Log In

Blog

How To Improve Your Sales Opportunity Management Process

An effective sales opportunity management process helps you make the most of your hottest leads. Here's how to optimize yours.

Learn More

How To Create A Sales Enablement Content Strategy

Sales enablement content shortens the time it takes for sales reps to close deals. Read on for how sales leaders can craft a winning sales enablement content strategy.

Learn More

10 Customer Support KPIs You Need To Track

These 10 customer support KPIs help you evaluate how well your support team is delivering for your customers and your business.

Learn More

Customer Support Email Templates to Delight Your Customers

Customer support email templates can help you ensure alignment, reduce your customer response times, and improve communication.

Learn More

CRM Content Marketing: A Detailed Guide For Writers

CRM content marketing can be challenging for writers new to the niche. Learn how we ideate, create, promote, and track content at FreeAgent.

Learn More

CRM Comparison Series: FreeAgent vs. Copper

FreeAgent CRM vs. Copper CRM. Which one is right for your business? A side-by-side comparison can help you decide.

Learn More

CRM Training Strategy: How To Help Your Team Get The Most Out Of Your CRM

CRM training is crucial to realizing your full CRM ROI. Steal these tips to craft a CRM training program for your team.

Learn More

Today’s Top Trends in CRM (And What They Mean for the Future)

By looking at what CRM trends are emerging today, we can better prepare to meet tomorrow’s expectations.

Learn More

9 CRM Adoption Metrics To Track

CRM adoption means more than logging in once in a while. We can show you who is getting the most out of your CRM and who is just going through the motions.

Learn More

Does your CRM ROI justify the cost?

CRM ROI can be affected by complex implementations, hidden scaling costs, poor technical support, and ballooning administrative requirements.

Learn More

Setup for Success: Selecting the Right CRM Administrator Makes All the Difference

CRM administration is a major determinant of ROI, adoption, and overall success. Choosing the right CRM admin will impact your CRM implementation efforts and beyond.

Learn More

A CRM Can Help You Create Quotes That Your Prospects and Customers Will Accepted Every Time

Many salespeople generate weak, generic sales quotes that don't sell their offerings well. A CRM can help you personalize your quotes and position your products and services for maximum effect.

Learn More

CRM Maturity Model: How to Improve Your CRM Maturity Level

Your CRM maturity indicates the level at which you leverage CRM software to drive business value. Here’s how to determine your CRM maturity level.

Learn More
FreeAgent CRM Long Live the Agent

Get Agent CRM Software for Sales, Real Estate, and Insurance Agents

The work of the agent is crucial to small business growth. Here’s how sales, insurance, and real estate agents can enjoy better workdays through CRM software.

Learn More
Dirty Data Cleansing — The Complete Guide To CRM Hygiene

Dirty Data Cleansing: The Complete Guide To CRM Hygiene

Dealing with a disorganized CRM leads to slower work, less effective campaigns, poorer support, and misleading analytics. Here’s how to get CRM hygiene right.

Learn More

Overcoming the 5 Challenges of Information Management in Manufacturing

Information management remains one of the top business challenges in manufacturing. A work management platform can overcome these challenges and turn them into strengths.

Learn More

First 100 Days: The VP Operator Playbook

The first 100 days of a new operator role at the VP or Director level are crucial. A three-time former Chief of Staff shares the ultimate VP operator playbook.

Learn More

Begin your journey today and discover the impact of servis.ai

Book a Demo

© 2025

Solutions

B2B Sales & Marketing

Customer Service

Health & Wellness

Medtech

Manufacturing

Product

Integrations

Mobile App

Pricing

Company

About Us

Contact Us

Partners

Resources

Blog

Customer Reviews

Knowledge Base

Security

Legal Stuff

Privacy Policy

Servis Status

Download on the App Store
Get it on Google Play

Welcome to servis.ai Free Edition

Link your email to begin

Continue with Google

Continue with Microsoft

By continuing, you agree to servis.ai Terms of Use. Read our Privacy Policy.

Get Started with servis.ai

Book a Demo

30-minute demo where you see servis.ai in action.

Get Free Edition

Unlock the essential servis.ai features at no cost.

How can I be of servis?
How can I be of servis? ✖