- VP Sales & Commercial Leaders
- Field Reps & Clinical Specialists
- Commercial Ops Teams
Your CRM stops at the sale.
Ours doesn't.
Where Commercial Operations Break Down
Your pipeline is visible.
Your operations aren’t.
No visibility into clinical utilization
Inventory shows as deployed but no one knows how often the device is actually being used — or which accounts are stalling on adoption.
Rep activity, account history, and key contacts spread across inboxes, spreadsheets, and multiple CRMs with no shared view across the team.
Insurance authorizations expire or lapse before anyone flags them — delaying procedures, frustrating clinical partners, and costing revenue.
Referrals are logged but no one tracks whether they convert, what happened to the patient, or which partners are actually driving procedural volume.
Provider & Account Management
Know every account.
Not just every contact.
servis.ai goes beyond contact management — it connects account engagement to actual clinical activity, so your team can see which relationships are driving adoption and which ones need attention.
IDN, hospital & practice account tracking
Full account hierarchy from health system to individual physician — with engagement history, device usage, and procedure volume in one view.
Utilization tied to account relationships
See which accounts are fully adopting your device and which are underutilizing — with AI flags before flat accounts become lost accounts.
Decision-maker and key contact management
Track physicians, administrators, and procurement contacts with interaction history, engagement scores, and relationship health signals.
Territory and field team coordination
Assign accounts, manage territories, and coordinate field activity with real-time visibility across the entire commercial team.
Referrals & Procedure Tracking
From referral to procedure.
Nothing falls through.
End-to-End Patient Visibility
See the full patient journey.
Not just the procedure date.
Referral to procedure tracking
Every patient in your device program tracked from initial referral through scheduled procedure with clear status at each stage.
Insurance & authorization management
Patient insurance details, authorization status, and approval records managed alongside device and procedure data.
EHR integration or standalone management
Connect with your existing EMR/EHR systems or run patient workflows entirely within servis.ai — no rip-and-replace required.
Follow-up and outcome data capture
Post-procedure follow-up tracked and connected to device records — giving commercial teams insight into real-world outcomes by account.
AI Analyst — Commercial Intelligence
Stop guessing which accounts
need attention this week.
servis.ai’s AI monitors your entire commercial operation — flagging underperforming accounts, stalled referrals, and authorization risks before they become revenue problems.
Flag accounts with declining utilization before you lose them
AI tracks device usage trends by account and alerts your team when utilization drops for more than two consecutive periods — before the account goes cold.
Surface authorization risks before procedures are delayed
Pending and expiring authorizations flagged automatically — so your team resolves issues days before they impact scheduled procedures.
Identify which referral partners drive real procedural volume
AI connects referral sources to actual procedure outcomes — revealing which partners are your highest-value relationships and which need re-engagement.
