Case Study: JTEK Data Solutions achieves rapid sales performance gains and scalability in weeks with servis.ai's FreeAgent CRM

JTek Data Solutions Gets More ‘Limitless’ in Just Weeks with FreeAgent CRM

JTEK Data Solutions, led by CEO Jim Hathaway, was expanding its sales team and needed a simple, scalable CRM to replace Excel-based activity tracking and time-consuming reporting. Seeking a “limitless” solution that required minimal training and no expensive consultants, the company chose servis.ai’s CRM offering for its ease of setup and customization.

servis.ai implemented the CRM quickly so JTEK could start using it right away; within weeks the team experienced faster reporting, smoother workflows, and measurable improvements in sales activity tracking and overall performance. Jim Hathaway reports that servis.ai’s solution accelerated onboarding and productivity, delivering clear efficiency gains across the growing sales organization.

JTEK Data Solutions

Jim Hathaway

Chief Executive Officer