Best CRM for
Email-based Selling
Supercharge your company’s most high-leverage channel for selling.
POPULAR FEATURES
Real-time Automatic Inbox Sync
Email Capture & Logging
Real-Time Notifications
Polished & Branded
Sales Email Sequences
Personalized Templates (Smart-Fields)
Email Marketing
Email Effectiveness Reporting
GET EVERYTHING IN ONE PLACE
Effectively manage your team’s email
Real-time Automatic Inbox Sync
Works seamlessly with Gmail, G Suite, and Outlook or Office 365.
Automatic inbox sync for reps; no BCC required.
Optionally, send and receive emails directly in servis.ai on your browser or mobile app.
Personal emails stay personal.
Real-Time Email Open-Click Notifications
Get notified instantly when prospects open your email so you can make that perfectly timed call.
View aggregated open-click data to spot trends.
Activity Timeline
Neatly organizes all your emails, calls, meetings, attachments, and notes for every contact for a complete relationship history.
Team Inboxes
Support for group email accounts, like
support@mycompany.com and sales@mycompany.com
Activity Roll-Ups
Interactions with individual contacts automatically roll-up to the parent account and linked opportunities, keeping everyone on the same page.
Automatic inbox sync for reps; no BCC required.
Optionally, send and receive emails directly in servis.ai on your browser or mobile app.
Personal emails stay personal.
View aggregated open-click data to spot trends.
SELL FASTER AND BETTER
Automate sales outreach for maximum efficiency
Email Auto-Responders
Respond to form queries and new leads instantly with personalized follow-ups.
Include data from website forms to automatically personalize the email with their own information; let them know they've been heard.
Set different response emails depending on their form choices, like industry, or whether they asked for pricing information.
Automate Follow-Ups & Email Sequences
Send emails automatically based on triggers such as account status, website engagement, lead readiness, form fields and more.
Personalize with CRM data
Include more than just email; add SMS messages, phone call reminders
Personalized Email Templates (Smart-Fields)
Save hours writing repetitive emails.
Built for highly productive sales reps. Choose a template, automatically personalize with CRM data, add any extra tailoring in the moment, and send.
Share email templates with your team.
Send emails with personalized messages to multiple recipients at once.
Template Library
Take advantage of proven high-performing email templates built-in to servis.ai's email template library. Of course, you can always create your own from scratch!
Optionally, organize your email templates into folders for easy administration.
Include data from website forms to automatically personalize the email with their own information; let them know they've been heard.
Set different response emails depending on their form choices, like industry, or whether they asked for pricing information.
Personalize with CRM data
Include more than just email; add SMS messages, phone call reminders
Built for highly productive sales reps. Choose a template, automatically personalize with CRM data, add any extra tailoring in the moment, and send.
Share email templates with your team.
Send emails with personalized messages to multiple recipients at once.
Optionally, organize your email templates into folders for easy administration.
AUTOMATIC EMAIL REPORTING
Monitor email performance to get actionable insights
Email Effectiveness Reporting
See email activity by rep, by team, or company-wide.
View aggregated open-click data to spot trends.
Optimize for your most effective emails with email template effectiveness reporting.
Aggregate email template data from shared templates across all reps.
Sales Activity Reporting
Gain insights to fuel improvement.
Compare email activity by rep, day, and even time of day
Compare email volume vs. meeting sets
Analyze open and click rates by lead channel to enhance lead scoring
View aggregated open-click data to spot trends.
Optimize for your most effective emails with email template effectiveness reporting.
Aggregate email template data from shared templates across all reps.
Compare email activity by rep, day, and even time of day
Compare email volume vs. meeting sets
Analyze open and click rates by lead channel to enhance lead scoring
EMAIL MARKETING TOOLS
Expand your audience with mass email campaigns
Email Campaigns
Send email campaigns quickly to 1000's of contacts.
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.
Visual Email Template Builder
Use a drag-and-drop builder to create beautiful email templates for all your customer and prospect interactions.
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.
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.
IMPROVE YOUR WRITING
Harness the power of AI
AI-Assisted Writing
servis.ai has partnered with OpenAI to offer you a powerful email writing assistant that uses advanced artificial intelligence to review, correct, and enhance your email writing before you hit ‘Send.’
It’s like having a professional writing coach at your fingertips.
Choose from a range of pre-defined prompts or create your own custom prompt to suit your specific needs. With a single click, the AI-powered assistant will generate an alternate version of your email, correcting grammar, improving phrasing, injecting humor, and more.
