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Initiative CRM

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Software Status:Active

About Initiative CRM

Initiative CRM is a CRM software from Initiative Software [designed for B2B SMEs]. It provides automated sales tracking, opportunity management, and integrated invoicing so businesses can manage their sales cycle efficiently. The platform includes 32 modules, allowing for customizable and comprehensive solutions tailored to specific needs. Users benefit from unlimited personalized reporting capabilities, which aid in decision-making and performance assessment. Initiative CRM supports integration with various tools, helping to free up time for users to focus on core activities. Key capabilities: automated sales tracking opportunity management integrated invoicing customizable modules unlimited reporting Best for: B2B SMEs that need an effective system for sales management and opportunity tracking.

Initiative CRM Details

Vendor
Initiative Software
Year Launched
2008
Location
11 avenue Charles de Gaulle 84600 VALREAS FRANCE
Deployment
cloud
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Russian, Chinese, Japanese, Korean
Users
Accounts Payable, Billing and Invoicing, Business Management, Business Performance Management, Contact Center, CRM, Help Desk, Lead Generation, Online CRM, Quoting, Sales Force Automation, Sales Forecasting, Sales Tracking, Small Business CRM.
Industries Served
Healthcare, Education, Finance, Retail
Tags
Accounts Payable, Billing and Invoicing, Business Management, Business Performance Management, Contact Center, CRM, Help Desk, Lead Generation, Online CRM, Quoting, Sales Force Automation, Sales Forecasting, Sales Tracking, Small Business CRM.

Initiative CRM's In-App Market Place

Does Initiative CRM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

1

Mini Apps

N/A

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), CAD (C$), AUD (A$), JPY (¥), CNY (¥), INR (₹), SGD (S$), MXN (Mex$)

Pros & Cons

  • 1. Sales and Marketing Focus: Effective for managing sales and marketing activities, especially mass-mailing.
  • 2. SaaS Accessibility: Facilitates remote work and teleworking.
  • 3. Enhanced Reporting: Provides valuable statistical visibility.
  • 4. Intuitive Interface: User-friendly interface for easy adoption.
  • 5. Customization: Offers extensive customization options for fields, workflows, and reports.
  • 6. Developer Support: Responsive and helpful technical support team.
  • 7. Ease of Use: Simple and intuitive for non-technical users.
  • 8. Adaptability: Evolves and adapts to changing business needs.
  • 9. Excellent Customer Service: Friendly and supportive team.
  • 1. Limited Field Options (Initial): May have limitations in specific fields initially, but customization allows for adjustments.
  • 2. Minor Bugs: Encountered minor bugs that were promptly addressed by support.
  • 3. Integration with Other Systems: May require further exploration of integration with Gescom and accounting tools.

Initiative CRM's Support Options

Contact

04 90 41 94 14

Chatbot

Available

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