InfoServ STANDARD CRM
InfoServ STANDARD CRM is suitable for SMALL to MID-SIZE businesses looking for a rich in features, customizable CRM solution which will help sales managers be more efficient and productive in maintaining existing and attracting new clients.
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
Custom Client Profile
Knowledge base (FAQ)
Client Communication History
To-Do List
Notes
Phone integration - limited to the number of users purchased + 3
E-mail integration - limited to the number of users purchased + 3
E-mail and Document Templates
Custom IVR Script
Bulk E-mails
Dashboard
Standardized Built-in Reports
Import
Export
3 GB Database Storage
30 GB File Storage
FAQ Support
Ticketing System Support - 10 support tickets included
Optional Features (can be added to the subscription):
Document Management
Ticket Management
Automatic Actions
Sales Management
Agentless Dialing
Telemarketing
Custom Contact
Campaign Management
Advanced Reporting
Web Chat Integration
Scripts from Gallery
Request a Form/Screen
Integration of additional e-mail accounts
DB Storage
File Storage
Support Tickets
Auto Import/Export
Minimum system requirements:
- Operating System: Windows 10/11
- Monitor Resolution: minimum 1366 x 768 or higher
- CPU: 2 GHz +
- RAM: 2 GB+
- Disk Space: 100 MB
- Internet
Minimum system requirements:
- Operating System: Android 7.0 (API 24)
- Google Play Store
- Google Push notification Services
- RAM: 512 MB+
- Internet