Servis.Ai

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Servis.ai is a business operations platform that unifies CRM, service, and internal workflows, streamlining processes with AI. It offers intelligent workflows for healthcare operations, connecting to EHR systems and providing AI-driven insights.

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At a glance

Pricing

Freemium · Paid · Enterprise

Free tier

Yes

API

Yes

Skill level

Mixed

About

What is Servis.ai?

Servis.ai is a comprehensive business operations platform designed to unify CRM, service, and internal workflows, leveraging AI to streamline every step. It is particularly powerful for healthcare operations, coordinating referrals, visits, staffing, and inventory through intelligent workflows that connect to existing EHR systems. The platform includes an AI Analyst feature that transforms raw data into curated insights, trend reports, and next-step guidance, helping businesses move faster and smarter. Servis.ai also offers a mobile AI companion for quick actions and smart insights on the go, and supports various app stacks like HR Operations, Field Service, Customer Service, Sales & Marketing, Project Management, Inventory Management, and SDLC.

Best used for

Ideal for healthcare providers, in-home health services, and medical device companies who need to coordinate referrals, manage field service, and automate sales and marketing. Especially valuable for businesses looking to unify CRM, service, and internal workflows with AI-driven insights and mobile accessibility.

Common actions

automate workflows

manage customer relationships

streamline operations

gain business insights

coordinate team activities

business

Capabilities

Key features

AI-powered workflow automation
CRM, service, internal workflow unification
AI Analyst for insights
Mobile AI companion
EHR system connectivity
Task management & reminders
Automatic email sync

Target Audience

sales repmarketernursedoctor

Integrations

zapier

Pricing & Plans

Freemium · Paid · Enterprise

Freemium/Paid/Enterprise

FAQs

What industries does Servis.ai support?

Servis.ai supports a variety of industries including healthcare providers, in-home health, medical devices, behavioral health, financial services, media & post-production, and manufacturing & distribution. Its configurable platform helps teams streamline operations and boost productivity across these sectors.

What is included in the Servis.ai Free Edition?

The Servis.ai Free Edition unlocks essential features of the platform at no cost. Users can link their email or continue with Google/Microsoft to get started. Specific feature limitations compared to paid plans are not detailed on the website, but it serves as an entry point to the platform.

Does Servis.ai offer HIPAA compliance?

Yes, Servis.ai offers HIPAA compliance and a Business Associate Agreement (BAA) as part of its Enterprise plan. This is crucial for organizations in the healthcare sector that handle sensitive patient information, ensuring data security and regulatory adherence.

Can Servis.ai integrate with other systems?

Yes, Servis.ai offers direct third-party integrations and can integrate with thousands of other systems via Zapier. The Enterprise plan also includes direct API access and IPaaS Integration Services, allowing for extensive connectivity and data flow across your tech stack.

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