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.