InfoServ

InfoServ CRM empowers businesses to centralize customer data and streamline sales, marketing, and service operations. Despite the lack of a report feature in the mobile version, InfoServ CRM delivers instant access to client history and offers customization options. Overall, the platform is well-suited for organizations focused on enhancing customer relationships.

What Is InfoServ?

InfoServ CRM is a customer relationship management solution that centralizes customer data and streamlines processes across sales, marketing, and customer service. It provides a 360-degree view of client profiles, enabling personalized interactions and efficient lead management. By providing structured client profiles and integrated communication tracking, the platform helps businesses enhance productivity and foster stronger customer relationships by automating key activities. 

What Is InfoServ Best For? 

InfoServ is best known for improving customer support operations with a feature-rich ticket management system that centralizes communication, enabling teams to easily track, prioritize, and address customer concerns through a clear and organized workflow. The platform helps support teams quickly identify problems, act on performance metrics, and improve both customer satisfaction and overall team performance. Real-time tracking, structured workflows, and detailed reporting ensure better visibility and control over every support request throughout its lifecycle. 

How Much Does InfoServ Cost? 

InfoServ pricing starts at €14/user/month for the Basic plan for 1-10 users. Additionally, the platform offers a 14-day free trial. It offers three other plans as well, all of which are billed semi-annually: 

• Standard – €35/user/month (For 5-25 Users) 
• Professional – €45/user/month (For 5-75 Users) 
• Enterprise – €55/user/month (For 10-1000 Users) 

In addition to the base subscription costs, organizations should account for the following estimated expenses based on the industry benchmarks: 

• Implementation: €3,000–€15,000 for SMBs; €15,000–€50,000 for mid-market deployments; €50,000–€150,000+ for complex enterprise setups (approximately $3,300-$165,000+) 
• Workflow And CRM Customization: €2,000–€20,000, depending on complexity and process tailoring (approximately $2,200–$22,000) 
• Data Migration: €2,000–€10,000, based on volume of customer, ticket, and CRM data (approximately $2,200–$11,000) 
• Training: €1,000–€10,000, depending on organization size (approximately $1,100–$11,000) 
• Integrations: €5,000–€25,000, depending on scope (approximately $5,500–$27,500) 

Users generally view InfoServ’s pricing as reflective of the breadth of features it offers, particularly for organizations looking to unify customer support, CRM, and operational workflows. Many reviewers highlight strong value in its functionality, customization options, and overall ability to improve customer management processes. At the same time, some feedback hints that costs can feel higher as usage expands, or more advanced modules are adopted, which is common for comprehensive, enterprise-grade software solutions. 

Disclaimer: The pricing is subject to change. 

InfoServ Integrations

The software integrates with Clock PMS+ and Viber platforms.

How Does InfoServ Work? 

Log in to InfoServ to access a centralized platform for managing customer relationships, support operations, and business workflows. Follow the steps below to use its core capabilities: 

• Connect and structure customer data through standardized or custom client profiles to maintain complete and organized records 
• Create and manage support tickets to track, prioritize, and assign customer issues with full visibility across their lifecycle 
• Set up campaigns and mass email communication to send targeted, automated messages based on customer data and segmentation rules 
• Organize tasks and to-do lists to manage individual and team workloads, set deadlines, and track progress across activities 
• Store and manage all customer-related documents in one place with secure access controls and categorized document structures 
• Configure dashboards and reporting tools to monitor performance, track KPIs, and gain insights into support, sales, and campaign activities 

Who Is InfoServ For?

InfoServ is ideal for a wide range of industries and sectors, including: 

• Tourism
• Hospitality
• E-commerce
• Finance

InfoServ Use Cases 

Based on our analysis of InfoServ’s capabilities, we have identified key scenarios where the software is commonly used across customer support, sales, communication management, and business workflow operations: 

1. Manufacturing And Printing Supply Businesses Managing High-Volume Customer Communication 

Businesses in the manufacturing and printing supply industry use InfoServ to centralize high volumes of customer inquiries, recurring orders, and service requests across channels such as phone, email, and messaging platforms into one unified system. The software helps teams automatically route inquiries to the right employees, maintain complete customer interaction histories, synchronize customer data from external ERP systems, and monitor customer behavior to identify changes in purchasing patterns. Its task management, reporting, and communication tools also improve internal coordination, accelerate response times, and support more proactive customer service operations. 

2. Travel And Tourism Companies Managing High Volumes Of Customer Inquiries 

Travel and tourism businesses handling large volumes of customer inquiries, bookings, and multichannel communication benefit from InfoServ by centralizing phone, email, and messaging interactions into a single platform. The software helps automatically route inquiries to the most suitable agents, maintain complete customer communication histories, and streamline sales and booking workflows from inquiry handling to payment tracking and document delivery. Its task management, reporting, and campaign tools also improve team coordination, reduce response times, and help businesses manage growing customer demand more effectively. 

3. Telemarketing And E-Commerce Businesses Managing High-Volume Customer Interactions 

Telemarketing and e-commerce businesses handling large volumes of inbound and outbound customer communication benefit from InfoServ by centralizing phone, email, web chat, and messaging interactions into a single platform. The software helps support and sales teams automatically identify customers, access complete communication histories, track missed calls, and manage telemarketing campaigns more effectively. Its integrated call center capabilities, KPI tracking, reporting tools, and workflow monitoring also improve agent performance visibility, streamline customer service operations, and help businesses manage high call volumes across multiple teams and locations more efficiently. 

4. Hospitality Businesses Managing Guest Communication And Service Workflows 

Hotels and hospitality businesses managing guest inquiries, reservations, and multichannel communication benefit from InfoServ by centralizing customer interactions, booking information, and service workflows into one unified platform. The software helps teams maintain detailed guest profiles, track communication history across channels like phone, email, and chat, and run personalized outbound campaigns based on guest preferences and behavior. Its workflow automation, reporting, and task management capabilities also help hospitality teams improve response times, deliver more personalized guest experiences, and strengthen customer loyalty across single properties and hotel chains. 

Is InfoServ Right For You?

If you are looking for software that prioritizes integrated customer communication and optimizes sales and marketing workflows, then InfoServ might be the right choice. Its extensive features, including 360-degree customer view and customizable processes, ensure a tailored experience, centralizing all interactions.

InfoServ CRM offers a secure and scalable cloud-based platform for enhanced productivity and stronger client relationships. The software is trusted by a wide range of industry leaders, including Palms Bet, UniCredit Bulbank, and Alpha Research.

Still have doubts about whether InfoServ is the ideal solution for your business? Connect with our customer support team at (661) 384-7070 for further guidance.