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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

My Care CRM is a robust platform focused on security and automation, tailored specifically for NDIS providers to effortlessly handle participant management, documentation, and compliance requirements. This system enhances daily operational workflows, ensures records are always audit-ready, and mitigates administrative risks through intelligent reminders, structured processes, and reliable evidence collection. Engineered for precision and efficiency, it promotes strong governance applicable to all service categories, making it an essential tool for providers. Additionally, its user-friendly interface allows for seamless integration into existing practices, enhancing overall service delivery.

Description

servis.ai is a comprehensive business operations and CRM solution that consolidates workflows for customers and teams into one unified system of record, leveraging AI-driven automation, voice technology, reporting, and various integrations to enhance efficiency and understanding. Users can interact with an AI assistant and voice interface to effortlessly navigate the platform, create or modify records, dictate notes, generate reports, and perform tasks using natural language, accessible on both web and mobile devices. The platform encompasses modules for email, phone, SMS, meetings, tasks, webforms, and offers extensive integrations with popular tools such as Office 365, Zoom, Twilio, and Slack. Additionally, servis.ai features preconfigured application stacks that include suites of related apps specifically designed for workflows in areas like sales, HR operations, field service, or clinics, all of which can be fully customized and interconnected fluidly. The underlying architecture of the platform is based on AWS, utilizing serverless technology and a globally distributed infrastructure to ensure optimal performance, while also providing options for flexible data residency and exposing GraphQL APIs for developers. This combination of features not only streamlines operations but also empowers businesses to adapt to their unique needs effectively.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Xero Yes 
Acuity Scheduling No 
Acumatica Cloud ERP No 
Airtable No 
Amazon Web Services (AWS) No 
Azure DevOps No 
BambooHR No 
Calendly No 
Clockify No 
CloudSuite No 
GitHub No 
Instagram Ads No 
Odoo No 
Outreach No 
PayPal No 
QuickBooks Online No 
X (Twitter) No 
YouCanBookMe No 
Zoom No 
ZoomInfo No 

Integrations

Xero Yes 
Acuity Scheduling Yes 
Acumatica Cloud ERP Yes 
Airtable Yes 
Amazon Web Services (AWS) Yes 
Azure DevOps Yes 
BambooHR Yes 
Calendly Yes 
Clockify Yes 
CloudSuite Yes 
GitHub Yes 
Instagram Ads Yes 
Odoo Yes 
Outreach Yes 
PayPal Yes 
QuickBooks Online Yes 
X (Twitter) Yes 
YouCanBookMe Yes 
Zoom Yes 
ZoomInfo Yes 

Pricing Details

$22/month
Free Trial Yes 
Free Version No 

Pricing Details

$75 per month
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Vendor Details

Company Name

My Care CRM Pty Ltd

Founded

2024

Country

Australia

Website

mycarecrm.com.au

Vendor Details

Company Name

servis.ai

Founded

2006

Country

United States

Website

servis.ai/

Product Features

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records Yes 
Patient Communications Yes 
Patient Management Yes 
Physician Management Yes 
Predictive Analytics Yes 

Product Features

Healthcare CRM

Audience Targeting No 
Campaign Management No 
Marketing Automation No 
Medical History Records No 
Patient Communications No 
Patient Management No 
Physician Management No 
Predictive Analytics No 

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