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

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

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