Features of Ivinex CRM
The Ivinex CRM is designed to adapt to your business needs, offering a powerful, customizable platform packed with tools to optimize workflows, improve productivity, and enhance customer interactions. With cutting-edge automation, seamless integrations, and user-friendly interfaces, Ivinex empowers businesses to streamline operations and achieve their goals.
From managing customer relationships to automating tasks and delivering insightful analytics, our features provide the flexibility you need to succeed in a fast-paced business environment. Whether you’re looking to enhance communication, simplify data management, or integrate with your favorite tools, Ivinex has the solutions you need to grow and thrive.
Featured Cases
Streamlines operations, and boosts customer satisfaction. Explore real success stories that highlight our impact and innovative solutions.
Unified User Experience (UUE)
Ivinex’s Unified User Experience (UUE) offers a customizable, cloud-based platform that integrates multiple tools, enhancing agent productivity and customer interactions.
Ticketing and Help Desk
Ivinex’s Ticketing system streamlines customer support by converting inquiries into actionable tickets, enabling efficient tracking and resolution
Contact Center (CX)
Ivinex Contact Center integrates communication channels, automates workflows, and provides real-time analytics, enhancing customer interactions and operational efficiency.
Core Ivinex Features
Streamline your business with essential tools for CRM, data management, and personalized workflows.
Audit Trail
Ivinex Audit Trail tracks user actions with detailed, timestamped logs, ensuring accountability, transparency, and compliance.
Data Capture
Ivinex Data Capture automates information collection with customizable tools, ensuring accuracy and real-time processing for better decisions.
Knowledge Base
Ivinex’s Knowledge Base centralizes company information, enabling agents to access resources quickly, improving service quality and consistency.
Data Fields
Ivinex Data Fields let you create custom fields, organize information, and enhance data integrity with tailored options for workflows
Data View & Attribute Customization
Ivinex Data View Customization lets users tailor displays, roles, and attributes for efficiency, ensuring compliance with audit trails.
Automation and AI
Automate tasks and leverage AI-powered tools to enhance efficiency and decision-making.
Workflow Automation
Ivinex Workflow automates tasks, approvals, and notifications, ensuring consistency and accuracy, while streamlining processes to achieve significant efficiency and reduce operational delays.
Process Automation
Ivinex Process Automation streamlines operations by automating repetitive tasks, reducing manual effort, and enhancing efficiency across business processes.
Project Management
With Ivinex Project Management, timelines, deliverables, and milestones are centralized, providing intuitive visual tools such as Gantt charts for easy tracking and team collaboration.
Artificial Intelligence
Ivinex AI enhances customer interactions with predictive responses, sentiment analysis, and real-time guidance, empowering agents to deliver accurate, efficient service.
Communication Tools
Connect seamlessly with integrated channels like email, SMS, and notifications for streamlined interactions.
Contact Center
vinex Contact Center integrates communication channels, automates workflows, and provides real-time analytics, enhancing customer interactions and operational efficiency.
Notifications
With Ivinex Notifications, users can customize their alert settings, ensuring they get important updates about their tasks and projects, boosting efficiency and ensuring timely actions.
Analytics and Insights
Unlock data-driven insights with powerful analytics, reports, and real-time updates.
Analytics and Reporting
Ivinex Analytics transforms CRM data into insights with custom reports, visuals, and enterprise-level tools for smarter business decisions
Change History
Ivinex’s Change History feature logs all record modifications, detailing who made changes and when, ensuring transparency and data integrity
Enhanced Capabilities
Streamline your workflow with advanced tools like analytics, API integrations, change tracking, and digital signatures, designed to boost efficiency and drive smarter business decisions.
Audit Trail
Ivinex Digital Signatures enable secure, legally binding e-signatures, simplifying document management, approvals, and transactions for faster workflows.
Card Processing
Ivinex Card Processing ensures secure, compliant transactions within the platform, simplifying payments and improving customer experiences.
User Manager
Ivinex User Manager provides precise control over roles, permissions, and user access, enhancing security, customization, scalability, and data integrity.
