Customer Relationship Manager (CRM)
Ivinex CRM is a powerful, flexible customer relationship management solution designed to streamline sales, marketing, and customer support processes. With a highly customizable Accounts-Contacts-Opportunities model, it offers advanced features such as lead management, workflow automation, and opportunity tracking. The system also integrates seamlessly with other tools, including the Contact Center, to enhance team collaboration, case management, and customer interaction history tracking. Ivinex CRM empowers businesses to efficiently manage customer relationships, forecast sales, and drive growth, all while providing a tailored experience suited to their specific needs.
Flexible Accounts-Contacts-Opportunities Model
Ivinex CRM provides a flexible model for managing Accounts, Contacts, and Opportunities with numerous customizable fields, enabling businesses to tailor workflows, capture essential data, and drive effective decisions.
Customer Snapshot & Partner Collaboration
Ivinex CRM’s Customer Snapshot delivers quick access to key customer details for personalized interactions. It also supports Partner Collaboration and Portal Management, streamlining teamwork with external partners for collaborative sales and service.
Lead Management & Automation
At the core of Ivinex CRM is its Lead Driven Workflow system and automation features. Automate routine tasks like follow-up emails, task assignments, or notifications while seamlessly managing leads through routing, scoring, and an intuitive Lead Portal. Focus on high-value opportunities while ensuring efficient lead processing and prioritization.
Seamless Lead Capture & Integration
Integrate effortlessly with external websites using the Lead Form API to capture and track leads directly in your CRM. This ensures no lead is missed, enables source tracking, and streamlines the flow of lead information from capture to conversion.
Case Management & Team Collaboration
Ivinex CRM offers flexible Sales and Opportunity Tracking, adapting to any sales methodology, from consultative to inbound marketing, to manage and optimize customer relationships throughout their lifecycle.
Case Auto-Assignment & Email Auto-Response
Ivinex CRM’s Case Auto-Assignment and Email Auto-Response streamline issue routing, ensuring swift handling even off-hours. These features cut response times, boost satisfaction, and help teams manage more cases efficiently.
Opportunity Tracking & Pipeline Forecasting
Ivinex CRM includes powerful Opportunity Tracking and Pipeline Forecasting tools, helping businesses monitor the progress of each opportunity from initial contact to final sale. The system provides detailed insights into each stage of the pipeline, empowering sales teams to forecast future revenue and adjust strategies accordingly to meet targets.
Sales & Customer Relationship Management
Ivinex CRM supports flexible Sales and Opportunity Tracking, adapting to any methodology, from consultative to inbound marketing, with tools to manage and optimize customer relationships throughout their lifecycle.
Account & Campaign Management
The CRM excels in Account Management by tracking account history and interactions for easy access. With Campaign Management, businesses can plan, track, and assess campaigns, aligning sales and marketing toward shared goals.
