InfoServ BASIC CRM

InfoServ BASIC CRM is suitable for SMALL businesses looking to organize their client's data, events, and interactions, and facilitate sales activities.

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
Client Communication History
To-Do List
Notes
Phone integration - limited to the number of users purchased
E-mail integration - limited to the number of users purchased
E-mail and Document Templates
Bulk E-mails
Dashboard
Standardized Built-in Reports
1 GB Database Storage
10 GB File Storage
FAQ Support
Ticketing System Support - 5 support tickets included

Optional Features (can be added to the subscription):

Import
Export
Ticket Management
Sales Management
Agentless Dialing
Telemarketing
Integration of additional e-mail accounts
DB Storage
File Storage
Support Tickets
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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