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InfoServ CRM - the fastest way to move your business forward!

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Our BASIC Features!

InfoServ CRM in its Basic version comes equipped with essential CRM functionalities which allow users to build a standardized client database, log in client related communication (e-mail, notes, sample documents), as well as time management tools to boost efficiency like calendars, reminders, and task management system.

Standardized Client Profile

Each InfoServ CRM systems come equipped with a standardized client profile – both for corporate and residential...

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Communication History

Each communication, contact or activity the user makes with clients can be logged into the client’s profile in InfoServ CRM...

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Document Templates

InfoServ CRM allows you to easily upload often used document templates – e.g., Price offer, Company presentation...

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Phone Integration

Phone integration comes standard for all InfoServ CRM users (regardless of subscription plan). To integrate your phone...

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E-mail Integration

E-mail integration comes standard for all InfoServ CRM users (regardless of subscription plan). E-mail integration is easy...

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E-mail Templates

InfoServ CRM allows you to create and share among coworkers well worded e-mail templates to be used...

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Mass E-mail Campaigns

Reach your customers with hot offers and valuable information (contract expiration, product recalls, etc.) directly...

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Notes

Client profiles in InfoServ CRM allow you to track and build communication history with your clients. In addition to e-mails communication...

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Calendars and Reminders

Organize your time, meetings and tasks efficiently using InfoServ Calendar. Enjoy the several views of our calendar...

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Task Management

In today’s busy schedules delegating tasks and tracking tasks’ progress has never been more crucial to one’s success. Thus, Task Management...

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Standard Built-in Reports

InfoServ CRM comes with the following standardized reports available in each subscription plan: Task Management Report and Communication Repor...

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Dashboard

With InfoServ CRM you can create your own personalized dashboard. It provides a real-time snapshot of your company’s business activity...

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Mobile APP

With InfoServ’s Android mobile app you can access your CRM via any Android smartphone regardless of working hours and location...

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To-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...

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Customer Satisfaction

Customer Satisfaction, a standard functionality in InfoServ CRM, allows your customers to rate your service via phone or email…

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Our ADVANCED Features!

Advanced versions of InfoServ CRM offer complex features related to multichannel communication, elaborate reporting, campaign management, and data integration ability, aiming at improving the end result - a more profitable business!

Custom Client Profile

If with Standard Client Profiles you cannot describe your client specifics as thoroughly as you wish Custom Profile...

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Import and Export

InfoServ CRM allows for client data integrations using various standard methods - the most commonly used...

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Advanced Reporting

If InfoServ CRM’s standard reports (Client Activity and Task Management Reports) and the report templates from our...

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Custom Contacts

Use custom contacts to log into InfoServ CRM communication history all client-related contacts and activities...

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Knowledgebase (FAQ)

Maintain an in-house knowledgebase with the answers to Frequently Asked Questions (FAQs), regularly used...

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Document Management

Have all your customer-related documents – proposals, presentations, price offers, purchase orders, contracts...

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Ticket Management

Ensure communication is centralized, information is tracked faster and easier, and guarantee a seamless resolution of problems with InfoServ CRM...

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Campaign Management

Organize, Monitor and Track your marketing efforts with InfoServ CRM. Use InfoServ Campaigns to set up...

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Sales 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.

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Agentless Dialing

Execute your Agentless Dialing Outbound Campaigns with InfoServ CRM. The Agentless dialing mode dials...

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Web Chat

Integrate Web chat into your corporate website and allow your visitors to connect live with your company...

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Automatic Actions

InfoServ Automatic Actions lets you automate processes and operate with your CRM more efficiently...

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Web Integration

To take a full advantage of your CRM system, you need to be able to integrate it with other web or non...

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Telemarketing

Organize, manage and execute your Telemarketing Campaign efficiently. Work with imported campaign lists ...

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Auto Import/Export

Automatically execute Import/Export tasks with InfoServ CRM’s Auto Import/Export Service. Acceptable...

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Viber Chat

Integrate Viber chat into your CRM and provide one more way for your customers to connect with your company...

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Chatbot

Integrate Chatbot into your CRM to offer a self-service option and streamline your work processes...

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COMING SOON!

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