Subscription Plans and Pricing

The number of users purchased limits the number of concurrent unique users who can use your InfoServ CRM system via the Desktop or Mobile applications. Please note, that a user account with provided access to the InfoServ CRM Mobile Application is always active, and thus, always takes one of the Users/User Licenses purchased. Anytime an employee leaves the company we advise you to deactivate his InfoServ CRM account, and create a new active account for his replacement.

The number of users purchased limits the number of concurrent unique users who can use your InfoServ CRM system via the Desktop or Mobile applications. Please note, that a user account with provided access to the InfoServ CRM Mobile Application is always active, and thus, always takes one of the Users/User Licenses purchased. Anytime an employee leaves the company we advise you to deactivate his InfoServ CRM account, and create a new active account for his replacement.

Use the InfoServ Mobile app to get real-time access to your prospects and customers database while on the go. E-mail and call your customers directly from your CRM Mobile app and have the communication automatically logged into the customer's profile.

When purchasing InfoServ CRM you receive the right to create a certain number of Admin user accounts. The InfoServ Administrator serves the following roles:

• Creates and Manages user accounts
• Manages access to the InfoServ CRM Mobile application
• Grants User rights
• Creates and Manages CRM application settings

Use InfoServ Calendar to organize your time, meetings and tasks efficiently. Enjoy the several views of our calendar (daily, weekly, monthly), or review it as a list of events. Set Reminders for your time-specific assignments and always be punctual for scheduled meetings or calls.

In today's busy schedules delegating tasks and tracking tasks' progress has never been more crucial to a company's success. InfoServ Task management supports the following features:

• New task visual and voice notification
• Outstanding tasks report with a quick task preview
• Maintain a Task profile with Name, Type, Priority, Status, Creator Name, Client Name, Assignees and Copy-to, Comments, Resolution
• Include in the Task Profile the "task originator" (i.e., the call, note, e-mail, etc.) which triggered the task and add more relevant to the task documents or communication if needed.
• Track Task progress with a standard Task Management Report including filters on Priority, Type, Status, Creator, Executor, etc.

Set Reminders for your time-specific assignments and always be punctual for scheduled meetings or calls. Set reminders to yourself or to your colleagues. Each reminder has a voice and visual notification.

Each InfoServ CRM systems come equipped with a standardized client profile - both for corporate and residential clients. It's up to the user's specific needs to decide which standard data fields to use.

Corporate clients are described on two levels:

Company details - including: Company Name, Company Status (12 customizable statuses), Registration Address, Headquarters Address, URL, Bank Details (Bank name, BIC code, IBAN), ID Number, VAT ID number), Number of employees, and Accountable person.

Customer/Contact person details - including: Customer/Contact Person Status (12 customizable statuses), Name, Surname, Family name, Occupation, Title Prefix, 6 phone numbers, several e-mail addresses, Permanent Address, Current Address, URL, Personal ID number, Date of Birth, ID card number, and ID card issue date.

Note: that each Company profile may have many customer profiles associated with it used to manage contact person details at that corporation.

Residential clients can be described using Customer/Contact person profile.

Each communication, contact or activity the user makes with clients can be logged into the client's profile. Some like outbound and inbound e-mails, outbound phone calls from InfoServ CRM mobile app, and outbound SMS are being logged in automatically into the CRM. Others - like notes or custom contacts, are logged into client's communication history manually. A communication contact is characterized with date/time, CRM user (who created the contact), client corporate name, customer name, as well as level of access. In addition InfoServ CRM users may use the built-in System of Flags and (Predefined) Comments to categorize each communication contact and provide additional detailed description.

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 and update on a daily basis for two main reasons: to better organize our work days, and to make sure we do not miss an important task. To-Do List Management supports the following features: quick access to your task lists; ability to group tasks into categories (Research, Personal, E-mail, etc.); associated a To-Do task with a client profile; set to-do task start date, deadline, and reminders; prioritize and set task progress status, etc.

If in doubt when to use To-Do List and when to use Task Management? Use Task Management to delegate tasks to colleagues and monitor their progress, and use the To-Do List Management - to organize your own tasks and activities.

