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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
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Contents

  1. 01Products & Services
  2. 02Competitive Strengths
  3. 03Pricing Strategy
  1. 01Products & Services
  2. 02Competitive Strengths
  3. 03Pricing Strategy

Product Overview

servis.ai is a single AI-powered business operations platform that unifies CRM, customer service, field service, and internal workflows in one application. 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.

Configurable App Stacks and Industry Stacks pre-configure suites of applications for vertical workflows, and the platform is sold in tiered subscriptions alongside a free edition. It succeeds the earlier FreeAgent CRM product line operated by FreeAgent Network, Inc.

Competitive Advantages

servis.ai positions its platform as an all-in-one business operations suite that consolidates CRM, service, and work management, reducing the tool sprawl that burdens sales and operations teams. Its AI co-pilot and AI Analyst differentiate the product by enabling conversational navigation and automated insight generation across workflows.

The platform's configurable App Stacks and Industry Stacks let teams pre-configure application suites for specific verticals such as healthcare providers, in-home health, and medical devices, giving it a vertical-focused edge against horizontal CRM competitors.

Pricing Strategy

servis.ai is sold in tiered subscriptions, with Professional and Enterprise editions priced per user per month on annual plans and an Unlimited edition offered at custom pricing. A free edition provides access to essential features at no cost, supporting a product-led growth motion.

AI features such as AI Analyst, AI Agents, AI Voice, AI Scoring, and AI Chatbots are available on the upper tiers, with account managers guiding customers on which edition includes specific AI capabilities. This tiered structure lets smaller teams start free and expand as their needs grow.