InfoServ - 2026 Pricing, Features, Reviews & Alternatives

InfoServ is a CRM for small and medium businesses in all industries, looking to take control of their sales process and build customer relationships. The solution provides sales and marketing teams with a complete 360 degree customer view. All customer information and interactions - including email content and voice recorded phone calls - are automatically logged in the customer's profile, and are visible to users in a single screen view.

The InfoServ dashboard provides a real time overview of business activity, comprising different charts and reports configured to the users' needs. These provide visibility on current business performance, marketing campaign status, etc. Standardized built-in reports include a task management report for insights on task progress and a communication report for tracking customer interactions.

InfoServ includes features for contact management, standard phone integration, and performance analysis. Out-of-the-box integration with external applications make it an instantly functional tool for management and sales teams.

Email integration comes as standard for InfoServ CRM users and enables mass yet personalized communication with clients. Email templates can be customized and mass email campaigns send out directly from the CRM system. InfoServ provides users with tools for interacting effectively with clients and building client relationships.

Notes can be made during/following any interaction with clients and used to log information about the meeting, phone call, etc. Each note includes client corporate name, customer name, date/time, flag, comments, and user, for future recollection.