Our BASIC Features!

(In details)

Standardized Client Profile

Each InfoServ CRM system comes equipped with a standardized client profile – both for corporate and residential clients. It’s up to the user’s specific needs to decide which standard data fields to use.

Corporate clients are described on two levels:

Company details – including: Company Name, Company Status (12 customizable statuses), Registration Address, Headquarters Address, URL, Bank Details (Bank name, BIC code, IBAN), ID Number, VAT ID number), Number of employees, and Accountable person.

Customer/Contact person details – including: Customer/Contact Person Status (12 customizable statuses), Name, Surname, Family name, Occupation, Title Prefix, 6 phone numbers, several e-mail addresses, Permanent Address, Current Address, URL, Personal ID number, Date of Birth, ID card number, and ID card issue date.

Note: that each Company profile may have many customer profiles associated with it used to manage contact person details at that corporation.

Communication History

Each communication, contact or activity the user makes with clients can be logged into the client’s profile in InfoServ CRM. Some like outbound and inbound e-mails, outbound phone calls from InfoServ CRM mobile app are being logged in automatically into the CRM. Others – like notes or custom contacts, are logged into client’s communication history manually. A communication contact is characterized with date/time, CRM user (who created the contact), client corporate name, customer name, as well as level of access. In addition InfoServ CRM users may use the built-in System of Flags and (Predefined) Comments to categorize each communication contact and provide additional detailed description.

Document Templates

InfoServ CRM allows you to easily upload often used document templates – e.g., Price offer, Company presentation, etc. Provide user-rights on a per document template bases to every InfoServ agent who wants to use it. Personalize your document templates via a build-in System of "TAGS" using client specific details from the client standardized or custom data profile.

How are document templates used? Create a document right from the customer profile, make the necessary adjustments, print, or save the document locally. You can also e-mail the finalized document to your client.

Phone Integration

Phone integration comes standard for all InfoServ CRM users (regardless of subscription plan). To integrate your phone communication, all you need is your phone provider credentials, and a phone.Desktop Users can process phone calls via a mobile phone, built-in softphone (headset with microphone), or SIP 2.0 IP phone. You can also use Phone Users in InfoServ CRM, i.e. users who process calls without the CRM’s computer interface (i.e., without CTI).

InfoServ’s phone integration has two dimensions: a) number of phone providers you can integrate (equals the number of users purchased), and b) number of simultaneous phone calls and extensions your system can process (subject to subscription price restrictions). The system supports two phone communication protocols – SIP 2.0 and ISDN (PRIMUX controllers only).

Read more about InfoServ CRM Phone Integration here

E-mail Integration

E-mail integration comes standard for all InfoServ CRM users (regardless of subscription plan). E-mail integration is easy! All you need is e-mail address, user name, password, POP3/IMAP4 and SMTP Server IP addresses. InfoServ CRM allows you to integrate more than one e-mail account (the precise number depends on the chosen subscription plan). The InfoServ E-mail functionality uses a proprietary built in e-mail client.

E-mail Templates

InfoServ CRM allows you to create and share among coworkers well worded e-mail templates to be used when communicating with clients. Using templates whenever possible will ensure that everybody in the company talks to clients in a company approved, standardized for all employees language. In addition you can make your emails personalized by using a build-in System of "TAGS" using client specific details from the client standardized or custom data profile.

Mass E-mail Campaigns

Reach your customers with hot offers and valuable information (contract expiration, product recalls, etc.) directly from your CRM and have this communication automatically logged into the customer’s profile. Personalize your mass e-mails via a system of tags with any client specific information from the customer’s profile (customer name and title, contract expiration date, amount owed, etc.). Improve your mass e-mail campaigns by fine-tuning your target groups using InfoServ Report Generator and by scheduling their auto execution at a specific time without the need of an employee presence.


Client profiles in InfoServ CRM allow you to track and build communication history with your clients. In addition to e-mails communication history may also contain Notes – text messages describing communication or information that has become known about the client. Use Notes to log information about a client phone call, meeting, etc. Each Note consists of the following data: date/time, client corporate name, customer name, flag, comment (text description), and user (who created the note).

