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Ivinex Review

Product Snapshot

Product Pricing

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Product is available as a SaaS solution that requires no additional hardware.

Customer Focus

Vendor works with enterprises of all sizes across multiple industries.

Select Customers

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About Ivinex

Ivinex Ivinex is CRM software provides users with sales tools, facilitates service processes, and supports marketing activities. The platform is equipped with forecasting, sales cycle acceleration, and cross-tab ad hoc reporting tools.

The software provides users with lead capture tools, facilitates marketing campaigns and automates repetitive and recurring tasks and activities. Additionally, the platform works as an all-in-one call center, is equipped with live chat capabilities, and provides users with a customer portal functionality.

About the Company

Ivinex was founded in 2006 and is headquartered in Bountiful, Utah.


Ivinex Key Features

  • Create web forms that capture customer input and send it to an organized sales database
  • Automate the lead pipeline with customizable routing and alerts via email
  • Drip Marketing by Ivinex is a highly-unique feature that allows the marketing department to design, construct, and execute email marketing campaigns that alert sales reps in real-time with granular information about customers’ interaction with company material
  • Duplicate extermination and a host of other features keep leads organized and accessible; easy import tools make seminars and tradeshows as manageable as can be
  • Track and manage the success of campaigns based on a number of criteria including ROI; include unique variables like cost of tradeshow attendance
  • Mobile capabilities allow users to execute tasks while on-the-go
  • Easy-setup dashboarding, reporting and analytics help everyone from reps to execs monitor KPIs, identify trends, and even set triggers for real-time alerts
  • Microsoft Outlook plug-in supercharges email
  • Ticketing/Case Management – Receive tickets from phone, email, website, or customized portal; auto-route specific tickets to the most relevant problem solver for the job
  • Feedback surveys are easy to create with the integrated wizard; customers’ info used to auto-route tickets


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