B2B Sales & Marketing
CRM for Clinics
Pricing
Monthly
Commit annually
Annually
Commit annually
commit annually
Free
Perfect for small teams implementing CRM for the 1st time
per user / month
billed annually (USD)
per user / month
billed montly (USD)
FREE
Plan includes…
- Sales & Marketing App Stack
- Automatic Email Sync & Calendar Management
- Task Management & Reminders
- Integrate with 1000s of other systems via Zapier
Most Popular
Professional
Ideal for small and mid-size organizations looking for power and productivity
/ user
/ user
per user / month
billed annually (USD)
per user / month
billed montly (USD)
$450 per month /
pay upfront, commit annually
$540 per month /
pay monthly, commit annually
EVERYTHING IN
Free, plus...
- Now with ai Voice (patent-pending)
- Automated ai Scoring
- Select up to 3 App Stacks or 1 Industry Stack
- Self-Service Portals
- Inbound and Outbound Calling & SMS via VoIP Partners
- Direct 3rd party Integrations (e.g. SendGrid, DocuSign, QuickBooks Online, Slack)
- Webhooks
- Duplicate Prevention
- Audit Log of Every Change
- Remove servis.ai Branding
- HIPAA + BAA Included
Enterprise
Completely extensible CRM with F500 enterprise-grade features AI driven
per user / month
billed annually (USD)
per user / month
billed montly (USD)
EVERYTHING IN
Professional, plus...
- Customizable ai Agents
- Internal and external ai Chatbots
- Unlimited App Stacks
- IPaaS Integration Services
- Direct API Access
- Dedicated Account Manager
FREE | PROFESSIONAL | ENTERPRISE |
Core Functionality |
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Process Automation Automate repetitive tasks to save time and reduce errors |
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Workflow Management Define, monitor and optimize business workflows with ease |
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System of Record Maintain a single source of truth for business operations |
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Self-Service Portals Empower customers and partners to resolve issues and access resources independently |
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ai Capabilities |
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ai Voice Seamless voice interface 5x faster than typing |
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ai Scoring Score leads, deals, tickets, and more with AI recommendations |
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ai Agents Assign complex work to virtual assistants to scale your business |
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ai Chatbots Deploy expert internal and external chatbots for 24x7 help |
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App Stacks |
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Customer Service Effortlessly track, manage, and resolve customer inquiries |
Up to 3 | Unlimited | |
Field Service Optimize on-site tasks with inventory, scheduling, and more |
Up to 3 | Unlimited | |
Sales & Marketing Drive growth through lead tracking, campaigns, and pipeline management |
Up to 3 | Unlimited | |
Inventory Management Streamline stock control with real-time inventory visibility |
Up to 3 | Unlimited | |
HR Operations Manage recruiting, hiring, onboarding, and employee performance |
Up to 3 | Unlimited | |
Project Management Plan, track, and deliver projects on time and within budget |
Up to 3 | Unlimited | |
SDLC Accelerate software delivery with tools for every development phase |
Up to 3 | Unlimited | |
Industry Stacks |
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Home Healthcare Streamline patient care with tools for managing referrals, scheduling tasks, inventory, HR, and compliance |
Pick 1 | Pick 1 | |
Health & Wellness Optimize provider referrals and patient relationship management |
Pick 1 | Pick 1 | |
Medical Devices Manage sales, inventory, quoting, and even commissions |
Pick 1 | Pick 1 | |
Manufacturing & Distribution Streamline account management & post-sale service, repairs, and maintenance operations |
Pick 1 | Pick 1 | |
Fin Services Mortgage Streamline mortgage processes with tools for tracking, compliance, and reporting |
Pick 1 | Pick 1 | |
Post-production Media Effortlessly manage projects, workflows, and forecasts for creative media |
Pick 1 | Pick 1 | |
Customization & Flexibility |
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Custom Dashboards & Reports Visualize what matters most to your business |
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Configurable Workflows Adapt processes to fit unique business needs |
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Add New Workflows Add a new process and connect it to others |
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Integration Options Plug-and-play compatibility with other systems (ERP, EHR) |
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Scalability & Security |
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Data Security Enterprise-grade encryption and compliance with industry standards |
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Scalable Infrastructure Handle operations of any size, from startups to enterprises |
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Audit Trails Transparent logging for accountability and peace of mind |
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Value-Added Features |
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Analytics & Reporting In-depth insights for better decision-making |
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Mobile Access Manage operations on the go with robust mobile capabilities |
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Support & Training Comprehensive onboarding and ongoing support for success |
$ Additional costs associated, contact sales to learn more.