Getting Started

Navigating Servis.ai Platform with Ease Servis.ai is a robust web-based CRM platform designed to provide seamless access to customer data from anywhere. This guide offers

What is Bookmarking? Bookmarking is a powerful tool that allows you to keep track of multiple forms in Servis.ai at once. You can use it

There are multiple different ways to create Contacts and Accounts in Servis.ai, including automations and imports. In this article we will cover how to create

The Activity timeline is a powerful feature within Servis.ai. It allows you to visualize any current or past activities for all the records in your

Servis.ai gathers customer data through workflows, integrations, and manual updates. Once the data is imported, users can begin managing and modifying it as needed. Let’s

Servis.ai comes equipped with multiple ways to view your data. The 4 main Views for organizing data in Servis.ai are – ‘List’, ‘Rolodex’, ‘Board’, and ‘Calendar View’. Let’s take

Servis.ai comes equipped with powerful visualization tools that help you visualize your data and get meaningful data insights. Servis.ai has over 15+ different chart types

Global Search The search box at the top of the menu allows you to quickly find what you need across the platform. This global search

Apply filters, use the sorting options, group your data and create useful calculations to improve your record productivity. You can combine all these options to