About Efficy CRM

At last, a CRM solution that truly adapts to your needs...

Our mission is to help each company or organisation succeed by helping it to transform its customer data into customer knowledge while simplifying the work of its employees. Efficy is a major player in the European CRM market. With our personalised range of solutions, we've already attracted over 13.500 clients and 330.000 users across 60 countries. And we have no intention of stopping there! Our ambition? To become the #EuropeanCRMChampion.

Our CRM solutions are the most flexible on the market. We enhance the productivity of your marketing, sales and customer service teams by providing a range of CRM tools: customer database, opportunity tracking, lead nurturing, or online forms, to name a few. Our expert teams are always at your service - we can adapt your CRM solution to your organisation, processes, teams, projects, sales structure, customer support and help desk system.

Don’t waste time on administrative tasks - empower your employees and grow your business with Efficy CRM.

Pricing starting from:

€20.00/month

  • Free Version
  • Free Trial
  • Subscription

Key benefits of Efficy CRM

• Offers a 360° view of your customer data

• Centralizes all your customer data in one place

• Automates your day-to-day administrative activities, giving you more time for what really matters

• Helps simplify and manage all aspects of project planning

• Stores all your documents with unlimited space

• Available at any time, anywhere, on any device

Typical Customers

  • Freelancers
  • Small Businesses (2-50)
  • Mid-size Companies (51-500)
  • Large enterprises (500 and more)

Deployment

  • Cloud-based
  • On-premise

Markets

Andorra, Argentina, Austria, Belgium, Bolivia , Brazil, Switzerland, Chile, Czechia, Germany, Denmark, Spain, Finland, France, United Kingdom, Guernsey, Greece, Croatia, Hungary, Ireland, Italy, Jersey, Luxembourg, Monaco, Malta, Mexico, Netherlands, Norway, Poland, Portugal, Romania, Russia, Sweden, Slovakia, Turkey, Uruguay

Supported Languages

Arabic, Chinese, Croatian, Czech, Danish , Dutch, English, Finnish, French, German, Greek, Hungarian, Italian, Japanese, Norwegian, Polish, Portuguese, Romanian, Russian, Slovak, Spanish, Swedish, Turkish

Pricing starting from:

€20.00/month

  • Free Version
  • Free Trial
  • Subscription

Images

Efficy CRM Software - In the office or on the go: Efficy CRM is available on both mobile and desktop. Available at any time, anywhere, on any device.
Efficy CRM Software - Chronos View: Chronos view enables you to have a 360° view of your customer data. Pending opportunities, actions to do, documents to follow-up - see everything at a glance.
Efficy CRM Software - View of Opportunities: Every sales rep will be able to easily follow up on opportunities and leads.
Efficy CRM Software - Agenda: Your agenda is synchronized with your CRM, so you'll never miss a beat.
Efficy CRM Software - Reporting: With Efficy CRM, you have all the necessary tools to have a global view of your customer indicators.?
Efficy CRM Software - Project Management: With the kanban project view, you can shift tasks and the corresponding team members with a simple drag and drop. Everyone involved can access the same schedule, and it’s updated in real-time.
View 8 more
Efficy CRM video
Efficy CRM video
Efficy CRM Software - In the office or on the go: Efficy CRM is available on both mobile and desktop. Available at any time, anywhere, on any device.
Efficy CRM Software - Chronos View: Chronos view enables you to have a 360° view of your customer data. Pending opportunities, actions to do, documents to follow-up - see everything at a glance.
Efficy CRM Software - View of Opportunities: Every sales rep will be able to easily follow up on opportunities and leads.
Efficy CRM Software - Agenda: Your agenda is synchronized with your CRM, so you'll never miss a beat.
Efficy CRM Software - Reporting: With Efficy CRM, you have all the necessary tools to have a global view of your customer indicators.?
Efficy CRM Software - Project Management: With the kanban project view, you can shift tasks and the corresponding team members with a simple drag and drop. Everyone involved can access the same schedule, and it’s updated in real-time.

