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Read 61 servis.ai reviews and testimonials from customers, explore 13 case studies and customer success stories, and watch customer videos to see why companies chose servis.ai as their Customer Relationship Management (CRM)

servis.ai empowers businesses to transform customer-facing operations through streamlined automation and AI-enhanced insights. Their all-in-one platform centralizes complex workflows, allowing teams to deliver outstanding service while boosting productivity and clarity across every interaction. They’re on a mission to simplify the way businesses handle business operations. Their vision is to be the world’s most trusted platform for managing customer interactions, turning every touchpoint into an opportunity for growth.

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Customer Rating Review Scorebased on 2644 reference ratings
4.8/5.0 (2644)
  • Top Performer 2024 2024
    Spring 2024Top PerformerCustomer Relationship Management (CRM) Software
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61Testimonials

  • "I love it! I'm more visual so I like the pictures and different ways of reviewing my policies. I had other demos, but FreeAgent is the only one really insurance optimized. It is exactly what I was looking for. Now that I have purchased and been trained on the variety of ways to use this program, I am SO excited and recommend it highly to anyone. One reason I love it so much is how easy it is to tailor it to what I want. I have been in the Financial Services industry for over 25 years and have used several systems both on desktop and online. This system is easy, tailorable, and comprehensive. And what I love about it even more is that it is affordable for an individual agent to use. Additionally, the fact that they have a mobile app to interface is a double benefit. Can't say enough how much I appreciate you!"

    Carmen VonkCascade Financial and Insurance Services
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13 Case Studies

  • JTek Data Solutions Gets More ‘Limitless’ in Just Weeks with FreeAgent CRM

    Jim HathawayChief Executive Officer
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Read servis.ai Reviews, Testimonials & Customer References from 61 real servis.ai customers.

Browse servis.ai Case Studies, Customer Success Stories, & Customer References from 13 businesses that use servis.ai.

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