Initiative CRM
French CRM for small and medium businesses covering the full sales cycle.
Initiative CRM is a French CRM for small and medium businesses that covers the full sales cycle, from prospecting and opportunity management to quoting, invoicing, and after-sales service. It centralizes contacts and companies, records interactions such as calls, emails, and meetings, and tracks opportunities with activity history, next steps, and alerts for opportunities without recent activity.
The platform includes 32 ready-to-use modules, 17 field types, and configurable screens, alongside reporting with pre-configured KPIs, personalized objectives, and instant alerts. It supports electronic and recurring invoicing, multi-company billing, electronic signature, and automated email sending. After-sales features include ticket management, a connected support mailbox, equipment and license tracking, and a customer portal for submitting and following requests. It also integrates with Microsoft Teams and offers an AI-powered lead capture feature called Ini Leads.
Initiative CRM is aimed at salespeople, sales directors, CRM project managers, and customer service teams. The pages describe a demo-based onboarding process and a co-construction session to configure the CRM, but do not specify pricing, plans, or trial details.
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