# Initiative CRM Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about Initiative CRM Software - reviews, pricing plans, popular comparisons to other Online CRM products and more.

Source: https://www.capterra.com/p/181326/Intiative-CRM

---

# 

 Initiative CRM Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Initiative CRM

## What is Initiative CRM?

Dive into the future with Initiative CRM! Designed for demanding businesses, our solution offers meticulous sales tracking, seamless integration with your favorite tools, and unprecedented customization. Free yourself from the constraints of market giants and discover a platform that truly adapts to your needs. With Initiative CRM, every interaction counts, every sale is optimized, and every client is pampered. Join the CRM revolution and propel your business to new heights.

## What is Initiative CRM used for?

[CRM](https://www.capterra.com/customer-relationship-management-software/)[Online CRM](https://www.capterra.com/online-crm-software/)[Billing and Invoicing](https://www.capterra.com/billing-and-invoicing-software/)

Overall rating

Based on 21 user reviews

Reviews sentiment

Positive

100%

Neutral

0%

Negative

0%

Starting price

€14

Per User, Per Month

Free trial  
available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Initiative CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.initiative-crm.com&name=Initiative CRM)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Initiative CRM

4.9 (21)

VS.

[4.4 (18,765)](https://www.capterra.com/p/61368/Salesforce/reviews/)

Starting Price

€14

Per User, Per Month

Starting Price

$25

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.9 (21)

Ease Of Use

4.0 (18,100)

Value For Money

4.8 (19)

Value For Money

4.0 (12,789)

Customer Service

4.9 (20)

Customer Service

4.1 (14,021)

## Initiative CRM alternatives

[4.5 (4,451)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[4.3 (6,964)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/)

Starting price

$14.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.7 (721)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/)

Starting price

$7.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

Highest Rated

[4.7 (907)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/)

Starting price

$14.99

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/181326/Intiative-CRM/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Contact Management

5.0 (9)

100.00% of 9 reviewers that rated this feature as important or highly important

Manage, organize, and store contact information

Contact Database

4.9 (7)

85.71% of 7 reviewers that rated this feature as important or highly important

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Invoice Creation

5.0 (4)

125.00% of 4 reviewers that rated this feature as important or highly important

Create invoices from scratch or have recurring invoices

Online Invoicing

5.0 (4)

100.00% of 4 reviewers that rated this feature as important or highly important

Create, send, and view electronic invoices

Payment Processing

5.0 (4)

100.00% of 4 reviewers that rated this feature as important or highly important

Accept, record, and reconcile financial transactions

Sales Pipeline Management

5.0 (4)

100.00% of 4 reviewers that rated this feature as important or highly important

Pipeline view and tracking lead status

Initiative CRM 154 features

Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities

Define levels of authorization for access to specific files or systems

Integrate with a third-party accounting system

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Generate one-off reports that meet information requirements

Agents can view and manage all customer requests and interactions.

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Application programming interface that allows for integration with other systems/databases

Schedule appointments via a calendar

Assign issues and tasks based on availability or required skills

A record of all activities within the system, including user access, changes made, etc.

Create and automatically send premade copy in response to customer messages

Software's ability to perform similar action on multiple similar files simultaneously

Create, manage, and send invoices or bills to customers

Create budgets based on historical data and future projections

Process of sending a large number of documents, messages or emails to multiple recipients at once

Track and manage schedules and meetings via an integrated calendar

Synchronize with other calendars to view mutual availability and schedules

Notifications/alerts for upcoming events or tasks

Manage and track all past and future calls.

Track and report on all incoming and outgoing calls

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Create and manage digital catalog of products/services with their details, specifications, and price

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Provides a channel for team members to share media files, communicate, and work together

Leave comments and notes on documents for others to view

Track and manage adherence to policies for any service, product, process, or supplier

Computer-telephony integration is the use of computers to manage telephone calls

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Manage, organize, and store contact information

Track, store, and access client contracts or licenses

Legal document used by sellers & buyers to adjust invoice values in case of wrong billing, damaged goods etc.

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Integration with third-party CRM systems

A collection of customer information such as contact details, demographics, previous interactions, etc.

