Initiative CRM vs Planports CRM Comparison

85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Initiative CRM

CRM Software

Get Free Advice

74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Initiative CRM is a B2B CRM that combines a shared agenda, opportunity tracking, quotations, bills, and complaints into a single platform. Analysis and reporting, as well as interaction with daily tools and GDPR compliance management, are all included in this platform. Initiative CRM is a collaborative solution that aids businesses throughout the sales cycle. VSEs, SMEs, and Key Accounts based in France and Europe are the best fit for the clientele. They come from a wide range of industries, including manufacturing, consulting, hotels, the press, and telecommunications. Initiative CRM's monthly cost starts at €14.00 per user. There is no free version available. A free trial of Initiative CRM is available. Please see the table below for more information on pricing. Read more

Planports CRM is the perfect sales and customer relationship management tool for businesses of all sizes. Whether you're just starting out or ready to become a household name, Planports is here to simplify its marketing operations while improving company growth. Efficiency is key; this program allows you to manage sales and customer relationships from your mobile device. Current accounts, cash, cheque, and invoicing processes can all be easily handled with a swipe of their finger. Connected tasks and request for quotation manager? One look at Planport's sleek interface and easy-to-navigate app will have them up and running in no time. With innovative tools like bank features and pre-accounting applications at their fingertips, managing daily operations has never been easier! Let Planports CRM maximize their business potential today! Read more

Pricing Options

Free Trial Available

Free Trial Not Available
Starts at $12.00. Offers Custom plan.

SW Score & Breakdown

85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

94%
Reviews

60%
Momentum

63%
Popularity

68%

74% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

70%
Reviews

60%
Momentum

65%
Popularity

71%

Features

Total Features	20 Features	4 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 14 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Lead Management A systemized and organized way of managing all your leads and their conversation. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 1 More - Show Less
Unique Features	Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Technical Details

Organization Types Supported	Large Enterprises Medium Business Small Business	Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	24/7 (Live rep) Online	24/7 (Live rep) Online
API Support	Available	Available

Pricing

Pricing Options	Free Trial Available	Free Trial Not Available Starts at $12.00. Offers Custom plan.
Pricing Plans Monthly Plans Annual Plans	Essential Others Business Others Success Others	Standard $12.00 $16.00 per user / month Corporate $45.00 $55.00 per user / month Pro Custom
	View Detailed Pricing	View Detailed Pricing

Alternatives

	CRM.me 4.6 24 ratings Initiative CRM Vs CRM.me Applicative CRM Initiative CRM Vs Applicative CRM CRM.io by 500apps 5 2 ratings Initiative CRM Vs CRM.io by 500apps Salesflare 4.8 452 ratings Initiative CRM Vs Salesflare SimpleCRM 4.4 16 ratings Initiative CRM Vs SimpleCRM	Ontraport 4.5 904 ratings Method CRM 4.2 42 ratings Planports CRM Vs Method CRM SimpleCRM 4.4 16 ratings Planports CRM Vs SimpleCRM Gro CRM 4.8 16 ratings Planports CRM Vs Gro CRM SuperOffice CRM 4.3 167 ratings Planports CRM Vs SuperOffice CRM
	View All Initiative CRM Alternatives	View All Planports CRM Alternatives