⚡
Faster time to value
Pre-built on patterns from 100+ Salesforce implementations. You're not paying to discover requirements someone else already proved.
Salesforce-native products◆
Init.CRM◆
Init.Sign◆
Init.field◆
Built by Salesforce Partners◆
Salesforce-native products◆
Init.CRM◆
Init.Sign◆
Init.field◆
Built by Salesforce Partners◆
The Init Suite
Three products, one Salesforce backbone.
Born from 10+ years of Salesforce implementations across LATAM and the US — each product accelerates a specific business outcome on the platform you already trust.
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Init.CRM
Accelerated Salesforce CRM
Pre-built Salesforce templates, automation flows and adoption playbooks — go live in 4–6 weeks, not 4–6 months.
Visit initcrm.com ↗✎
Init.Sign
Salesforce-native e-signatures
Legally-binding electronic signatures embedded in Salesforce — up to 70% cheaper than DocuSign or Adobe Sign per envelope.
Visit initsign.com ↗◉
Init.field
OOH advertising operations
Out-of-Home media operations platform — inventory, occupancy, audience analytics and Salesforce sales pipeline for billboards, MUPI, transit & DOOH.
Visit initfield.com ↗◆ Init.CRM
Salesforce CRM, accelerated.
Pre-built objects, flows, dashboards and adoption playbooks from 100+ implementations. Skip the blank-org problem. Start from a proven foundation, then customize what's unique to you.
What's included
- ✓ 40+ pre-built custom objects, flows and validation rules for B2B sales
- ✓ Lead-to-cash workflow templates (qualification, opportunity, quote, contract, order)
- ✓ Pre-tuned dashboards for sales pipeline, win rate, velocity and forecasting
- ✓ Email integration (Outlook, Gmail), activity capture and calendar sync
- ✓ Mobile experience optimized for field reps and managers
- ✓ Adoption playbook + persona-based training materials
- ✓ Native integration with Init.Sign for in-flow contract signature
- ✓ Application Managed Services (AMS) included — 90 days hypercare + optional ongoing
✎ Init.Sign
E-signatures embedded in Salesforce.
Send a contract from a Salesforce Opportunity in one click. Signed PDF + audit trail auto-attach to the record. No separate platform, no per-user licensing — closing the deal loop without leaving Salesforce.
What's included
- ✓ Native Salesforce Lightning experience — send from Opportunity, Contract, Quote or Custom Object
- ✓ Legal compliance: eIDAS (EU), UETA/ESIGN (US), Ley 19.799 (Chile), Ley 25.506 (Argentina), MP 2.200-2 (Brazil)
- ✓ Audit trail with timestamp, IP, geolocation and signer authentication evidence
- ✓ Multi-signer workflows with sequential, parallel and conditional routing
- ✓ Template library + Salesforce merge fields for dynamic document generation
- ✓ Mobile signing experience optimized for tablet and smartphone
- ✓ Pricing per envelope, not per user — scales economically with deal volume
- ✓ API access for integration with custom workflows
◉ Init.field
OOH advertising operations, unified.
Inventory, campaigns, audience analytics and Salesforce-integrated sales pipeline for billboards, MUPI, transit and DOOH. Replace the Excel + HubSpot + QuickBooks chaos with one connected system.
What's included
- ✓ Inventory management for billboards, MUPI, transit, screens and digital displays (DOOH)
- ✓ Real-time occupancy and availability tracking by location, size, format and panel type
- ✓ Campaign planning & optimization — automated proposals based on demographic targeting
- ✓ Audience analytics integration (traffic counts, mobile data, OpenStreetMap, Geopath)
- ✓ Geospatial mapping with location-based inventory visualization
- ✓ Salesforce-integrated sales pipeline — opportunities, quotes and contracts on real inventory
- ✓ Installation, maintenance & field operations workflows (panel changes, lighting, repairs)
- ✓ Proof-of-Posting (POP) workflows with photo evidence and GPS validation
- ✓ Billing & invoicing automation with revenue recognition
- ✓ Native integration with Init.Sign for media contracts and Init.CRM for client management
Which product fits your need?
