Initiative CRM

The ideal CRM application to track your activity on the move

With Initiative CRM, your business knows no bounds. From your phone or tablet, instantly access your customers, opportunities, and activities.
Designed for ambitious SMEs and micro-businesses, the application keeps your teams productive and connected, even on the go.

Your data always at your fingertips
* View and update accounts, contacts, leads, deals, and tickets in real time.

* Visualize your past and upcoming activities: no appointment, no follow-up will escape you.

* Collaborate seamlessly with a shared calendar and always-synchronized information.

Never miss an opportunity
* Manage your deals and pipelines with clear lists and powerful filters.

* Identify the status of your opportunities and tickets at a glance with tracking badges.

* Save time with the Quick Edit feature.

Fast actions, immediate results
* Send an email, call a contact, or enter their address into GPS, directly from their contact record. * Schedule an appointment in seconds.

* Create a contact, lead, deal, or ticket instantly.

* Add a photo (gallery or camera).

* Join your Teams meetings with one click.

Security First
* Data hosted in Europe and protected according to the highest standards.

* Full GDPR compliance to guarantee the confidentiality of your information.

* Granular management of rights and permissions for total control.

More efficient field support than ever before
* Manage your support tickets directly from the application, wherever you are.

* Quickly add photos, images, or visual evidence from the gallery or via the camera—ideal for technicians on the go.

* Track the progress of interventions, communicate with the support team, and update information in real time.

* Centralize all intervention information to provide faster, more accurate, and more professional support.

Designed for:

* Managers and sales executives of SMEs and very small businesses. * Field sales representatives who need a simple yet powerful mobile CRM.

* Small teams looking for a complete and customizable solution.

Why choose Initiative CRM Mobile?

* Significant time savings thanks to centralized sales and customer management.

* Enhanced customer tracking for lasting loyalty.

* Boosted revenue thanks to a clear view of your opportunities.

* Rapid adoption thanks to a user-friendly and intuitive interface.
With Initiative CRM, you don't just track your sales. You transform your sales performance—anywhere, anytime.