AI-Powered CRM for the Medical Devices Industry
servis.ai empowers medical device companies with cutting-edge CRM tools designed to optimize patient care, streamline inventory management, enhance HR processes, and drive sales success. Our AI-driven solutions are built to support the complex workflows of the medtech industry, ensuring efficiency, compliance, and seamless integration with existing systems—including Electronic Medical Records (EMRs).
With HIPAA-certified technology, we provide a secure, intelligent, and adaptable platform tailored for the medical devices sector.
Build Stronger Relationships
Manage and track key industry connections—from hospitals and nursing homes to physician networks.
- Organize and oversee key healthcare providers and referral sources.
- Maintain up-to-date records of decision-makers, physicians, and administrators.
- Optimize your sales process by gaining visibility into your team's day-to-day interactions with clients.
Streamline Referrals & Treatment
A seamless bridge between medical device providers, physicians, and referred patients.
- Maintain an organized database of partnered doctors and track potential patients referred by hospitals and doctors before they become confirmed cases.
- Manage confirmed patients, their insurance details, and medical records. This can integrate with your existing EMR or be managed entirely within Servis.ai.
- Schedule and manage patient consultations, either through your EMR or within Servis.ai.
- Track insurance authorizations, approvals, and medical procedures related to your devices.
Optimize Inventory Tracking
Real-time tracking of your medical device inventory, from vendor management to product usage.
- Keep an organized database of suppliers and vendors and manage stock in various locations, including trunk stock for field reps.
- Track each medical device, its status (assigned, implanted, removed, etc.), and compliance history.
- Oversee procurement, deliveries, and supply chain movement.
Strengthen Your Workforce
Ensure efficient recruitment, employee performance tracking, and compliance with industry regulations.
- Track open job roles and hiring status and manage recruitment pipelines, from applications to interviews.
- Store employee credentials, certifications, and HR data.
- Monitor company-owned equipment assigned to employees.
- Securely store handbooks, contracts, product manuals, and compliance certificates for patient education.
- Generate reports to assess employee performance and productivity.
Real Providers. Real Progress.
[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...
[servis.ai] is outstanding in terms of customization, service, interface, simplicity and elegance...
I love servis.ai. It has been truly transformational for our Admissions Department — just incredible.
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...
[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...
[servis.ai] is outstanding in terms of customization, service, interface, simplicity and elegance...
I love servis.ai. It has been truly transformational for our Admissions Department — just incredible.
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...
HIPAA-Compliant, Fully Integrated & Data-Driven
Servis.ai ensures HIPAA-compliant data management, providing security and regulatory adherence for patient and wound records. Our CRM can integrate seamlessly with existing EHR systems or serve as a standalone platform for managing patient and procedural data.
Seamless EHR integration or standalone patient management.
HIPAA-certified CRM to ensure regulatory compliance and data security.
Automated reporting for better decision-making and performance tracking.