Features

Total features of Efficy CRM: 150

  • AB Testing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Tracking
  • Alerts/Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling Software
  • Approval Process Control
  • Automated Routing
  • Billing & Invoicing
  • CRM Software
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Call List Management
  • Call Monitoring
  • Call Scripting
  • Campaign Analytics
  • Campaign Management Software
  • Campaign Planning
  • Campaign Segmentation
  • Chat/Messaging
  • Churn Management
  • Client Management
  • Client Portal
  • Client Tracking
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Contact Database
  • Contact Management Software
  • Contract Drafting
  • Customer Complaint Tracking
  • Customer Database
  • Customer Segmentation
  • Customer Service Analytics
  • Customer Support Software
  • Customer Surveys
  • Customizable Branding
  • Customizable Fields
  • Customizable Reports
  • Customizable Templates
  • Dashboard Software
  • Data Import/Export
  • Data Synchronization
  • Data Visualization Software
  • Deal Management
  • Digital Signature Software
  • Discount Management
  • Document Management Software
  • Document Storage
  • Drag & Drop
  • Electronic Signature
  • Email Management Software
  • Email Marketing Software
  • Email Templates
  • Email Tracking Software
  • Event Triggered Actions
  • FAQ
  • Feedback Management
  • File Management
  • File Sharing Software
  • For AEC Industry
  • For Financial Institutions
  • For Insurance Industry
  • For Mac Devices
  • For Real Estate
  • For Small Businesses
  • For Startups
  • Forecasting
  • Full Text Search
  • Gamification Software
  • Gantt/Timeline View
  • Goal Setting/Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Base Management
  • Knowledge Management Software
  • Lead Capture Software
  • Lead Generation Software
  • Lead Management Software
  • Lead Nurturing Software
  • Lead Qualification
  • Lead Segmentation
  • Marketing Automation Software
  • Member Portal
  • Milestone Tracking
  • Mobile Access
  • Monitoring
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Language
  • Multiple Projects
  • Opportunity Management
  • Outbound Call Center
  • Performance Metrics
  • Pipeline Management
  • Pipeline Reports
  • Portfolio Management
  • Pre-built Templates
  • Prioritization
  • Product Catalog
  • Progress Tracking
  • Project Management Software
  • Project Planning Software
  • Project Time Tracking
  • Projections
  • Promotions Management
  • Prospecting Tools
  • Queue Management
  • Quotes/Estimates
  • Real Time Analytics
  • Real Time Data
  • Real Time Reporting
  • Real-time Updates
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Request Escalation
  • Resource Management Software
  • Routing
  • Sales Activity Management
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Status Tracking
  • Support Ticket Management
  • Survey/Poll Management
  • Surveys & Feedback
  • Task Management Software
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Template Management
  • Territory Management
  • Third Party Integrations
  • Time & Expense Tracking
  • Version Control
  • Visual Analytics
  • Web-based Deployment
  • Workflow Management Software

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Reviews

Overall rating

4.0 /5
(87)
Value for Money
4.0/5
Features
3.9/5
Ease of Use
3.9/5
Customer Support Software
3.8/5

Already have Efficy CRM?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 87
Rob
Overall rating
  • Industry: Import & Export
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 9.0 /10

Efficy drives you to persist in maintaining the projects you are working on.

Reviewed on 29/05/2017

Generating a helicopter view. Managing a large number of contacts. Managing a huge number of hotel...

Generating a helicopter view. Managing a large number of contacts. Managing a huge number of hotel projects. It improves my success rate in these projects and it makes me therefore a happier person

Pros

Multi device solution is enabling me to use Efficy everywhere. It therefore pushes you to make updates on the projects you are working on. Next to this it automatically creates a paperless office whilst keeping the overall view on anything you work on. dialing telephone numbers is another plus. I work on numerous hotel projects with multi contact persons in every project. It enables me to assess who is who in the project and what is his or her role.

