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Description

Salesforce Agentforce Health is a comprehensive healthcare CRM designed to unify patient, provider, and operational data in one secure platform. Built on Salesforce’s deeply integrated architecture, it includes healthcare-specific workflows, compliance controls, and interoperability capabilities. The solution combines clinical and non-clinical data to deliver a 360-degree view of patients and members. AI-powered agents assist teams by summarizing records, automating document processing, and recommending next steps. Contact center teams gain real-time access to EHR data, eligibility details, and claims information to improve service speed and personalization. Care management tools enable coordinated, whole-person care with configurable care plans. Intelligent document automation reduces manual intake and accelerates case creation. Data 360 for Health enhances contextual insights across every touchpoint. Integration with MuleSoft, Slack, Marketing Cloud, and Service Cloud extends collaboration and engagement capabilities. Agentforce Health enables healthcare organizations to modernize operations, improve outcomes, and scale patient-centric care efficiently.

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

Acuity Scheduling No 
Aircall No 
Amazon Web Services (AWS) No 
Basecamp No 
CloudSuite No 
Eventbrite No 
Five9 No 
GraphQL No 
Magento No 
Outreach No 
PhoneIQ Yes 
SQL Server No 
Salesforce Yes 
Salesforce Agentforce Life Sciences Yes 
SendGrid No 
SignRequest No 
Toggl Hire No 
Wufoo Yes 
Zapier No 

Integrations

Acuity Scheduling Yes 
Aircall Yes 
Amazon Web Services (AWS) Yes 
Basecamp Yes 
CloudSuite Yes 
Eventbrite Yes 
Five9 Yes 
GraphQL Yes 
Magento Yes 
Outreach Yes 
PhoneIQ No 
SQL Server Yes 
Salesforce No 
Salesforce Agentforce Life Sciences No 
SendGrid Yes 
SignRequest Yes 
Toggl Hire Yes 
Wufoo No 
Zapier Yes 

Pricing Details

No price information available.
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 No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

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) Yes 
In Person No 

Types of Training

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

Vendor Details

Company Name

Salesforce

Founded

1999

Country

United States

Website

www.salesforce.com/healthcare/cloud/

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 No 
Patient Communications Yes 
Patient Management Yes 
Physician Management No 
Predictive Analytics No 

Hospital Management

Accounting Integration Yes 
Appointment Management No 
Appointment Scheduling Yes 
Bed Management No 
Billing & Invoicing No 
Claims Management No 
In-Patient Management No 
Inventory Management No 
Medical Billing Yes 
Out-Patient Management No 
Patient Records Management Yes 
Physician Management No 
Policy Management No 
Revenue Management No 

Patient Case Management

Activity Tracking Yes 
Assessment Notes No 
Billing & Invoicing No 
Calendar Management No 
Candidate Identification No 
Case List Management No 
Eligibility Verification No 
HIPAA Compliant Yes 
Medical History Records No 
Patient Records No 
Referral Management No 
Treatment Planning No 

Patient Management

Admissions Management No 
Bed Management No 
Discharge Management No 
Historical Reporting No 
Patient Flow Management No 
Patient Location Tracking No 
Patient Monitoring Yes 
Real Time Reporting Yes 
Waiting Time Tracking No 

Patient Portal

Appointment Confirmations No 
Appointment Scheduling No 
Bill Payment No 
Care Plans Yes 
Care Summaries No 
EHR-Agnostic Yes 
Health Record Access No 
Intake Forms No 
Lab Results No 
Prescription Renewals No 
Secure Messaging No 
Video Consultations No 

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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