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InfoServ
InfoServ

InfoServ

By InfoServ


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Highlights : About InfoServ

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Automatic Dialing Campaigns

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Communication History

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Dashboards & Reporting

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Document Management

About InfoServ

InfoServ is a CRM for small and medium businesses in all industries, looking to take control of their sales process and build customer relationships. The solution provides sales and marketing teams with a complete 360 degree customer view. All customer information and interactions - including email content and voice recorded phone calls - are automatically logged in the customer's profile, and are visible to users in a single screen view. The InfoServ dashboard provides a real time overview of business activity, comprising different charts and reports configured to the users' needs. These provide visibility on current business performance, marketing campaign status, etc. Standardized built-in reports include a task management report for insights on task progress and a communication report for tracking customer interactions. InfoServ includes features for contact management, standard phone integration, and performance analysis. Out-of-the-box integration with external applications make it an instantly functional tool for management and sales teams.

Specifications

  Business Size
Startup
  Customization
Yes
  Deployments
Premise, Cloud
  Language Support
English
  Platforms

Product Details

Features

Automatic Dialing Campaigns

Campaign Management

Customer Profile

Document Management

Email Integration

Email Marketing

Import/Export

Lead Management

Live (Web) Chat Integration

Notifications & Reminders

Pipeline Management

Quotes / Proposals

Real Time Monitoring

Search / filter

To-Do Lists Management

Ticket Management

Benefits

Centralized customer database accessible from the office and remotely

Call Center (inbound and outbound)

Mobile Application

Available for On Premise or Cloud deployment

Time Management tools (Tasks, To-Do lists, Calendars, Reminders)

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