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InfoServ CRM - the fastest way to move your business forward!

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Our BASIC Features!

InfoServ CRM in its Basic version comes equipped with essential CRM functionalities which allow users to build a standardized client database, log in client related communication (e-mail, notes, sample documents), as well as time management tools to boost efficiency like calendars, reminders, and task management system.

Standardized Client Profile

Each InfoServ CRM systems come equipped with a standardized client profile – both for corporate and residential...

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Communication History

Each communication, contact or activity the user makes with clients can be logged into the client’s profile in InfoServ CRM...

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Document Templates

InfoServ CRM allows you to easily upload often used document templates – e.g., Price offer, Company presentation...

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Phone Integration

Phone integration comes standard for all InfoServ CRM users (regardless of subscription plan). To integrate your phone...

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E-mail Integration

E-mail integration comes standard for all InfoServ CRM users (regardless of subscription plan). E-mail integration is easy...

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E-mail Templates

InfoServ CRM allows you to create and share among coworkers well worded e-mail templates to be used...

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Mass E-mail Campaigns

Reach your customers with hot offers and valuable information (contract expiration, product recalls, etc.) directly...

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Notes

Client profiles in InfoServ CRM allow you to track and build communication history with your clients. In addition to e-mails communication...

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Calendars and Reminders

Organize your time, meetings and tasks efficiently using InfoServ Calendar. Enjoy the several views of our calendar...

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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...

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Standard Built-in Reports

InfoServ CRM comes with the following standardized reports available in each subscription plan: Task Management Report and Communication Repor...

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Dashboard

With InfoServ CRM you can create your own personalized dashboard. It provides a real-time snapshot of your company’s business activity...

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Mobile APP

With InfoServ’s Android mobile app you can access your CRM via any Android smartphone regardless of working hours and location...

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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...

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Customer Satisfaction

Customer Satisfaction, a standard functionality in InfoServ CRM, allows your customers to rate your service via phone or email…

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Our ADVANCED Features!

Advanced versions of InfoServ CRM offer complex features related to multichannel communication, elaborate reporting, campaign management, and data integration ability, aiming at improving the end result - a more profitable business!

Custom Client Profile

If with Standard Client Profiles you cannot describe your client specifics as thoroughly as you wish Custom Profile...

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Import and Export

InfoServ CRM allows for client data integrations using various standard methods - the most commonly used...

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Advanced Reporting

If InfoServ CRM’s standard reports (Client Activity and Task Management Reports) and the report templates from our...

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Custom Contacts

Use custom contacts to log into InfoServ CRM communication history all client-related contacts and activities...

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Knowledgebase (FAQ)

Maintain an in-house knowledgebase with the answers to Frequently Asked Questions (FAQs), regularly used...

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Document Management

Have all your customer-related documents – proposals, presentations, price offers, purchase orders, contracts...

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Ticket Management

Ensure communication is centralized, information is tracked faster and easier, and guarantee a seamless resolution of problems with InfoServ CRM...

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Campaign Management

Organize, Monitor and Track your marketing efforts with InfoServ CRM. Use InfoServ Campaigns to set up...

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Sales Management

Let InfoServ Sales organize you sales activities and lead you through your sales process – from Lead, through Opportunity, all the way to Closing Deals.

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Agentless Dialing

Execute your Agentless Dialing Outbound Campaigns with InfoServ CRM. The Agentless dialing mode dials...

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Web Chat

Integrate Web chat into your corporate website and allow your visitors to connect live with your company...

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Automatic Actions

InfoServ Automatic Actions lets you automate processes and operate with your CRM more efficiently...

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Web Integration

To take a full advantage of your CRM system, you need to be able to integrate it with other web or non...

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Telemarketing

Organize, manage and execute your Telemarketing Campaign efficiently. Work with imported campaign lists ...

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Auto Import/Export

Automatically execute Import/Export tasks with InfoServ CRM’s Auto Import/Export Service. Acceptable...

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Viber Chat

Integrate Viber chat into your CRM and provide one more way for your customers to connect with your company...

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COMING SOON!

We're working hard to improve our features. Subscribe to get notified when they launch!

Web Form Integration

Ensures filled in forms (e.g., satisfaction surveys, complaint, contact and customer support forms) on the corporate web site are integrated into InfoServ CRM.