servis.ai
13 Case Studies
A servis.ai Case Study
Message Mechanics, led by Jeffrey Pease, needed a simple, fast-to-adopt CRM to organize referral-driven contacts and track inbound and outbound communications without the overhead of complex automation. Jeffrey wanted something that matched his focus on clarity and ease of use, so he turned to servis.ai’s FreeAgent CRM to get organized quickly and avoid a steep training curve.
servis.ai implemented FreeAgent CRM with a one-step Gmail link and support-assisted imports from other email systems and Excel, allowing Message Mechanics to be organized in about 15 minutes. The solution delivered immediate productivity, better contact management, and built-in email open and click tracking analytics—helping Message Mechanics stay connected with their network with minimal setup and ongoing overhead.
Jeffrey Pease
Chief Executive Officer