Effectively manage your leads and turn them into long-term loyal customers

CRM system for better customer relationship management

With CRM system from InfoServ CRM your business is more competitive, customer service is higher quality and sales processes are managed more efficiently

What is CRM?

InfoServ CRM System

CRM (short for Customer Relationship Management) is a business strategy, business practices aimed at effectively managing customer relationships with the ultimate goal of increasing business profits in general. In practice, it has already been accepted that when talking about, we mean CRM software or CRM system - the IT platform by which customer relationships are managed. A CRM system is essentially a customer database, which stores rich and detailed information about current and potential customers, partners, suppliers.

The CRM system is used to organize and synchronize information about customers across business units, allowing individual approach to each customer, partner or provider. They automate and improve customer service, sales, and marketing activities, which reduces costs and increases the efficiency of each unit.

Benefits of CRM systems

In today’s highly competitive and saturated markets, businesses are increasingly relying on CRM systems to attract and win new customers, to foster customer relationships with them, and to improve the services offered. CRM Systems arrange and organize information, which makes them an irreplaceable helper in the battle to build customer loyalty and engagement.

Benefits of implementing a CRM system:

360-degrees customers view

InfoServ CRM - 360-degree customer profiles

The collection of information received through various channels - from specialized business systems, from Excel spreadsheets, results of meetings, email communication, phone calls and web chat in one place, in one screen, in one system, and in an easy-to-view form is a major advantage of a good CRM system. In addition to basic contact information (name, phone, email, address, etc.), the CRM system also provides other important, business-specific information such as customer type, services used, outstanding obligations, communication history and activity with the customer, results of conducted meeting, filed complaints and sales deals.

Easily accessible customer information

InfoServ CRM - easy client information

The modern employee is mobile, and to be effective, it is necessary, even when outside the office, to have easy access to customer data, to sales deals and offers he works on, to be able to contact the customer directly from the CRM system and to have that communication automatically documented and recorded into the customer’s profile. CRM systems save employees’ time by supporting their activities. They are the key to efficiency, better communication and achievement of established goals. The implementation of a CRM system in a company invariably leads to employee satisfaction.

Effective communication with customers and partners

InfoServ CRM - Efective customer communication

Effective communication is achieved when, with minimal effort, you serve customers regardless of the communication channel they choose - phone, email, web chat or contact form on your website. With the right CRM solution, communication from all channels will come into one system and customer interactions from different communication channels will be documented in one place. Automatic recognition of the customer when receiving a phone call or an email, as well as displaying all the needed information on the employee's screen, is a prerequisite for fast, high quality and efficient customer service.

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Sales Management

InfoServ CRM - Sales Management

The CRM system puts order not only customer information, but also in business organization and sales processes, allowing you to easily and intuitively manage the sales funnel and sales activity, to know the stage at which each deal is located, to know the next steps in a sales deal, the decision makers, the probability of winning, the competitors (with their strengths and weaknesses), and the expected amount of the deal.

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Management decisions based on real data

InfoServ CRM - Real Data Decision

With a CRM system in place, the management has all the information and reports they need to make timely and accurate decisions and take preventative actions based not on feelings and premonitions, but on real data and real numbers.

Required CRM functionalities

To take the most out of CRM deployment, look for the following critical functionalities

Customer profiles

InfoServ CRM - Detailed Customer Profiles

Detailed and ordered data for customers, partners and suppliers, with information about deals, open tickets and requests, documents and signed contracts, meeting results and delegated tasks.

Integrated communication

InfoServ CRM - Integrated Communication

A key role in the effective and efficient CRM system is attributed to the integration of corporate communication (phone, email, web chat) and the automatic documentation of customer communication.

Business processes

InfoServ CRM - Configurable Business Processes

Managing diverse business processes (sales, complaints, customer service) in one system and being able to customize and adapt the CRM system to your specific needs is an invaluable competitive advantage.

Frequently Used CRM Features

Sales Processes

By effectively managing your sales processes, you turn marketing leads into qualified opportunities and closed deals.


Digitize your company documentation and enrich your client profiles with contracts, invoices, and other documentation.

Help Desk

Improve your Service Level Agreement (SLA) with streamlined customer information and integrated communication.

Integrated Communication

Each customer profile contains a detailed history of the communication with the client - phone calls, email, web chat.

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InfoServ CRM Advantages


More than 25 years of experience in business software development.


Over 96% of our Customers expand and upgrade their CRM system.

Cloud Solution

We are using one of the leaders in cloud platforms – Microsoft Azure.


We continuously develop and improve InfoServ CRM's functionalities.

Read more about InfoServ CRM System in our Blog

CRM and its role in the Sales Management Process

CRM and its role in the Sales Management Process

The sales process is the path that a salesman walks from receiving an inquiry till finalizing а deal successfully. The CRM system is the tool that inevitably accompanies the salesman through this process and provides him with valuable support enabling him to be as efficient and organized as possible. The stages included in a sales process depends on …

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The Incredible Role an Integrated Communication Plays in a CRM Strategy

The Incredible Role an Integrated Communication Plays in a CRM Strategy

Effective CRM depends on quality client communication. Without personalized communications with clients, businesses will struggle to market, sell, or support clients. Customers expect CRM systems to have the ability to quickly access a 360-Degree Customer View in order to provide efficient and effective communications...

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Boost Employee Productivity and Efficiency with These CRM Functionalities

Boost Employee Productivity and Efficiency with These CRM Functionalities

It is easy for businesses to become overwhelmed by copious amounts of data and information regarding client transactions, sales, and employees. If businesses are unable to organize this data efficiently, employee productivity will be slowed to a crawl. Many businesses are relying on Customer Relationship Management software to...

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