InfoServ

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.