Initiative CRM is a configurable CRM for French B2B small and medium-sized businesses. It supports the whole sales cycle, from prospecting and needs assessment to quote, negotiation and customer retention. It manages contacts and companies with their full interaction history, automates invoicing and marketing campaigns, records service tickets and offers reporting and automations. A lead-finding module and a Microsoft Teams integration are included. The product is delivered as SaaS and, according to the vendor, can be adapted to the user's sales method.
Initiative CRM is published by Initiative Solutions, a French company in Valréas that has marketed the product since 2008 under the name TigerPro CRM; no foreign owner is mentioned. According to the legal notice, the software is hosted by OVH, a French cloud provider; the data centre and country are not stated, so ask the vendor. The public website, separate from the product, runs on a US service. The vendor publishes a GDPR page describing its role as processor. No self-hosted option is mentioned.