AI TOOL PROFILE
Service AI: Business Operations and CRM Platform
- Operations
- CRM
- Small Businesses
- Mid-Market Companies
- Healthcare Providers
- In-Home Health and Hospice Agencies
- Medical Device Companies
Pricing
Pricing starts at $75 per user/month (billed annually) for the Professional plan. The Enterprise plan is $150 per user/month (billed annually). A free edition is available.
At a glance
- Best for
- Small Businesses, Mid-Market Companies, Healthcare Providers, In-Home Health and Hospice Agencies, Medical Device Companies
- Key use cases
- Healthcare Operations, Customer Service Management, Field Service Coordination, B2B Sales and Marketing, HR and Project Management
- Integrations
- Zapier, QuickBooks Online, Slack, Mailchimp, DocuSign
- Official website
- Visit Service AI official website
How AI is used
Service AI is a business operations platform designed to combine CRM, service management, and internal workflows. It supports organizations that want to centralize data and automate tasks across departments such as sales, HR, and field services.
The platform is geared toward healthcare providers, including in-home health and medical device companies, and also supports financial services and manufacturing. It provides AI-driven tools for communications, scheduling, and reporting.
Buyers should note that while a free edition is available, features such as HIPAA compliance, VoIP calling, and the AI Analyst are available on the Enterprise and Unlimited tiers. Buyers should confirm which 'App Stacks' are required for their specific workflow before selecting a plan.
Key Features
AI Analyst
Provides curated insights and trend reports to support business decision-making.
Unified CRM and Service
Combines customer relationship management and service ticketing in a single platform.
AI Communication Tools
Includes email optimization, call insights, and integrated SMS.
AI-Assisted Scheduling
Supports the organization and management of team meetings and appointments.
Customizable App Stacks
Allows users to select specific workflow modules such as HR Operations or Inventory Management.
Use Cases
Healthcare Operations
Supports the coordination of referrals, staffing, and inventory for clinics and home health providers.
Customer Service Management
Using a ticketing system with custom stages to route and manage customer inquiries.
Field Service Coordination
Tracking visits and planning stops for teams working in the field.
B2B Sales and Marketing
Managing leads and organizing email outreach through AI-enhanced tools.
HR and Project Management
Handling internal HR operations and tracking project tasks.
Integrations
- Zapier
- QuickBooks Online
- Slack
- Mailchimp
- DocuSign
- OpenAI
- SendGrid
- Google Workspace
- Office 365
- Webhooks
FAQ
Is Service AI suitable for healthcare providers?
- Yes, it is designed for healthcare providers and offers HIPAA and BAA compliance on the Enterprise plan.
What is the difference between the Professional and Enterprise plans?
- The Professional plan supports smaller teams with a limit of 3 App Stacks, while the Enterprise plan includes HIPAA compliance, unlimited App Stacks, and VoIP calling/SMS.
Can Service AI connect to other business apps?
- Yes, it supports direct integrations with tools like Slack and QuickBooks Online, as well as connections to other apps via Zapier.
Source category: Operations
Source subcategory: CRM
More tools in Operations
Other published listings in the Operations category.
More tools in the CRM software type
Related listings that share the same software type for comparison and shortlisting.
