: - **Automated Responses** (**42%** of reviewers rated this feature as critical) - **Language Detection** (**44%**) - **Natural Language Processing** (**43%**) Serviceform supports all three of the features reviewers rate most highly: **Automated Responses**, **Language Detection**, and **Natural Language Processing**. Together, these capabilities help businesses respond to customer questions faster, recognize and route conversations based on language, and understand user intent more accurately, allowing teams to improve service quality and handle more interactions efficiently. Automated Responses 4.6 (5) 20.00% of 5 reviewers that rated this feature as important or highly important Automatic reply functionality for incoming messages AI/Machine Learning 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Software program that continuously adjusts its behavior based on observed data Live Chat 4.7 (7) 0.00% of 7 reviewers that rated this feature as important or highly important Ability to chat online in real time Customer Support 4.4 (10) 20.00% of 10 reviewers that rated this feature as important or highly important Provide online support for your customers through live chat or help desk functionality Chatbot 4.8 (15) 26.67% of 15 reviewers that rated this feature as important or highly important AI-based platform which conducts a conversation via auditory or textual methods Transcripts/Chat History 4.6 (12) 16.67% of 12 reviewers that rated this feature as important or highly important View messages sent by both parties during the chat conversation Serviceform 100 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 Copilot: A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users - 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 - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Automated Responses: Automatic reply functionality for incoming messages - Automated Routing: Tickets are automatically assigned to specific agents based on predefined rules - Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications - Autoresponders: Create and automatically send premade copy in response to customer messages - Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients - Booking Management: Create, update, and manage bookings, itineraries, and reservations - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Chat/Messaging: Communicate using direct chat or messages within the system - Chatbot: AI-based platform which conducts a conversation via auditory or textual methods - Client Database: Electronic storage of stakeholder contact information - Code-free Development: Assemble applications and bots from pre-made building blocks without having to write software code or knowing a programming language - Conditional Logic: Capability of a software or system to make decisions and perform actions based on specified conditions - Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Contextual Guidance: Interprets what a user is doing based on context and helps guide them through the process. - Conversion Tracking: Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads - Credit Card Processing: Accept and process credit card transactions - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Experience Management: Track and understand a customer's overall satisfaction with a product or service to identify areas of improvement. - Customer Journey Mapping: Visualize and analyze customer experience across all touchpoints and channels - Customer Support: Provide online support for your customers through live chat or help desk functionality - Customer Surveys: Tool to send questionnaires to customers to gauge feedback - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Questions: Tailored or customizable questions for more targeted and relevant data collection - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Email Marketing: Create and send email blasts/campaigns - Event Management: Schedule and manage the logistics of activities and other gatherings - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - For Sales/Marketing: Used as a promotional or demonstration tool in sales and marketing presentations - Forms Creation & Design: Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system - Full Text Search: Search for specific words or phrases within a document or database - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - Geotargeting: Geographic location of visitors determines behavior of the software - Group Scheduling: Automatically find mutually available meeting time slots across multiple calendars - Intent Recognition: Helps understand a user's intentions/actions - Interaction Tracking: Track interaction history by documenting conversations for contacts - Language Detection: Identify different languages - 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 Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Live Chat: Ability to chat online in real time - 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-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.) - Multi-Language: Manage and support multiple languages - Multi-Location: Manage and support multiple locations - Natural Language Processing: Process and analyze human language in text or audio form - One-to-One Messaging: Send personal messages to clients or attendees - Online Booking: Book meetings and appointments through a website or digital platform - Online Payments: Accept and process online payment transactions - Pre-Configured Bot: Existing bot models for AI-based tools commonly used for auditory and textual conversation methods - Proactive Chat: Copy on the page or chat window encouraging the user to engage with the chat option - Query Suggestions: See options for potential search queries within the system - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-time Consumer-facing Chat: Engage in direct, instant messaging with consumers - Real-time Conversations: Send and receive messages in real-time via an online communication channel - 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 - Recurring Appointments: Schedule repeating appointments based on a duration of time - 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 - 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 - SMS Messaging: Send messages via SMS - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Support Ticket Management: Allow customers/users to submit support queries and service requests - Survey Builder: Create and manage surveys - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Transcripts/Chat History: View messages sent by both parties during the chat conversation - Transfers/Routing: Transfer queries and organize messages between agents - Visitor Tracking: Track visitors and purpose of visits - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Visualization: Graphical representation of data or processes - Web Traffic Reporting: Collect and analyze traffic data about website visitors - Website Analytics: Track and analyze information regarding website visitors - Website Integration: Seamlessly integrates with 3rd party websites - Website Visitor Tracking: Monitor activity of individuals who visit your website using cookies - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows --- Get Advice We can help you find the software with the features you need. Features 4.5 (30) 4.5 Based on 30 reviews ## Pricing Value for money 4.5 (26) Free Trial Free Version Basic $9.00 Per Feature,Per Month Value for money 4.5 (26) 4.5 Based on 26 reviews ## Integrations [ WordPress](https://www.capterra.com/p/131687/WordPress/)[ Shopify](https://www.capterra.com/p/83891/Shopify/)[ Squarespace](https://www.capterra.com/p/143461/Squarespace/)[ Zapier](https://www.capterra.com/p/130182/Zapier/)[ Meta for Business](https://www.capterra.com/p/213257/Facebook/)[ Weebly](https://www.capterra.com/p/246168/Weebly/)[ Joomla](https://www.capterra.com/p/161648/Joomla/)[ Drupal](https://www.capterra.com/p/119594/Drupal/) 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 4.7 (28) 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 4.7 (28) 4.7 Based on 28 reviews ## User reviews Overall rating 4.6 Based on 30 reviews Filter by rating 5(21) 4(7) 3(2) 2(0) 1(0) Mentioned topic Sorted by most recent RC Rohan C. Reviwer Writing and Editing ### "Serviceform platform " 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 0.0 0.0 Likelihood to Recommend 7/10 March 1, 2024 Pros Good application for business as it is easy to use and user friendly interface and booking and making appointments are easy. Cons I didn't use it much so I don't have anything to dislike 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. EG Elena G. IT Project Manager Real Estate ### "Serviceform " 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 June 13, 2023 Pros User-Friendly InterfaceVersatile Form CustomisationSeamless IntegrationAdvanced Features and LogicResponsive Customer Support Cons As an administrator user primarily utilizing Serviceform for our region, I have nothing negative to mention. Thus far, my experience has been nothing short of seamless. Serviceform has provided an easy and straightforward process, leaving no room for issues. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Martin D. CEO Information Services ### "Works just as i want it to" 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 June 1, 2023 Easy and effective. Pros Easy to ask them edit chatbot to my liking. Discret and also super helpful. Cons We want cheaper, but i understand price comes with quality, so its ok for now! Switched from [WordPress](https://www.capterra.com/p/131687/WordPress/) Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Joel J. E-Commerce Experience Specialist Food & Beverages ### "Chatbot review for Dilmah" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 3.0 3.0 Likelihood to Recommend 5/10 June 1, 2023 Satisfactory with room for improvement Pros We can have the chatbot on at all times and respond to customers in a more organised way with records. Cons It's not up to our expectations and its not very proactive in the responses. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MH Maria H. Customer Advisor Retail ### "Review" 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 6/10 May 11, 2023 Good. Pros It's simple and customers are more likely to ask for help. Cons Currently the issue was that the messages were sent too early and customers couldn't finish their sentences. Problem has been fixed though. 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. NI Nuwan I. Head - Group Digital Marketing Investment Management ### "Good Product and superior service" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 April 19, 2023 I am happy about their product and the overall service offered by the team. The team is very professional and attentive. Pasindu and Mahesh both were our AC managers who provided very friendly service and support throughout the setting up and maintaining it. Pros Their service is impressive. They attended to all the inquiries fast and support for the set up and optimization Cons If they can bring down their prices a bit, it will help for Sri Lankan companies to justify the investment Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. SM Sara M. Responsable Comunicación y MK Professional Training & Coaching ### "Una herramienta muy valiosa en el día a día" 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 April 13, 2023 La idea de utilizar un servicio de este tipo era no perder interesados en periodos en que el centro está cerrado por vacaciones, o los fines de semana...y podemos decir que el objetivo se ha conseguido por lo que recomendamos serviceform a todas aquellas personas interesadas en adquirir un producto de estas características. Pros Es muy fácil de utilizar, no perdemos interesados en nuestros productos por no poder atender o no estar fisicamente en el centro de trabajo. Cons Al principio nos fue un poco complicado dar de alta a los agentes que iban a gestionar el chat live..una vez hecho va todo perfecto. Reasons for choosing Serviceform Nos pareció mejor serviceform y hablamos con \[contenido sensible oculto\] que nos solucionó todas nuestras dudas. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. AL Alfonso L. GERENTE E-Learning ### "Software necesario para alcanzar el objetivo de atención de calidad al cliente 24/7" 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 April 12, 2023 Excelente, tanto por el software como por el equipo humano que hay detrás. Pros Realmente los potenciales clientes interactúan con el chatboot y las preguntas que realizan, facilitan la posterior labor de atención al cliente, es decir, sabemos que tenemos una persona interesada, las cuestiones que pretende resolver y el sincero interés del cliente al solicitar una atención personalizada. Cons En principio, no tengo nada que comentar en este sentido, pues el equipo técnico y comercial son profesionales honestos que siempre están dispuestos a cualquier propuesta de mejora y te brindan una atención personal y profesional. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. BA beatriz A. COORDINADORA DE CALIDAD Y GESTION Airlines/Aviation ### "Profesionalidad y calidad en atención al cliente" 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 April 11, 2023 Permite facilmente aportar la información necesaria a nuestros posibles clientes y realizar un seguimiento de las peticiones.Además, es un sistema muy ameno y agradable visualmente. Pros Lo más importante es la presentación que tienen del producto y la atención al cliente. La comunicación ha sido rápida y el proceso de trabajo muy efectivo. Estoy muy contenta con el resultado y la versatilidad que dan a la web de la empresa. Cons Por ahora no tengo nada que reseñar. Debo esperar un tiempo paa comprobar su correcto funcionamiento. Reasons for choosing Serviceform Por la calidad en la presentacion del producto y las ventajas que ofrece Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. JM Jaqueline M. Directora Adjunta Real Estate ### "Muy recomendable " 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 April 6, 2023 Estamos contentos de poder contar con ellos ya que siempre están predispuestos a resolver todas nuestras dudas, a apoyarnos en las mejoras que queremos implementar y hacer realidad nuestras necesidades con los chatsboots. Muy recomendable Pros Estamos muy contento con ellos ya que nos han dado la oportunidad de poder ofrecer un servicio extra a nuestros clientes con los chatsboots. Cons No tenemos ninguna queja con el servicio. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. [View all Reviews](https://www.capterra.com/p/173576/Serviceform/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.