tech from europe
CRM

Initiative CRM

🇫🇷 FR · from €27/user/mo

B2B CRM for sales pipelines, quotes and invoicing with GDPR tools

EU hostedGDPRISO 27001
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Initiative CRM is a French B2B customer relationship platform for managing contacts, sales pipelines and opportunities. It includes native tools for quotes, invoicing and GDPR compliance, with integrations for email, calendar and Microsoft Teams. Data is hosted in France at OVH datacentres.

Features

Contacts and CRM

  • Centralized prospect and customer records
  • Custom fields for data capture
  • Interaction history tracking
  • Activity reports and automatic follow-up reminders

Sales management

  • Lead and opportunity tracking
  • Sales targets and performance monitoring
  • Quotes and online quote viewing
  • Price lists, discounts and margin tracking

Invoicing and finance

  • Quote-to-invoice conversion
  • Invoices and credit notes
  • Recurring billing and subscriptions
  • Multi-company invoicing and payment tracking

Operations and stock

  • Delivery notes and supplier orders
  • Inventory management
  • Service contracts
  • Serialized equipment tracking

Customer service

  • Customer portal
  • Integrated ticketing and claims

Marketing and communications

  • Email, SMS and phone campaigns
  • Shared calendar
  • Webmail
  • Web forms and communication templates

Pricing

Essentielle
27 € / user / month (annual) or 32 € / user / month (monthly) per user / month
  • Annual billing: 325 € / user / year
  • Monthly billing: 32 € / user / month
Business
39 € / user / month (annual) or 47 € / user / month (monthly) per user / month
  • Annual billing: 468 € / user / year
  • Monthly billing: 47 € / user / month
Success
49 € / user / month (annual) or 59 € / user / month (monthly) per user / month
  • Annual billing: 599 € / user / year
  • Monthly billing: 59 € / user / month
Conformité
On request per company
  • E-invoicing compliance (Factur-X, Chorus Pro)
  • Supplier-invoice OCR
  • Accounting exports

Prices vary based on billing period. Conformité plan pricing is not publicly listed.

EU Trust Profile

What we verified against public sources, last checked 2026-10-24. Every point links to its evidence.

  • European legal entityInitiative solutions, Valréas (FR)

    Contracting entity is registered in France.

    Evidence →
  • Documented data export

    Documented export via in-product functions and FTP backups.

    Evidence →
  • Local-language support

    Product support is available in French.

    Evidence →

We list only what we could verify against a public source on the check date. A point that is absent was not established either way — it is not a finding against the vendor. The vendor's own information prevails.

Work at Initiative CRM?

This badge is free for every vendor we list and has no bearing on the order of any list. It is issued on the basis of a verified European headquarters (FR) and the compliance points we checked against public sources — the date on it is the date we last checked.

Initiative CRM — verified European company on tech-from-europe.euInitiative CRM — verified European company on tech-from-europe.eu

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Reviews

Recurring themes, synthesized from public reviews across portals.

What users value

  • Intuitive interface for quick team adoption
  • Responsive and personalized customer support
  • Highly customizable fields, screens and workflows
  • End-to-end coverage from sales to invoicing and reporting
  • Browser-based access supports remote work
  • Competitive pricing for the feature set

Where users see room to improve

  • · Outlook integration lacks bidirectional sync
  • · Online documentation insufficient for advanced use cases

Integrations

Outlook 365ExchangeGoogle WorkspaceSageCegidMailjetPower BIMakeMicrosoft TeamsEBPCIELChorus Pro

Initiative CRM: frequently asked questions

How much does Initiative CRM cost?
Initiative CRM starts at €27/user/mo. Plans: Essentielle (€27/user/mo), Business (€39/user/mo), Success (€49/user/mo). Prices vary based on billing period. Conformité plan pricing is not publicly listed.
Which tools does Initiative CRM integrate with?
Initiative CRM connects with Outlook 365, Exchange, Google Workspace, Sage, Cegid, Mailjet, Power BI and Make, plus 4 more integrations we found.

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Feature, pricing and integration details are based on web research (as of 2026-10-24), without guarantee, errors are possible. The vendor's website prevails.