Name: InfoServ
Price: 10 USD
Author: DAN electronic

Help Desk

Web and Video Conferencing

Customer Support

Flowchart

Text Editors

Version Control

Development

School Management

Education

Business Intelligence (BI)

Calibration Management

Collaboration

Enterprise Search

Meeting Management

Enterprise

Accounting

Accounting and Tax Services

Anti-Money Laundering (AML)

Cryptocurrency Wallets

Financial Research

Financial Risk Management

Hedge Fund

Tax Compliance

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Monitoring

Employer of Record (EOR)

HR Management

International Payroll

On-Demand Payment

Payroll

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Business Process Automation

Cloud Data Warehouse

Cloud Storage

Complex Event Processing

Component Content Management

Data Governance

Density-Optimized Servers

Fraud Detection

Hosted Virtual Desktop

Integrated Development Environment (IDE)

Integration Platform as a Service (iPaaS)

Metadata Management

Network Performance Monitoring

Network Traffic Analysis (NTA)

Product Implementation Services

Test Management

User Activity Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Loyalty Program

Email Marketing

Location Intelligence

Marketing Automation

Referral Marketing

Search Marketing Intelligence

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Sales

Data Loss Prevention

Data-Centric Audit Protection (DCAP)

Operational Technology (OT) Security

Security Information and Event Management (SIEM)

Security

Awards Management

Car Rental

Construction Accounting

Legal Research

Retail Execution

Vertical-Specific

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InfoServ CRM is a customer relationship management software system designed to assist businesses in managing and enhancing their customer interactions, sales processes, and marketing efforts. It is marketed as suitable for companies of all sizes, from small businesses to large enterprises. According to the vendor, InfoServ CRM is commonly used by sales teams, marketing teams, customer service teams, management, and executives across various industries, including retail, e-commerce, manufacturing, financial services, and professional services.

## Key Features

**Unified Multi-channel Communication Platform**: According to the vendor, InfoServ CRM consolidates phone calls, emails, and web chat into one platform, automatically logs communication history into customer profiles, and provides a 360-degree view of customer interactions.

**MOBILITY**: According to the vendor, users can access CRM via InfoServ's Android mobile app, view and manage tasks, calendars, and notifications on the go, and call and email customers directly from the mobile app.

**Cloud Infrastructure**: According to the vendor, InfoServ CRM takes advantage of cloud infrastructure and services, aiming to reduce spending on technology infrastructure and capital costs while providing increased accessibility and reliability.

**Configure and Customize; Request your own forms**: The vendor claims that users can tailor the CRM solution to specific business needs, create custom fields and contacts without coding, and even request custom data forms and customer profile screens.

**Analyze your data**: According to the vendor, InfoServ CRM allows users to generate standard and personalized reports, create custom reports with a user-friendly Report Generator Tool, and analyze contact lists to add them to email campaigns.

**Easy Integration**: The vendor states that InfoServ CRM enables users to import and export data from various formats, integrate with web-based applications and documents, and achieve real-time integration with external non-web-based applications using API.

**Multichannel Call Center**: According to the vendor, InfoServ CRM facilitates customer service on phone, email, and web chat, offering a built-in softphone for direct calls from the CRM system and the ability to record and review phone calls for quality assurance.

**Built-in Soft Phone**: According to the vendor, users can call customers directly from InfoServ CRM without the need for external phone devices, and call communication is automatically logged into customer profiles.

**Call Recording**: According to the vendor, InfoServ CRM allows users to record and review phone calls for quality assurance, easily access call recordings for reference and training purposes, and aims to improve customer service quality and compliance.

**IVR and Voice Mail**: The vendor claims that InfoServ CRM streamlines call routing and assists in answering routine customer questions through customizable IVR menus and messages, providing automated phone services 24/7.

User-Friendly Interface: Many users have praised the user-friendly interface of InfoServ, stating that it is very easy to navigate and use. They have found it intuitive and accessible, requiring no specialist training to understand its functionality. This has greatly simplified their work progress and allowed them to quickly adapt to the software.

Efficient Communication: Several reviewers have highlighted the effective communication facilitated by InfoServ. They appreciate how it allows them to easily contact their clients and vice versa whenever needed. The ability to have all mails in one place through the telephone central feature has been particularly convenient for managing communication. This seamless connectivity has enabled users to switch between Wi-Fi and cable without being disconnected, ensuring uninterrupted communication.

Comprehensive CRM System: InfoServ has been commended for its comprehensive and efficient CRM system capabilities. Users find it valuable for reviewing client history and tracking progress through the sales funnel. It provides all the necessary information, combining a full functionality CRM with phone and email systems, which stores the history of communication with clients as well. Its desktop and mobile versions ensure accessibility at all times, making it an indispensable tool for dealing with a large customer base.

Lack of Customization Options: Some users have expressed disappointment with the lack of customization options in InfoServ. They have mentioned that they are unable to personalize their experience and arrange things according to their preferences, such as moving filters around or placing them in the desired order without closing and reopening them.

