About InfoServ
InfoServ is a data management software from DAN electronic Ltd that focuses on information organization and retrieval. It provides features like data storage, advanced search capabilities, and report generation so users can efficiently manage and access critical information. Designed for ease of use, InfoServ enables businesses to store large volumes of data securely while allowing for quick searches and retrieval. This software supports various data formats, ensuring compatibility across different applications. Key capabilities: data storage advanced search report generation user access control data analytics Best for: organizations that need to manage and analyze large datasets effectively.
InfoServ by DAN electronic Ltd is a comprehensive CRM software designed to help businesses manage customer interactions, track sales, and improve customer retention. It offers a range of features including contact management, sales automation, marketing automation, lead management, workflow automation, and reporting and analytics. The software is cloud-based, providing flexibility and accessibility from anywhere. The user interface of InfoServ is intuitive and user-friendly. It features a clean design with customizable dashboards, making it easy for users to navigate and find the information they need quickly. The interface is designed to be accessible for both beginners and experienced users, with drag-and-drop functionality and easy-to-understand icons. The software also offers mobile access, allowing users to manage their CRM tasks on the go. In terms of functionality, InfoServ stands out with its innovative tools and advanced features. It includes customer segmentation, pipeline management, quote management, and customer feedback, among other functionalities. The software also supports third-party integrations, allowing businesses to connect it with other tools and systems they use. This makes it a versatile solution that can adapt to various business needs.
Pros & Cons
- +1. Comprehensive Functionality: Offers a wide range of CRM features suitable for client management and attracting new clients.
- +2. Integrated Communication: Combines CRM functionality with phone and email systems, providing a complete communication history within client profiles.
- +3. User-Friendly Interface: Easy to learn and use, suitable for both new and experienced CRM users.
- +4. Customizable User Interface (Post-Update): Administrators can now modify the user interface, addressing a previous concern about excessive functionalities.
- +5. Great Support: Responsive and helpful support team.
- +6. Competitive Pricing: Offers good value for the price compared to other CRM software.
- +7. Customization Options (General): Offers various options for customization (though specific limitations exist).
- +8. Personal Care/Attention: Provides a sense of personal care and attention to customers.
- −1. Limited Personal Customization: Users cannot fully customize the interface on a personal level (e.g., rearranging filters).
- −2. Missing Mobile Reporting: Reporting features are not available in the mobile version.
- −3. Previously Overwhelming Functionality (Addressed): Initially had too many functionalities, but this has been addressed with user interface customization options for administrators.
Features
Key features
- 1. Phone and Email Integration (Standard)
- Regardless of subscription plan, users get standard phone and email integration, allowing for direct logging of communications within client profiles. This streamlines communication tracking and ensures a comprehensive history.
- 2. Standardized Client Profile
- Every system comes with a standardized client profile for both corporate and residential clients, providing a consistent format for storing key client information. This ensures data consistency and easy access to crucial details.
- 3. Task Management & Calendars/Reminders
- Built-in tools for managing tasks, scheduling meetings, and setting reminders help users stay organized and efficient. These tools improve productivity and ensure timely follow-up with clients.
- 4. Mobile App (Android)
- Accessing the CRM via an Android mobile app allows for flexibility and accessibility regardless of location or working hours. This feature enables users to manage client interactions on the go.
- 5. Custom Client Profile (Advanced)
- For more specific needs, advanced versions offer custom client profiles, allowing for detailed descriptions beyond the standard format. This caters to businesses with unique data tracking requirements.
- 6. Campaign Management (Advanced)
- This feature allows users to organize, monitor, and track marketing efforts directly within the CRM. It helps streamline marketing activities and measure campaign effectiveness.
Additional features
- 1. Standardized Client Profile
- A consistent format for storing client information for both corporate and residential clients.
- 2. Communication History
- Logs every interaction with clients within their profiles, including emails, notes, and activities.
- 3. Document Templates
- Allows uploading and using frequently used document templates (e.g., price offers, presentations).
- 4. Phone Integration
- Standard feature that integrates phone communication with the CRM.
- 5. E-mail Integration
- Standard feature that integrates email communication with the CRM.
- 6. E-mail Templates
- Allows creating and sharing pre-written email templates among coworkers.
- 7. Mass E-mail Campaigns
- Enables sending bulk emails to customers with offers or important information.
- 8. Notes
- Allows adding notes to client profiles to build a detailed communication history.
- 9. Calendars and Reminders
- Tools for organizing time, meetings, and tasks, including various calendar views.
- 10. Task Management
- A system for delegating and tracking tasks and their progress.
- 11. Standard Built-in Reports
- Pre-built reports like Task Management and Communication Reports are available.
