Customer Reviews
Real Feedback. Real Results.
Servis.ai simplifies operations, boosts efficiency, and empowers teams. Hear what our customers have to say!
Still curious? Here’s what professionals on platforms like LinkedIn, G2, and Software Advice are saying about servis.ai.
Love the mobile app and that it has all the capabilities of the desktop version!”
Peggy M.
The straightforward workflow enables our Marketing & Sales teams to be more productive and more aligned. Not to mention, the customer service and attentiveness of the Product Team is beyond anything we would get from Salesforce or any of the other major players.”
Mateo G.
The most amazing part of this software for us has been the customer service. The team has helped us customize our product to create a format where we can highly specialize our CRM to the need of our small business. This platform is perfectly functional and integrates well with Sales date, Point of Sale software, and email to provide a 360-degree view of your current customer base.”
Alex A.
[servis.ai] is the software that I use to manage relationships, track visits, and plan stops while in the field. One of the most appreciated services offered is their training that allows me to independently set up my own automations, run reports, and individualize the platform to fit my needs without relying on programmers so I am in control of my time.”
Nikki C.
Customer Service is outstanding, and the developers listen to my needs and, within hours, have made the necessary updates needed to make things work. My niche is a hard nut to crack because there are so many variables. However, [servis.ai] stepped into this and together, we have devised a system that flows very well and does what I need. I cannot say enough good things about them.
Kimberly C.
Any chance you don’t hate your CRM? Is it HIPPA compliant? Can you create complex relationship webs, but also unspool data quickly and easily? Did you have to sign away your first born to be able to afford it? Are you able to keep it from being the tail that wags the dog? Surely there is something out there that works better than a spreadsheet coupled with what is essentially a HIPPA-compliant digital filing cabinet from the mid-90’s … , without being constrained by deal-breaker limitations.
Jake W.
Hi Jake W. I actually just went through this in the last few months!! AND I think we found the perfect solution!! We are only about a month in but so far we love it!! We came from Hubspot (not HIPAA compiant) and we were so annoyed we couldn’t find an affordable option. But, check out [servis.ai]. If you like it, please let me know …”
Lydia B.
A few years ago we had a false start with some customized CRM’ish software for outreach, admissions, etc. Imagine something taking forever and being really expensive… In the end, we stuck with our complicated spreadsheets …
Fast forward to today – and we’re getting ready to launch [servis.ai], and I have to say, it’s been a looooong time since I was genuinely excited about software. But this time around, I’m genuinely excited.
Powerful, intuitive, flexible, secure, customizable. Strong support, great UX, and for the first time I can see how a digital product can actually make us better and more effective as an organization in a way that will allow us to serve … our students, families, and colleagues in the field. “
Many Thanks to Lydia B. for the suggestion!!
Jake W.
… We are a smaller school with unique requirements and educational data fields. The “out of the box” systems didn’t meet our needs and didn’t offer the ability for customization. [servis.ai] allows us to easily create multiple data fields and organize these in the way that makes it most efficient and productive for our staff. “
David D.
The ability to automatically archive all email communication with donors and members has been super invaluable as well as an easy to use next steps and imbedded email/phone communications interface is simply invaluable. It eliminates what was formerly time consuming steps to make sure all communications was kept in a person’s record.”
Donna L.
[servis.ai] is outstanding in terms of customization, service, interface, simplicity and elegance. The entire user experience, if rated on a scale of 1 to 10, is 10+ while I would rank Salesforce a 1, having seen Salesforce performing in the past…”
Marc K.
[servis.ai] helps me stay on top of any changes and updates my team members make to our prospect list. With the help of various “Automations”, I am kept in the loop if a change was made or a special note was entered. The system also helps my team stay accountable, on task and better organized.”
Julia G.
No coding experience is necessary. The team is very responsive and provides suggestions and best practices to help your business achieve its objectives.”
Andrew F.
Centralized our pipeline, currently working on generating KPI reports on a level that will give us far more insight than we have ever had into our sales processes.”
Calmen T.
It is a robust contact management system. We also use it for integration with multiple other software to manage accounting and contractor management.”
Jeremy W.
