Services businesses operate across fragmented workflows. Pricing lives in spreadsheets, delivery knowledge is tribal, and lessons learned never feed back into sales. Servantium changes that.
Services businesses are fundamentally disadvantaged because their offerings are implicit, tribal, and fragmented—rather than encoded in systems that remember and improve. Let's fix that.
Everything in Servantium revolves around an Engagement—a living object that evolves from first conversation through delivery and into organizational memory.
Understand client needs, pain points, and desired outcomes. Capture context that will inform every downstream decision.
Transform discovery insights into structured scope and pricing. Draw from encoded service definitions and historical data.
Generate proposals that reflect your actual service architecture. Scope, pricing, and deliverables flow from your estimation work.
Move from proposal to binding agreement with terms that match your scoped work. Contract structures reflect your service definitions.
Execute against the engagement scope with real-time visibility into progress, utilization, and margin.
Capture what actually happened. This intelligence feeds back into how you price and scope future work.
Every plan includes the full engagement platform. Scale your workspace and support as your team grows.
| Features | IndividualSingle user | TeamsShared workspace | EnterpriseDedicated tenant |
|---|---|---|---|
| Core Platform | |||
| Engagement Templates | |||
| Service CatalogReusable line items | |||
| Contract GenerationPDF & DOCX | |||
| Client Management | |||
| AI-Generated Estimates | |||
| Custom Document TemplatesFull design control | |||
| Collaboration & History | |||
| Version History & Audit Trail | |||
| Team Workspace | — | ||
| Role-Based Permissions | — | Roadmap | Roadmap |
| Approval Workflows | — | Roadmap | Roadmap |
| Project Management Coming Soon | |||
| Resource Forecasting | — | Coming Soon | Coming Soon |
| Project Tracking | — | Roadmap | Roadmap |
| Project Status Tracking | — | Roadmap | Roadmap |
| AI Health Score | — | Roadmap | Roadmap |
| Platform & Integrations | |||
| Multi-Organization Support | — | ||
| CRM Integrations | — | Roadmap | Roadmap |
| API Access | — | Roadmap | Roadmap |
| Security & Compliance | |||
| Dedicated Tenant | — | — | |
| SSO (SAML/OIDC) | — | — | Roadmap |
| SOC 2 / ISO 27001 / GDPR | — | — | Roadmap |
| Get Started | Book a Demo | Contact Sales | |
Everything you need to know about Servantium and how it transforms professional services operations.
Servantium is an operating system for professional services businesses. It's a unified platform that formalizes how services are defined, priced, sold, contracted, and delivered—creating a single system of record for every engagement.
Unlike traditional PSA (Professional Services Automation) tools that focus on time tracking and billing, Servantium captures the complete engagement lifecycle from initial discovery through delivery and learning, ensuring that knowledge compounds across your organization.
Traditional PSA software typically bolts project management onto sales tools. Servantium takes a fundamentally different approach:
CPQ stands for Configure, Price, Quote—a system that helps businesses create accurate quotes quickly. While CPQ is common in product sales, professional services have traditionally relied on spreadsheets and tribal knowledge for pricing.
Servantium brings CPQ discipline to services: define your service catalog, encode pricing logic, and generate consistent proposals that reflect your actual delivery capabilities. This eliminates the margin leakage that happens when every deal is priced from scratch.
Servantium is built for professional services firms that deliver repeatable (but customizable) engagements. This includes:
If your business sells expertise and time, and you want to stop reinventing every engagement from scratch, Servantium is designed for you.
We believe structure precedes automation. AI in Servantium isn't magic—it earns its place by learning from your encoded patterns and providing value from day one.
Our approach: Human judgment remains sovereign. Technology amplifies expertise, but doesn't replace the relationships and context that make services businesses work. Clarity over cleverness—if you can't explain what the system is doing, you can't trust it.
Day-one usability is non-negotiable for us. Most teams are up and running within days, not months. You can start by encoding your most common service offerings and expand from there.
We offer guided onboarding for Teams plans and custom implementation support for Enterprise customers who need deeper integration with existing systems.
Servantium is built API-first—every feature in Servantium has a corresponding API. We're actively testing these private APIs and using them to build and extend third-party integrations.
API access will be available on Teams and Enterprise plans, allowing you to connect with your existing CRM, accounting systems, and other business tools. We'll provide customer access to developer endpoints in a future release, but customers can contact us for early previews.
Yes. We take security seriously. Your engagement data, pricing information, and client details are encrypted at rest and in transit. Enterprise customers can discuss additional security requirements including data residency and compliance needs.
We're working with a small number of services firms who believe their operational knowledge deserves better than spreadsheets and tribal memory.
Book an intro call to see Servantium in action
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