servis.ai
Simplify Complex Business Operations with AI
servis.ai is a business operations platform that combines CRM, service, and internal workflows in one system. It addresses the fragmentation caused by running multiple disconnected tools, covering areas such as referrals, visits, staffing, inventory, customer service, field service, sales and marketing, HR operations, and project management.
Core capabilities include App Stacks for modular apps, an Automation Builder, task management, email and calendar sync, duplicate prevention, webhooks, third-party integrations, and Zapier connectivity. AI features include an AI Assistant for executing tasks across apps, an AI Analyst for insights and trend reports, customizable AI agents, AI scoring, chatbots, and AI voice. A mobile app provides access on the go, and healthcare workflows can connect to EHR systems.
The platform serves healthcare providers, financial services, media and post-production, and manufacturing and distribution organizations, with workflows for customer service, field service, B2B sales and marketing, inventory, HR, project management, and SDLC. It is packaged as seat-based plans: Professional for small teams with a limited number of App Stacks, Enterprise adding unlimited stacks, VoIP calling, API access, and IPaaS services, and Unlimited adding AI Analyst, AI agents, chatbots, and a dedicated account manager. Billing can be monthly or annual.
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