InfoServ CRM
The fastest way to move your business forward with our all-in-one CRM platform
Our
Communication
Features
Connect with your customers effortlessly through fully integrated communication channels, including phone, email, chat, and Viber. InfoServ CRM empowers your team to deliver fast, personalized service while every interaction is automatically tracked—ensuring a seamless, professional, and consistent customer experience.
Phone Integration
Phone integration comes standard for all InfoServ CRM users (regardless of subscription plan). To integrate your phone...
Learn more about phone integrationEmail Integration
Email integration comes standard for all InfoServ CRM users (regardless of subscription plan). Email integration is easy...
Learn more about email integrationViber Chat
Integrate Viber chat into your CRM and provide one more way for your customers to connect with your company...
Learn more about viber chat integrationWeb Chat
Integrate Web chat into your corporate website and allow your visitors to connect live with your company...
Learn more about our web chatChatbot
Integrate Chatbot into your CRM to offer a self-service option and streamline your work processes...
Learn more about our chatbotCommunication History
Each communication, contact or activity the user makes with clients can be logged into the client's profile in InfoServ CRM...
Learn more about communication historyEmail Templates
InfoServ CRM allows you to create and share among coworkers well worded email templates to be used...
Learn more about email templatesNotes
Client profiles in InfoServ CRM allow you to track and build communication history with your clients. In addition to emails communication...
Learn more about notesCustomer Satisfaction
Customer Satisfaction, a standard functionality in InfoServ CRM, allows your customers to rate your service via phone or email…
Learn more about customer satisfactionCustom Contacts
Use custom contacts to log into InfoServ CRM communication history all client-related contacts and activities...
Learn more about custom contactAgentless Dialing
Execute your Agentless Dialing Outbound Campaigns with InfoServ CRM. The Agentless dialing mode dials...
Learn more about agentless dialingTelemarketing
Organize, manage and execute your Telemarketing Campaign efficiently. Work with imported campaign lists ...
Learn more about telemarketingMobile APP
With InfoServ's Android mobile app you can access your CRM via any Android smartphone regardless of working hours and location...
Learn more about our mobile appOur
CRM & Helpdesk
Features
InfoServ CRM combines powerful sales and helpdesk tools to streamline your customer journey—from lead capture to support resolution. Manage sales, tickets, documents, tasks, and customer interactions with ease, while running targeted email and Viber campaigns that boost engagement and drive results—all from a single, centralized platform.
Standardized Client Profile
Each InfoServ CRM systems come equipped with a standardized client profile – both for corporate and residential...
Learn more about standardized client profilesCustom Client Profile
If with Standard Client Profiles you cannot describe your client specifics as thoroughly as you wish Custom Profile...
Learn more about custom client profilesSales Management
Let InfoServ Sales organize you sales activities and lead you through your sales process – from Lead, through Opportunity, all the way to Closing Deals.
Learn more about the sales managementDocument Management
Have all your customer-related documents – proposals, presentations, price offers, purchase orders, contracts...
Learn more about document managementTask Management
In today's busy schedules delegating tasks and tracking tasks' progress has never been more crucial to one's success. Thus, Task Management...
Learn more about the task managementTicket Management
Ensure communication is centralized, information is tracked faster and easier, and guarantee a seamless resolution of problems with InfoServ CRM...
Learn more about the ticket managementKnowledgebase (FAQ)
Maintain an in-house knowledgebase with the answers to Frequently Asked Questions (FAQs), regularly used...
Learn more about the Knowledgebase, also known as FAQCampaign Management
Organize, Monitor and Track your marketing efforts with InfoServ CRM. Use InfoServ Campaigns to set up...
Learn more about the campaign managementMass Email Campaigns
Reach your customers with hot offers and valuable information (contract expiration, product recalls, etc.) directly...
Learn more about mass email campaignsDocument Templates
InfoServ CRM allows you to easily upload often used document templates – e.g., Price offer, Company presentation...
Learn more about document templatesCalendars and Reminders
Organize your time, meetings and tasks efficiently using InfoServ Calendar. Enjoy the several views of our calendar...
Learn more about calendars and remindersTo-Do List
To-Do Lists are lists of tasks, which help us be more efficient and organized in our daily work. They are all those lists, we make...
Learn more about the to-do listOur
Integration
Features
Supercharge your workflows with InfoServ CRM’s advanced automation, real-time reporting, and seamless integrations. Automate routine tasks, gain actionable insights through customizable reports, and connect with third-party systems to create a unified, efficient, and data-driven customer management experience.
Web and API Integration
To take a full advantage of your CRM system, you need to be able to integrate it with other web or non...
Learn more about the web and API integrationAutomatic Actions
InfoServ Automatic Actions lets you automate processes and operate with your CRM more efficiently...
Learn more about the automatic actionsClock PMS+ Integration
Integrate your CRM with your Clock PMS+ and ensure guests and bookings information is readily available in CRM.
Learn more about Clock PMS+ integrationImport and Export
InfoServ CRM allows for client data integrations using various standard methods - the most commonly used...
Learn more about import and exportAuto Import/Export
Automatically execute Import/Export tasks with InfoServ CRM's Auto Import/Export Service. Acceptable...
Learn more about auto import and exportStandard Built-in Reports
InfoServ CRM comes with the following standardized reports available in each subscription plan: Task Management Report and Communication Report...
Learn more about the standard built-in reportsDashboard
With InfoServ CRM you can create your own personalized dashboard. It provides a real-time snapshot of your company's business activity...
Learn more about the dashboardAdvanced Reporting
If InfoServ CRM's standard reports (Client Activity and Task Management Reports) and the report templates from our...
Learn more about the advanced reporting