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
Phone and Remote Assistance Support
Web Integration
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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