Daniel
Overall rating
  • Industry: Construction
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

Efficy is extremely flexible

Reviewed on 26/01/2017

I have used Efficy for 2 years and I have been extremely impressed with the ease of integration...

I have used Efficy for 2 years and I have been extremely impressed with the ease of integration with our business.
Once the product is implemented correctly it is extremely effective all the way through dashboards and reporting.

Pros

Efficiency ! Centralizing data and ability to sync across platforms.

Cons

Nothing so far!

Benjamin
Overall rating
  • Industry: Building Materials
  • Company size: 51-200 Employees
  • Used Monthly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 7.0 /10

Extensive crm software with lots of flexibiliy

Reviewed on 28/05/2017

Better customer insights

Better customer insights

Pros

Good value for money and lots of features. Efficy lets you manage your customer relation database extensively.

Cons

A bit technical for people who are not used to work with databases. Once you get the hang of it, everything works smoothly.

riesgo saives
Overall rating
  • Industry: Cosmetics
  • Company size: 51-200 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

EFFICY efficient sharing of Customer/suppliers data, opportunities, products

Reviewed on 06/06/2017

Advance the business quickly by sharing data easily from Outlook and SAP

Advance the business quickly by sharing data easily from Outlook and SAP

Pros

-Efficy easily interfaces with SAP via webservice.
-Access relevant customer / suppliers information, any place, any time
-Efficy allows to have a helicopter view of the business by customer, product and supplier
-Efficy allows the sharing of information between the salespersons but also between the product leader
-Efficy is easy to implant, to install and to use
The mail send function from EFFICY is a real time saver.

Cons

Efficy is a highly flexible and intuitive CRM.
Integration with Outlook is excellent.
However, saving an email sent to a client in EFFICY could be optimized.

Marjorie
Overall rating
  • Industry: Food Production
  • Company size: 51-200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 10.0 /10

EFFICY is an excellent CRM because it allows to have a clear vision of the business

Reviewed on 17/11/2017

Efficiency and organization of the sales department

Efficiency and organization of the sales department

Pros

EFFICY is an excellent CRM software because it allows to have a clear vision of the current and future business. EFFICY is easy to use and very easy to understand. After use others CRM, for me EFFICY is a sofware efficent and easy to use for sales and purcharse departments.

Showing 5 reviews of 87 Read all reviews

Efficy CRM FAQs

Below are some frequently asked questions for Efficy CRM.

Efficy CRM offers the following pricing plans:

  • Starting from: €20.00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

Efficy CRM Starter : €20/user/month Efficy CRM SMB : €40/user/month Efficy CRM Enterprise : €60/user/month Efficy CRM Corporate: €80/user/month All plans include * Common functionalities (CRM) Full management of sales opportunities and contacts 360º visualisation of the sales funnel Task and agenda management Mobile application KPIs Outlook / Gmail integration Unlimited storage Create and save customised fields and views Efficy connect (API, import / export) Advanced search engine Documentation and report management (both sales and tasks) * Support Real-time assistance And also via email and telephone * Email Marketing Templates Campaigns Module Synchronisation with marketing automation tools

Efficy CRM has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000

Efficy CRM supports the following languages:

Arabic, Chinese, Croatian, Czech, Danish, Dutch, English, Finnish, French, German, Greek, Hungarian, Italian, Japanese, Norwegian, Polish, Portuguese, Romanian, Russian, Slovak, Spanish, Swedish, Turkish

Efficy CRM supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Efficy CRM integrates with the following applications:

ACTITO, BlueMind, Connective eSignatures, Creditsafe, DigDash, DocuSign, Flexmail, Gmail, Google Docs, Kiamo, Mailchimp, Mailjet, Mapotempo Web, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft Word, Nomination, Plezi, Qlik Catalog, QlikView, Universign, Vocalcom, Yousign, altares-ExpoConnect

Efficy CRM offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base Software, Phone Support, Chat

Related categories

See all software categories found for Efficy CRM.