BETA
Best CRM for
AI Assistant
Access AI across any App
Reduce manual data entry
Speed up your workflow
POPULAR FEATURES
Build reports and charts
Elevate your data game and speed up your workflow. Create custom reports and beautiful charts using the servis.ai AI Assistant.
AI Scoring
Use AI to automatically score the quality of your leads and deals based on criteria you set to help ensure teams focus on the most qualified opportunities to boost conversions and drive sales efficiency.
Navigate the CRM
Find what you want faster. Navigate to related records and relevant information without leaving your view. Just ask, and servis.ai’s AI Assistant will navigate the CRM for you.
Create and update
Use the AI Assistant to create in-moment contacts, deals, and accounts and save time updating information by asking the AI Assistant to do it for you.
AI Co-pilot for admins
Admins can use the AI Assistant Co-pilot to configure the CRM. Get creative with the information you want to see or stick to the basics like adding new leads or deal stages in a super speedy and accurate fashion.
GET MORE DONE
Use AI across any App
- Contacts
- Deals
- Projects
- Tasks
- Accounts
- Tickets
- Quotes
- More
BUILD REPORTS AND CHARTS
Build reports and charts with AI
Generate Reports
View the information that matters most by quickly generating and transforming any record collection into visually stunning reports using AI.
Build Charts
Share information with your team faster. Save time creating glanceable Charts using AI. Enjoy various chart types, including pie charts, gauges, column charts, funnels, and more.
Flip event notifications into tasks
Flip your real-time notifications into tasks with 1-click, so you can stay on top of everything even as new work comes in.
SCORE DATA QUICKER
Boost sales efficiency with AI data scoring
AI Scoring
Use AI to score your data based on your criteria, like emails, phone calls, industry, or other specific demographic information.
Automatically prioritize leads, deals, and accounts based on their scores.
Ensure the team focuses on the most qualified leads and highest potential deals.
Automatically prioritize accounts based on their scores, ensuring the team focuses on the highest potential deals.
Access scoring summaries to efficiently identify scoring data and gain valuable insights to inform your next steps better.
Automatically prioritize leads, deals, and accounts based on their scores, ensuring the team focuses on the highest potential deals.
Ensure the team focuses on the most qualified leads and highest potential deals.
Access scoring summaries to efficiently identify scoring data and gain valuable insights to inform your next steps.
NAVIGATE THE CRM
Save time searching with AI navigation
AI Navigation
Ask the AI Assistant to navigate the CRM and find what you’re searching for.
Navigate to related records and relevant information without leaving your view.
Pull up real-time reporting to see where deals and tickets are getting stuck.
Jump to timelines and customer interactions as they happen across the CRM.
Navigate to related records and relevant information without leaving your view.
Pull up real-time reporting to see where deals and tickets are getting stuck.
Jump to timelines and customer interactions as they happen across the CRM.
CREATE AND UPDATE FASTER
Use AI to reduce manual data entry and stay on task
Create with AI
Use the AI Assistant to create in-moment leads and accounts (and more) and reduce errors like accidentally adding extra letters to an email address.
Update with AI
Save on clicks, and keep your CRM information up-to-date without leaving the page. Use the AI Assistant to update your data with a single prompt.
Personalize at scale with merge tags, automated nurture sequences and follow-ups.
Use any Saved View or set of filters to easily create an audience for your email blast.
Include images, dividers, buttons, and all sorts of text, even video content.
Preview the email for both web and mobile. Send yourself a test version to make sure it's perfect for using in automations or bulk email sends.
SAVE ADMIN TIME
Get more done with AI Assistant Co-pilot
AI Co-pilot for admins
Admins can use the AI Assistant Co-pilot to configure apps across the CRM.
Watch work getting done in real-time.
Eliminate admin work and manual updates so you can focus on what matters.
Watch work getting done in real-time.
Eliminate admin work and manual updates so you can focus on what matters.
GET HELP FASTER
Knowledge Base AI Assistant
Get instant support and personalized answers to your questions about using servis.ai with generative AI.
- User-Friendly Chat
- Instant CRM Support
- Quick Answers
- Customized Responses
- Resource Links
Frequently Asked Questions
Here are answers to some common questions about servis.ai. If you don’t see an answer to your question here, we invite you to request a demo.
Our CRM experts are standing by to provide advice.
Across the healthcare industry, servis.ai delivers a HIPAA-compliant CRM (customer relationship management software) that meets the standards set by HIPAA (Health Insurance Portability and Accountability Act) for the handling and protection of PHI (Personal Health Information).
It is specifically designed to meet the requirements of life sciences, biotech, pharmaceutical and healthcare organizations that deal with PHI. servis.ai’s healthcare CRM software helps clients manage and track data for enhanced practice management and lead management that is always HIPAA compliant.
servis.ai delivers a unique CRM custom-built for organizations in the medical device, biotech, pharmaceutical, diagnostics, research, facility management, specialty suppliers, and insurance fields. Enabling secure access to client information from anywhere, as well as insight-driven overviews and management, servis.ai is a sales team or call center’s secret superpower.
servis.ai helps you sell better and faster, across all of your sales channels. Scale communications without losing your personal touch.
Schedule meetings faster and manage them easier. Tracking team meetings can be the best leading indicator on hitting goals.
Enjoy a fresh take on task management with all of your CRM context connected to each task to 10x sales and project efficiency. With servis.ai, reps always know their next steps – and it’s easy to auto-assign tasks based on triggers like new leads, email opens, or status changes.
servis.ai has robust built-in reporting. Automatically measure what matters, and never again scramble to spin up management reports. Understand performance and gain insights at a glance.
Change the trajectory of your entire business by automating your sales process. Eliminate repetitive work, run your best plays every time, and scale.
With hassle-free marketing automation and workflow automation, servis.ai simplifies customer nurturing and retention. It empowers the management of long-term relationships with multiple stakeholders while delivering the ability to easily customize unique processes (without code!).
Healthcare organizations often find servis.ai’s document management particularly useful, as well as its seamless integrations with software such as Twilio, which enables SMS capabilities and more.
Of course, the best HIPAA-compliant CRMs, such as servis.ai, also include features that ensure the security and privacy of PHI. This includes encryption, access controls, audit trails, and secure data storage.
No. Most teams are up and running and getting value from servis.ai within the first two weeks.
While servis.ai is designed with the ease of the user in mind, we offer 30-day onboarding if you want assistance.
A dedicated onboarding specialist will contact you and be available to answer any questions via email and weekly meetings during the onboarding process. They will help you with setup and training. And we’ll always be there for you after the onboarding period ends. For more information about onboarding, click here.
We offer support and guidance throughout the implementation process. Our goal is to ensure that healthcare organizations are able to meet HIPAA requirements and use our next-generation CRM’s functionality effectively.
Our team safeguards the experience and enables peak data security, avoiding a data breach. Our process was designed following the principles set by fellow market leaders such as Caspio, NexHealth, and Salesforce Health Cloud.
Our clients deal with a broad range of customers and potentially access sensitive health information during the course of a project lifecycle. HIPAA regulations require this information be protected and kept confidential. A HIPAA-compliant CRM ensures that this information is handled securely and that the organization is in compliance with the law.
