Coupa has partnered with servis.ai

Effortlessly integrate your financial and CRM data for more informed decision-making.

Enjoy 35% off Coupa Pro editions of servis.ai.

CRM + FINANCIAL MANAGEMENT

Invoice quicker and get paid faster

Boost efficiency and revenue with Coupa procurement and servis.ai – helping teams streamline lead-to-pay processes.

Increase Visibility

Streamline collections and invoicing

Get paid faster

#1 User-Rated Alternative to Salesforce

Trusted by 1000s+ of the world’s most productive teams

Coupa Pro Edition

Special offer exclusive to Coupa suppliers only

Coupa Pro+

Enjoy 35% off
servis.ai

^$60

^$39

per user / per month
billed annually

See what’s included →

Coupa Pro Edition

ISO 27001
CSA STAR LEVEL 1
CASA
GDPR
HIPAA
BAA Included

Main Features
All-in-One: Contacts, Accounts, Deals, Tickets, Projects, and Quotes Manage Contacts, Accounts, Deals, Tickets, Projects, Quotes and more in one happy place.
All Activities: Tasks, Emails, Phone Calls, Texts, Notes, and Attachments All activities are automatically and neatly organized within all of your apps.
Self-Service Support Portal** Manage your customer support inquires within a personalized Self-Service Support Portal.
Custom Apps* Customize your apps to fit your business. You can also create apps from scratch.	Up to 5 Custom Apps*
Email Features
Automatic 2-Way Sync with Gmail, Outlook, Exchange (Real-time) Seamlessly pair Gmail, G Suite, and Outlook or Office 365 within a few clicks.
Auto-log emails to Contacts, Accounts, and Deals Automatically capture and log all inbound and outbound emails.
Visual no-code Automation Builder* Create custom automations easily using a simple, visual automation builder.
Automated Email Sequences with smart-field personalization* Send emails automatically based on triggers such as account status, website engagement, form fields, and more.
Share Email Templates with your team Build high-performing email templates, share them through folders, and easily access them from every app.
Drag-n-Drop Email Visual Designer Use a drag-and-drop builder to create beautiful email templates.
Email Open-Click Notifications (Real-Time) Get notified instantly when prospects open your email so you can perfectly follow up.
Email Template effectiveness reporting See email activity by rep, by team, or company-wide.
Bulk Email Blasts with smart-field personalization Send email campaigns quickly to 1000's of contacts. Personalize with merge tags, automations, and follow-ups.
Call Features
Fully-integrated Outbound Calling Make calls directly from servis.ai in your browser or mobile app.
Auto-log calls to Contacts, Accounts, and Deals Enable automatic call logging as well as turn on recordings and transcriptions.
Call duration & outcome reporting Auto-capture call duration, talk ratios, and timestamp on every call.
Call recording Improve and access data faster with call recordings and sales activity reporting.
Searchable call transcriptions Easily access call transcriptions without any extra setup and better reporting.
SMS/Text Messaging Features
Send and receive SMS (including images) Send and receive SMS/text messages directly from servis.ai on your browser or mobile app.
Auto-log texts to Contacts, Accounts, and Deals servis.ai neatly organizes all texts for every contact for a complete chronological relationship history.
Bulk SMS Blasts with smart-field personalization Send personalized SMS/text messages to hundreds of chosen contacts with a single click.
Automated SMS Sequences with smart-field personalization Set a series of text messages to send based on the triggers you set.
Tasks & Productivity
Personal page with your tasks, notifications and calender Open and work your task list from any page in servis.ai.
Automatic Task context for Contacts, Accounts, Deals & Projects* Easily glance related records and relevant information without leaving your task list.
Automatic Task assignment based on triggers Auto-prioritize your task list based on events that you decide are important.
Flip your real-time Notifications into Tasks with 1-click Flip your real-time notifications into tasks with 1-click, so you can stay on top of everything even as new work comes in.
1-Click to Call, Email, or Text* Action email, phone, and other tasks with a single-click.
Quick-create tasks from any page Add a new task to your list in seconds. Add details or keep it simple.
Live feed all activities across your team (real-time) Watch work getting done in real-time and view all your team activity and customer interactions.
Custom Notifications Create custom notifications and manage events such as new leads, task assignments, upcoming deadlines, important updates and more.
Reminders and escalation rules for overdue Tasks Receive notifications when a task has an upcoming due date. Get alerts for missed follow-ups.
Snooze reminders Set and snooze reminders to suit your own workday.
Personalization
Webforms Design and deploy custom webforms, empowering your organization to capture valuable information from your website and send it to servis.ai directly
Remove servis.ai branding from Emails, Meeting Invitations Create and personalize signatures to use in emails you compose within servis.ai.
Brand servis.ai with your Logo and Theme Define your own theme to match your organization's logo and brand.
Custom Branded Login Page Customize your login page to match your organization's logo and brand.
Custom UI Pages and Page Builder Create custom pages in servis.ai for individuals, teams, or your entire user base.
Custom Sites Create and manage custom menu layouts tailored to different user roles or preferences, enhancing usability and control for customers.
Management Reporting
Custom Dashboards and reports Create and customize dashboards with a collection of charts to track essential metrics.	Unlimited
Out-of-the-box reports included for sales, marketing, ticketing, + Built-in templates for Dashboards and Views for Contacts, Accounts, Deals, Tickets, and more.
Customer acquisition and retention reporting Track every stage change for customer acquisitions and pipeline. View linked deal activity.
Sales team performance reporting Compare performance by rep / month / lead source, + Compare performance to goals by team or time period.
Sales team productivity reporting Compare # activities by rep / day / type (calls/emails/meetings), + Provide individual rep dashboards to track activity and performance.
Pipeline, revenue & cycle time reporting Track pipeline and revenue achievements by sales rep, team, marketing channel, industry, or any other dimension.
Schedule recurring report snapshots and distribute via email Schedule a snapshot of a report to generate and send on a regular basis. Send auto-email reports to a custom list.
Custom UI Widgets Design and configure custom UI widgets to enhance your CRM and reporting experience.
Meetings
Team Calendar Visualize team members availability and agendas for easier scheduling.
Automatic 2-way sync to Google Calendar or Office Calendar Works seamlessly with Google Calendar and Office 365 Calendar.
Automately log meetings to Contacts, Accounts, and Deals Set meeting tracking to update automatically based on triggers.
