InfoServ

A consistent format for storing client information for both corporate and residential clients.

Logs every interaction with clients within their profiles, including emails, notes, and activities.

Allows uploading and using frequently used document templates (e.g., price offers, presentations).

Standard feature that integrates phone communication with the CRM.

Standard feature that integrates email communication with the CRM.

Allows creating and sharing pre-written email templates among coworkers.

Enables sending bulk emails to customers with offers or important information.

Allows adding notes to client profiles to build a detailed communication history.

Tools for organizing time, meetings, and tasks, including various calendar views.

A system for delegating and tracking tasks and their progress.

Pre-built reports like Task Management and Communication Reports are available.

Customizable dashboard providing a real-time overview of business activity.

Access the CRM through an Android smartphone.

Functionality to create and manage lists of tasks.

Allows customers to rate service via phone or email.

Allows for highly specific client profiles beyond the standard format.

Functionality to import and export client data using standard methods.

More complex reporting options beyond the standard reports and templates.

Logs all client-related contacts and activities in the communication history.

Maintains an internal knowledge base with answers to frequently asked questions.

Stores and manages all customer-related documents (proposals, contracts, etc.).

Manages customer support tickets for efficient problem resolution.

Tools to organize, monitor, and track marketing campaigns.

Organizes sales activities and guides users through the sales process.

Executes outbound campaigns without requiring live agents.

Integrates web chat on the company website for live customer interaction.

Automates CRM processes for increased efficiency.

Integrates the CRM with other web or non-web applications.

Manages and executes telemarketing campaigns.

Automatically executes import/export tasks.

Integrates Viber chat for customer communication.

Integrates a chatbot for self-service options and streamlined processes.