Calendars and Reminders

Organize your time, meetings and tasks efficiently using InfoServ CRM Calendars. Enjoy the several views of our calendars (daily, weekly, monthly), or print your daily task list. Set Reminders for your time-specific assignments and always be punctual for scheduled meetings or calls. You may also use your calendar as a task list - for sending offers, following up with a client, etc.

Sync InfoServ CRM Calendars with your calendars in Outlook, Office 365, or Google, to guarantee correct and up-to-date information about upcoming meeting and events across calendars. The InfoServ CRM Calendar Integration works two ways. On one hand, when a calendar event is created in external calendars, the event will be automatically added to your CRM Calendar, and on the other – when an event is created in your CRM Calendar, it will automatically be added to your integrated external calendar.

Task Management

In today’s busy schedules delegating tasks and tracking tasks’ progress has never been more crucial to one’s success. Thus, Task Management is a must have for every CRM system. InfoServ Task management supports the following features:

  • Maintain a Task profile with details like: Task Name, Task Type,, Task Priority, Task Status, Creator Name, Client Name, Assignees and Copy-to, Comments, Resolution

  • Include in the Task Profile the "task originator" (i.e., the call, note, e-mail, etc.) which triggered the task and add more relevant to the task documents or communication if needed.

  • Track Task progress with a standard Task Management Report including filters on Priority, Type, Status, Creator, Executor, etc.

Standard Built-in Reports

InfoServ CRM comes with the following standardized reports available in each subscription plan:

  • Task Management Report which allows the user to Track task progress filter task related data based on Task Priority, Type, Status, Creator, Executor, etc.

  • Communication Report which allows the user to track communication and contacts with clients – e-mails, notes, communication forms, etc. The data in this report can be filtered based on date/time, customer/company, flag, comment, agent, etc.


With InfoServ CRM you can create your own personalized dashboard. It provides a real-time snapshot of your company’s business activity. The Dashboard comprises of different types of charts and report numbers personalized to the user‘s needs to provide a quick and easy overview of current business performance, statuses of marketing campaigns, etc. Visualize your marketing campaign stats in a chart and keep track of your performance. Drill down each number in your dashboard and find out what constitutes it.

InfoServ CRM - Mobile Application

Mobile APP

With InfoServ’s Android mobile app you can access your CRM via any Android smartphone regardless of working hours and location. Get real-time access to your prospect and customer database while on the go and respond to their calls and e-mails instantly. E-mail and call your customers directly from your CRM Mobile app and have the communication automatically logged into the customer’s profile. View and manage your task list and personalized calendar, receive instant e-mail and upcoming task notifications. Never miss a customer call or meeting. Be mobile and take your CRM with you on business trips, meeting, seminars, plane or traveling by car.

To-Do List

To-Do Lists are lists of tasks, which help us be more efficient and organized in our daily work. They are all those lists, we make and update on a daily basis for two main reasons: to better organize our work days, and to make sure we don’t miss an important task. To-Do List Management supports the following features: quick access to your task lists; ability to group tasks into categories (Research, Personal, E-mail, etc.); associated a To-Do task with a client profile; set to-do task start date, deadline, and reminders; prioritize and set task progress status, etc.
If in doubt when to use To-Do List and when to use Task Management? Use Task Management to delegate tasks to colleagues and monitor their progress, and use the To-Do List Management – to organize your own tasks and activities.

InfoServ CRM - To-Do List
InfoServ CRM - Customer Satisfaction

Customer Satisfaction

The Customer Satisfaction functionality in InfoServ CRM gives you the opportunity to ask your customers for feedback about your service. InfoServ CRM allows your customers to rate your service in two ways: a) after an inbound phone call your customer can stay on the line and provide a rating of your service using the keyboard on his phone, or b) you can send your customer a “Rate Our Service” request by email after providing a service, resolving a ticket, or closing a sale. Ratings are from 1 (the lowest) to 5 (the highest) and each rating is associated with the communication contact (phone call or email) it was provided for, with customer, firm, sale, and/or with ticket. Customer Satisfaction reporting is also available. It allows you to accurately measure and analyze user performance based on how happy your customers are with your customer service, as well as identify areas for improvements.