Convenient scheduling of team members Schedule meetings quickly knowing the availability of all key people.
Track and report on Meeting outcomes Analyze meeting outcomes by rep, channel, industry, or any other dimension.
Webvite Schedule Meeting email link Send out personalized meeting invites for the recipient to choose a date and time for the meeting.
Automating Work
Visual no-code Automation Builder* Create custom automations easily using a simple, visual, no-code automation builder.	Up to 300 Automations*
Automate lead capture, lead assignment, and lead followup Route leads and inquiries to the right agent automatically based on rules you set.
Automatically assign tasks per stage Progress deals and projects through stages automatically when certain conditions are met.
Automatically assign tasks from triggers Setup a task series based on triggers, such as a new lead assignment, to play out over weeks.
Automate account followup Trigger reminders and alerts based on conditions such as "no interactions" or "after 24 hours".
Automation Runs Access details of all the automations that have been launched to stay informed on their statuses.
Automate email, call, and text campaigns to prospects and customers Send email, call, and text campaigns automatically based on triggers.
AI Assistant / Co-Pilot
Create and Update Records Create and update records through a simple command. Example: Update 'Acme' deal to stage closed one.
Build Reports Build custom reports through a simple command. Example: show me a bar chart of all contacts grouped by contact stage and contact owner.
Navigate the CRM Navigate the records in servis.ai through a simple command. Example: Go to record John Doe.
AI-Based Lead and Deal Scoring Score your data based on your criteria, such as emails, phone calls, industry, or other specific information.
Integrations
Connect to 1000's of other systems via Zapier Zapier is a user-friendly integration tool in which you can connect servis.ai to thousands of loved applications.
Gmail, Outlook, Exchange Email Integrations Pair your email account with servis.ai in a few clicks. Just log in and start emailing your contacts directly from servis.ai.
Google and Microsoft Calendar Integrations Pair your Google and Microsoft accounts directly with servis.ai to sync your calendar.
Mailchimp Integration Create targeted email campaigns, sync contacts from servis.ai, and import email campaign reporting.
Twilio Integration for Voice, SMS/Text Enabling Twilio with a few clicks allows you to make calls natively in servis.ai.
Sendgrid Integration for Bulk Email Maximize your email's inbox placement and ensure deliverability through Sendgrid.
DocuSign Integration Send a quote or order for e-signature with a single click through direct integration with DocuSign.
Quickbooks Online Integration Click a button to auto-create an invoice in QBO that matches the information on your quote.
Slack Integration Through direct integration with servis.ai, you can easily share CRM status and deals stage updates, new leads alerts, and more.
Google Maps Integration Configure and enable using Google Maps directly in servis.ai.
IMAP Email Integration Pair your IMAP account with servis.ai in a few clicks using your IMAP email, password, and incoming and outgoing server information.
Webhooks With Low-Code Integrations via Webhooks integrate servis.ai with all of your favorite tools.
Website Tracking Enable website tracking to access website analytics directly in servis.ai with a custom script.
Direct API access There are more ways to integrate servis.ai with all of your favorite tools. With servis.ai’s robust Open API, the possibilities are endless.
Out-of-the-Box IPaaS Integration Service Out-of-the-Box integrations are pre-installed and ready to roll, just login through servis.ai and go.
Security and Permissons
Undelete Records Review the list of deleted records and select those you want to restore.
Set Individual Access Have control of what users can and can't do with an application on a per-field or per-record basis.
Create App Actions Configure various actions that can be triggered within an app with a click.
Configure Related Lists Structure the way you display and manage related records associated with a record within an app.
Configure sub-applications using Lines Create custom modules, extensions, or integrations tailored to specific business needs or industry requirements.
Duplicate Prevention Maintain data integrity and cleanliness by preventing the creation and updating of duplicate records
Audit Log of Every Change Keep track of all the changes made into a single record on any of your Apps.
Advanced Permissions: Role Based Access Control All of our platform configurations can be customized to apply to specific sets of roles.
Set Field-Level Permissions Access and modification operations can be controlled for sensitive data within records themselves.
Go Live Quickly
Pre-configured Contacts, Accounts, Deals, Quotes, Tasks, and other Apps Start making the most out of servis.ai with just a few clicks and by using the pre-configured apps.
Out-of-the-box sales dashboards and reports Built-in templates for Dashboards and Views for Contacts, Accounts, Deals, Tickets, and more.
Out-of-the-box email templates you can adapt for your business Take advantage of proven high-performing email templates built-in to servis.ai's email template library.
Easy setup wizards for email pairing, calendar, phone, and text integrations Easily link your favorite email, calendar, phone, and text apps to servis.ai.
Future Proof
Frequent updates and enhancements to the platform included Monthly product updates and new features designed for our customer constantly evolving needs.
Easily customizable to meet the needs of your business servis.ai allows you to fully customize your experience so that it fits your process.
Integrate easily with the tools you already use servis.ai offers a number of Out-of-the-Box integrations with popular software.
#1 Top-Rated Support
Knowledge Base AI Assistant Finding the answers to your questions faster. Finding the answers to your questions faster.
Help Center with easy-to-follow guides, videos, and walk-throughs Exceptional Help Center guides with videos, in-app tool tips, and walk-throughs will get you up and running in no time.
Weekly Live Customer Webinars Our expert team will introduce new features and answer customer questions on any topic Our expert team will introduce new features and answer customer questions on any topic.
Ticket Support Portal Admins can utilize the servis.ai support portal to log support issues, check issue status, and provide supplemental support information to the servis.ai team to get support quickly.
30-Day Onboarding available Dedicated in-house onboarding specialist will get your team up and running quickly.
Professional Services available Our premium internal agency is available for custom integrations / customizations Our premium in-house professional services is available for custom integrations / customizations.
Dedicated Account Manager With dedicated in-house support, your dedicated Account Manager will ensure you’re set up for success.