Access previous interactions or concerns to maintain customer relationships

Process of dividing customers into groups based on common characteristics

Add customized logos and colors to align with company branding

Customize data fields to support various needs and use cases

Invoices that can be tailored according to company's branding, payment terms and personalized information

Alter the layout and content of reports

Pre-designed layouts that can be customized to match preferences and requirements

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Creation and customization of dashboards

Combines data from internal sources with disparate data from other internal systems or external sources

Automatically retrieve and pull information from documents, websites, images, data sets, and other sources

Import and export data to and from software applications

Combining data from different sources and providing a unified view

Ability to handle large datasets

Graphical representation of data

Defines specific deal parameters to negotiate and secure deals

Track products that are for sale at a reduced price or part of coupon promotions

Store, manage, and track all electronic documents in a centralized location

Store and organize documents in a centralized system

Process of automatically notifying clients when payments fail to ensure invoices are paid

Model the varying behavior of a system over time through diagrams

Manage, store and organize emails within the system or via third-party apps

Create and send email blasts/campaigns

Pre-made examples and templates for emails

Integrate with existing ERP systems

Estimate expected cost based on various factors before a project begins

Predefined actions automatically performed on the occurance of specific events

Manage or track sales completed by field teams/employees

Public or private sharing of digital files such as documents, audio/video, images, and more

Caters to sales teams

Designed for small businesses

Form predictions based on past and present data/trends

Store, manage and track all forms in a centralized location

Establish measurable goals and objectives and track their progress over a specific period of time

Visual representation of data using various graphical elements such as charts, graphs, maps & other visual aids

Track interaction history by documenting conversations for contacts

Track and manage inventory levels to maintain proper supply

Create invoices from scratch or have recurring invoices

Store and view prior invoices for each account/client

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Creation, processing, verification, and execution of invoices till the payment is made

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity

Tracking the status of previously identified performance measurements

Manually or automatically assign leads to sales reps

Automatically identify and save contact information of potential customers

Route and distribute your leads to third party buyers

Manage the process of attracting and converting business prospects into leads

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Engage with a lead throughout the sales process by actively providing information

Score a lead on their quality or likelihood to buy based on certain behaviors

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Divide leads into buckets based on predefined criteria and routing rules

Boards that use custom metrics to show how leading performers compare to other individuals/teams

Manage contacts across multiple mailing lists

Manage the process of planning and scheduling meetings, including agenda creation

Access software remotely via mobile devices

Access the system via a mobile application

Observe and track the demand, usage, progress or quality of a system, product, or user

Manage and support multiple languages

Create, send, and view electronic invoices

Track all opportunities for potential sales and convert them into recurring revenue

Manage and track customer orders for goods, investments, or any other purchases

Accept, record, and reconcile financial transactions

Organize and manage the accomplishments and development of employees or performance of applications or systems

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals.

Track and manage the profit margin between the cost of a product and its selling price.

Calculate rule-based prices for a product/service

Tool used to determine accurate pricing and product eligibility for borrowers

Arrange tasks based on the level of priority or urgency

Streamlining repetitive tasks and activities through automated and predefined workflows

Present a catalog of inventory that customers can view

Business model that bills clients an amount based on the project/task/job performed

Create proposals based on costs of labor and materials

Tools designed to streamline the process of lead generation and management for sales teams

Create, send, and track purchase orders and their statuses

Workflows that help acquire inventory, issue purchase orders and receive and store items in required quantity

Generate quotes or estimates for customers

Analyze and gain insights into data in real-time

Receive data and information in real time

Active reporting of data and metrics

Automated process of charging customers at regular intervals for repeated access or use of a product or service

Log and store the source of contacts/leads

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

View and track pertinent metrics to find patterns and gain insights from data

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Define, track, and/or automate sales activities and sales processes

Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports.

Pipeline view and tracking lead status

Reports specific to sales analysis for trends and strategies

Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.

Plan availability and assign specific time slots for tasks and resources

Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions

Search and filter data across systems to locate required information by entering keywords or certain criteria

Securely stores data to prevent data loss or breaches

Group leads or contacts based on their specific characteristics

Access, combine, transform, and store data without the help of an IT department

Online portal through which end users can access the system, manage tasks, or obtain information

Share contacts with other applications like Gmail and CRM

Apply statistical/mathematical models to sets of data

Manage all supplier data and operations

Allow customers/users to submit support queries and service requests

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Create, manage and track all task activities and progression

Calculate tax and make deductions on gross income from sources like wages, investments or self-employment

Create, save, and re-purpose templates for emails, forms, etc.

