OMNICHANNEL CUSTOMER SERVICE · SERVICELY
SERVICELY CSM
by Servicely · Authorized via Stackingo
FREE CUSTOMER PORTAL
20+ enterprises
CUSTOMER CASES, SAME ENGINE AS IT. SAVE UP TO 30%.
Customer ticket and case management, a customer self-service portal, an AI virtual agent, omnichannel engagement and customer knowledge management — with field service integration, running on the platform your internal desks already use.
Stackingo gets you further.
External case management
Omnichannel intake
Free unlimited portal users
Customer knowledge base
AI virtual agent
Field service handoff
FOUR REASONS WHY BUYERS CHOOSE STACKINGO
MORE THAN A DISCOUNT — A SMARTER
WAY TO BUY SOFTWARE.
30%
Average Cost Savings
Below OEM list price, structured within authorized programmes.
+
Advisory Included
Module fit, sizing & tier optimisation reviewed before quote.
1doc
One Commercial
Multi-region, multi-vendor stack on a single agreement.
25%
Renewal defence
Every cycle re-priced — never auto-renewed at list.
BUYER INTELLIGENCE
WHAT YOU SHOULD KNOW BEFORE
BUYING.
Six things experienced IT buyers wish they'd known earlier — plus the analyst evidence behind the OEM's market position.
01
Six features, against twelve for ITSM
CSM is a mid-depth module. Compare it against dedicated CX suites on function rather than on the platform argument.
04
Omnichannel scope needs pinning down
Portal, email and chat are implied; telephony, social and messaging channels are not documented. Confirm channel by channel.
02
Free portal users are the commercial case
External users cost nothing. Against per-contact or per-conversation CX pricing that is where the difference appears.
05
The AI needs published knowledge first
The virtual agent answers from your knowledge base. Deflection targets depend on content that may not exist yet.
03
No CRM connector is published
The nine named integrations contain no Salesforce, HubSpot or Dynamics. Customer record synchronisation is bespoke work.
06
No peer evidence exists at all
Zero reviews on G2 and Gartner Peer Insights platform-wide. For a customer-facing system, insist on reference calls.
GARTNER MAGIC QUADRANT
ITSM Platforms · 2026
NOT FEATURED
FORRESTER'S WAVE
Enterprise Service Management · Q4 25
NOT FEATURED
ABOUT SERVICELY CSM
EXTERNAL CASES WITHOUT A SECOND PLATFORM CONTRACT.
Servicely CSM handles external customer service on the same platform as the internal service desk — customer cases, an AI virtual agent, omnichannel engagement and customer-facing knowledge, with field service integration where jobs need dispatching.
Servicely CSM delivers customer ticket and case management, a customer self-service portal, an AI virtual agent, omnichannel engagement, customer knowledge management and field service integration on the same named-user licence as IT, with portal users free and unlimited regardless of how many customers you serve.
For organisations whose customer support and internal IT support already overlap — managed service providers, B2B software vendors, industrial service businesses — running both on one platform removes an integration layer and a vendor agreement. Customer portal access costs nothing per user.
BEST FOR
B2B Support
Support desks serving named business customers
STRONG FIT
Case Consolidation
Internal and external cases on one platform licence
REPLACES
Standalone CX Tool
Retire a separate CX suite and its integration layer
Key Capabilities
INCLUDED IN ALL PLANS
Customer Case Management
External cases with their own SLAs, escalation and interaction history.
Customer Self-Service Portal
Free and unlimited external users, however large the customer base.
AI Virtual Agent for Customers
Conversational deflection on your published customer knowledge base.
Omnichannel Engagement
Cases arriving by portal, email and chat converge on one queue.
Customer Knowledge Management
Externally published articles maintained beside internal knowledge.
Field Service Integration
Customer cases that require a site visit hand off to dispatch.
MORE FROM SERVICELY
THE SERVICELY ECOSYSTEM
Servicely CSM shares the platform with ITSM, ESM, HRSD, ITAM, SecOps, Risk Management, Project Management and Vendor & Contract Management. An escalation from a customer case to an internal incident stays inside one system rather than crossing a connector.
CROSS OEM COMPARISON
FIND THE BEST FIT — NOT JUST ONE
PRODUCT
Not the right fit? We’ve got other options. One RFQ unlocks multiple solutions, compared side by side—with zero vendor bias.
FREQUENTLY ASKED QUESTIONS
GOT QUESTIONS?
WE'VE GOT ANSWERS.
The questions every buyer asks before purchasing through Stackingo—pricing, licensing, what's included, and what to expect.
01
What is the floor discount on Servicely CSM?
The floor discount on Servicely CSM via Stackingo is 10% off Servicely list — locked within the authorized Servicely partner programme, never an ad hoc markdown.
💡
Keep in mind: The commercial argument is that external portal users are free and unlimited. Against CX suites priced per contact or per conversation, that is where the cost gap actually opens.
02
How much do Servicely CSM buyers save?
Most enterprises land around 30% off Servicely list on Servicely CSM, a figure set through the authorized reseller channel.
⚠️
The published integration list contains no CRM connector — no Salesforce, no HubSpot, no Dynamics. Customer record sync is bespoke REST work, so scope it before signing.
03
Why buy Servicely CSM through Stackingo?
Buying Servicely CSM through Stackingo means one negotiated front at 10%+ off (typically 30%) and candid guidance on where Servicely deals quietly leak budget:
Six named features put this mid-depth in the range
Free portal users are the real commercial argument
No CRM connector appears in the published integration list
Omnichannel scope needs confirming channel by channel
The AI agent needs published knowledge to deflect
Customer-facing risk makes reference calls non-negotiable
✓
That comes with a single structured quote across your evaluation and active renewal tracking, so nothing rolls over at full price.
04
Can Stackingo also implement Servicely CSM?
More than licensing. Stackingo sells Servicely CSM and can stand it up end to end — configuring Customer Case Management, Customer Self-Service Portal, AI Virtual Agent for Customers, Omnichannel Engagement, Customer Knowledge Management, and Field Service Integration.
🛠️
Choose Stackingo's own delivery team, a certified partner Stackingo coordinates, or let Stackingo gather and benchmark competing implementation bids — all consolidated into one proposal alongside the licence.
05
What is Servicely CSM and who is it for?
Built by Servicely Pty Ltd, whose licensing keeps customer portal users free and unlimited, regardless of how large the customer base grows.
Best fit · B2B Support
Best fit · Case Consolidation
Typically replaces · Standalone CX Tool
🎯
B2B Support — support desks serving named business customers
Case Consolidation — internal and external cases on one platform licence
Typically replaces Standalone CX Tool for support teams retiring a separate CX suite and its integration layer
GET YOUR CUSTOM QUOTE
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GET A QUOTE IN 1 DAY.
Tell us your scope. We'll return a structured, comparable, partner-priced quote — built around your real agent count, term length and module mix.
Quote returned in 1 business day
Up to 30% below list pricing
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