Name: Ivinex
Rating: 6.1 (4 reviews)
Author: Ivinex

Help Desk

Web and Video Conferencing

Customer Support

AI Chatbot

Help Authoring

No-Code Development

Software Configuration Management

Development

Admissions and Enrollment

Education

Business Intelligence (BI)

Collaboration

Corporate Social Responsibility (CSR)

Enterprise

Accounting

Accounting and Tax Services

Cash Flow Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Scheduling

Freelance Management

HR Management

Payroll

Recruitment Marketing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

.Net Development

Application Delivery Controllers (ADC)

Build Automation

Cloud Storage

Database Management

Digital Experience Monitoring (DEM)

Disaster Recovery

Disk Cloning

Fraud Detection

IT Service Providers

Integration Platform as a Service (iPaaS)

Low-Code Development

Network Performance Monitoring

Object Storage

Server Virtualization

User Activity Monitoring

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Call Tracking

Click Fraud

Contact Center

Content Management

Cross-Channel Campaign Management

Customer Data

Email Marketing

Event Management

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Website Builder

Marketing

Project Management

Professional Services

Construction CRM

Customer Relationship Management (CRM)

Sales

API Security

Security Orchestration, Automation and Response (SOAR)

Security

Catering

Computer-Aided Manufacturing (CAM)

Fleet Maintenance

Hotel Management

Insurance Underwriting and Rating

Interior Design

Last Mile Delivery

Lease Management

Legal Case Management

Moving Software

Plagiarism Checker

Public Transportation

Retail Management

Vertical-Specific

Top Rated 2023

medium

small

large

Free Forever

CRM Bundle

HubSpot CRM

Sales Force Automation

Customer Service & Support

CRM Project Management

CRM Reporting & Analytics

Customization

Social CRM

Integrations with 3rd-party Software

Platform

Customer data management / contact management

Workflow management

Territory management

Opportunity management

Integration with email client (e.g., Outlook or Gmail)

Contract management

Quote & order management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Social data

Social engagement

Marketing automation

Compensation management

Mobile access

Role-based user permissions

Reporting

HubSpot

Zoho CRM is a simple, very low-cost CRM option for the smaller end of the SMB segment. 

The product has several useful integrations with other products, including QuickBooks, and Google Apps and Google Docs.

The product also has an integrated project management module.

Standard

Professional

Ultimate

Plus

Zoho CRM

Zoho

Insightly is presented as a modern, affordable CRM that is easy to use, simple to customize, and that scales with companies as they grow, designed to solve common pain points that legacy CRMs can't. Available in any vertical, Insightly CRM customers can add companion products for marketing automation, customer service, and integrations in the same platform. Insightly has more than a million users worldwide.

Free

Insightly

Insightly, Inc.

Salesforce Sales Cloud

Likelihood to Recommend

Likelihood to Renew

Availability

Performance

Usability

Support Rating

Online Training

In-Person Training

Implementation Rating

Configurability

Product Scalability

Data Sources

Data Sharing and Collaboration

Contract Terms and Pricing Model

Salesforce

Microsoft Dynamics 365

Microsoft

Pipedrive

Pipedrive Inc.

Sugar Sell (SugarCRM)

Ease of integration

Vendor pre-sale

Vendor post-sale

SugarCRM

SAP Sales Cloud

Oracle Sales

Oracle Implementation Satisfaction

Oracle

Ivinex is a flexible customer relationship management (CRM) software focused on sales, service, and marketing.

Ivinex

Customer Relationship Management applications are used to manage a company’s interactions with customers, clients, and sales prospects. 

It involves using technology to organize, automate, and synchronize sales, marketing, customer service, and technical support.

Ivinex - inContact Integration Demo Site Preview

This is the technique of using software to automate certain sales-related tasks.

The software acts as a single source for all customer data and enables users to access that data efficiently.

The software helps automate parts of the sales process, such as sending emails, updating contact records, and following approval processes.

Users can defines salesperson territories based on customer or market characteristics.

Users can perform tasks within their inbox, such as logging emails, creating contacts, and creating events.

Users can manage contracts, with features such as digital signatures, automated alerts, invoicing, and automated workflow for contract review and approvals.

Users can create, process and fulfill price quotations and sales transactions.

Users can log and track all customer interactions through any channel, including social, email, phone and in-person.

The software allows for sales, territory, lead, order and account management for partners or OEM relationships.

This component of CRM software automates help desk, call center and field service management.

This includes incident/ticket creation, routing, escalation, and resolution.

This includes features such as call routing, recording and monitoring; call list management; autodialing; and scripting.

This includes trouble ticketing, knowledge base, self-service, and service level agreement (SLA) management.

This component of CRM software helps to automate and scale marketing tasks and the subsequent analysis of those efforts.

This includes lead generation, scoring, qualification, routing, and nurturing.

This involves the ability to send mass email to groups of people based on particular qualifications.

This component of CRM software helps users initiate, plan, collaborate on, execute, track, and close projects.

This includes the ability to plan, track, collaborate and report on tasks.

This includes automated invoice creation and billing.

Software provides a broad range of standard and the ability to build custom reports.

Reporting and analytics in CRM software includes sales forecasting, pipeline analysis, and automated dashboards.

The software helps users accurately forecast sales based on volume and conversion metrics.

Users can visualize the entire sales pipeline to identify trends, determine the effectiveness of the sales funnel, and optimize.

Users can create reports and dashboards unique to their needs.

Ivinex

Overview

What is Ivinex?

Leaving a review helps other professionals like you evaluate Customer Relationship Management (CRM) Software

Pricing

Ivinex

What is Ivinex?

Entry-level set up fee?

Offerings

Would you like us to let the vendor know that you want pricing?

Alternatives Pricing

HubSpot CRM

What is HubSpot CRM?

Zoho CRM

What is Zoho CRM?

Product Demos

Ivinex - inContact Integration Demo Site Preview

Product Details

What is Ivinex?

Comparisons

Compare with

HubSpot CRM

Zoho CRM

Insightly

Salesforce Sales Cloud

Microsoft Dynamics 365

Pipedrive

Sugar Sell (SugarCRM)

SAP Sales Cloud

Oracle Sales

Reviews