Partner profile

Ivinex
The Greatest CRM on Earth
Founded 2006 · Bountiful, Utah · 1-50 employees · Private, independent
Partnership Overview
Who Ivinex is built for
Mid-market organizations with complex customer service workflows needing tight CRM-CCaaS integration, especially NICE CXone customers seeking enhanced CRM capabilities.
Ivinex is a highly customizable CRM and contact center platform combining omnichannel communications, workflow automation, and AI-powered customer service into a single Unified User Experience (UUE). Built for flexibility across SMB and enterprise deployments, the platform features an inbound contact center, outbound campaign management, script builder, analytics, and integration with NICE InContact and other CCaaS platforms.
- VerifiedSep 12, 2026 · high confidence
- 3solutions across 3 categories
- 20 yrsin business, since 2006
- 1-50employees
Why teams pick Ivinex
- Highly customizable CRM + CCaaS in one Unified User Experience
- NICE CXone integration
- Strong workflow automation
- Built-in generative AI agent
Probably not a fit
We haven't published fit caveats for Ivinex 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
- Named client H&R Block (per Tracxn)Award
NICE CXone / inContact integration partnerPartner status · NICE CXone
Listed on AWS MarketplaceProof point · AWS
Notable clients
Vendor-reportedH&R Block (named as a major client per Tracxn). Other named end-customer logos not publicly disclosed.
Our Solutions
Rubber Duck solutions through Ivinex
From first evaluation to day-to-day operations, Rubber Duck Technology helps you get full value from Ivinex's Communications & CX, Managed IT & Cloud Ops, and AI Enablement & Automation 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
CCaaS / Cloud Contact Center
Ivinex combines an inbound contact center, outbound campaign management, and omnichannel communications with a highly customizable CRM in a single Unified User Experience.
- CRM + CCaaS unified Ivinex merges CRM and contact center into one Unified User Experience rather than separate tools.
- Highly customizable The platform adapts to SMB and enterprise workflows through deep configurability.
Workforce Engagement Management
Ivinex supports agent productivity through its script builder, custom workflows, and analytics within the Unified User Experience.
- Script builder Agents follow guided scripts built and customized within the platform.
- Custom workflows Configurable workflows tailor agent processes to each operation.
AI Enablement & Automation
Voice AI / Conversational AI
Ivinex embeds a generative AI customer service agent (GenerativeAgent) into its contact center to automate customer interactions across channels.
- Built-in generative AI GenerativeAgent provides AI-powered customer service within the unified platform.
- Workflow automation Strong workflow automation pairs with AI to streamline customer interactions.
How Ivinex delivers
Professional-services team for implementation, custom development and integration, plus customer success. Published SLA tiers and formal support terms are not disclosed publicly. (vendor-reported)
Services in detail
- Implementation & OnboardingDelivered as project-based implementation alongside the SaaS subscription.
- Integration ServicesDelivered via custom development and integration engagements.
- Customer SuccessDelivered as ongoing customer success alongside the SaaS subscription.
Automate/AI, built in · AI-Powered Features. GenerativeAgent — an embedded generative-AI customer-service agent; AI-assisted agent desktop, screen-pop and process automation. Underlying model/provider not disclosed.
Case Studies
What backs it up
Case studies
No published case studies yet.
Ask us and we'll request a reference call with Ivinex.
Ask for a reference
Technology that doesn't sink under pressure
Talk it through before you sign.
Send us what you run today. We'll price Ivinex against two alternatives and tell you which one we'd pick, and why.