If with Standard Client Profiles you cannot describe your client specifics as thoroughly as you wish, upgrade your subscription with Custom Client Profile functionality. Create your own custom client profile by either creating a list of desired custom data fields (Edit, Label, Combo box, Check box, Radio, List box, and others are supported.), or by purchasing a ready-to use custom client profile screen from our gallery. These include, although not limited to, types of products purchased, yearly revenue, up-sale and cross-sale options, subscription based customer service details (expiration date, service level, etc.).

InfoServ FAQ and Web Links allows you to maintain an in-house knowledgebase with the answers to Frequently Asked Questions (FAQs), regularly used documents (e.g., product manuals, price lists, etc.), or list of web links to useful web sites. InfoServ CRM provides a user-friendly interface for creating and managing your knowledge base, as well as quick and convenient access to the Knowledge base directly from the client profile. Organize related FAQs into topics.

Have all your customer-related documents - proposals, presentations, price offers, purchase orders, contracts, etc. always at hand in your customer's profile. InfoServ CRM's built-in Document Management System lets you create a document classification (e.g., proposals, price offers, sales contracts, support contracts, protocols, etc.) that is tailored to your business. Categorize documents as per your company's needs and share documents among colleagues by granting rights.

Ensure communication is centralized, information is tracked faster and easier, and guarantee a seamless resolution of problems with InfoServ CRM. Ticket Management in InfoServ CRM is intuitive and feature-rich customer support ticketing system for tracking, prioritizing, and resolving customer issues. Identify problems and take actions based on metrics and improve your customer satisfaction and Support Team performance.

Transform your customer support with a ticketing system, featuring:

• Service Level Agreement (SLA) Management
• Ticket Ownership
• Time Tracking
• Business hours
• Custom Ticket Statuses
• Custom Ticket Fields/Screens
• Customer Data (CRM) in Ticket
• Dashboards and Reporting

Automatic Actions allows the InfoServ CRM user to create and manage automatically executed actions based on the occurrence of a particular event. Each InfoServ CRM system, with the module Automatic Actions Management included in the Subscription plan, allows the user to create up to 10 active actions.

Each action is characterized with:

• Trigger event - an event which under predefined conditions will trigger the execution of the specified action.
• Conditions - the conditions component limits the trigger events to only those complying with the preset conditions.
• Action - it answers the question What do you want the system to do when a trigger event subject to the described conditions occur?.

Examples of Automatic Actions: send an e-mail every time an incoming call is missed during off working hours and attach the voice recording to the e-email; or send an e-mail with meeting details (subject, description, location, date/time, client details) every time a calendar event is created.

Scripts are forms designed to serve a specific purpose - e.g., to track a sales process, to describe client data, to track a support activity, etc. InfoServ CRM has a gallery of scripts from which to choose. However, if you do not find the right script for your needs, you can request a custom individually created for you script.

Please note, that some subscription plans do not provide this option, others provide it but at additional cost, and one comes with 3 custom scripts upon request included for the subscription account.

IVR Scripts are designed to serve a specific purpose - e.g., to allow customers to interact with a company's host system via a telephone keypad, after which they can service their own inquiries by following the IVR dialogue. InfoServ CRM allows you to request a custom individually created for you IVR script at additional price.

Please note, that some subscription plans do not provide this option.

Client profiles in InfoServ CRM allow you to track and build communication history with your clients. In addition to e-mails communication history may also contain Notes - text messages describing communication or information that has become known about the client. Use Notes to log information about a client phone call, meeting, etc. Each Note consists of the following data: date/time, client corporate name, customer name, flag, comment (text description), and user (who created the note).

Phone integration comes standard for all InfoServ CRM users (regardless of subscription plan). To integrate your phone communication, all you need is your phone provider credentials, and a phone (a mobile phone or SIP 2.0 IP phone). InfoServ's phone integration has two dimensions: a) number of phone providers you can integrate (equals the number of users you have ordered), and b) number of simultaneous phone calls and extensions your system can process (subject to subscription price restrictions - please check the pricing table). The system supports two phone communication protocols - SIP 2.0 and ISDN (PRIMUX controllers only).

E-mail integration comes standard for all InfoServ CRM users (regardless of subscription plan). E-mail integration is easy! All you need is an e-mail address, user name, password, POP3/IMAP4 and SMTP Server IP addresses. InfoServ CRM allows you to integrate more than one e-mail account (the precise number depends on the chosen subscription plan). The InfoServ E-mail functionality uses a proprietary built in e-mail client.

