Reach you prospects and clients with InfoServ CRM multichannel targeted approach

Market your Products and Services with InfoServ CRM!

Use a personalized client-oriented marketing approach by maintaining a complete and extensive data about your clients and prospects. Use all the data at hand to understand your customers, personalize your marketing campaigns, and measure your campaigns effectiveness.

360-Degree Customer View

InfoServ’s customer profiles support 360-Degree Customer View. It combines in a single screen all your customer related data - contact details, products purchased, documents, phone calls, invoices sent, sent and received e-mails, web chat transcripts, filled-in communication forms, related meetings and tasks etc. The customer profile can contain information about types of products purchased, yearly company revenue, up-sale and cross-sale options, info about past communication - meetings, calls, e-mails, offers, deals, signed contracts, etc. With a 360-degree view at hand Marketing managers can maximize their customers’ experience while making the interaction as effective and efficient as possible. It allows Marketing managers to personalize their communication with clients. All client-related information combined with InfoServ CRM’s reporting features are a powerful tool in the hands on Marketing managers allowing them to fine-tune their marketing strategies to the different customer needs.

Reporting & Analytics

InfoServ® comes equipped with a library of report templates in the areas of marketing, sales, support, etc. And if you don’t find the report you need in our library, we provide you with a user-friendly Report Generator Tool to create it yourself without having to rely on administrators. Reporting has never been easier!

  • Create reports which analyze more than one data type.
  • Perform arithmetical operations (sum, average, minimum, and maximum).
  • Store one report in different "views" to be able to look at one and the same dataset from different angles.
  • Store reports as templates for future use.
  • Share or restrict access to reports.
  • Save reports into various user-friendly formats such as PDF, HTML, XLS and CSV.
  • Use reports to generate contact lists and add them into an e-mail campaign with ease.

Marketing Managers can use the InfoServ reporting tools when defining the target groups for each marketing campaign. Once you have your target group define use InfoServ CRM user friendly interface to add it for a Marketing Campaign with just a few clicks.

Marketing Automation - 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.

Campaign Management

Organize, Monitor and Track your marketing efforts with InfoServ CRM. Use InfoServ Campaigns to set up your sales or marketing campaign’s Key Performance Indicators (KPIs) / stages and targets for each on them. Use its user-friendly interface to identify the KPI/stage reached by each customer in the campaign; to monitor and track your campaign progress, and to measure your campaign effectiveness by comparing the results achieved at each stage with its targets. InfoServ Campaigns is successfully used when organizing and tracking the success of marketing initiatives such as: conferences, seminars, promotions, advertising campaigns, promoting a new product among existing clients, etc.


Create your own personalized dashboard. InfoServ® Dashboard provides a real-time snapshot of your company’s business activity. It 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.