InfoServ STANDARD CRM

InfoServ STANDARD CRM is suitable for SMALL to MID-SIZE businesses looking for a rich in features, customizable CRM solution which will help sales managers be more efficient and productive in maintaining existing and attracting new clients.

Features Included:

Access to InfoServ CRM Desktop Application
Access to InfoServ CRM Mobile Application
Access to InfoServ Administrator - license for 1 admin account included
Calendar
Task Management
Reminder
Standardized Client Profile
Custom Client Profile
Knowledge base (FAQ)
Client Communication History
To-Do List
Notes
Phone integration - limited to the number of users purchased + 3
E-mail integration - limited to the number of users purchased + 3
E-mail and Document Templates
Custom IVR Script
Bulk E-mails
Dashboard
Standardized Built-in Reports
Import
Export
3 GB Database Storage
30 GB File Storage
FAQ Support
Ticketing System Support - 10 support tickets included

Optional Features (can be added to the subscription):

Document Management
Ticket Management
Automatic Actions
Sales Management
Agentless Dialing
Telemarketing
Custom Contact
Campaign Management
Advanced Reporting
Web Chat Integration
Scripts from Gallery
Request a Form/Screen
Integration of additional e-mail accounts
DB Storage
File Storage
Support Tickets
Phone and Remote Assistance Support
Auto Import/Export
Clock PMS+ Integration
Laptop on InfoServ Platform

Desktop Requirements

InfoServ Mobile Application

Mobile Requirements

  • Android 7.0 (API 24) and up
  • Google Play Store
  • Push Notification Services
  • 512 MB+ RAM
  • Internet access
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