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
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
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
Computer Software, 1-10 employees
Less than a year
“Helping our sales teams through billing”
Pros
Creating quotes from a product catalog is easy. We can also invoice easily after a quote is validated, automate invoicing and reminders and receive customized support for setup. Plus the dashboard helps us monitor our key metrics daily.
Cons
At the moment we do not have the ability to create training agreements or manage attendance sheets as a training organization.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Computer Software, 1-10 employees
Less than 6 months
“Absolutely essential”
Pros
Initiative CRM offers great tracking features. It saves time, the customization options are excellent and it is simple to manage invoices, quotes and orders. We can also attach emails to customer accounts and the history tracking is well designed. Plus customer support is highly responsive.
Cons
I have not found any problems so far.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10