Last Updated
Overview
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.
Overall Rating
Based on 5 users reviews
5
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
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
Analysis And Reporting
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.
Advanced CRM Configuration
The 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.
Marketing
Users 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.
Quotes And Invoices
Initiative 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.
Customer Support
This 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.
Pros And Cons of Initiative CRM
Pros
Intuitive and easy-to-use interface
Highly customizable without needing developers
Excellent responsiveness from customer service
Cons
Lacks training and attendance management module
Some advanced reporting features are still limited
Initiative CRM Reviews
Total 5 reviews
5
All reviews are from verified customers
Rating Distribution
5
Stars100%
4
Stars0%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Facilities Services, 51-100 employees
More than a year
“Perfect for managing contacts and business matters”
Pros
The customization of fields is highly effective as it allows us to manage our sales efficiently.
Cons
I find it challenging to set up APIs for synchronization with an online form or with Sage.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Facilities Services, 1-10 employees
More than a year
“Top-notch product and features”
Pros
The way quotes, delivery slips and invoices are displayed is perfect. Also it keeps track of active quotes and payment follow-ups. What really stands out is the excellent customer support as they are quick to respond and always provide us the best help.
Cons
We wished we could generate SEPA direct debit files.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Plastics, 1-10 employees
More than a year
“Perfect CRM for our business”
Pros
Initiative CRM helps manage all the business data including creating quotes, invoices and delivery slips, as well as many other functions we never imagined we could use within the CRM. We used to rely heavily on Excel before implementing this CRM and now we realize how many mistakes were being made on Excel which is not very professional from an accounting perspective. So I would say definitely go for it.
Cons
Everything is perfect. As we have not had any issues with the CRM, the customer service is excellent and the team is fantastic.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Frequently Asked Questions
What level of support does Initiative CRM offer?
Initiative CRM offers phone support, contact forms, and FAQs.
What language does Initiative CRM support?
Initiative CRM supports English and French language.
Does Initiative CRM have a mobile app?
Yes, Initiative CRM has a mobile app.
Who are the typical users of Initiative CRM software?
Initiative CRM is used by printing, defense, education and several other industries.
What types of pricing plans does Initiative CRM offer?
Initiative CRM price starts at €32 per user per month. The software offers three packages: Essential (€32/user/month), Business (€39/user/month), and Success (€59/user/month). Users can also get a custom quote according to business needs.
Does Initiative CRM offer an API?
Yes, Initiative CRM offers an API.
What other apps does Initiative CRM integrate with?
Initiative CRM integrates with Slack, Dropbox, Gmail, Sage and many others.