---
title: Serviceform Reviews
meta_title: 'Serviceform Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 10 reviews by the users' company size, role or industry to
  find out how Serviceform works for a business like yours.
aggregate_rating:
  rating_value: 4.8
  review_count: 10
  scale: '5'
date_modified: '2026-07-12'
parent_category:
  name: Customer Service
  url: https://www.g2.com/categories/customer-service
---


# Serviceform Reviews
**Vendor:** Serviceform  
**Category:** [Field Service Management Software](https://www.g2.com/categories/field-service-management)  
**Average Rating:** 4.8/5.0  
**Total Reviews:** 10
## About Serviceform
Serviceform – The only software your business needs for Sales, Support and Marketing Have website visitors but not converting them into customers? Let's change that! Serviceform helps businesses around the world to convert website visitors into revenue. This is done by combining lead generation tools, analytics to identify the behaviour of the website visitors and a CRM to provide a single solution for website conversion and customer management. Our vision is to be a globally leading company focused on pushing the boundaries of online lead generation and communication. We want to be the only software your business needs for Sales, Support and Marketing. Serviceform is a Finland-based SaaS company. We are committed to growing the best possible lead generation tools and analytics tools. We want to allow business owners to make educated decisions and grow their businesses predictably. About our technology, we provide an all-in-one software platform that helps companies simplify their sales, marketing, and customer support process. • The only 6 website conversion tools you'll need: Chatbot, Live chat, Dynamic form, Conversational landing page, Engagement chatbot, Popup, and Floating bar. • Management tools: Flex xRM, Ourly Meeting scheduler, Website analytics, and Cookie banner. • Communication tools: Social inbox, Email and SMS campaign builder. Check us out at Serviceform.com!




## Serviceform Reviews
  ### 1. Good service, mediocre results

**Rating:** 4.0/5.0 stars

**Reviewed by:** Mikko K. | CEO & Co-founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** April 20, 2023

**What do you like best about Serviceform?**

The service and expertice is very good. No problems with getting things solved.

**What do you dislike about Serviceform?**

The results for our company have not been as good as hoped. But otherwise business is going well, so maybe it helps in the website.

**What problems is Serviceform solving and how is that benefiting you?**

FAQ answers are the number one thing for us.

  ### 2. Simple and effective

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 06, 2023

**What do you like best about Serviceform?**

It's super easy to setup, configure and manage

**What do you dislike about Serviceform?**

It's human nature to want something for nothing, right? This is a fee based product.

**What problems is Serviceform solving and how is that benefiting you?**

Collecting prospect contact infor,action and online application for,s


## Serviceform Discussions
  - [What is Serviceform used for?](https://www.g2.com/discussions/what-is-serviceform-used-for)

- [View Serviceform pricing details and edition comparison](https://www.g2.com/products/serviceform/reviews?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-13+02%3A57%3A59+-0500&secure%5Bsession_id%5D=a1e0789e-2aa2-49ec-9326-aaeadd7c3393&secure%5Btoken%5D=263a9e45df1685fec6abf19cf3c2fe64c9d2d5754da7f4a24dc1af1d621cbbd3&format=llm_user)

## Serviceform Features
**Sales Force Automation**
- Contact & Account Management
- Partner Relationship Mgmt. (PRM)
- Opportunity & Pipeline Mgmt.
- Task / Activity Management
- Territory & Quota Management
- Desktop Integration
- Product & Price List Management
- Quote & Order Management
- Customer Contract Management
- Contract/License Management

**Additional Functionality**
- Tagging
- Natural Language Processing
- Data Extraction
- Multi-Language
- Predictive Analytics
- Drag & Drop
- Speech Recognition
- Reporting/Analytics
- Data Storage Management
- Virtual Personal Assistant (VPA)
- AI Copilot
- Customer Segmentation
- Collaboration Tools
- Data Import/Export
- Generative AI
- For eCommerce
- Role-Based Permissions
- Customizable Branding
- Search/Filter
- Monitoring
- Document Management
- API
- Data Visualization
- Trend Analysis
- Machine Learning
- Access Controls/Permissions
- Alerts/Escalation
- Performance Metrics
- Real-Time Data
- Third-Party Integrations
- Mobile App
- Multiple Data Sources
- For Sales Teams/Organizations
- Sentiment Analysis
- Activity Dashboard
- Chatbot
- Workflow Automation

**Additional Functionality**
- Third-Party Integrations
- To-Do List
- @mentions
- Single Sign On
- File Management
- Activity Dashboard
- Drag & Drop
- Alerts/Notifications
- Prioritization
- Access Controls/Permissions
- Screen Sharing
- Content Management
- Brainstorming
- AI Copilot
- File Transfer
- Calendar Management
- Status Tracking
- Real-Time Notifications
- Version Control
- Task Management
- Activity Tracking
- Real Time Editing
- Communication Management
- Chat/Messaging
- Tagging
- Generative AI
- Assignment Management
- Task Scheduling
- Project Management
- Collaboration Tools
- Workflow Management
- Secure Data Storage
- File Sharing
- Document Storage
- Task Progress Tracking
- Discussions/Forums
- Commenting/Notes
- Reporting & Statistics
- Contact Management
- Video Conferencing
- Progress Tracking
- Mobile Access
- API
- Document Management
- Customizable Branding

