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Products & Services
AddedJun 27, 2026
UpdatedJul 6, 2026
Business Operations Platform

servis.ai› offers Business Operations Platform

ProductCurrently Offered

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

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Overview

The business operations platform is servis.ai's core product, a single AI-powered application 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 across the organization.

Configurable App Stacks and Industry Stacks pre-configure suites of applications for vertical workflows in healthcare providers, in-home health, medical devices, financial services, manufacturing, and media post-production. The platform is sold in tiered subscriptions alongside a free edition, succeeding the earlier FreeAgent CRM product line operated by FreeAgent Network, Inc.

Business Operations Platform - Classification

Industry
  • CRM Software Companies

Business Operations Platform - Direct Competitors

  • HubSpot

    HubSpot logo

    Sales CRM

    hubspot.com

  • Salesforce

    Salesforce logo

    Salesforce Sales Cloud

    salesforce.com

AttributeBusiness Operations PlatformSales CRMSalesforce Sales Cloud
Providerservis.aiservis.ai$25.9M raised · Series AHubSpothubspot.com$100.5M raised · PublicSalesforcesalesforce.com$65.4M raised · Public
Founded201620061999
Sells ToSmall Business—Enterprise, Small Business
Pricing ModelRecurring, Software—Recurring
OwnershipPrivate—Public
Business Operations Platform

Provider servis.aiservis.ai$25.9M raised · Series A

Founded 2016

Sells To Small Business

Pricing Model Recurring, Software

Ownership Private

Sales CRM

Provider HubSpothubspot.com$100.5M raised · Public

Founded 2006

Sells To —

Pricing Model —

Ownership —

Salesforce Sales Cloud

Provider Salesforcesalesforce.com$65.4M raised · Public

Founded 1999

Sells To Enterprise, Small Business

Pricing Model Recurring

Ownership Public

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