Best CRM for
Tasks & Team Productivity
Flow effortlessly through your personalized, automatically-prioritized task list
Email, call, text, set meetings, jot notes, send quotes, and more — all in one place
POPULAR FEATURES
Task list with full CRM context
Automatically prioritized task list
Sales activity leaderboards
Gamify the workday
Reminders
Company LiveFeed
Centralized outreach
Flip event notifications into tasks
TASK LIST & NOTIFICATIONS
Work smarter and faster
My Tasks List
Action email, phone, and other tasks with a single-click.
Work down your task list in order of next due / most urgent, or filter by an activity type to focus on making dials or sending emails.
Attach default email templates, phone scripts, or text templates to tasks automatically to boost efficiency and quality.
Action email, phone, and other tasks with a single-click.
Work down your task list in order of next due / most urgent, or filter by an activity type to focus on making dials or sending emails.
Attach default email templates, phone scripts, or text templates to tasks automatically to boost efficiency and quality.
Real-time Notifications
Subscribe to any notification event you want — and leave out the noise.
Decide exactly how you receive each notification: In-App and browser for most notifcations; select push notifications or email for the important stuff.
Build custom notifications specific to your business.
Subscribe to any notification event you want — and leave out the noise.
Decide exactly how you receive each notification: In-App and browser for most notifcations; select push notifications or email for the important stuff.
Build custom notifications specific to your business.
Task list with full CRM context
When working tasks, easily glance relevant related records without leaving your task list.
Task Quick-Add
Add a new task to your list in seconds. Add details, or keep it simple. Smart text recognition (Ex. "in 5 days") can set due dates 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.
REMOTE WORK VISIBILITY FOR MANAGERS
Real-time visibility and collaboration
Company LiveFeed
Filter to narrow in on specific team members to monitor their work, or filter by CRM areas like leads or deals.
Click into any event to get all the details.
Access the complete history.
Automatically permission-based: individual team members will see activity in the LiveFeed according to their permissions.
Filter to narrow in on specific team members to monitor their work, or filter by CRM areas like leads or deals.
Click into any event to get all the details.
Access the complete history.
Automatically permission-based: individual team members will see activity in the LiveFeed according to their permissions.
Personal and team leaderboards
Measure performance in real time. Celebrate and motivate with activity leaderboards.
Compare performance to goals
Compare performance across a team
Compare performance by time period, such as week over week, or by this time last quarter.
Employee status and activity in real-time
servis.ai is a central hub for your company, no matter where you're working.
Online / Offline status, plus "Last Active" timestamp.
Employee location geo-tracking.
Filter Activity LiveFeed to a specific employee.
@mentions
Tag a team member in a note or message directly within the context of any record. Add notes, ask questions, provide coaching, resolve issues without leaving the CRM.
Confetti Celebrations
Enjoy a small confetti celebration on-screen for completing a task. Micro-rewards are a proven motivator — and loved by employees.
Team Calendar
A common calendar for the entire team. Visualize team members availability and agendas for easier scheduling.
Easily glance associated leads, accounts, and deals.
Compare performance to goals
Compare performance across a team
Compare performance by time period, such as week over week, or by this time last quarter.
Online / Offline status, plus "Last Active" timestamp.
Employee location geo-tracking.
Filter Activity LiveFeed to a specific employee.
Easily glance associated leads, accounts, and deals.
AUTOMATE SALES PLAYBOOKS
Streamline your sales process with automated tasks
Automate Task Assignments
Auto-assign tasks to streamline your sales playbook. Setup a task series based on triggers, such as a new lead assignment, to play out over weeks. Reps only see their next steps.
Attach default email templates, phone scripts, or text templates to tasks automatically.
Automate tasks for yourself, or setup for your whole team.
Automatically prioritized task list
Focus on tasks that matter. servis.ai auto-prioritizes your task list based on events that you decide are important, such as incoming leads, email opens or account status changes.
Reminders
Receive notifications when a task has an upcoming due date. Get alerts for missed follow-ups. Set and snooze reminders to suit your own workday.
Recurring Tasks
Automate recurring task creation and task reminders, such as "Update Pipeline for Sales Standup."
Lead Routing
Route leads and inquiries to the right agent automatically based on rules.
Attach default email templates, phone scripts, or text templates to tasks automatically.
Automate tasks for yourself, or setup for your whole team.
TRACK AND REPORT YOUR WINS
Report on wins and gain actionable insights
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.
Task Cycle Times
Track task cycle time.
Compare performance to goals.
Compare performance across a team.
Compare performance by time period, such as week over week, or by this time last quarter.
Task Outcomes
Log and measure task outcomes for any task type.
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.
Compare performance to goals.
Compare performance across a team.
Compare performance by time period, such as week over week, or by this time last quarter.
