360-degree view of every customer, distributor, and partner — with full history, interactions, and pipeline visibility.

Manage opportunities end-to-end. Identify high-value accounts and prioritize your team's efforts accordingly.

Track stock levels, automate reorder triggers, and prevent stockouts across every warehouse and facility.

Dispatch technicians, track job status, and manage on-site service requests from a single ops view.

Centralize support tickets, track resolution times, and reduce workload with a shared knowledge base.

Plan, assign, and track tasks across teams — from product launches to facility upgrades.

Streamline invoicing, track payments, and keep financial records aligned with customer and order data.

Real-time dashboards for sales performance, inventory health, and operational KPIs across the business.

Every interaction, order, ticket, and communication for each customer in one place — no more hunting across systems.

Full visibility into each sales stage so your team knows exactly where to focus to close faster.

Surface the accounts with the highest potential and ensure your best resources are pointed at them.

Sales, marketing, and customer service all share the same account data — no more gaps in the handoff.

Every interaction, order, and past issue in one place — so your team arrives to every conversation fully informed.

Log, assign, and resolve customer service tickets with full visibility into status and ownership.

Manage every touchpoint — calls, emails, on-site visits — without switching between tools.

A shared knowledge base for common issues means your team spends less time on repeat questions and more time on complex ones.

Track inventory in real-time across warehouses, distribution centers, and partner facilities — all in one view.

Set thresholds per SKU and let servis.ai alert your team — or trigger reorders automatically — before stockouts happen.

Inventory data is linked directly to customer accounts and orders — so your team can promise delivery dates with confidence.

Optimize Operations, Build Stronger Relationships.

From accounts and pipelines to inventory, field service, and customer support — servis.ai gives manufacturing teams one connected platform to run it all.

The Platform

One platform. Every operation, connected.

Manufacturing teams juggle more complexity than almost any other industry — accounts, supply chains, field technicians, inventory, customer service, and compliance, all in motion at once. Servis.ai brings it all into one connected platform so nothing falls through the gaps.

360° Account Visibility

Real-time Inventory Tracking

One Unified Platform

CRM, operations, inventory, field service, and customer support — no more siloed tools, no more manual handoffs.

Workflow

Seamless Collaboration for Effective Account Management.

Empower your team to make quick decisions and build stronger customer relationships — from first contact to long-term partnership.

Customer Service

Master Customer Service to Delight Customers.

Surpass expectations with fast issue resolution and personalized customer experiences — at manufacturing scale.

Complete customer history, centralized

Track and manage service requests

Seamless customer interactions

Reduce support workload

Inventory & Operations

Manage Inventory Efficiently.

Real-time inventory visibility across every facility — so your sales team always knows what’s available and your operations team never gets caught short.

Live stock levels across locations

Automated reorder triggers

Connected to CRM and orders

Moley Magnetics
Lockport, NY
Industry: Industrial Machinery Maintenance and Supply
Favorite Feature: Reporting / Dashboards
Impact: Visibility game changer, support response time under 3 minutes, sales admin work down 5+ hours/week

Elizabeth Moley
Director Of Administration
"My favorite part is definitely the high-level overview of activity within the organization along with the reporting that allows us to drill down to certain data points as needed. It’s a visibility we didn’t have before. The visibility was a game changer to put all the metrics in one place.”

GP Reeves
Holland, MI
Industry: Manufacturing
Favorite Feature: Visibility and Reporting
Impact: +16.7% Revenue growth, 16+ hours saved/month, 2x faster employee onboarding, 80% adoption rate

Larry Jackson Jr.
Sales Manager
"The time savings have been huge. It’s about 16 hours a month per employee. Before servis.ai, the last two days of every month were spent filling out spreadsheets, now everything is updated in real-time with servis.ai, so we get those days back.”

Begin your journey and discover the impact of servis.ai
See how manufacturing and distribution teams use servis.ai to grow accounts, streamline operations, and deliver on their promises.