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Ratings and Reviews 0 Ratings
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What is Ivinex CRM?
The Ivinex UUE acts as the vital link between our Customer Service Center and CRM systems. The introduction of the Ivinex UUE state machine has notably elevated our business's success rate. By automating repetitive tasks and various operational processes, we have experienced a significant boost in our performance metrics. Our agents are no longer burdened with the need to manually send emails, texts, or callbacks, which allows us to focus more on strategically engaging with our clientele. With the integration of Script Pop technology, agents are provided with clear and instant messaging, which enhances their overall productivity. Additionally, having real-time access to customer information during calls fosters more effective interactions. This capability enables us to deliver the most engaging responses and relevant information to our customers. By gathering insights on customer concerns over time, we can address their service requirements with improved precision and speed. Our system has become increasingly intelligent, simplifying workflows and making them more user-friendly. We are dedicated to providing you and your agents with the most powerful tools available, ensuring an effortless experience for everyone involved. Ultimately, this innovation not only boosts agent satisfaction but also strengthens customer loyalty, paving the way for long-term success. As we continue to refine our processes, we anticipate even greater achievements in the future.
What is HaloCSM?
HaloCSM is a unified customer management system intended to connect sales, marketing, and customer service activities on one platform. It gives organizations a shared environment for managing leads, opportunities, campaigns, communications, support interactions, reporting, and customer data. Sales teams can automatically capture leads, score them against an ideal customer profile, route them to the appropriate representative, and track activity throughout the deal cycle. Pipeline tools include stage-based automation, approvals, follow-up tasks, multi-pipeline support, deal histories, and weighted sales forecasting. Marketing capabilities can be used alongside sales and service workflows so teams do not have to maintain customer information across disconnected applications. HaloCSM keeps emails, sales activity, campaign touches, and support tickets connected to a common customer record, helping teams see the history of the relationship from initial engagement through renewal. The platform also includes AI functionality designed to support workflows, automation, productivity, and customer engagement. Business administrators can create and modify pipelines, fields, dashboards, and workflow rules without relying on lengthy consulting projects. Integration capabilities include a REST API, webhooks, sandbox environments, audit logs, and connections with tools used for email, telephony, ERP, accounting, calendars, and collaboration. Organizations can deploy HaloCSM through Halo Cloud, private cloud environments, or on-premise infrastructure while using features such as SSO, SAML, OIDC, role-based access controls, and audit logging. HaloCSM is positioned as an alternative to fragmented customer management stacks for organizations that want sales, marketing, service, automation, reporting, integrations, and security capabilities under a single pricing and product structure.
Integrations Supported
AnyDesk
Autotask PSA
Azure AI Translator
Cisco CX Cloud
Facebook Messenger
Freshdesk
GfK Etilize
HubSpot CRM
Microsoft Intune
OpenAI
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided
Pricing Information
£40 per user per month
All inclusive - no tiered options.
Price per user decreases as you grow
Price per user decreases as you grow
Supported Platforms
SaaS
Supported Platforms
SaaS
Android
iPhone
iPad
On-Prem
Chromebook
Customer Service / Support
Standard Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Online Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Ivinex
Date Founded
2006
Company Location
United States
Company Website
ivinex.com
Company Facts
Organization Name
HaloCSM
Company Location
United Kingdom
Company Website
www.usehalo.com
Categories and Features
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management
Categories and Features
Contact Center Knowledge Base
Not specified
CRM
Calendar/Reminder System
Document Storage
Email Marketing
Task Management
Customer Service
Alerts / Escalation
Appointment Management
Email Management
Knowledge Base
Live Chat
Performance Metrics
Queue Management
Self Service Portal
Social Media Integration
Surveys & Feedback
Virtual Assistant
Workflow Management