Each subscription plan comes with the right to integrate a certain number of e-mail accounts. Integration of additional e-mail account can be added to the subscription at a later step of the buying process.

You can integrate Web chat into your corporate website to allow your visitors to connect live with your company's employees and receive information on products and services. To initiate a chat session, the customer provides a name, e-mail address, and topic of interest. The InfoServ CRM system directs the web chat to the most appropriate user based on a set of rules (e.g., topic selected, user availability, etc.). The CRM user has access to the system's full functionality during the chat session (customer profile, communication history, knowledgebase, etc.). In addition he may also invite a colleague to join the chat, transfer the chat, use predefined (quick) answers and greetings. A transcript of the chat session is stored in the client's profile.as part of the communication history.

You can integrate Viber chat into your CRM to allow your visitors to connect live with your company and receive information on products and services. To initiate a Viber chat session, the customer subscribes to your corporate Viber Channel. The InfoServ CRM system directs the Viber chat to the most appropriate user based on a set of rules (e.g., last contacted user, user availability, date/time etc.). During the Viber chat session, the CRM user has access to the system's full functionality (customer profile, communication history, knowledgebase, etc.). In addition, a CRM user may also transfer the Viber chat to a colleague; use predefined (quick) answers and greetings; accept images, videos and other files, and stickers. A transcript of the Viber chat session is stored in the client's profile as part of the communication history.

Use custom contacts to log into InfoServ CRM's communication history all client-related contacts and activities which are not being logged in automatically, or which are being logged in automatically, but you need additional details regarding that communication logged in. Each custom contact has a set of standard data fields (date, CRM user, client corporate name, customer name, as well as level of access), and additional custom data fields. Custom Contact scripts can either be downloaded from InfoServ's Gallery, or you can request us to create one for you based on provided design (see Request your own script).

Please note, that some subscription plans do not provide this option, others provide it but at additional cost, and others come with 1 or 3 custom contact scripts from the gallery included in the subscription.

Every InfoServ CRM Subscription plan allows you to create and share among coworkers well-worded e-mail templates to be used when communicating with clients. Using templates whenever possible will ensure that everybody in the company writes to clients in a company-approved, standardized for all employees' language. In addition you can make your e-mails personalized by using a build-in System of "TAGS" using client specific details from the client standardized or custom data profile.

InfoServ CRM allows you to easily upload often used document templates - e.g., Price offer, Company presentation, etc. Provide user-rights on a per document template basis to every InfoServ agent who needs to use it. Personalize your document templates via a build-in System of "TAGS" using client specific details from the client standardized or custom data profile.

Standard feature for all InfoServ CRM Subscription Plans is the ability to send mass/serial e-mails. Use the Mass communication functionality to 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.

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 of them. Use its user-friendly interface to identify the KPI/stage reached for each customer in the campaign; to monitor and track your campaign progress, and to measure your campaign effectiveness by comparing the results achieved by each sales rep 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.

InfoServ CRM's Sales Management Module helps organize your sales activities and leads you through your sales process - from Lead, through Opportunity, all the way to Closing Deals. Provide your sales team with the right tools to effectively manage sales pipelines and increase productivity.

Main features include:

• Import Leads
• Qualify Leads into Opportunities
• Know Competitors' Strengths and Weaknesses
• Register Quotes and Orders
• Use Price Lists
• Work with multiple Sales Processes
• Measure Sales Team Productivity
• Sales Reporting

Execute your Agentless Dialing Outbound Campaigns with InfoServ CRM. The Agentless dialing mode dials multiple phone numbers simultaneously and plays a pre-recorded voice message to notify your customer of upcoming event. The Agentless Dialing Campaigns are suitable when you don't need your customer to interact, but just need to provide some information.

It's robust setting options can satisfy even the most sophisticated needs, including:

• Does not require call center agents
• Setup call states (busy signal, terminated call, no answer etc.)
• Setup desired dialing action (play voice message, disconnect, redial, etc.)
• Use Imported Lists for target groups
• Use InfoServ CRM client database for target groups
• System uses call analysis to determine dial result
• Voice Campaign Reporting

Organize, manage and execute your Telemarketing Campaign efficiently. Work with imported campaign lists, or generate your campaign list using InfoServ CRM's precise targeting capabilities.