**Marketing Automation**
- Email Marketing
- Campaign Management
- Lead Management
- Marketing ROI Analytics
- Email Management
- File Management
- Deal Management

**Design and Customization**
- Pre-Designed Templates
- Pop-Up Types
- No-Code Customization
- Mobile Optimized

**Functionality**
- Auto scans
- Auto privacy policy update
- Cookie notice report
- Easy installation
- Reporting

**Responses**
- Customization
- Control
- Route To Human
- Menu bars
- Drip sequences

**Email Signature Design**
- Designed Templates
- Advanced Template Customization
- Image Editor
- Email Templates
- Signature Templates
- Document Templates
- WYSIWYG Editor

**Notifications**
- Confirmations & Reminders
- Appointment Follow-Up
- Scheduling Notifications
- Recurring Appointments
- Automated Scheduling
- Group Scheduling

**Customization**
- Custom Fields
- Conditional Logic
- Multi-page Forms
- Design
- Forms Creation & Design

**Generative AI**
- AI Text Generation
- AI Text Summarization
- AI Text-to-Speech
- Generative AI

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Call Center Features
- Support Analytics
- Workflow Management
- Opportunity Management
- Sales Pipeline Management
- Reporting/Analytics
- Calendar Management
- Pipeline Management
- Content Management
- Communication Management
- Visual Analytics
- Template Management
- Predictive Analytics
- Document Management
- Channel Management
- Commission Management
- Field Sales Management

**Communication**
- Pop-up Chat
- Notifications
- Targeted Emails
- In-App Messaging
- Co-Browsing
- Real-Time Notifications
- Real-time Consumer-facing Chat

**Campaigns**
- Targeting
- Triggered Campaigns
- A/B Testing
- Analytics

**Platform**
- Live chat
- Integrations
- Branding
- Analytics
- A/B testing
- Role-based access
- Collection of information
- Augmented Analytics
- Proactive Chat

**Email Signature Management**
- Departments
- Auto Updates
- Email Distribution
- Collaboration
- Real-Time Updates

**Settings**
- Time Zone Detection
- Availability Settings
- Blocked Time Settings

**Additional Functionality**
- Embedded Forms
- Offline Capability
- Notifications
- Payments
- Mobile Forms
- Customizable Forms
- Real-Time Notifications
- Alerts/Notifications

**Additional Functionality**
- Search/Filter
- AI Copilot
- Commenting/Notes
- Content Publishing Options
- Reporting & Statistics
- Content Library
- Document Classification
- Drag & Drop
- Customizable Branding
- SSL Security
- API
- Document Management
- Document Storage
- Collaboration Tools
- Data Capture and Transfer
- Autofill
- Multi-Channel Distribution
- Convert to PDF
- Customizable Templates
- Media Library
- Generative AI
- Full Text Search
- Surveys & Feedback
- Data Import/Export
- Forms Management
- Electronic Signature
- Third-Party Integrations
- Reporting/Analytics
- Workflow Management
- Template Management
- Mobile Access

**Reporting & Analytics**
- Reporting
- Dashboards
- Forecasting

** Internal Use**
- Customization 
- Conversation Archiving
- Lead Development
- Knowledge Base
- Team Inbox 
- Customer Profiles

**Integrations**
- CRM/Email Integrations
- WCM Integrations
- E-Commerce Integrations
- Social Media Integrations

**Email Signature Marketing**
- A/B Testing
- Banner Advertising
- Account-Based Marketing
- Analytics Tracking
- Engagement Tracking
- Email Tracking
- Campaign Analytics
- ROI Tracking
- Click Tracking
- Reporting/Analytics

**Personalization**
- Branding
- Links

**Generative AI**
- AI Text Generation
- AI Text Summarization
- Generative AI

**Additional Functionality**
- Real-Time Analytics
- Email Management
- API
- Single Sign On
- Search/Filter
- Collaboration Tools
- Third-Party Integrations
- Activity Dashboard
- Canned Responses
- Surveys & Feedback
- Reporting/Analytics
- Transfers/Routing
- Geotargeting
- Interaction Tracking
- CRM
- Transcripts/Chat History
- Document Storage
- Screen Sharing
- Contact Management
- Autoresponders
- Multi-Channel Communication
- Mobile Access
- AI Copilot
- Offline Form
- Real-Time Monitoring
- Support Ticket Management
- File Sharing

