Initiative solutions

This CRM was recommended to me by a professional contact. I’m recommending it as well because it helped us organize our customer database for better tracking and more efficient billing management. It’s very easy to use, and the team is great—quick to respond and always attentive to our needs.

Before Initiative CRM, it was hard for us to manage our sales activities and get a clear, end-to-end view of how our deals were progressing. With Initiative CRM, you get a polished, easy-to-use interface, and both tracking and support are top-notch. The admin mode lets you configure a lot of things to match our company’s processes. Our trainer, Boris Clément, showed real attentiveness and was able to adapt to our needs and specific requirements. After a year of implementation, not everything is perfect yet, but the rollout has already brought us a great deal. From gathering information on a lead through to invoicing, our process is now smoother, more consistent, and usable by everyone internally. The entire team is confident in the improvement areas that are still ahead of us. I recommend Initiative CRM to anyone looking for a CRM.

A custom CRM built for our specific industry—an actual development tool. After two years of use, I’d like to share how truly satisfied I am with the CRM developed by Initiative Solution, Arnaud, and his team. From the start, the team showed real attentiveness to my rather complex and specific needs, and they were able to address my challenges with great efficiency. They even exceeded my expectations by coming up with innovative solutions I hadn’t considered, making the tool even more powerful and better suited to my day-to-day activities. Before that, I used Axonaut, which didn’t suit me at all. The features offered didn’t fully meet my expectations, and there was no clear roadmap for improvements—something that significantly slowed down the smooth running of my internal processes. In comparison, the CRM I use today (and that we’ve rolled out across our network of eight agencies) thanks to Initiative Solution has become a real growth driver for my business. It’s helped me boost productivity, manage my clients more effectively, and optimize my operations day to day. I highly recommend Initiative Solution for their professionalism, their expertise, and their ability to build tools that are genuinely tailored to the specific needs of each business.

I’ve been using Initiative CRM for a little while now. My work has become much more enjoyable and a lot less stressful. With all the features it offers, along with a team that’s super responsive and truly competent, this CRM is, in my opinion, essential. If you’re looking for a tool like this, don’t hesitate—it will definitely improve your day-to-day life, just like it has for me!

CRM software I’ve been using for a little while now, mainly because QuickBooks is going to stop in France, and I needed to find a solution. I was very well supported by this new team during the migration of my products and customers to this platform. It’s extremely comprehensive and will help me grow my business by leaving no room for uncertainty in customer follow-up. I highly recommend it!

I really want to thank Initiative Solutions for saving my CRM database. They helped me transfer the data to their CRM system. To be honest, I had hired “some pros” who ended up creating a very complicated CRM—a real mess of a system—that eventually stopped working. I had 20 years’ worth of contacts that I couldn’t follow anymore, and I can’t even tell you what it cost me… So I was lucky to come across Arnaud at Initiative Solutions. He knew exactly what to do to recover the important data I needed to continue tracking 20 years of work and contacts. It’s been a real goldmine for my company. I almost lost everything. So if I can give you one piece of advice: work with Initiative Solutions. The work they were asked to do was set up within just a few weeks, and honestly, if I had known all the problems I was going to run into, I would’ve done things differently. I just didn’t know about Initiative Solutions—so that’s why I’m telling you, to help you avoid the same traps I fell into.

A team that’s really close to its clients, very responsive, and very patient—they always answer calls and always find a solution to improve how the CRM is used. The tool is highly functional, easy to get started with, and it has truly changed our day-to-day! Thanks!

Very satisfied with the CRM—I recommend it!

Very good provider—responsive, and with top-notch support (thanks, Arnaud). The tool is very well suited and intuitive. I highly recommend it without hesitation.

A complete software for organizing my invoices and client relationships. The automation of its features saves me an incredible amount of time since I started using it.