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

Top 5 alternatives to Efficy CRM

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

Devices

Business size

S M L

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

Top 5 alternatives to Efficy CRM

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 7 more
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: 135

  • AB Testing
  • API
  • Access Controls/Permissions
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Appointment Management
  • Appointment Scheduling Software
  • Approval Process Control
  • 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
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Computer Telephony Integration
  • Contact Database
  • Contact Management Software
  • 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
  • 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
  • Forecasting
  • Full Text Search
  • Gamification Software
  • Gantt/Timeline View
  • Goal Setting / Tracking
  • Interaction Tracking
  • Internal Chat Integration
  • Knowledge Management Software
  • Lead Generation Software
  • Lead Management Software
  • Lead Nurturing Software
  • Lead Qualification
  • 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 Templates
  • Project Time Tracking
  • Project Workflow
  • 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
  • Request Escalation
  • Resource Management Software
  • Sales Forecasting Software
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Search/Filter
  • Segmentation
  • Shared Contacts
  • Social Media Integration
  • Status Tracking
  • 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

4.4 /5
(30)
Value for Money
4.4/5
Features
4.4/5
Ease of Use
4.6/5
Customer Support Software
4.5/5

Already have Efficy CRM?

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

Write a Review!
Showing 5 reviews of 30
Catherine R.
Overall rating
  • Industry: Financial Services Software
  • Company size: 201-500 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

Dreamed of a fully-fledged, userfriendly CRM? Found it!

Reviewed on 19/01/2018

Clear visibility on commercial pipeline, on client touch points (360° view)

Clear visibility on commercial pipeline, on client touch points (360° view)

Pros

-User-friendliness, very easy to explain to Sales people, powerful search engine and speedy responsiveness: boosts users' adoption!
-Fully-fledged: it has all the features of the big ones , at a lesser cost
-Limited to no IT needed, which makes it easily accessible for SMEs
-More than a CRM: upload & download functions, digital documents & templates, Sales Gamification App, great Dashboarding with Cliksense...

Cons

Very little to say: project went smoothly and in a very short time frame, the Efficy team is very involved and responsive, in less than 2 months the Sales team adoption is already high.
Waiting eagerly for the App!!!

Mark K.
Overall rating
  • Industry: Packaging & Containers
  • 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 8.0 /10

Efficy is more than just an application to use for CRM. Also able to improve business...

Reviewed on 11/05/2017

Knowledge.
Less independent from people / departments.
Increasing speed in commercial processes.
Mut...

Knowledge.
Less independent from people / departments.
Increasing speed in commercial processes.
Mutual goals spread out through the company.
Output more professional.
Better developed marketing instrument.

Pros

The integration with your email programm. So this makes it extremely easy to store the most useful information about the companies you work with. Customers, suppliers, influencers, etc. Efficy is extremely flexible in connecting subjects (all kind of subjects) to each other in order to create a mutual insight in the matters you are dealing with. To store data is one thing, but to make information from that data is another one. Efficy enables you to extract and create views that you haven't been aware of before using Efficy.

By using and defining the different opportunities, we have experienced that Efficy supports and improves different business processes. For instance a Project with different companies, and contacts, multiple internal Efficy users, requiring adequate documentation, can be well supported with different Efficy functionalities. Communication and sharing information is Always a difficult part of the working process, in all circumstances. Efficy is very helpful to close the circle.

Cons

Efficy is very flexible, it often offers many different ways to receive your goal. This makes it sometimes difficult for users to explain the steps that have to be taken. If a user gets more experienced and has the confidence in using Efficy, this flexibility becomes an asset. We have focussed on one solution in our education programm. The faster learning users were asked to take notice of this in order to avoid confusion.

Gerben B.
Overall rating
  • Company size: 11-50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support Software
  • Likelihood to recommend 6.0 /10

simpel to use, only somethings are not so logical

Reviewed on 11/10/2017

faster in administration, to get information from the CRM,

faster in administration, to get information from the CRM,

Pros

- ist is fast, easy in dailly use, query is easy to use and the Efficy Designer is easy to use and you can make it to your one wishes.
Good Customer Support

Cons

- Retirement of persons
- Not easy to change the lay out
- linked task user
- more companies fore one person
- If you want to changes easy things but it is not standard then you have to pay

Didier B.
Overall rating
  • Industry: Education Management
  • 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 9.0 /10

Efficy CRM provides access to your contacts, actions, projects with a link to your agenda

Reviewed on 24/05/2017

To get all information needed in a single software.
It helped be get better organised.

To get all information needed in a single software.
It helped be get better organised.

Pros

Ready to use CRM with all functions included.
I am giving Soft Skills training and I am working with a lot companies with different type of contact within the company (HR, project manager, Team manger, and workers). Efficy allows me to keep track of each action, meeting or training day thanks to the link and direct access to the action list and agenda. Furthermore it allows me to sort my activities within the Sales opportunity manager and the Project manger so that I can have a clear view on all my upcoming activities.
I can access my database from anywhere using any king of devices (laptop, Ipad, cell phone).
Not only my actual training types but the business (or private) interests of my contacts can be sorted in the Profile manager in order to send targeted emailing.
There is no need to introduce too many data in the system as you can import your emails or send it directly from the application.
All data can be exported in Excel, sorted directly on the screen (you can even design your own screen yourself thanks to the custom view editor). A powerful query system is also included to extract data as you wish.

Cons

There are so many functionalities that you need someone to help you explore them all. It is sometime hard to know where to find the relevant information in order to use a more complex functionality.

Jean-philippe F.
Overall rating
  • Industry: Leisure, Travel & Tourism
  • Company size: 51-200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Much more than a CRM, it is a complete product to manage "knowledge" within your company

Reviewed on 19/05/2017

- better communication within the company
- better process in place to manage information
-...

- better communication within the company
- better process in place to manage information
- better sales activities

Pros

We have been implementing this tool in 2011. we have 5 different departments with 5 different needs and we have with Efficy to help our different needs.
- amazing flexibility to customize your own process, fields, lookup etc...
- very good presentation. "flat" design straight to the point.
- good communication with the supplier to move forward your project.
If you are looking for a tool that will support different specific needs from sharing information, dealing with sales needs, managing pool of pictures, you will make the right choice with this tool.
We had also the possibility to "feed" more than 80% of our website with information coming directly from Efficy (text, pictures, profiles, etc..).
Great tool

Cons

The great flexibility is sometimes "challenging" in the sense that due to the fact that we can add so many features... sometimes it could disturbing for the users and for the project manager to follow.

Showing 5 reviews of 30 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+

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

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