Partner profile
Customer Dynamics
Compliant contact-center outbound, list management & payments
Provo, UT · Private, independent
Partnership Overview
Who Customer Dynamics is built for
High-volume outbound contact centers in regulated sectors (financial services/collections, healthcare, insurance, telecom) needing TCPA / FCC One-to-One Consent compliance, consent/list management and PCI Level 1 payment collection layered onto their existing CCaaS/UCaaS stack; strong fit for Microsoft Dynamics 365 shops (E2dx).
Customer Dynamics is a Payson, Utah-based contact-center software vendor specializing in regulatory-compliant outbound communications, list management, and secure payment collection that plug into a contact center's existing CCaaS/UCaaS stack. Its product suite includes Velocity (omni-channel outbound campaign management), Safe Select (TCPA-compliant high-volume outbound using its Human Sequence Selection technology), ReachCX (consented outbound and campaign optimization), E2dx (an embedded agent experience for Microsoft Dynamics 365 with AutoSummary and single-pane console), and C3 Payment (PCI Level 1 Text-to-Pay, chat, email, and voice payments). The platform is built around compliance with TCPA and the FCC's One-to-One Consent rules, centralizing opt-out/consent management and call-time-rule enforcement for audit and regulatory defense. The company reports 500+ deployments and integrates with major CCaaS/UCaaS and carrier platforms including NICE, RingCentral, Microsoft, AT&T, Verizon, and NobelBiz.
- VerifiedSep 12, 2026 · medium confidence
- 3solutions across 1 category
Why teams pick Customer Dynamics
- Compliance built-in (TCPA / FCC One-to-One Consent)
- Human Sequence Selection for compliant high-volume outbound
- Integrates with existing CCaaS/UCaaS stack (low technology friction)
- PCI Level 1 secure payment collection (C3 Payment)
- Native Microsoft Dynamics 365 agent experience (E2dx)
Probably not a fit
We haven't published fit caveats for Customer Dynamics yet. Tell us what you run and we'll say whether they fit, or who we'd look at instead.
Get matched insteadRecognition & proof points
- Vendor-stated outcomes: +28% campaign uplift, -17% average handle time, 500+ deploymentsProof point
Notable clients
Vendor-reported500+ deployments (vendor-stated) named client logos not published.
Our Solutions
Rubber Duck solutions through Customer Dynamics
From first evaluation to day-to-day operations, Rubber Duck Technology helps you get full value from Customer Dynamics' Communications & CX solutions. We fit them to the systems you already run, remove overlap, and give you a clear view of how they perform, so your team can move faster with fewer surprises.
Communications & CX
CX / CRM Consulting
Customer Dynamics delivers contact-center CX software including its E2dx embedded agent experience for Microsoft Dynamics 365, providing AutoSummary and a single-pane console for agents.
- Native Dynamics 365 experience E2dx embeds an agent console directly in Microsoft Dynamics 365 with AutoSummary.
- Low technology friction Plugs into an existing CCaaS/UCaaS stack rather than requiring a rip-and-replace.
Microsoft Dynamics
NICE CXone
RingCentralCustomer Engagement
Customer Dynamics specializes in regulatory-compliant outbound communications via Velocity omni-channel campaign management, Safe Select, and ReachCX consented outbound and campaign optimization.
- Compliance built in TCPA and FCC One-to-One Consent rules are enforced through centralized consent management.
- Compliant high-volume outbound Human Sequence Selection technology supports compliant high-volume campaigns.
NICE CXoneRingCentral
AT&T
VerizonContact Center
Customer Dynamics provides contact-center software for list management, compliant outbound, and PCI Level 1 omni-channel payment collection via C3 Payment, integrating with major CCaaS/UCaaS and carrier platforms.
- PCI Level 1 payments C3 Payment collects secure Text-to-Pay, chat, email, and voice payments at PCI Level 1.
- Audit-ready consent Centralized opt-out and call-time-rule enforcement supports regulatory defense.
NICE CXoneRingCentralMicrosoftHow Customer Dynamics delivers
In-house implementation and support teams; US-based (Payson, UT); sales and support contacts published. (vendor-reported)
Services in detail
- Consulting / AdvisoryDelivered as in-house advisory alongside software implementation.
- CRM ConsultingDelivered as in-house implementation, onboarding, and custom development.
- Managed ServicesDelivered as in-house implementation, onboarding, and integration with existing CCaaS/UCaaS systems.
Automate/AI, built in · AI-Powered Features. E2dx provides AI-assisted agent productivity (AutoSummary auto-call summaries, single-pane agent console) within Microsoft Dynamics 365; intelligent automation and call routing across the suite.
Compare
One quote is a price. Three quotes are a market.
We'd price Customer Dynamics next to these. Same scope on one page, sent to every provider, so the numbers actually line up.
Who we'd price next to Customer Dynamics
Convoso Communicate Automate/AI
AI-Powered Outbound Contact Center for Revenue Teams
Already talking to someone else? Tell us and we'll put them in the mix.
Case Studies
What backs it up
Case studies
No published case studies yet.
Ask us and we'll request a reference call with Customer Dynamics.
Ask for a referenceDocuments
From Customer Dynamics
1 PDF, collected while we vetted them
- Customer Dynamics C3 Payment Contact Center Commerce DatasheetDownload
Profile compiled by Rubber Duck Technology from primary sources and partner collateral. Vendor-reported figures are labeled as theirs. Spot something wrong? Tell us.
Technology that doesn't sink under pressure
Talk it through before you sign.
Send us what you run today. We'll price Customer Dynamics against two alternatives and tell you which one we'd pick, and why.