Optimize Operations, Build Stronger Relationships.
| Account | Stage |
|---|---|
| Vanguard Industrial | Active |
| Meridian Supply Co. | Prospect |
| Northgate Logistics | At Risk |
The Platform
One platform. Every operation, connected.
360°
Account Visibility
Real-time
Inventory Tracking
One
Unified Platform
CRM, operations, inventory, field service, and customer support — no more siloed tools, no more manual handoffs.
App Stack
Everything a production needs, connected.
Accounts & Contacts
360-degree view of every customer, distributor, and partner — with full history, interactions, and pipeline visibility.
Sales & Pipelines
Manage opportunities end-to-end. Identify high-value accounts and prioritize your team's efforts accordingly.
Inventory Management
Track stock levels, automate reorder triggers, and prevent stockouts across every warehouse and facility.
Field Service
Dispatch technicians, track job status, and manage on-site service requests from a single ops view.
Customer Service
Centralize support tickets, track resolution times, and reduce workload with a shared knowledge base.
Project Management
Plan, assign, and track tasks across teams — from product launches to facility upgrades.
Billing
Streamline invoicing, track payments, and keep financial records aligned with customer and order data.
Reporting & Analytics
Real-time dashboards for sales performance, inventory health, and operational KPIs across the business.
Workflow
Seamless Collaboration for Effective Account Management.
360-degree account view
Every interaction, order, ticket, and communication for each customer in one place — no more hunting across systems.
Manage opportunities and pipelines
Full visibility into each sales stage so your team knows exactly where to focus to close faster.
Identify and prioritize high-value accounts
Surface the accounts with the highest potential and ensure your best resources are pointed at them.
Break down team silos
Sales, marketing, and customer service all share the same account data — no more gaps in the handoff.
Customer Service
Master Customer Service to Delight Customers.
Complete customer history, centralized
Every interaction, order, and past issue in one place — so your team arrives to every conversation fully informed.
Track and manage service requests
Log, assign, and resolve customer service tickets with full visibility into status and ownership.
Seamless customer interactions
Manage every touchpoint — calls, emails, on-site visits — without switching between tools.
Reduce support workload
A shared knowledge base for common issues means your team spends less time on repeat questions and more time on complex ones.
Inventory & Operations
Manage Inventory Efficiently.
Live stock levels across locations
Track inventory in real-time across warehouses, distribution centers, and partner facilities — all in one view.
Automated reorder triggers
Set thresholds per SKU and let servis.ai alert your team — or trigger reorders automatically — before stockouts happen.
Connected to CRM and orders
Inventory data is linked directly to customer accounts and orders — so your team can promise delivery dates with confidence.
Moley Magnetics
Lockport, NY
Industry
Favorite Feature
Reporting / Dashboards
Impact
👀 Visibility game changer
< 3 min ⚡️ support response time
Sales admin work down 5+ hours/wk
My favorite part is definitely the high-level overview of activity within the organization along with the reporting that allows us to drill down to certain data points as needed. It’s a visibility we didn’t have before. The visibility was a game changer to put all the metrics in one place.”
Elizabeth Moley
Director Of Administration
GP Reeves
Holland, MI
Industry
Favorite Feature
Impact
+ 16.7% Revenue growth
Larry Jackson Jr.
Sales Manager
Begin your journey and discover the impact of servis.ai
See how manufacturing and distribution teams use servis.ai to grow accounts, streamline operations, and deliver on their promises.
