With InfoServ platform you can build your own powerful solution that helps you manage key business processes and improves your productivity. Its flexibility and simplicity ease the deployment process and quickly makes it feel like your own CRM.
InfoServ CRM combines most commonly used business communication channels into one unified platform. At present our platform supports: in- and outbound phone calls, in- and outbound e-mails, web chat, as well as outbound phone calls initiated from InfoServ’s mobile app. InfoServ will automatically login your communication together with the voice recording of your phone calls, the content of your e-mail , the transcript of your web chat, or filled-in custom contact forms into your customers' profiles. Communicate directly from InfoServ CRM and you will never have to log communication history by hand again.
Be mobile and take your CRM with you on business trips, meeting, seminars, plane or when traveling by car. 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.
Take advantage of cloud infrastructure and service and benefit from:
Taylor your CRM solution to your precise business needs. Add as much data as you need to your InfoServ CRM by creating custom fields in your clients’ profiles and custom contacts (invoice, phone call, etc.) in your clients communication history The Point-and-Click development technology lets you create your own custom data fields without having to write a single line of code. And if a list of data fields is not good enough, request your own data forms and customer profile screens - provide the content and design, and let us do the job for you.
Use our Standard Reports or create your own with InfoServ Report Generator
InfoServ CRM comes equipped with standard reports - Client Activity and Task Management Reports. In addition, you can satisfy your quench for analytics with personalized Dashboards and create your own reports with our user-friendly Report Generator Tool. Building custom reports with InfoServ Report Generator is done in 3 easy steps:
Once ready, the report is saved as template for easy future use. Use InfoServ Reporting to generate contact lists and add them into an e-mail campaign with ease.
InfoServ CRM allows for robust integrations using various standard methods: