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Initiative CRM In-depth Pricing Details

Maximize business success with Initiative CRM.

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Main Features

Billing and Invoicing
Purchasing
Self Service Portal
Project Management

Pricing

Free Trial available

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Initiative CRM Pricing

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Free Trial

Yes, It's available

Pricing Model

Free trial
Paid Plans (Subscription )

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Pricing Plans

Essential

Prospect / customer follow-up
Opportunity management
Connexion Outlook / Gmail
Shared and synchronized calendar
Geolocation
Dashboard Unlimited charts
Campagnes marketing : Massmailing / Phoning
Advanced configuration of data import / export

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Business

Includes features of Essential plan, plus
Quotes, invoices and purchase orders
Subscription, recurring billing
One-click conversion of an estimate into an invoice
Turnover objectives and sales follow-up
Tariff schedules
Cumulative discounts and trade margins
Personalized PDF and immediate sending by email

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Success

Includes features of Business plan, plus
Customer area included
Tickets / Complaints
Partial delivery slips
Supplier orders
Inventory management
Regulations
Accounting export to CIEL, SAGE, EBP, CEGID

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Disclaimer: Pricing information for Initiative CRM is provided by the software vendor or sourced from publicly accessible materials. Final cost negotiations and purchasing must be handled directly with the seller. For the latest information on pricing, visit website. Pricing information was last updated on .

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