Side-by-side comparison.
| Question | ⬡ Init.CRM | ✎ Init.Sign | ◉ Init.field |
|---|---|---|---|
| Primary user | Sales teams, RevOps, AMs | Sales, Legal, Operations | OOH media owners & operators |
| Replaces | Blank Salesforce org · HubSpot · Pipedrive | DocuSign · Adobe Sign · HelloSign | Excel/Google Sheets · legacy OOH ERPs |
| Time to value | 4–6 weeks | 2–3 weeks | 8–12 weeks |
| Pricing model | One-time license + AMS | Per envelope (volume tiers) | SaaS subscription + license |
| Built on | Salesforce Sales/Service Cloud | Salesforce Lightning + custom signing service | Salesforce + Maps + custom inventory engine |
| Best for industries | All B2B | All industries closing contracts | OOH media · Retail networks · Mall operators |
Better together
One ecosystem, three multipliers.
The Init Suite products are designed to compound value when combined — and to stand alone when you only need one.
Init.CRM + Init.Sign
Send a contract for signature directly from the Opportunity. Auto-attach signed PDF, advance the stage, trigger renewal reminders. Zero leakage from quote to close.
Init.field + Init.Sign
Close media campaigns with legal signatures embedded in the inventory booking flow. Campaign locked, panels reserved, contract signed — in minutes, not days.
Init.CRM + Init.field
Unify your client relationships and your media inventory in one Salesforce org. Same account record, same dashboards — one source of truth for your media business.
Why choose Init Suite
Built by Salesforce consultants, not generic SaaS vendors.
💎
Lower TCO
Init.Sign costs up to 70% less per envelope than enterprise alternatives. Init.CRM ships with AMS — no surprise consulting bills six months in.
🔒
You own the data
Built on your Salesforce org. Data sovereignty, audit trails and compliance posture stay where they belong — under your control.
Frequently asked
Questions about the Init Suite.
Do I need to be a Salesforce customer to use Init Suite?
Yes — all three products are Salesforce-native and require an active Salesforce org (Sales Cloud, Service Cloud, or Platform license depending on the product). If you don't have Salesforce yet, Inithex can also implement Salesforce for you as part of the same engagement.
How is Init.Sign different from DocuSign or Adobe Sign?
Init.Sign is built natively inside Salesforce — no separate platform, no per-user licensing, no copy-paste links. Pricing is per envelope (with volume tiers), which is typically 50–70% cheaper than DocuSign or Adobe Sign for organizations that send fewer than 50,000 envelopes per year. Legal compliance is equivalent (eIDAS, UETA/ESIGN, LATAM laws).
Can I buy products separately or only as a suite?
Both. Each product stands alone. Suite bundles offer discounted licensing when you adopt 2 or 3 products. Most clients start with one (often Init.CRM or Init.Sign) and add others as they prove value.
What's the implementation timeline?
Init.CRM: 4–6 weeks for the core accelerator deployment, plus customization sprints. Init.Sign: 2–3 weeks for installation + integration with your existing Salesforce processes. Init.field: 8–12 weeks (more complex due to inventory data modeling and audience integration).
Is Init.field really only for Out-of-Home advertising?
Init.field was purpose-built for OOH (billboards, MUPI, transit, DOOH). The underlying inventory/booking engine can be adapted to similar businesses with location-based perishable inventory (commercial real estate leasing, conference event spaces, mall kiosks) — but those are custom engagements, not the off-the-shelf product.
Do you offer support and updates after go-live?
Yes — all products include Application Managed Services (AMS) tiers covering platform updates, Salesforce release impact analysis, enhancement requests and tier-2/3 support. SLAs and pricing vary by product and tier.
How do I get a demo?
Request a 30-minute live demo from our team using the form below. We'll tailor the walkthrough to your specific use case (sales process, contract type, OOH inventory model) so you see your future workflow — not a generic tour.