**Additional Functionality**
- Customer Surveys
- Lead Qualification
- Transcripts/Chat History
- Language Detection
- Pre-Configured Bot
- Lead Capture
- Code-free Development
- Natural Language Processing
- Multi-Language
- For Sales/Marketing
- Contextual Guidance
- Automated Responses
- Customer Support
- Chatbot
- Intent Recognition
- Sentiment Analysis
- Customer Experience Management
- Query Suggestions
- Transfers/Routing
- AI Copilot
- Canned Responses
- AI/Machine Learning
- Multi-Channel Communication
- Automated Routing
- Workflow Automation

**Mobile & Social**
- Social Collaboration Features
- Social Network Integration
- Mobile User Support
- Third-Party Integrations
- Social Media Integration
- Customer Support
- Multi-Channel Social Integration

**Integrations**
- Third-Party Integrations
- Email Software Integrations
- Social Media Integration
- Active Directory Integration
- Multi-Channel Marketing
- Email Marketing

**Integrations**
- Multi- Calendar Integration
- Website Integration
- Payment Acceptance
- Video Conferencing
- Communication

**Generative AI**
- AI Text Generation

**Agentic AI - Vulnerability Scanner**
- Autonomous Task Execution
- Proactive Assistance

**Platform**
- Customization
- Workflow Capability
- User, Role, and Access Management
- Internationalization
- Sandbox / Test Environments
- Document & Content Mgmt.
- Performance and Reliability
- Output Document Generation
- Mobile Access
- Lead Generation

**Platform Additional Functionality**
- Editor Rights
- Mobile Compatibility
- Cloning
- Rich Text Editor

**Generative AI**
- AI Text Generation
- AI Text Summarization
- AI Text-to-Image
- AI Text-to-Speech
- AI Image-to-Text
- Generative AI

**Integration**
- Data Import & Export Tools
- Integration APIs
- Breadth of Partner Applications
- Third-Party Integration
- Internal Chat Integration
- Collaboration Tools
- Prospecting Tools
- Real-Time Data

**Agentic AI - Online Appointment Scheduling**
- Autonomous Task Execution
- Multi-step Planning
- Natural Language Interaction

**Additional Functionality**
- Data Synchronization
- User Management
- Digital Signature
- API
- Email Alerts
- AI Copilot
- Preview Functionality
- Compliance Management
- Signature Management
- Surveys & Feedback
- Reporting & Statistics
- Campaign Specific Signature
- Workflow Management
- Access Controls/Permissions
- Sales Reports
- Campaign Planning
- Email Management
- Secure Data Storage
- Drag & Drop
- Customizable Forms
- Alerts/Notifications
- Role-Based Permissions
- User Profiles
- Template Management
- Multi-Campaign
- Customizable Branding
- Generative AI
- Image Library
- Campaign Management
- Lead Generation
- Signature Creation
- Customizable Fields

**Additional Functionality**
- Access Controls/Permissions
- Customizable Forms
- Customizable Templates
- Availability Management
- Wait List Management
- Mobile Access
- Client Portal
- Data Import/Export
- Appointment Management
- Email Marketing
- Client Management
- Employee Management
- Client Database
- Online Booking
- Reporting & Statistics
- SMS Messaging
- Credit Card Processing
- API
- Multi-Location
- Email Management
- Customer History
- Calendar Management
- AI Copilot
- Activity Dashboard

**Generative AI**
- AI Text Generation
- Generative AI
- Proposal Generation

**Agentic AI - CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making
- Calendar/Reminder System

**Additional Functionality**
- Search/Filter
- Alerts/Notifications
- Data Import/Export
- Lead Capture
- Batch Processing
- Email Tracking
- Tagging
- Pipeline Reports
- Drag & Drop
- Segmentation
- Customizable Fields
- Role-Based Permissions
- Interaction Tracking
- CRM
- Document Storage
- AI Copilot
- Contact Database
- Referral Tracking
- Quotes/Estimates
- Multi-Channel Communication
- Lead Qualification
- Marketing Automation
- Email Templates
- Sales Reports
- Customer Journey Mapping
- Reminders
- Lead Scoring
- Data Security
- Customizable Reports
- Calendar Sync
- For Startups
- Performance Metrics
- Sales Trend Analysis
- For iPad Devices
- Customizable Templates
- Activity Tracking
- Reporting & Statistics
- For Mac Devices
- Landing Pages/Web Forms
- Lead Nurturing
- Gamification
- Prioritization
- Web-based Deployment
- Softphone
- Single Sign On
- Customer Database
- Event Triggered Actions
- Mobile App
- Email Sequences
- Customer Segmentation
- Lead Assignment
- For Small Businesses
- Live Chat
- Business Card/Badge Scanning
- Data Visualization
- Customer Social Profiles
- Social Promotion
- Monitoring
- Engagement Tracking
- Social Media Monitoring
- Customer Engagement
- Sentiment Analysis
- Brand Tracking
- Audience Targeting
- Workflow Automation

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