- 12. Dashboard
- Customizable dashboard providing a real-time overview of business activity.
- 13. Mobile App (Android)
- Access the CRM through an Android smartphone.
- 14. To-Do List
- Functionality to create and manage lists of tasks.
- 15. Customer Satisfaction
- Allows customers to rate service via phone or email.
- 16. Custom Client Profile
- Allows for highly specific client profiles beyond the standard format.
- 17. Import and Export
- Functionality to import and export client data using standard methods.
- 18. Advanced Reporting
- More complex reporting options beyond the standard reports and templates.
- 19. Custom Contacts
- Logs all client-related contacts and activities in the communication history.
- 20. Knowledgebase (FAQ)
- Maintains an internal knowledge base with answers to frequently asked questions.
- 21. Document Management
- Stores and manages all customer-related documents (proposals, contracts, etc.).
- 22. Ticket Management
- Manages customer support tickets for efficient problem resolution.
- 23. Campaign Management
- Tools to organize, monitor, and track marketing campaigns.
- 24. Sales Management
- Organizes sales activities and guides users through the sales process.
- 25. Agentless Dialing
- Executes outbound campaigns without requiring live agents.
- 26. Web Chat
- Integrates web chat on the company website for live customer interaction.
- 27. Automatic Actions
- Automates CRM processes for increased efficiency.
- 28. Web Integration
- Integrates the CRM with other web or non-web applications.
- 29. Telemarketing
- Manages and executes telemarketing campaigns.
- 30. Auto Import/Export
- Automatically executes import/export tasks.
- 31. Viber Chat
- Integrates Viber chat for customer communication.
- 32. Chatbot
- Integrates a chatbot for self-service options and streamlined processes.
Pricing
Monthly plans
Basic
EUR 12
Standard
EUR 30
Professional
EUR 40
Countries & Languages
Available in
Interface languages
Billing currencies
No reviews yet
Be the first to drop a review
Alternatives to InfoServ
Unleashified
Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…
Trembi
Trembi is a project management software from Trembi that supports teams in planning and executing…
Skynamo
Skynamo is a sales management software from Skynamo that supports field sales teams in managing…
Sense Talent Engagement Platform
Sense Talent Engagement Platform is a talent engagement software from Sense that supports recruitment and…
About InfoServ
InfoServ is a data management software from DAN electronic Ltd that focuses on information organization and retrieval. It provides features like data storage, advanced search capabilities, and report generation so users can efficiently manage and access critical information. Designed for ease of use, InfoServ enables businesses to store large volumes of data securely while allowing for quick searches and retrieval. This software supports various data formats, ensuring compatibility across different applications. Key capabilities: data storage advanced search report generation user access control data analytics Best for: organizations that need to manage and analyze large datasets effectively.
InfoServ Details
InfoServ's In-App Market Place
Does InfoServ have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Plans
Monthly plans
Basic
EUR 12
Standard
EUR 30
Professional
EUR 40
Accepted Payment Currencies
Eur (€)
Pros & Cons
- 1. Comprehensive Functionality: Offers a wide range of CRM features suitable for client management and attracting new clients.
- 2. Integrated Communication: Combines CRM functionality with phone and email systems, providing a complete communication history within client profiles.
- 3. User-Friendly Interface: Easy to learn and use, suitable for both new and experienced CRM users.
- 4. Customizable User Interface (Post-Update): Administrators can now modify the user interface, addressing a previous concern about excessive functionalities.
- 5. Great Support: Responsive and helpful support team.
- 6. Competitive Pricing: Offers good value for the price compared to other CRM software.
- 7. Customization Options (General): Offers various options for customization (though specific limitations exist).
- 8. Personal Care/Attention: Provides a sense of personal care and attention to customers.
- 1. Limited Personal Customization: Users cannot fully customize the interface on a personal level (e.g., rearranging filters).
- 2. Missing Mobile Reporting: Reporting features are not available in the mobile version.
- 3. Previously Overwhelming Functionality (Addressed): Initially had too many functionalities, but this has been addressed with user interface customization options for administrators.
InfoServ's Support Options
Email Address
office@infoserv.euContact
+ 359 (82) 827 007InfoServ's Alternatives
Unleashified
Unleashified is a software platform from GFA Technologies that provides capable, flexible solutions for every…
Trembi
Trembi is a project management software from Trembi that supports teams in planning and executing…
Skynamo
Skynamo is a sales management software from Skynamo that supports field sales teams in managing…
Sense Talent Engagement Platform
Sense Talent Engagement Platform is a talent engagement software from Sense that supports recruitment and…
