Service AI: Business Operations and CRM Platform
Service AI helps small and mid-market companies manage CRM and service workflows in one place. It is designed for healthcare providers, including those requiring HIPAA and BAA compliance.
At a glance
- Category
- Operations
- Best for
- 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.
- 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
- servis.ai/
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
Provides curated insights and trend reports to support business decision-making.
Combines customer relationship management and service ticketing in a single platform.
Includes email optimization, call insights, and integrated SMS.
Supports the organization and management of team meetings and appointments.
Allows users to select specific workflow modules such as HR Operations or Inventory Management.
Use Cases
Supports the coordination of referrals, staffing, and inventory for clinics and home health providers.
Using a ticketing system with custom stages to route and manage customer inquiries.
Tracking visits and planning stops for teams working in the field.
Managing leads and organizing email outreach through AI-enhanced tools.
Handling internal HR operations and tracking project tasks.
Best For
Integrations
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.
FAQ
Yes, it is designed for healthcare providers and offers HIPAA and BAA compliance on the Enterprise plan.
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.
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
