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Initiative CRM Logo

CRM for B2B companies

Table of Contents

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Is this product right for your business?

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Initiative CRM - 2026 Pricing, Features, Reviews & Alternatives

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Initiative CRM overview

What is Initiative CRM?

Initiative CRM is a CRM for B2B that includes shared agenda, opportunity tracking, quotes, invoices, complaints in one tool. This platform also offers analysis and reporting, integration with daily tools, and GDPR compliance management.

Starting price

14per user /
per month

Alternatives

with better value for money

Initiative CRM’s user interface

Ease of use rating:

Initiative CRM reviews

Overall rating

4.9

/5

21

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9.67/10
Rating distribution

5

4

3

2

1

19

2

0

0

0

Who uses Initiative CRM?

Based on 21 verified user reviews.

Company size

Small Businesses

Enterprises

Midsize Businesses

Top industries

Computer Software
Facilities Services
Telecommunications
Business Supplies and Equipment
Others

Use cases

CRM
Billing and Invoicing
Online CRM
Contact Management
Quoting

Initiative CRM's key features

Most critical features, based on insights from Initiative CRM users:

Contact management
Contact database
Invoice creation
Sales pipeline management
Payment processing
Online invoicing

All Initiative CRM features

Features rating:

Customer database
Access controls/permissions
Activity dashboard
Quotes/Estimates
CRM
Invoice processing
Reporting & statistics
Alerts/Notifications
Third-Party integrations
Billing & invoicing
Customizable reports
Reporting/Analytics
Task management
Customizable fields
Forecasting
Invoice history
Pricing and cost calculations
Price/Margin management
Pipeline reports
Pipeline management
Pricing management
Prioritization
Process/Workflow automation
Product catalog
Project billing
Proposal generation
Prospecting tools
Segmentation
"What if" scenarios
Lead capture
Lead distribution
Lead generation
Lead management
Lead nurturing
Lead qualification
Lead segmentation
Leaderboards
List management
Meeting management
Mobile access
Mobile app
Monitoring
Multi-Language
Opportunity management
Order management
Performance management
Performance metrics
Self service data preparation
Self service portal
Shared contacts
Statistical analysis
Supplier management
Support ticket management
Tagging
Tax calculation
Template management
Territory management
Vendor management
Visual analytics
Web forms
Web-based deployment
Workflow management
Workforce management
Purchase order management
Purchasing & receiving
Real-Time analytics
Real-Time data
Real-Time reporting
Recurring/Subscription billing
Referral tracking
Reminders
Role-Based permissions
Sales activity management
Sales forecasting
Sales reports
Sales trend analysis
Scheduling
Scorecards
Search/Filter
Secure data storage
Call reporting
Campaign management
Campaign Segmentation
Catalog management
Client management
Client portal
Collaboration tools
Commenting/Notes
Compliance management
Computer telephony integration
Contract/License management
Credit note
Customer history
Customer segmentation
Customizable branding
Customizable invoices
Customizable templates
Accounting integration
Activity Planning
Activity tracking
Ad hoc reporting
Agent interface
API
Appointment scheduling
Assignment management
Audit trail
Autoresponders
Batch processing
Budgeting/Forecasting
Bulk send
Calendar management
Calendar sync
Calendar/Reminder system
Call list management
ERP integration
Estimating
Event triggered actions
Field sales management
File sharing
For sales teams/organizations
For small businesses
Forms management
Goal setting/tracking
Graphical data presentation
Interaction tracking
Inventory management
Invoice management
Kanban board
Key performance indicators
KPI monitoring
Lead assignment
Dashboard
Dashboard creation
Data enrichment
Data extraction
Data import/export
Data integration
Data management
Data visualization
Deal management
Discount management
Document management
Document storage
Dunning management
Dynamic modeling
Email management
Email marketing
Email templates

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14

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Per month

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Initiative CRM pricing

Value for money rating:

Starting from

14

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about Initiative CRM price and value

Value for money rating:

Initiative CRM integrations (8)

Integrations rated by users

We looked at 21 user reviews to identify which products are mentioned as Initiative CRM integrations and how users feel about them.

Integration rating: 5.0 (1)

Initiative CRM support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Knowledge Base
Email/Help Desk
24/7 (Live rep)
Phone Support

Training options

In Person
Documentation
Live Online

Initiative CRM FAQs

Q. What type of pricing plans does Initiative CRM offer?

Initiative CRM has the following pricing plans:
Starting from: €14.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

These products have better value for money


Q. Who are the typical users of Initiative CRM?

Initiative CRM has the following typical customers:
Mid Size Business, Non Profit, Small Business


Q. What languages does Initiative CRM support?

Initiative CRM supports the following languages:
English, French, German, Italian, Portuguese, Spanish


Q. Does Initiative CRM support mobile devices?

Initiative CRM supports the following devices:
Android, iPad, iPhone


Q. Does Initiative CRM offer an API?

Yes, Initiative CRM has an API available for use.


Q. What other apps does Initiative CRM integrate with?

Initiative CRM integrates with the following applications:
Make, Microsoft Outlook, Zapier, Gmail, WordPress, Microsoft 365, Typeform, Mailjet


Q. What level of support does Initiative CRM offer?

Initiative CRM offers the following support options:
Knowledge Base, Email/Help Desk, 24/7 (Live rep), Phone Support

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