Apps

Your CRM should adapt to your work processes and not the other way around. Servis.ai offers you powerful, simple features to customize your experience.  One

Servis.ai stands out for its high level of customization, thanks to its flexible field system. Fields allow you to capture and organize exactly the information

Admins can set up and maintain forms more easily using the Form Builder. See the changes you make as you make them. Find fields faster

Gain full control of your Form Fields in each of your Apps by setting them as read-only, mandatory, or even visible to certain team members

This feature allows administrators to review a list of deleted records for each of the available apps, in case they need to bring some of

Lines are a super-sized enhancement to your Apps that will allow you to give them a boost of capabilities. With them, you can create invoices

Servis.ai helps you store, organize, and track many different types of information. We do this using Apps. But Apps are just the beginning. To get the

Admins can edit the existing layouts for the detail page of each existing App to create a custom Workspace. A Workspace can include any of

Create custom actions and place them either on the Detail Page or right on the Card. There are different types of App Actions:   System. Pre-existing

The Apps you use and the relationships between them will dictate how your information is managed in Servis.ai.  FAQs What is an App? An App