About Company

Initiative CRM is a B2B CRM platform that helps businesses manage the sales cycle by providing a shared agenda, opportunity tracking, quotations, bills, and complaints management all in one place. It also offers analysis and reporting, GDPR compliance management, and interaction with daily tools. This solution is best suited for VSEs, SMEs, and Key Accounts based in France and Europe across a wide range of industries, including manufacturing, consulting, hotels, the press, and telecommunications. Initiative CRM's monthly cost starts at €14.00 per user, with no free version available. However, a free trial is offered. Please see the table below for more information on pricing.

Pricing of Initiative CRM

Essential

USD 0

USD 0

  • Prospect / customer follow-up
  • Opportunity management
  • Connexion Outlook / Gmail
  • Shared and synchronized calendar
  • Geolocation
  • Dashboard Unlimited charts
  • Campagnes marketing : Massmailing / Phoning
  • Advanced configuration of data import / export
  • IOS and Android mobile application
  • GDPR area
  • Prospect / customer follow-up
  • Opportunity management
  • Connexion Outlook / Gmail
  • Shared and synchronized calendar
  • Geolocation
  • Dashboard Unlimited charts
  • Campagnes marketing : Massmailing / Phoning
  • Advanced configura

Business

USD 0

USD 0

  • Includes features of Essential plan
  • plus
  • Quotes
  • invoices and purchase orders
  • Subscription
  • recurring billing
  • One-click conversion of an estimate into an invoice
  • Turnover objectives and sales follow-up
  • Tariff schedules
  • Cumulative discounts and trade margins
  • Personalized PDF and immediate sending by email
  • Multi-company invoicing
  • Includes features of Essential plan
  • plus
  • Quotes
  • invoices and purchase orders
  • Subscription
  • recurring billing
  • One-click conversion of an estimate into an invoice
  • Turnov

Success

USD 0

USD 0

  • Includes features of Business plan
  • plus
  • Customer area included
  • Tickets / Complaints
  • Partial delivery slips
  • Supplier orders
  • Inventory management
  • Regulations
  • Accounting export to CIEL
  • SAGE
  • EBP
  • CEGID
  • Service contracts and consumption monitoring
  • Equipment park with serialization
  • FAQ - knowledge base
  • Includes features of Business plan
  • plus
  • Customer area included
  • Tickets / Complaints
  • Partial delivery slips
  • Supplier orders
  • Inventory management
  • Regulations
  • Accounting export to CIEL
  • SAGE
  • EBP
  • CEGI

Key Features of Initiative CRM

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring
  • Call Logging
  • Contact Management
  • Quotes (Proposals)
  • Referral Tracking
  • Product Catalog

Specification

Other Categories:

CRM Software, CRM Software For Small Business

Deployment:

Cloud Hosted

Customer Support:

Phone,Online (Ticket)

Customization:

No

Languages Support:

English

Who uses Initiative CRM

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: Initiative CRM
  • Headquarter: Valréas,
  • Website: Visit Website
  • Social Media:

Description

Initiative CRM Video

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Initiative CRM Complete CRM Software Comparisons

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Follow Up Boss Vs Initiative CRM

We know that you are facing difficulty to find the best CRM Software for your organization. As the fastest-growing Software Marketplace, We have examined Follow Up Boss Vs Initiative CRM and prepared an evaluation report based on Pricing, Interface, Deployment type, Integration, Reviews, Features specifications and other crucial aspects. We are helping you by providing the detailed report of Follow Up Boss Vs Initiative CRM based on 30+ factors so that you can make the best decision to automate your Business.

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YetiForce CRM Vs Initiative CRM

We know that you are facing difficulty to find the best CRM Software for your organization. As the fastest-growing Software Marketplace, We have examined YetiForce CRM Vs Initiative CRM and prepared an evaluation report based on Pricing, Interface, Deployment type, Integration, Reviews, Features specifications and other crucial aspects. We are helping you by providing the detailed report of YetiForce CRM Vs Initiative CRM based on 30+ factors so that you can make the best decision to automate your Business.

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SalezShark Vs Initiative CRM

We know that you are facing difficulty to find the best CRM Software for your organization. As the fastest-growing Software Marketplace, We have examined SalezShark Vs Initiative CRM and prepared an evaluation report based on Pricing, Interface, Deployment type, Integration, Reviews, Features specifications and other crucial aspects. We are helping you by providing the detailed report of SalezShark Vs Initiative CRM based on 30+ factors so that you can make the best decision to automate your Business.

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Vs
Apptivo Vs Initiative CRM

We know that you are facing difficulty to find the best CRM Software for your organization. As the fastest-growing Software Marketplace, We have examined Apptivo Vs Initiative CRM and prepared an evaluation report based on Pricing, Interface, Deployment type, Integration, Reviews, Features specifications and other crucial aspects. We are helping you by providing the detailed report of Apptivo Vs Initiative CRM based on 30+ factors so that you can make the best decision to automate your Business.

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Initiative CRM Screenshots

FAQ's

Initiative CRM has 3 plans,

  • Essential USD 0
  • Business USD 0
  • Success USD 0

Initiative CRM is the CRM Software Used for the below functionalities

Top 5 Initiative CRM features

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring

Initiative CRM provides Phone,Online (Ticket) support.

Initiative CRM is not allowing Free Trial.