Marg Initiative CRM

Marg ERP 9+

Initiative CRM is a B2B CRM platform that helps businesses manage the sales cycle by providing a shared agenda, opportunity tracking, quotations, bills, and complaints management all in one place. It also offers analysis and reporting, GDPR compliance management, and interaction with daily tools. This solution is best suited for VSEs, SMEs, and Key Accounts based in France and Europe across a wide range of industries, including manufacturing, consulting, hotels, the press, and telecommunications. Initiative CRM's monthly cost starts at €14.00 per user, with no free version available. However, a free trial is offered. Please see the table below for more information on pricing.

Pricing of Marg ERP-Pharmaceutical Industry Software

Pricing plans

Introduce pricing plans

Simple, transparent pricing that grows with you. Try any plan free for 30 days.

Essential

USD 0.00 /

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • 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
  • IOS and Android mobile application
  • GDPR area
  • Prospect / customer follow-up
  • Opportunity management
  • Connexion Outlook / Gmail
  • Shared and synchronized calendar
  • Geolocation
  • Dashboard Unlimited charts
  • Campagnes marketing : Massmailing / Phoning
  • Advanced configura

Business

USD 0.00 /

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • 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
  • Multi-company invoicing
  • Includes features of Essential plan
  • plus
  • Quotes
  • invoices and purchase orders
  • Subscription
  • recurring billing
  • One-click conversion of an estimate into an invoice
  • Turnov

Success

USD 0.00 /

USD0.00

Perfect for your business requirements and platform usage.

BOOK A DEMO
WHAT YOU WILL GET
  • 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
  • Service contracts and consumption monitoring
  • Equipment park with serialization
  • FAQ - knowledge base
  • 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
  • CEGI

Key Specification

Other Categories:
Deployment: Cloud Hosted
Customer Support: Phone,Online (Ticket)
Customization: No
Languages Support: English

Who uses Initiative CRM

SMEs
SMEs
Enterprises
Enterprises

Company Details

  • Company Name: Initiative CRM
  • Headquarter: Valréas,

Initiative CRM Description

Key Features & Specifications

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring
  • Call Logging
  • Contact Management
  • Quotes (Proposals)
  • Referral Tracking
  • Product Catalog

Initiative CRM Video

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User Reviews

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Frequently asked questions

Everything you need to know about discovering, comparing, and choosing the right AI software for your business.

Initiative CRM has 3 plans,

  • Essential USD 0.00
  • Business USD 0.00
  • Success USD 0.00

Initiative CRM is the AI CRM Software used for the below functionalities.

Top 5 Initiative CRM features

  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Lead Scoring

Initiative CRM provides Phone,Online (Ticket) support.

Initiative CRM is allowed 0 Days Free Trial.

Initiative CRM provides Help Guides,Blogs for the software training.

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