Organize customer data and accounts by user or geography

Set up connections to third-party platforms to improve business processes

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

Interact with data visualization elements, such as charts and graphs, to drill down into data

Web form that allows users to enter data that is sent and processed for different reasons

SaaS, web-based, online deployment

Create, design and manage workflows for repetitive tasks

A set of processes to optimize the productivity of its employees

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Features

4.8 (21)

4.8

Based on 21 reviews

## Pricing

Value for money

4.8 (19)

Free Trial

Basic

€14.00

Per User,Per Month

Value for money

4.8 (19)

4.8

Based on 19 reviews

## Integrations

[

WordPress](https://www.capterra.com/p/131687/WordPress/)[

Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[

Gmail](https://www.capterra.com/p/202338/Gmail/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

Typeform](https://www.capterra.com/p/137289/Typeform/)[

Mailjet](https://www.capterra.com/p/130105/Mailjet/)[

Make](https://www.capterra.com/p/154278/Integromat/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.9 (20)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.9 (20)

4.9

Based on 20 reviews

## User reviews

Overall rating

4.9

Based on 21 reviews

Filter by rating

5(19)

4(2)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

AP

AMANDINE P.

ITC

Electrical/Electronic Manufacturing

### "Une solution CRM complète, intuitive et efficace !"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 28, 2025

Mon expérience avec Initiative CRM a été excellente depuis le début. L’outil a véritablement amélioré notre gestion commerciale, notre relation client et notre productivité globale. L’équipe a su nous accompagner lors de l’implémentation et s’est montrée à l’écoute de nos besoins spécifiques. C’est un CRM que je recommande sans hésitation, aussi bien pour les PME que pour les structures plus importantes qui cherchent un outil fiable et évolutif.

Pros

Initiative CRM se distingue par sa facilité d’utilisation, sa personnalisation poussée, et son interface claire et moderne. L’intégration avec d’autres outils (emails, agendas, automatisations marketing) est fluide et fait vraiment gagner du temps. J’ai particulièrement apprécié le suivi client ultra détaillé, les rapports personnalisables et le support client très réactif et professionnel.

Cons

Très peu de points négatifs à signaler. Si je devais en mentionner un, ce serait que la prise en main de certaines fonctionnalités avancées nécessite un petit temps d’apprentissage, mais cela reste tout à fait raisonnable, surtout avec la qualité de l’assistance et la documentation disponible.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

July 30, 2025

Merci Amandine pour ce retour. Cela nous conforte dans la voie que nous prenons avec Initiative CRM.

FL

Florent L.

Administrateur réseau et système

Facilities Services

### "Bonne gestion des contacts et affaires"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

June 5, 2024

Pros

Personnalisation des champs efficaces permettant de gérer nos ventes efficacement.

Cons

Difficile de faire des API (synchronisation avec un formulaire en ligne ou avec Sage).

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

CB

Christophe B.

Dirigeant

Facilities Services

### "Produit & fonctionnalités impeccables"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 30, 2024

Pros

Présentation imppeccable des devis, bons de livraison et factures. Suivi des devis en cours. Suivi des règlements. Support client attentif et irréprochable : diligent et précis

Cons

Nous avons regretté de ne pas pouvoir générer des fichiers de prélèvement Sepa.

Reasons for choosing Initiative CRM

Nous avons immédiatement été convaincus par la très grande proximité du support client

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

TH

Timothe H.

Directeur commercial

Plastics

### "LE CRM dont votre entreprise a besoin !"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 22, 2024

Le CRM est utilisé pour de multiples tâches et par plusieurs personnes au sein de l'entreprise et permet à chacun de s'organiser dans son travail et de gagner beaucoup de temps. J'ai fais appel plusieurs fois au service client, ils répondent toujours présent et j'apprends de nombreuses choses à chaque fois, sur le logiciel que j'utilise chaque jour !!

Pros

Le CRM permet de gérer l'ensemble des données commerciales de l'entreprise, que ce soit la création des devis, des factures, des bons de livraisons... Et de multiples choses auxquels nous ne pouvions même pas imaginer pouvoir utiliser à travers le CRM ! Nous utilisions beaucoup excel avant d'avoir ce CRM et aujourd'hui nous observons que des erreurs étaient faites sur Excel, ce qui n'est pas professionnel d'un point de vu comptable ! Optez donc pour Initiative CRM !!

Cons

Tout est parfait ! Nous n'avons aucun problème avec le CRM, le service client est top, l'équipe est super !

Reasons for choosing Initiative CRM

La présentation faite et la période d'essai nous a convaincu. Nous souhaitions un CRM utilisable pour notre taille d'entreprise et personnalisable à 100%, ce qui est le cas avec Initiative CRM. Le service client est génial, nous gagnons beaucoup de temps grâce au CRM, qui est bien plus professionnel qu'Excel ! ;) Je recommande à 200% Initiative CRM !

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

TC

Thomas C.

