Initiative CRM

The software component of our business allows us to create innovative solutions to common software issues. We seek to make online business simple for our customers, improving their daily work lives and increasing productivity.

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Upcoming

Q2 2026

CRM System

Initiative CRM is an all-in-one construction CRM and project management software designed for general contractors and
specialty trades. Our platform centralizes your entire workflow into one easy to use system, including

lead tracking
project scheduling
task management
weather alerts
subcontractor communication
compliance documentation

With secure client and subcontractor portals, integrated communication tools, and powerful real-time reporting, your team stays on the same page from pre-construction to final delivery. For estimating and financial workflows, Initiative CRM connects seamlessly to tools like QuickBooks through API integrations, letting you keep your existing accounting system while upgrading the rest of your operations.

TBD

Coming soon!