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Security & compliance
The vendor hasn’t added security or compliance details yet.
Work management CRM that combines sales, project, and service management with auto-captured activity and code-free customization.
Pricing
From $75 / seat / mo
Founded
2006
Team size
11-50 employees
Headquarters
Walnut Creek, CA
Product Preview
Preview from freeagentcrm.com
At a glance
Pricing model
Per seat
Try before you buy
About FreeAgent CRM
FreeAgent CRM has rebranded to Servis.ai, an AI-driven business operations platform unifying CRM, customer/field service, and internal workflows (HR, inventory, project management). It offers contact/deal/account management, AI analytics, a mobile AI companion, and industry workflows with a healthcare focus (in-home health, wound care, behavioral health) plus EHR integration. Aimed at SMB-to-enterprise teams wanting CRM plus operational apps in one system.
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Per seat
Free trial: No
Free plan: Yes
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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FreeAgent CRM
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