FreeAgent CRM
FreeAgent CRM, now operating as servis.ai, provides an AI-powered business operations platform unifying CRM, service, and field workflows for healthcare providers and other regulated industries. Founded in 2016 and based in Campbell, California, it serves customers via freemium and enterprise subscription tiers.
- Company typePrivate
- Founded2016
- HeadquartersCampbell, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What FreeAgent CRM does
FreeAgent CRM, now operating as servis.ai since its 2024 rebrand, is an AI-powered business operations platform that unifies CRM, customer service, field service, and internal workflow management into a single configurable system. Founded in 2016 and headquartered in Campbell, California, the company employs 51–100 people and serves healthcare providers as its primary vertical (in-home health, hospital and clinic networks, medical devices, wound care, behavioral health), with additional exposure to financial services, media and post-production, and manufacturing and distribution. The platform architecture consists of a core servis.ai engine supplemented by discrete workflow modules (Customer Service, Field Service, Sales and Marketing, Inventory Management, HR Operations, Project Management, and SDLC), native iOS and Android mobile applications, and healthcare-specific solutions with EHR integration. Configurability and AI-driven insights are positioned as primary technical differentiators.
The company's technology stack centers on application-layer AI capabilities including an AI Analyst (curated insights, trend reports, and next-step guidance), a built-in conversational AI Agent, Intelligent Workflows that automate multi-step processes, and a Mobile AI companion for field workers. The underlying AI competencies disclosed are natural language processing and knowledge retrieval; no proprietary models, research publications, or AI-related patents are referenced in the available data. Customer testimonials and G2 reviews consistently emphasize customization depth and support quality as primary value drivers.
FreeAgent CRM operates a hybrid go-to-market model combining product-led growth (a free edition with essential features, self-serve signup via Google or Microsoft authentication) and enterprise field sales (30-minute demo bookings, quote-based pricing for premium tiers). Revenue is generated through subscription-based pricing for premium and enterprise tiers, with the freemium tier functioning as a top-of-funnel acquisition channel. The company has raised approximately $25.9 million across three disclosed rounds (2018, 2019, 2021) from BlueRun Ventures, Pelion Venture Partners, and Altara Ventures. Recognition includes seven G2 awards in 2024 (Best Software, Best Relationship, Momentum, CRM High Performer Americas, Business Scheduling High Performer, Best Support, Quality of Support) plus 2022 Capterra, GetApp, and Software Advice designations.
FreeAgent CRM firmographics
Firmographics- Name
- FreeAgent CRM
- Legal name
- FreeAgent CRM
- Website
- https://freeagentcrm.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- FreeAgent CRM, now operating as servis.ai, provides an AI-powered business operations platform unifying CRM, service, and field workflows for healthcare providers and other regulated industries. Founded in 2016 and based in Campbell, California, it serves customers via freemium and enterprise subscription tiers.
- Ownership category
- akta.pro rank
FreeAgent CRM industry classification
Industry- Product category
- Business Operations / CRM Software
- NAICS
- Software Publishers (513210)
- SIC
- Services-Prepackaged Software (7372)
- akta.pro primary industry
- Customer Service, Support & Contact Center CRM (HDAEAFAC)
- akta.pro secondary industries
- Patient Relationship Management (PRM) & CRM for Provider Growth (Marketing/Outreach) (HLACAEAO), Customer Service/Support CRM & Contact Center Platforms (BPAFAFAK), CRM Managed Services & Support (BPAEAGAD)
Keywords
Where FreeAgent CRM is headquartered
LocationHeadquarters
- HQ city
- Campbell
- HQ country
- United States
- HQ region
- North America
Markets served
FreeAgent CRM business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Subscription Software: The company operates on a subscription-based model with a free tier available. Premium features are offered through paid subscription tiers for businesses requiring advanced functionality in CRM, service management, and workflow automation.
- Freemium Entry Tier: A free edition is available that unlocks essential features, serving as a user acquisition channel for converting users to paid tiers through upsell opportunities.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Monthly | Free Edition with essential features |
| Subscription | Annual | Enterprise/Premium tiers (quote-based) |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels6 records
FreeAgent CRM product offering
Product offeringCore offering
FreeAgent CRM (operating as servis.ai) sells a fully configurable, AI-powered business operations platform that unifies CRM, service management, and internal workflows into a single solution. The platform is sold on a freemium model with a free edition and paid enterprise subscriptions, targeting healthcare providers, in-home health agencies, medical device companies, financial services, media & post production, and manufacturing & distribution organizations. Native iOS and Android apps extend the platform to field workers, and dedicated industry solutions (wound care, behavioral health, in-home health, medical devices) include EHR connectivity for regulated healthcare operations.
Product overview
FreeAgent CRM has rebranded to servis.ai, a unified business operations platform that combines CRM, service management, and internal workflows into a single configurable platform. The product architecture consists of the core servis.ai Platform (available as Free Edition or paid tiers), with integrated workflow modules including Customer Service, Field Service, Sales & Marketing, Inventory Management, HR Operations, Project Management, and SDLC modules. The platform also includes AI-powered capabilities through AI Analyst (for insights and trend reporting) and a built-in AI Agent for conversational assistance. Industry-specific solutions are offered for Healthcare (Wound Care, Healthcare Providers, In-Home Health, Medical Devices, Behavioral Health) with EHR connectivity, as well as Financial Services, Media & Post Production, and Manufacturing & Distribution. Mobile apps for iOS and Android extend access to deals, contacts, and accounts management in the field.
