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  • 1 PRODUCT INFO
  • 2 CONFIGURE
  • 3 CHECKOUT
  • 4 BILLING INFO
  • 5 PAYMENT

InfoServ PROFESSIONAL CRM

InfoServ PROFESSIONAL CRM is suitable for businesses looking for an advanced CRM solution to make every sales manager an expert in their client's relationship and provide a personalized connection between the company and its clients.


Features Included:

Access to InfoServ CRM Desktop Application
Access to InfoServ CRM Mobile Application
Access to InfoServ Administrator - license for 2 admin account included
Calendar
Task Management
Reminder
Standardized Client Profile
Custom Client Profile
Knowledge base (FAQ)
Document Management
Ticket Management
Client Communication History
To-Do List
Notes
Custom Contact - including 1 custom contact script from the Gallery
Phone integration - limited to the number of users purchased + 5
E-mail integration - limited to the number of users purchased + 5
Web Chat Integration
Agentless Dialing
E-mail and Document Templates
Custom IVR Script
Bulk E-mails
Campaign Management
Dashboard
Standardized Built-in Reports
Import
Export
Auto Import/Export
5 GB Database Storage
60 GB File Storage
FAQ Support
Ticketing System Support - 15 support tickets included
Live Chat Support

Optional Features (can be added to the subscription):

Advanced Reporting
Sales Management
Telemarketing
Automatic Actions
Scripts from Gallery
Request a Form/Screen
Integration of additional e-mail accounts
DB Storage
File Storage
Support Tickets
Web Integration

InfoServ Platform

Minimum system requirements:

  • Operating System: Windows 10
  • Monitor Resolution: minimum 1366 x 768 or higher
  • CPU: 2 GHz +
  • RAM: 2 GB+
  • Disk Space: 100 MB
  • Internet
InfoServ CRM - Mobile Application

Minimum system requirements:

  • Operating System: Android 4.4 KitKat (API 19)
  • RAM: 512 MB+
  • Internet