Initiative CRM is a web-based system that helps B2B teams manage contacts, sales pipelines, tasks, and invoicing efficiently. However, invoices can’t be edited once created, its user-friendly layout, customizable modules, and integrated scheduling tools make it a solid option for small to mid-sized teams.
Initiative CRM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Forecasting
What Is Initiative CRM?
Initiative CRM is a cloud-based CRM platform tailored for B2B companies looking to streamline sales, marketing, billing, and support operations on one unified system. It centralizes customer data, automates routine workflows, and improves team coordination to eliminate manual effort and delays.
Designed for businesses that need customization and scalability, it adapts to unique processes without forcing them into rigid templates. By integrating with tools like Sage, Facebook, Mialchimp, Initiative CRM resolves fragmented communication and scattered data challenges.
Initiative CRM Pricing
The software offers three packages:
- Essential: €32/user/month
- Business: €39/user/month
- Success: €59/user/month
Disclaimer: The pricing is subject to change.
Initiative CRM Integrations
Initiative CRM software seamlessly integrates with various applications, including:
- Slack software
- Dropbox
- Gmail
- Sage
- Mailchimp software
Who Is Initiative CRM For?
The platform supports organizations of all sizes and is suitable for a broad spectrum of industries and applications, including:
- Consumer services
- Business supplies and equipment
- Professional training and coaching
- Higher education
- Defense and space
- Printing
- Facilities services
Is Initiative CRM Right For You?
Initiative CRM is a good option for businesses because it helps centralize customer information, making it easier to track interactions and drive smarter decisions. It reduces manual work through automation, improves team coordination with shared tools, and delivers clear insights through reporting. Its integrations also support smoother, more connected daily operations.
Still not sure if Initiative CRM is right for you? Our support staff is available at (661) 384-7070 to help you make the right choice.
Initiative CRM Features
This feature offers customizable dashboards and comprehensive reports to track sales performance, customer activity, and financial health in real time. Users gain clarity on growth trends, identify opportunities, and monitor team progress, enabling better decision-making and continuous improvement based on actionable insights.
See How It WorksThe software supports full customization—modify fields, workflows, access levels, and dashboards without code. Users can tailor the CRM to match their unique sales processes, user roles, and business logic, ensuring the system adapts to their needs rather than forcing teams to adapt to the software.
See How It WorksUsers can launch and automate segmented email, SMS, and calling campaigns directly from the platform. This feature simplifies targeted communication by grouping contacts based on criteria, sending personalized messages, and tracking responses to nurture leads effectively and improve conversion rates.
See How It WorksInitiative CRM features ‘Quotes and Invoices’ that lets users generate and send professional quotes, convert approvals into invoices, and set automated payment reminders. It streamlines sales-to-billing workflows inside the CRM, reduces manual data entry, and enhances cash flow visibility, all without switching between separate tools.
See How It WorksThis feature provides an internal ticketing and support system to manage client requests. Users can assign priorities, track resolution status, and attach communications—all within the CRM. It ensures timely responses, organized service handling, and consistent support quality across all customer interactions.
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