POWERFUL CRM

Work smarter, faster, and improve outcomes

STREAMLINE PROCESSES

Optimize your financial ecosystem

INCREASE VISIBILITY

Improve invoice transparency and cross-team accountability

Save time and get paid faster with recurring invoices and automatic payment reminders.
Route follow-ups and inquiries to the right team members automatically based on rules you set.
Auto-prioritize your task list based on events that you decide are important, such as overdue invoices or account status changes.

GET PAID FASTER

Faster and seamless payments

Lead the way to a better workday

Connect with our CRM experts to unleash your team’s potential.

Coupa has partnered with servis.ai

Invoice quicker and get paid faster

Trusted by 1000s+ of the world’s most productive teams

Coupa Pro Edition

^$60

^$39

Work smarter, faster, and improve outcomes

Optimize your financial ecosystem

Improve invoice transparency and cross-team accountability

Faster and seamless payments

Lead the way to a better workday

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

Unlock the essential servis.ai features at no cost.

Coupa has partnered with servis.ai

Invoice quicker and get paid faster

Trusted by 1000s+ of the world’s most productive teams

Coupa Pro Edition

$60

$39

Work smarter, faster, and improve outcomes

Optimize your financial ecosystem

Improve invoice transparency and cross-team accountability

Faster and seamless payments

Lead the way to a better workday

Welcome to servis.ai Free Edition

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Get Started with servis.ai

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

Unlock the essential servis.ai features at no cost.

^$60

^$39