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

Let InfoServ CRM empower your SALES activities

Stay on top of your accounts, manage your Customer Relationships with ease and never miss a business opportunity!

Integrated Sales Communication

Get a complete 360-Degree Customer View including key contact details, activity history, communication history (e-mails, call recording, chat transcripts), meetings, notes, and more. With InfoServ CRM you’ll quickly and easily get a complete picture of all your customers – from insights about their interests and preferred communication channel, to sales they are involved in or customer service requests they raised.

The built-in social media integration (Facebook, LinkedIn, Twitter, and Google Plus+) allows for an easy access to an even deeper understanding of their opinion on hot topics, products or services, and for valuable insights into your customers’ issues, so you can provide proactively accurate answers.

Communicate with prospects and customers right from your CRM system! InfoServ CRM integrates the most common business communication channels – phone, email and web chat. Use InfoServ CRM phone integration with click-to-call functionality to boost contact rate, to save time in documenting sales calls, and increase productivity.

Prepare for customer calls and meetings while on the go by accessing the customer data from anywhere with the InfoServ CRM Mobile app.

Lead Management

Drive sales with effective lead management. Quickly identify and track your hottest leads from multiple campaigns and grow your sales pipeline. InfoServ CRM lets you track up-to-date contact details, rich activity history, lead source, and more – all valuable information a sales person needs to convert more leads faster.

Use Lead Import and Automatic Actions to set up automatic lead routing to ensure leads never slipping through the cracks, and that the right sales reps follow up on leads while they’re hot.

Best of all, InfoServ CRM automatically logs your sales activities so you can spend more time working through your pipeline, following-up and nurturing leads, and less time on data entry.

Opportunity Management

Turn every opportunity in your sales pipeline into a winning deal by effectively managing, prioritizing, tracking and monitoring your deals. With a complete view of critical details combined with rich activity timeline, InfoServ CRM is all you need to close more deals and reduce sales cycle length.

Know who you are talking to by keeping track of important stakeholders at your customer, and their role within the buying process. Know whom you are competing against and track your competitors’ strengths and weaknesses. The more you know, the better prepared you will be to win the deal.

Manage quotes and orders from InfoServ CRM! With built-in quoting capabilities you can quickly generate a quote or order using an approved template merged with relevant customer and sales data, and then print it, save it and email it to a contact in just a few clicks directly from InfoServ CRM.

Customizable Sales Processes

With its highly customizable sales process InfoServ CRM allows you to adjust the CRM system to your sales, not the other way around. As sales activities vary depending on what you are selling (products vs. services) and who you are selling it to (businesses vs. consumers), your sales process should be designed accordingly and customized to reflect your sales reality in terms of sales stages, sales metrics, sales stakeholders, and sales team roles.

With price lists directly available in the CRM system you can automate your quotes and order processing, and track which products are part of your sale, including quantity, original price, discounts, quoted price, and product codes.

We recognize that businesses often utilize multiple sales approaches. Therefore, InfoServ CRM allow you to create and use as many sales processes as you need!

Sales Reports & Dashboards

Analyse your CRM data in-depth and easily spot trends on lead source, sales owner, sale cycles, and competitors. Identify top performers on your team with productivity, conversion metrics and sales cycle reports.

Create personalized Sales Dashboards to quickly and easily visualize your sales performance. Combine sales pipelines, conversion ratios, leads by source and sales by source metrics, customers ranking reports, competitors’ strengths and weaknesses reports, individual salesperson performance reports and sales summary reports to have a clear picture of every aspect in the sales process and stay organized and proactive to manage your sales activities smarter and close more deals.