Ivinex
Procurement partnerAbout
Ivinex is a cloud-based CRM and contact center software company founded in 2006 and headquartered in Bountiful, Utah. The company develops a unified platform that bridges CRM and contact center capabilities, offering a Unified User Experience (UUE) that consolidates customer data, communications, and workflows into a single interface. Ivinex serves small to enterprise-size businesses across industries including healthcare, manufacturing, retail, and technology.
Details
VenSearch Intelligence
Ideal Customer
- Ivinex is best suited for small to mid-market businesses that need a highly configurable CRM and contact center solution without the cost or rigidity of enterprise platforms like Salesforce.
- Third-party data shows the plurality of customers have fewer than 50 employees, though a subset of larger enterprise clients (1,000+ employees) is also represented.
Key Differentiators
- Ivinex's primary differentiator is its Unified User Experience (UUE), which acts as a single agent desktop that bridges the CRM and contact center worlds — eliminating the need for agents to toggle between multiple applications during customer interactions.
- The platform's no-code/low-code configurability is heavily emphasized, with the ability to build fully customized CRM environments, automated workflows, and agent interfaces without developer resources, which reviewers note surpasses the flexibility of competing platforms.
Industries Served
- Ivinex serves a broad range of industries without a declared vertical specialization, positioning itself as a highly configurable platform that adapts to any business process.
- Observed customer industries include real estate (the largest segment at approximately 19% of users), information technology and services, computer software, marketing and advertising, education, healthcare, insurance, and financial services (including asset management firms such as Elite Asset Management).
Service Coverage
- Ivinex operates primarily in the United States, with its headquarters located in Bountiful, Utah.
- According to customer geography data, approximately 87% of Ivinex customers are based in the United States, with a small number of customers also identified in Mexico and New Zealand.
Partnerships
- Ivinex has a published presence on the AWS Marketplace after completing the AWS Foundational Technical Review (FTR), establishing it as an AWS-approved SaaS vendor.
- The platform integrates natively with NICE inContact (now NICE CXone), and its API Hub supports connections to Salesforce, Slack, HubSpot, Stripe, Shopify, Twilio, Mailchimp, Calendly, SendGrid, and Zendesk, among 24+ listed integrations.
Company Size & Ownership
- Ivinex was founded in 2006 by co-founders Derek Miner (CEO) and Craig Austin (CTO/Chief Architect).
- Employee counts across multiple third-party sources range from approximately 19 to 32 employees, with LinkedIn listing 11–50 and Tracxn reporting 30 employees as of August 2026, placing it firmly in the small business category.
Compliance & Certifications
- Ivinex claims SOC 2 certification, which is noted in third-party platform descriptions and their own marketing materials as 'enterprise-grade security.' Their Ivinex UUE product has also completed the AWS Foundational Technical Review (FTR) and is listed on the AWS Marketplace, demonstrating alignment with AWS security and architectural best practices.
- No publicly documented certifications for HIPAA, PCI-DSS, FedRAMP, or ISO 27001 were found in available sources, and no formal third-party security awards or additional compliance attestations were identified.
Compiled from public sources by VenSearch · Last researched October 14, 2026
Offerings
9 offeringsAI Employee (AI Agents)
Ivinex AI Employee is a feature that provides configurable AI agents capable of handling customer chat and voice interactions autonomously. AI agents can be trained on company website content and custom uploaded files, and are available in tiered plans ranging from a Starter tier with limited minutes to an Enterprise tier with unlimited interactions. The feature includes customer analytics, sales lead handling, and full branding customization.
API Hub
Ivinex API Hub is an integration layer that connects the Ivinex platform with third-party cloud services and applications via REST API. It acts as a centralized hub for managing and securing service integrations, giving agents full control over connected tools within the Unified User Experience. The API Hub also supports Zapier integration for connecting with thousands of additional apps.
Ivinex Contact Center
Ivinex Contact Center is a full-featured omnichannel contact center solution supporting voice, email, SMS, chat, and video interactions. It includes intelligent call routing, call scripting, queue management, predictive and preview dialers, real-time dashboards, and interaction monitoring for supervisors. The solution integrates directly with the Ivinex CRM and UUE to give agents a unified view of all customer data during interactions.
Ivinex CRM
Ivinex CRM is a highly configurable, cloud-based customer relationship management platform that centralizes customer data, tracks interactions, and streamlines sales, marketing, and customer service workflows. It includes features such as contact and account management, lead management, sales forecasting, opportunity management, task management, and no-code workflow automation. The platform can be deployed as a cloud-hosted or on-premise solution and supports customization to fit specific business processes.
Process Automation
Ivinex Process Automation enables businesses to define rules and triggers to automate task assignments, notifications, data updates, and multi-step workflows without manual intervention. It supports automation of business processes such as lead routing, onboarding, follow-ups, approvals, and escalations. The no-code workflow engine allows teams to build and manage automation sequences aligned to their specific operational needs.
Professional Services
Ivinex Professional Services provides expert consulting and implementation support from a team specializing in CRM and contact center configuration. The team works to customize and configure the Ivinex platform to align with each client's unique business processes and workflows. Services include system scoping, build-out, testing, training, and go-live support.
Reporting and Analytics
Ivinex Reporting and Analytics provides real-time dashboards and reporting tools that allow business leaders and decision-makers to monitor KPIs, analyze processes, and access critical data sets on demand. Reports are designed to automatically quantify business data assets and support performance optimization across teams. Built-in quality assurance dashboards are also available to improve agent, team, and organizational performance.
Texting Extensions
Ivinex Texting Extensions add SMS communication capabilities directly within the CRM and UUE platform, allowing agents to send and receive text messages from a managed queue. The feature supports direct messaging, automated reminders, and notifications, all tracked and logged within the CRM. This enables businesses to engage customers through their preferred communication channel without leaving the agent desktop.
Unified User Experience (UUE)
The Ivinex UUE is a core platform layer that acts as the bridge between the contact center and CRM systems, consolidating all tools, data, and communication channels into a single customizable agent desktop. Agents can accept calls, answer emails, live chat with customers, and open support tickets without switching between applications or screens. The UUE supports drag-and-drop customization, modular widgets, and integration with third-party communication providers.
Considering Ivinex?
Our team will work with you to determine if Ivinex is the right fit for your organization. From research and assessment through procurement negotiation and ongoing vendor management — we handle the entire process at no cost to you.