Ingénieur commercial

Computer Software

### "Aider nos équipes de la vente à la facturation"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 2, 2024

Pros

Créer des devis depuis un catalogue de produit Facturer facilement après validation d'un devis Automatiser la facturation et les relances Accompagnement sur-mesure pour la mise en place Tableau de bord pour suivre les indicateurs souhaités au jour le jour.

Cons

Pour le moment nous n'avons pas la possibilité de créer des conventions de formation et gérer les feuilles de présence quand on est un organisme de formation.

Switched from

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

Projet de mise en place surdimensionné pour notre entreprise et coût plus important pour moins de fonctionnalité.

Alternatives considered

[Sellsy](https://www.capterra.com/p/133104/Sellsy/)

[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)

[Axonaut](https://www.capterra.com/p/178036/Axonaut/)

Reasons for choosing Initiative CRM

Simple à mettre en place, très complet en terme de fonctionnalité pour un prix compétitif. L'accompagnement sur mesure permet de personnaliser notre CRM facilement et cela sans dédier une personne à pleins temps sur le sujet.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

April 3, 2024

Merci beaucoup Thomas pour le retour. Les documents utiles à un organisme de formation arrivent dans les prochaines semaines.

ML

Melanie L.

Responsable

Computer Software

### "Indispensable!"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

February 6, 2024

J'utilise Initiative CMR pour la gestion de la facturation/devis/commande client. Je gère également le support informatique de ma société, la fonctionnalité des tickets m'est donc indispensable. Nous avons opté pour cette formule pour bénéficier, entre autre, de la gestion des règlements. Je gagne un temps considérable depuis que j'utilise Initiative CMR qui propose un suivi automatique de toutes les fonctionnalités que j'utilise. Mon travail est devenu bien plus agréable et moins stressant grâce à Initiative CMR

Pros

Suivi offert par le CMR Gain de temps La personnalisation Le nombre de fonctionnalité La gestion très simple des factures/devis/commandes Les envois de mail que l'on peut rattacher à un compte client L'historique très bien pensé Un Support/Service client très réactif

Cons

Je n'ai pas trouvé d'inconvénients pour l'instant.

Reasons for choosing Initiative CRM

Il m'a été conseillé par notre distributeur qui l'utilise déjà. Une fois testé, je l'ai immédiatement adopté! Il est indispensable!

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BL

Benjamin L.

Directeur des opérations

Telecommunications

### "Outil parfaitement adapté"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

June 28, 2023

Très satisfait. Je recommande.

Pros

Outil très intuitif et facile d'utilisation, y compris pour les utilisateurs ne venant pas du milieu de la comptabilité.Un accompagnement personnalisé, disponible.

Cons

Factures à 3 décimales impossibles.Sinon RAS.

Switched from

[Sage 50 Accounting](https://www.capterra.com/p/174753/Sage-50cloud/)

Chez initiative CRM : le support est de bien meilleur qualité, français, le logiciel est bien plus "user friendly".

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

July 12, 2023

Merci pour le retour Benjamin ! Bien noté pour les 3 décimales

OD

Olivier d.

directeur

Professional Training & Coaching

### "odialis"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 25, 2023

Pros

la nouvelle ergonomie et la customisation à l'utilisateurla possibilité de créer des règles d'affichage

Cons

Le temps pour connaître 70% des fonctionnalités

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

GM

Guillaume M.

Directeur Marketing

Hospitality

### "Crm"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

May 24, 2023

Pros

la gestion des contacts est particulièrement bien pensée

Cons

pas d'inconvénient identifié à ce stade

Reasons for choosing Initiative CRM

bon rapport qualité prix

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

FP

Francois P.

Directeur des Opérations du CIEDS

Defense & Space

### "Utilisation dans le secteur de l'Enseignement Supérieur et de la Recherche"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

February 28, 2023

dans une structure transverse entre établissements comme l'est le CIEDS, vu l'incompatibilité entre SI des différentes structures et la difficulté du partage de l'information, un CRM supplémentaire s'impose et Initiative CRM a le bon rapport qualité prix pour notre structure

Pros

la facilité d'adapter les fiches contacts ou affaires, avec des listes déroulantes customisées à plusieurs niveaux, la simplicité de mise en œuvre de la fonction massmailing

Cons

le partage des filtres entre utilisateurs lors de l'ouverture de nouveaux comptes (maintenant résolu), l'ergonomie de design des modèles de mail pour le mass mailing

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/181326/Intiative-CRM/reviews/)

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How Capterra ensures transparency

Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website.

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