Initiative CRM

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About

Initiative CRM is a B2B customer relationship management platform that consolidates shared agenda, opportunity tracking, quotes, invoices, and complaint management into a single tool. It further enhances business operations with robust analysis and reporting capabilities, seamless integration with daily tools, and comprehensive GDPR compliance management. The platform is well-received by users, holding a rating of 4.4 stars based on 21 reviews, and offers both a free trial and a free version for accessibility.

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Parent Companies (1)


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User Reviews

20 reviews

Mixed
Pros
Extensive feature set
Intuitive user interface
Responsive customer support
Powerful form builder
Customizable styling options
Affordable pricing
Drip content functionality

Cons
Tedious bulk content restriction
Controversial licensing policy
Front-end styling requires CSS
Recurring software bugs
Deceptive marketing claims
Incomplete documentation
Limited advanced features
Limited free support

Key Themes
Membership management capabilities
User interface and ease of use
Customer support quality
Licensing and business practices
Customization and styling
Software stability and completeness
Value proposition
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Website Performance Score

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Company Details

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CRM Software


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