Our 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-web based applications you use (Support, Billing, ERP, Accounting, etc.).

The InfoServ CRM allows for a web integration – i.e., the ability to open a web-based application or document directly from your CRM client’s profile. The web call requests can be configured to pass client data available in InfoServ CRM to the external system (e.g., Client ID). It also provides your sales reps quick access (directly from the CRM client’s profile) to documents like list of current discount products, price lists, product specifications, etc.

The InfoServ CRM also allows for an API Integration – the ability for a real-time client data integration with external non-web-based applications – other company software (ERP, Accounting, Billing etc.), using our API (Application Programming Interface).

Web and API Integration
Automatic Actions

Automatic Actions

If you want to fully automate certain processes in InfoServ CRM, the Automatic Actions Management functionality does just that – it allows the InfoServ CRM user to create and manage automatically executed actions based on the occurrence of a particular event. Each InfoServ CRM system, with the module Automatic Actions Management included in the Subscription plan, allows the user to create up to 20 active actions.

  • Trigger event – an event which under predefined conditions will trigger the execution of the specified action.
  • Conditions – the conditions component limits the trigger events to only those complying with the preset conditions.
  • Action – it answers the question “What do you want the system to do when a trigger event subject to the described conditions occur?”.

Examples of Automatic Actions are: send an e-mail every time an incoming call is missed during off working hours and attach the voice recording to the e-email; or send an e-mail with meeting details (subject, description, location, date/time, client details) every time a calendar event is created.

Clock PMS+ Integration

Clock PMS+ Integration gives you the opportunity to integrate InfoServ CRM with your hotel reservation system, Clock PMS+ (both single and multi-hotel Clock PMS+ integrations are supported). The integration module allows you to import information about reservations (e.g., arrival, departure, room type, meals, total booking amount, booking status, etc.), and customers (name, phone number, email, birthday, gender, address, city, country, etc.) from Clock PMS+ into InfoServ CRM. When combined with Auto Import Export module, the process can be executed on a schedule.

Clock PMS Integration
Import and Export

Import and Export

InfoServ CRM allows for client data integrations using various standard methods - the most commonly used among them are Import and Export. Acceptable formats for data import are txt, CSV, Excel, Access, and all kinds of OLEDB data sources. InfoServ CRM allows export of client data into the following formats: txt, CSV, Excel, Access, and HTML. Both InfoServ Import and InfoServ Export allow the user to create an import/export template for future use.

Auto Import/Export

Automatically execute Import/Export tasks with InfoServ CRM’s Auto Import/Export Service. Acceptable formats for data import are txt, CSV, Excel, Access, and all kinds of OLEDB data sources. InfoServ CRM allows export of client data into the following formats: txt, CSV, Excel, Access, and HTML. The Auto Import/Export Service allows for automatic customer and firm data import as well as import of Sales Leads data.

Auto/Import Export
Dashboard

Dashboard

Customizable Dashboard for Real-Time Business Insights

InfoServ CRM lets you create a personalized dashboard that provides a real-time snapshot of your business activity. Customize charts and reports to track key performance metrics, marketing campaigns, and overall progress. Visualize campaign stats, monitor business trends, and drill down into data for detailed insights. Stay informed and make data-driven decisions with ease.

Standard Built-in Reports

Comprehensive Reporting & Real-Time Monitoring with InfoServ CRM

InfoServ CRM offers standardized reports in every subscription plan for efficient tracking.

  • Task Management Report – Track tasks by priority, type, status, creator, and executor.
  • Communication Report – Monitor client interactions, including emails, notes, and forms, with advanced filters.
  • Real-Time Monitoring – Instantly track phone communication within your system.
  • User Activity Statistics – Analyze communication trends and user performance.

Stay informed and optimize operations with InfoServ CRM Reports & Monitoring.

Standard Reports
Advanced Reporting

Advanced Reporting

If InfoServ CRM’s standard reports (Client Activity and Task Management Reports) and the report templates from our Gallery are not enough, you can create your own reports with our user-friendly Report Generator Tool. Building custom reports with InfoServ Report Generator is done in 3 easy steps:

  • Define the data to be analyzed using simple SQL-like statements in a user-friendly interface;
  • Determine the report design (visible data in the report – columns and rows, as well as different views of a report);
  • Fine-tune your report – rename data fields (the way you want them to appear in the report), change data format (e.g. numeric data to be in integers), use aggregate functions (count, sums, averages, minimum, maximum, etc.).

Once ready, the report is saved as template for easy future use. Use InfoServ Reporting to generate contact lists and add them into an E-mail .