Initiative CRM

The Initiative CRM software provides a complete solution for managing customer relationship for marketing, sales management, customer service and reporting. The shared calendar and shared records facilitate the flow of information across the enterprise .

features :

• Scheduling appointments, report notes
• Manage leads, accounts contacts and potentials
• Integrated search
• Search "Geo Finder" to display on map leads and customers nearby.
• Real-time access to data
• Synchronization on demand
• Manage trouble tickets with comments
• Take photos from camera and send to CRM

Highlights :

• Offline Mode : access, creation and update your data without network and post synchronization
• Calculate route from your location
• UI language in french and english

Save time and stay connected constantly.