Adjust your telemarketing settings to your campaign requirements with features like:

• Dialing modes: Passive, Preview, and Progressive
• Multiple Campaign lists
• Telemarketing Statuses
• Dialing Times
• Call Rescheduling
• Maximum Dialing and answering times
• Call Scripts
• Reporting

With InfoServ CRM you can create your own personalized dashboard. It provides a real-time snapshot of your company's business activity. The Dashboard 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, latest client communication and outstanding tasks etc. Use InfoServ Report Generator to generate custom reports and display them on your Dashboard. Drill down each number in your dashboard and find out what constitutes it.

InfoServ CRM comes with the following standardized reports available for each subscription plan:

• Task Management Report which allows the user to Track task progress filter task related data based on Task Priority, Type, Status, Creator, Executor, etc.
• Client Activity Report which allows the user to track communication and contacts with clients - e-mails, notes, communication forms, etc. The data in this report can be filtered based on date/time, customer/company, flag, comment, agent, etc.

If InfoServ CRM's standard reports (Client Activity and Task Management Reports), you can create your own reports with our user-friendly Report Generator Tool. Building custom reports with InfoServ Report Generator is done in 3 easy steps:

• define the data to be analyzed using simple SQL-like statements in a user-friendly interface;
• determine the report design
• fine-tune your report - rename data fields (the way you want them to appear in the report), change data format (e.g. numeric data to be in integers), use aggregate functions (count, sums, averages, minimum, maximum, etc.).

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 or SMS campaign.

InfoServ CRM allows for client data integrations using various standard methods - the most commonly used among them are Import and Export. Acceptable formats for data import are txt, CSV, Excel, Access, and all kinds of OLEDB data sources. InfoServ CRM allows export of client data into the following formats: txt, CSV, Excel, Access, and HTML. Both InfoServ Import and InfoServ Export allow the user to create an import/export template for future use.

InfoServ CRM allows for client data integrations using various standard methods - the most commonly used among them are Import and Export. Acceptable formats for data import are txt, CSV, Excel, Access, and all kinds of OLEDB data sources. InfoServ CRM allows export of client data into the following formats: txt, CSV, Excel, Access, and HTML. Both InfoServ Import and InfoServ Export allow the user to create an import/export template for future use.

Automatically execute Import/Export tasks with InfoServ CRM's Auto Import/Export Service. Acceptable formats for data import are txt, CSV, Excel, Access, and all kinds of OLEDB data sources. InfoServ CRM allows export of client data into the following formats: txt, CSV, Excel, Access, and HTML. The Auto Import/Export Service allows for automatic customer and firm data import as well as import of Sales Leads data.

Integrate your InfoServ CRM with other web or non-web based applications you use (Support, Billing, ERP, Accounting, etc.).

The InfoServ CRM allows for a web integration - i.e., the ability to open a web-based application or document directly from your CRM client's profile. The web call requests can be configured to pass client data available in InfoServ CRM to the external system (e.g., Client ID). It also provides your sales reps quick access (directly from the CRM client's profile) to documents like list of current discount products, price lists, product specifications, etc.

The InfoServ CRM also allows for an API Integration - the ability for a real-time client data integration with external non-web-based applications - other company software (ERP, Accounting, Billing etc.), using our API (Application Programming Interface).

Each Subscription plan provides unlimited access to InfoServ CRM's support knowledgebase. It includes detailed description and step-by-step instructions with respect to how to use the InfoServ CRM system.

Each Subscription plan is entitled to use the InfoServ CRM's e-mail support. Use our e-mail support to describe other general product related questions and difficulties you may experience (e.g., payment related questions, product features related questions, etc.).

Each Subscription plan provides access to InfoServ CRM's Ticketing Support System. Use the Ticketing Support System to report technical issues or bugs. Depending on your choice of subscription plan you have a certain number of support tickets included. If the pre-included number of support tickets is not enough you can always purchase an additional support ticket. After renewal of your subscription, you will receive another set of pre-included support tickets with it. Please note that support tickets expire at the end of the subscription period and all unused support tickets will not be transferred to the next subscription period.

Some subscription plans are entitled to use InfoServ Live Chat Support to directly discuss their support needs and issues with our tech specialists.