# 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. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) 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. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [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/)[Billing and Invoicing](https://www.capterra.com/billing-and-invoicing-software/)[Online CRM](https://www.capterra.com/online-crm-software/) Top alternative Featured 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. [4.2 (2,041)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting Price €14 Per User, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.9 (21) Ease Of Use 4.0 (1,997) Value For Money 4.8 (19) Value For Money 3.9 (1,587) Customer Service 4.9 (20) Customer Service 3.8 (1,691) ## Initiative CRM alternatives [4.2 (1,306)](https://www.capterra.com/p/135618/Odoo/reviews/) Starting price $31.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 83% of reviewers rated it above 4 stars [4.2 (990)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars Highest Rated [4.7 (462)](https://www.capterra.com/p/245800/Monday-CRM/reviews/) Starting price $12.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [4.3 (6,972)](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 [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 155 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 Group campaigns by project, client, or campaign for better management. 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 Ability to learn and adapt from interactions with environment and data, and to model varying behavior over time. 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 Get Advice We can help you find the software with the features you need. 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/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) 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. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)