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Initiative CRM

Maximize business success with Initiative CRM.

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Overview

Features

Pricing

Alternatives

Support

FAQs

What is Initiative CRM?

Affiliate Disclosure

Initiative CRM is a powerful CRM designed specifically for B2B companies. It offers a comprehensive range of tools and features, including a shared agenda, opportunity tracking, quotations, bills, and complaints, all in one convenient platform. With its analysis and reporting capabilities, integration with daily tools, and GDPR compliance management, Initiative CRM is the ultimate solution for businesses looking to streamline their sales process. Suitable for VSEs, SMEs, and Key Accounts in France and Europe, Initiative CRM caters to various industries such as manufacturing, consulting, hotels, the press, and telecommunications. Pricing starts at €14.00 per user per month, and a free trial option is available. See the table below for more details.

Pricing

Free Trial available

Customer Type

Large Enterprises
Medium Business
Small Business

Platform Type

SaaS/Web/Cloud
Mobile - Android
Mobile - iOS

Initiative CRM software demo

Initiative CRM has not given any software demo yet

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Initiative CRM was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.

Initiative CRM Features

Show Feature Explanation

Features Score:

Billing and Invoicing

CRM

Calendar Management

Campaign Management

Campaign Segmentation

Client Management (Customer)

Contact Import-Export

Customer Segmentation

Customer Service Management

Customer Support

Customizable Invoices

Customizable Templates

Macros (Templated Responses)

Mailing List Management

Marketing Automation

Opportunity Management

Reporting (Analytics)

Supply Chain Management

Initiative CRM Pricing

Claim a Free Trial

Free Trial

Yes, It's available

Pricing Model

Free trial
Paid Plans (Subscription )

Claim a Free Trial

Pricing Plans

Essential

Prospect / customer follow-up
Opportunity management
Connexion Outlook / Gmail
Shared and synchronized calendar
Geolocation

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Business

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

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Success

Includes features of Business plan, plus
Customer area included
Tickets / Complaints
Partial delivery slips
Supplier orders

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Explore in-depth pricing

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Disclaimer: Pricing information for Initiative CRM is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .

View detailed pricing for Initiative CRM

Free Initiative CRM Alternatives

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Initiative CRM Support

Contact

+33 4 90 41 94 14

Customer Service

24/7 (Live rep)

Online

Location

Valréas, France

Reach out to Initiative CRM Social channels

Frequently Asked Questions (FAQs)

Stuck on something? We're here to help with all the questions and answers in one place.

Initiative CRM is a CRM Software. Initiative CRM offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Project Management and many more functionalities.

Some top alternatives to Initiative CRM includes Thryv, monday sales CRM by monday.com, Pipedrive, Zoho CRM and Wice CRM.

Yes, Initiative CRM provides API.

Yes, Initiative CRM provides a mobile app.

Initiative CRM is located in Valréas, France

Initiative CRM offers Free Trial, Subscription pricing models

We don't have information regarding integrations of the Initiative CRM as of now.

The starting price is not disclosed by Initiative CRM. You can visit Initiative CRM pricing page to get the latest pricing.

This software is researched and edited by

Rajat Gupta

Rajat Gupta is the founder of Spotsaas, where he reviews and compares software tools that help businesses work smarter. Over the past two years, he has analyzed thousands of products across CRM, HR, AI, and finance — combining real-world research with a strong foundation in commerce and the CFA program. He's especially curious about AI, automation, and the future of work tech. Outside of SpotSaaS, you'll find him on a badminton court or tracking the stock market.