What is a Business Operations Platform?
A Business Operations Platform connects your customer-facing work—from CRM and service to inventory and workflows—into one unified system. It replaces spreadsheets, disconnected tools, and manual handoffs with intelligent, automated processes that help your teams move faster and work smarter.
With Servis.ai, you gain a system of record and a system of action—powered by AI to streamline operations, improve visibility, and boost productivity across your business.
Empowering Your Team with Seamless People Management
Key Capabilities
Unified CRM and Service Tools
Track every customer, request, visit, asset, and task in one place—no more digging through siloed systems.
Workflow Automation
Route work, assign tasks, and trigger next steps automatically—so nothing slips through the cracks.
AI-Driven Efficiency
Let AI summarize notes, surface priorities, and auto-generate follow-ups to reduce manual effort and improve response times.
Scheduling & Coordination
Manage visits, staff, and inventory across locations or territories with built-in calendars and route optimization.
Real-Time Insights
See what’s working, what’s behind, and what’s at risk—right from your dashboard.
Built for Customer-Facing Teams
Whether you’re managing service delivery, post-sale support, or field operations, Servis.ai helps you:
- Deliver faster, more coordinated service
- Track and improve performance with real-time data
- Scale operations without adding headcount
- Keep teams aligned—from the office to the field
Why It Matters
CRMs focus on sales. ERPs focus on finance.
Servis.ai is built for the operations layer where work gets done and customers are served. It’s the system that helps your business run better—every day, with every customer.