Differentiator
Problem solved
Functional benefit
Products and services
- servis.ai Platform
- Free Edition (servis.ai / FreeAgent)
- servis.ai Mobile App (iOS/Android)
- Healthcare Solutions (servis.ai for Healthcare)
Quantifiable outcome
- Transformation of admissions department operations through customizable workflows
- +1 more outcomes
Companies that use FreeAgent CRM
Customer profileNamed customers2 records
Segments7 records
Ideal customer profiles4 records
FreeAgent CRM technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability3 records
Feature5 records
FreeAgent CRM partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- GooglecoreGoogle OAuth integration allows users to sign up and log in using Google credentials, providing seamless authentication and identity management for the servis.ai platform.
Scale indicators2 records
Recent moves5 records
Expansion highlights5 records
FreeAgent CRM competitors and assessment
Company assessmentDirect peers
- HubSpot: HubSpot is a leading CRM platform with a freemium tier, marketing automation, and sales/service hubs — directly competing with FreeAgent CRM across SMB and mid-market customers with overlapping freemium + sales-motion GTM.
- Freshworks (Freshsales): Freshworks offers Freshsales CRM and Freshservice as a unified customer/employee experience suite — comparable to FreeAgent's CRM + service + workflow unification and competing in the SMB/mid-market freemium segment.
- Zoho CRM: Zoho offers a broad CRM plus a configurable low-code platform (Zoho One) spanning operations, HR, and finance — a direct comparable in unifying multiple business functions on one platform for SMB/mid-market.
- Pipedrive: Pipedrive is an SMB-focused sales CRM with workflow automation — overlapping with FreeAgent's sales/marketing module and competing for the same price-sensitive small-business buyer.
- Insightly: Insightly is an SMB/mid-market CRM with project management and marketing automation on a unified platform — directly comparable to FreeAgent's all-in-one CRM+service+workflow positioning.
- Copper: Copper is a Google Workspace-native CRM with workflow automation targeting SMBs — competes with FreeAgent on the same freemium/PLG motion and Google integration angle.
- Keap (Infusionsoft): Keap combines CRM, marketing automation, and sales pipelines targeting small businesses — comparable to FreeAgent's CRM + sales/marketing + workflow bundle for the same buyer segment.
Broad incumbents
- Salesforce: Salesforce is the dominant CRM incumbent with Sales Cloud, Service Cloud, and industry clouds (including Health Cloud) — competing with FreeAgent in mid-market and enterprise deals with much broader capability but less vertical workflow depth.
Emerging players
- monday.com: monday.com started as work management and has expanded into monday Sales CRM — an adjacent platform now competing for the same unified-workflow buyer as FreeAgent's project management + CRM combination.
- Creatio: Creatio offers a no-code CRM and workflow automation platform with AI assistance — comparable to FreeAgent's AI-powered, configurable operations platform and competing in the mid-market segment.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
FreeAgent CRM social profiles
Digital presenceFreeAgent CRM financial estimates
Financial estimateRevenue estimate
Valuation estimate
FreeAgent CRM leadership team
Management profileNumber of profiles
Profiles5 records
FreeAgent CRM funding detail
Funding detailFunding overview
Funding rounds3 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
FreeAgent CRM M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about FreeAgent CRM
What does FreeAgent CRM do?
FreeAgent CRM (operating as servis.ai) sells a fully configurable, AI-powered business operations platform that unifies CRM, service management, and internal workflows into a single solution. The platform is sold on a freemium model with a free edition and paid enterprise subscriptions, targeting healthcare providers, in-home health agencies, medical device companies, financial services, media & post production, and manufacturing & distribution organizations. Native iOS and Android apps extend the platform to field workers, and dedicated industry solutions (wound care, behavioral health, in-home health, medical devices) include EHR connectivity for regulated healthcare operations.
Is FreeAgent CRM a public or private company?
FreeAgent CRM is a private company. It is classified as venture growth investor backed and is currently operating.
When was FreeAgent CRM founded?
FreeAgent CRM was founded in 2016. It employs 51 to 100 people.
Where is FreeAgent CRM based?
FreeAgent CRM is headquartered in Campbell, United States, in the North America region.
How does FreeAgent CRM make money?
Two revenue lines are on record. Subscription Software is the primary driver. The others are freemium Entry Tier.
Who are FreeAgent CRM's main competitors?
Direct peers on record are HubSpot, Freshworks (Freshsales), Zoho CRM, Pipedrive, Insightly, Copper and Keap (Infusionsoft). Salesforce is listed as a broad incumbent. Emerging players are monday.com and Creatio.
Does FreeAgent CRM have an API?
No public API is recorded for FreeAgent CRM.
What industry is FreeAgent CRM in?
FreeAgent CRM's product category is Business Operations / CRM Software. Its primary akta.pro industry code is HDAEAFAC, Customer Service, Support & Contact Center CRM, with a secondary code of HLACAEAO, Patient Relationship Management (PRM) & CRM for Provider Growth (Marketing/Outreach). Its NAICS code is 513210 and its SIC code is 7372.