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 .
- 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
- 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.