Absence of Reports Feature in Mobile Version: Several reviewers have pointed out that the mobile version of InfoServ lacks a reports feature. They believe that adding this functionality would be beneficial as it would allow them to access important data and generate reports on-the-go.

Inconvenient Timing of Updates: A number of users have stated that the timing of updates in InfoServ can be inconvenient. The updates occur approximately once or twice a month and last 1-2 hours, often during working hours for those primarily operating within the American market. While not considering it a major issue, some users have highlighted how these updates can impact productivity during crucial work hours.

Users of InfoServ rely on the software to effectively manage all calls and emails from clients, improving overall communication and transparency in their consultancy service. With InfoServ, users can track the history of customer contacts and pending actions, providing a comprehensive view of client information at the moment they call. This feature enables users to have all relevant details readily available, enhancing their ability to provide professional and personalized customer service.

One key use case of InfoServ is its ability to facilitate seamless customer service. The software allows users to access information about colleagues' clients, ensuring a smooth experience even when a colleague is unavailable. This feature not only promotes collaboration among team members but also ensures that customers receive prompt assistance regardless of who they reach out to. In addition, by systematizing contacts and facilitating access to communication history with each client, InfoServ improves team coordination and task execution.

Another advantage reported by customers is the unbeatable price of InfoServ compared to other CRM software options. This affordability makes it an attractive choice for businesses seeking a cost-effective solution without compromising on essential features. Whether dealing with a large number of customers or multiple employees answering the phone, InfoServ proves particularly useful in helping companies stay up to date with tasks, problems, and solutions. Furthermore, by eliminating the need for a server for data storage and a conventional PBX, InfoServ provides added convenience and data security in the cloud.

Overall, users appreciate how InfoServ enhances their ability to communicate effectively with customers and access all relevant notes and customer-specific information. Its comprehensive functionalities streamline client management and acquisition needs while promoting efficient team collaboration.

Basic

GrooveHQ is a simple help desk platform meant for small businesses and startups. The free version contains a ticketing system for two teammates. The $15 per agent, per month paid plan supports unlimited users, white labeling, integrations, and a workflow system for prioritizing tickets.

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InfoServ

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

DAN electronic

Sales Force Automation

This is the technique of using software to automate certain sales-related tasks.

Customer data management / contact management

The software acts as a single source for all customer data and enables users to access that data efficiently.

Workflow management

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Territory management

Users can defines salesperson territories based on customer or market characteristics.

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Contract management

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Quote & order management

Users can create, process and fulfill price quotations and sales transactions.

Interaction tracking

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

Channel / partner relationship management

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

Customer Service & Support

This component of CRM software automates help desk, call center and field service management.

Case management

This includes incident/ticket creation, routing, escalation, and resolution.

Call center management

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

Help desk management

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

Lead management

This includes lead generation, scoring, qualification, routing, and nurturing.

Email marketing

This involves the ability to send mass email to groups of people based on particular qualifications.

CRM Project Management

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

Task management

This includes the ability to plan, track, collaborate and report on tasks.

Billing and invoicing management

This includes automated invoice creation and billing.

Reporting

Software provides a broad range of standard and the ability to build custom reports.

CRM Reporting & Analytics

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

Forecasting

The software helps users accurately forecast sales based on volume and conversion metrics.

Pipeline visualization

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Customizable reports

Users can create reports and dashboards unique to their needs.

Customization

This addresses a company’s ability to configure the software to fit its specific use case and workflow.

Custom fields

Users can create custom fields to store additional information on standard and custom objects.

Custom objects

Users can create custom record types that allow them to store information unique to their organization, and link them to standard and other custom objects.

Scripting environment

Technical users can write, run, and test scripts that automate common tasks or business rules via a standard or vendor custom programming language.

API for custom integration

An API (application programming interface) provides a standard programming interface for connecting third-party systems to the software for data creation, access, updating and/or deletion.

This component helps a company minimize the security risks by controlling access to the software and its data, and encouraging best practices among users.

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration.

Single sign-on capability

The software system supports a centralized authentication mechanism allowing the user to access multiple systems with a single, centrally managed password.

Social CRM

This component of CRM software helps companies leverage social media in engaging with customers.

Social data

The software can integrate data and conversation histories from customers’ social profiles. This may also involve enhanced listening features such as sentiment tracking.

Social engagement

The software can facilitate and track engagement with customers via social channels.

Integrations with 3rd-party Software

This involves the CRM software’s ability to integrate with other systems, whether external or homegrown.

Marketing automation

The software can integrate with marketing automation software such as Eloqua, Marketo or Pardot.

Compensation management

The software can integrate with compensation management software or sales commission software such as Xactly Incent or IBM’s Varicent.

Platform

Mobile access

Users can access the CRM system via mobile or tablet device, and potentially leverage the unique capabilities of mobile devices, such as GPS and voice.

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InfoServ

Overview

What is InfoServ?