# servis.ai

> Servis.ai, formerly FreeAgent CRM, sells a configurable business operations platform that connects customer records with referrals, scheduling, field visits, staffing, inventory, and AI analysis. Its current focus is healthcare providers and medical device organizations, with products also pitched to other complex service businesses.

- **Founded:** 2016
- **Headquarters:** Campbell, United States
- **Founders:** Dave Stephens (Co-founder and CEO), Mohan Konyala (Co-founder), Ryan Manning (Co-founder)
- **Products:** Business operations platform, Healthcare operations workflows, AI Analyst, servis.ai VOICE
- **Notable:** Reported 2.5-times subscription revenue growth during the COVID-19 period and six consecutive quarters of quarter-over-quarter growth before its 2021 Series A., Rebranded FreeAgent CRM as servis.ai in November 2024 and introduced a conversational AI interface., Published healthcare-specific workflows for referrals, care coordination, workforce, and medical-device utilization.

## Products & services

- **Business operations platform** — Configurable CRM, service, field service, project, and internal workflow applications in one system of record.
- **Healthcare operations workflows** — Referral intake, patient and case management, visit coordination, staff credential tracking, and clinical inventory connected to existing EHR systems.
- **AI Analyst** — Natural-language operational questions and trend alerts for referrals, staffing, capacity, and performance.
- **servis.ai VOICE** — Voice interface for navigation, record work, tickets, and reporting on web and mobile.

## Achievements

- Reported 2.5-times subscription revenue growth during the COVID-19 period and six consecutive quarters of quarter-over-quarter growth before its 2021 Series A.
- Rebranded FreeAgent CRM as servis.ai in November 2024 and introduced a conversational AI interface.
- Published healthcare-specific workflows for referrals, care coordination, workforce, and medical-device utilization.

## Latest updates

- **2026-05** — Published an integrations guide describing prebuilt and custom-code connections.
- **2026-03** — Released product walkthroughs covering navigation, activity timelines, record editing, and board views.
- **2025-06** — CEO Dave Stephens published a piece on fragmented HR systems in healthcare.
- **2024-12** — Demonstrated servis.ai VOICE for hands-free ticket work.
- **2024-11** — Announced the change from FreeAgent CRM to servis.ai.

## Links

- Website: https://servis.ai/
- LinkedIn: https://www.linkedin.com/company/servis-ai
- Twitter/X: https://twitter.com/iamFreeAgent
- Facebook: https://www.facebook.com/servis.ai.software

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Profile page: https://yespress.io/servis-ai
Published by YesPress — https://yespress.io
Last updated: 2026-09-30