|
80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more ![]()
Get Free Advice
|
80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
Get Free Advice
|
Description | Ivinex is a custom relations management software that is used to link between the contact centre and CRM systems. To fit your demands, the software includes capabilities to customise and configure. Use workflow automation for events in your process to collaborate with your teams to manage manual activities.It offers a vast variety of features such as - Its Unified User Experience (UUE) displays the correct information on a single screen and gives your agents a customisable view on one screen with all their tools in one place. Without ever-changing screens, your users can now accept a call, answer an email, live chat with a customer, and open a support request. One of their most beneficial features is that of outbound sales engagement - It combines sophisticated cloud data management with cadence automation. You can edit and test your campaigns before and after launch until you find what works best for engaging your contacts. They have clients from some of the largest public companies to everyday small and medium-sized businesses. Some of the – smart stops, is farmers’ insurance. Read more | Introducing InsightsCRM, the quintessential toolkit for Research, Sales & Trading enterprises aiming to cement lasting relationships with institutional money managers and boost assets under management. This innovative solution places users at the vanguard of the financial service sector by enhancing engagement strategies and driving substantial growth. Uniquely crafted to foster greater transparency and accountability throughout the service value chain, InsightsCRM offers an unrivaled suite of features designed for the demanding needs of finance professionals. Its robust platform streamlines interactions with clients, ensuring that every touchpoint is impactful and efficiently managed, resulting in a superior service experience. With InsightsCRM, organizations are equipped to navigate the complexities of client management, deploying targeted communications and leveraging transformative analytics to anticipate needs and customize services. The emphasis on maintaining and growing assets under management positions businesses using InsightsCRM at a competitive advantage, as they can easily demonstrate their value proposition and commit to the highest standards of client satisfaction. InsightsCRM stands out as a beacon of innovation for the Research, Sales & Trading spheres, promising not only to keep businesses ahead of the curve but to revolutionize the way they connect with and serve institutional investors. Embrace InsightsCRM for a future where client engagement and asset growth walk hand-in-hand. Read more |
Pricing Options |
|
|
SW Score & Breakdown |
80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
|
Total Features |
7 Features
|
17 Features
|
Common Features for All |
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
|
Call Logging
Collaboration Tools
Contact Management
Customer Segmentation
Customer Support
Lead Management
Lead Scoring
List Management
Marketing Automation
Opportunity Management
Project Management
Quotes (Proposals)
Real-time Data Sync
Referral Tracking
Reporting (Analytics)
Sales Force Automation
|
Unique Features |
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
|
Customization
IoT Integration
Omnichannel Customer Engagement
Predictive Analytics
|
Organization Types Supported |
|
|
Platforms Supported |
|
|
Modes of Support |
|
|
API Support |
|
|
User Rating |
|
Not Available
|
Rating Distribution |
|
Not Available
|
Read All User Reviews |
AI-Generated from the text of User Reviews
Pricing Options |
|
|
Pricing Plans
Monthly Plans
Annual Plans
|
Ivinex Custom |
InsightsCRM Custom |
View Detailed Pricing
|
View Detailed Pricing
|
Videos |
![]()
+ 2 More
|
![]()
+ 1 More
|
Company Details | Located in: Bountiful, UT | Located in: New York, New York - 10036 |
Contact Details |
(801) 335-8390 |
+1 646 712 9533 |
Social Media Handles |
|
Not available |
Looking for the right SaaS
We can help you choose the best SaaS for your specific requirements. Our in-house experts will assist you with their hand-picked recommendations.
Want more customers?
Our experts will research about your product and list it on SaaSworthy for FREE.