Initiative CRM
By Initiative CRM
CRM Software
Onetime(Perpetual License)
About
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.
Key Features
- ✓ List Management
- ✓ Customer Support
- ✓ Marketing Automation
- ✓ Project Management
- ✓ Lead Scoring
- ✓ Call Logging
- ✓ Contact Management
- ✓ Quotes (Proposals)
- ✓ Referral Tracking
- ✓ Product Catalog
Pricing
Essential
USD0
- 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
USD0
- 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
USD0
- 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
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Frequently Asked Questions
How much does Initiative CRM cost?
▼
Initiative CRM offers 3 pricing plan(s):
- Essential — USD0.00
- Business — USD0.00
- Success — USD0.00
What is Initiative CRM used for?
▼
Initiative CRM is a CRM Software solution. Top features include:
- List Management
- Customer Support
- Marketing Automation
- Project Management
- Lead Scoring
Does Initiative CRM offer a free trial?
▼
Yes, Initiative CRM offers a 0-day free trial.
What support does Initiative CRM provide?
▼
Initiative CRM provides Phone,Online (Ticket) support.
Is Initiative CRM cloud-based or on-premise?
▼
Initiative CRM is Cloud Hosted software.
What training resources does Initiative CRM offer?
▼
Initiative CRM provides Help Guides,Blogs for training.
