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Enterprise Layer Intelligence
Categories/CRM/servis.ai
servis.ai

servis.ai

Founded 2016

Manage customer relationships, field service visits, and business workflows in one place

Pricing model

Free Tier, Paid

You can use servis.ai to manage your customer relationships, daily field service schedules, and internal business tasks in one unified system. It organizes deals, contacts, and account records while coordinating patient referrals, staffing visits, and inventory tracking. The built-in assistant analyzes operational data to generate trend reports and next-step recommendations. Teams can also automate common processes across customer service, project tracking, and human resources tasks, while accessing updates and client details directly through a mobile app on the go.

What servis.ai does

Log customer interactions and update deal stagesSchedule field service appointments and assign staffConnect and sync patient records with EHR systemsGenerate automated trend and operational insight reportsTrack inventory levels and log equipment transfersCoordinate employee onboarding and HR documentation tasksAssign incoming customer support tickets to team membersTrack deals, contacts, and account records across sales pipelinesPlan field service visits and track team stops on the goCoordinate patient referrals, staffing, and EHR recordsGenerate trend reports and automated operational guidanceManage internal HR operations and employee onboarding stepsTrack inventory counts and medical equipment distributionAccess operational data and execute actions via mobile app

Pricing breakdown

Pricing model: Free tier, Paid

PlanList price
Free EditionFree
Professional (per user) (annual billing)$75 / mo, billed annually
Professional (per user)$90 / mo
Enterprise (per user) (annual billing)$150 / mo, billed annually
Enterprise (per user)$180 / mo

Frequently asked

Google, Microsoft

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servis.ai, CRM, operations management, field service tracking, contact management, deal tracking, healthcare workflows, inventory tracking, EHR integration, customer service management, internal workflows, mobile operations, task automation, sales pipeline, account management