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servis.ai
AddedFeb 15, 2024
UpdatedJun 27, 2026
servis.ai

servis.ai

Series A

servis.ai is an AI-powered business operations platform that unifies CRM, service, and work management.

HQ
Walnut Creek, CA, US
Founded
2016
Overview
Analysis
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Fundraising
Employees
News

servis.ai is a single AI-powered business operations platform that unifies CRM, customer service, field service, and internal workflows. Its modules cover sales and marketing, inventory management, HR operations, and project management, with an AI co-pilot and AI Analyst that surface insights and automate routine work. The platform is sold in tiered subscriptions alongside a free edition.

The platform is built for vertical workflows in healthcare providers, in-home health, medical devices, financial services, manufacturing, and media post-production. servis.ai is the rebranded name of the FreeAgent CRM platform, operated by FreeAgent Network, Inc., which was founded in 2016 and relocated its product line onto an AI-enhanced architecture.

servis.ai - Products & Services

  • Business Operations Platform logo

    Business Operations Platform

    servis.ai's business operations platform unifies CRM, service, and work management with an AI co-pilot.

    Competing Products

    HubSpot logo
    Salesforce logo

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servis.ai - Quick Facts

Who are servis.ai's competitors?

Companies similar to servis.ai include HubSpot, Salesforce, vcita and HoneyBook.

When was servis.ai founded?

servis.ai was founded in 2016.

Where is servis.ai's headquarters located?

servis.ai's headquarters is located in Walnut Creek, CA, US.

When was servis.ai's last funding round?

servis.ai's most recent funding round was for $12.6M (USD) in April 2021.

How much has servis.ai raised to-date?

As of Apr 21, 2021, servis.ai has raised a total of $25.9M (USD).

How many employees does servis.ai have?

servis.ai has 50 employees as of Feb 4, 2024.

servis.ai - Classification

Industry
  • CRM Software Companies
Ownership
  • Private
Technology
  • Analytics
Geographic Exposure
  • Global
Model
  • SaaS Platform
Revenue
  • Recurring
  • Software
Customer
  • Small Business
Tags
  • Cloud
NAICS
  • 540000Professional, Scientific, and Technical Services
  • 541500Computer Systems Design and Related Services
  • 541000Professional, Scientific, and Technical Services
  • 541510Computer Systems Design and Related Services
  • 541511Custom Computer Programming Services
SIC
  • 7300Business Services
  • 7370Computer Programming, Data Processing, And Other Computer Related
  • 7371Computer Programming Services
Show 5 more industry codes
NAICS
  • 513200Software Publishers
  • 510000Information
  • 513000Publishing Industries
  • 513210Software Publishers
SIC
  • 7372Prepackaged Software