Infocob CRM

Infocob CRM is a customer relationship management software designed to assist businesses in improving their customer management processes, enhancing productivity, and delivering better customer service. According to the vendor, Infocob CRM is used by professionals in various industries, including sales and marketing, customer service, business management, project management, and sectors such as Nautism, Security, Office Supplies, Training, Construction, Real Estate, and Automotive.

Key Features

Activity Management: Users can easily organize their work by utilizing task management, calendar planning, and synchronization with Outlook or Google tools. The CRM's mobile application enables access to customer and prospect information on the go.

Project Management: Plan tasks and allocate resources using the Gantt chart, track project costs and progress with reporting tools, and centralize project-related documents for improved collaboration.

Contact Management: Centralize all contact information, access interaction history and related documents, customize fields, and utilize geolocation for streamlined sales tours.

Marketing Management: Communicate with contacts through email and SMS campaigns, track campaign effectiveness, and create mailing lists for personalized communication.

Contract Management: Track contract consumption, automate billing and renewal processes, and manage contract-related disputes with semi-automated follow-up scenarios.

Customer Support Management: Manage tickets and customer requests, access a knowledge base for rapid issue resolution, and schedule and track field interventions using the CRM's mobile application.

Business Analytics: Analyze data through dashboards and graphs, track company performance with key performance indicators (KPIs), and integrate the CRM with other management tools for optimal data integration.

Mobile Accessibility: Access Infocob CRM on tablets, smartphones, and computers with automatic synchronization, connect to other systems like ERP, and utilize email integration with Outlook or Gmail.

E-CRM Functionality: Manage customer relationships on internet channels, collect customer preferences and behaviors for personalized marketing campaigns, and utilize email automation, e-commerce, and social media presence.

Customer Portal Integration: Connect Infocob CRM to a customer portal for real-time client access to orders, tickets, contracts, and other relevant information, with customizable functionalities based on client requirements.