What Is Efficy CRM?

At last, a CRM solution that adapts to your needs. Efficy is a major player in the European CRM market. With our range of customisable solutions, we've already attracted over 13.500 clients and 330.000 users across 60 countries. Efficy CRM is easy to use and is adapted to each organisation based on their size and specific needs. This enables you to grow and develop your business in a structured way. Don’t waste time organizing data - empower your employees and grow your business with Efficy CRM.

Who Uses Efficy CRM?

Banking & Insurance, Consulting & Law firms, IT, Healthcare, Local Organizations, Manufacturing, NPOs, Public Sector, Real Estate, Retail, and Transportation.

Efficy CRM Details

Efficy

Founded in 1998

Efficy CRM Details

Efficy

Founded in 1998

Efficy CRM videos and images

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. - thumbnail
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. - thumbnail
Efficy CRM Software - View of Opportunities: Every sales rep will be able to easily follow up on opportunities and leads. - thumbnail
Efficy CRM Software - Agenda: Your agenda is synchronized with your CRM, so you'll never miss a beat. - thumbnail
Efficy CRM Software - Reporting: With Efficy CRM, you have all the necessary tools to have a global view of your customer indicators. - thumbnail

Compare Efficy CRM pricing with similar products

Starting price

€20.00/month
US$22.00/month
US$20.00/month
US$65.00/month

Free Version

Free Version No
Free Version Yes
Free Version Yes
Free Version No

Free Trial

Free Trial No
Free Trial Yes
Free Trial Yes
Free Trial Yes

Efficy CRM deployment and support

Support

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

Deployment

  • Cloud, SaaS, Web-based
  • Mac (Desktop)
  • Windows (Desktop)
  • Windows (On-Premise)
  • Android (Mobile)
  • iPhone (Mobile)
  • iPad (Mobile)

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Features of Efficy CRM

  • API
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • CRM
  • Calendar Management
  • Calendar Sync
  • Calendar/Reminder System
  • Campaign Management
  • Contact Database
  • Contact Management
  • Customer Database
  • Customisable Reports
  • Customisable Templates
  • Customizable Fields
  • Data Import/Export
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • Email Templates
  • Forecasting
  • Interaction Tracking
  • Internal Chat Integration
  • Lead Capture
  • Lead Generation
  • Lead Management
  • Lead Qualification
  • Marketing Automation
  • Mobile Access
  • Opportunity Management
  • Pipeline Management
  • Projections
  • Quotes/Estimates
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Sales Forecasting
  • Sales Pipeline Management
  • Sales Reports
  • Sales Trend Analysis
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Third Party Integrations
  • Workflow Management

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  • Business Card/Badge Scanning
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  • Contact Management
  • Document Storage
  • Email Management
  • Forecasting
  • Interaction Tracking
  • Lead Management
  • Lead Qualification
  • Live Chat
  • Marketing Automation
  • Quotes/Estimates
  • Reporting/Analytics
  • Sales Pipeline Management
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management

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  • API
  • Activity Dashboard
  • Activity Tracking
  • Alerts / Escalation
  • Auto-Dialer
  • Automatic Call Distribution
  • Blended Call Centre
  • CRM
  • Call Centre Management
  • Call List Management
  • Call Logging
  • Call Monitoring
  • Call Recording
  • Call Reporting
  • Call Routing
  • Call Scripting
  • Call Tracking
  • Call Transfer
  • Callback Scheduling
  • Caller ID
  • Campaign Management
  • Chat/Messaging
  • Computer Telephony Integration
  • Contact Database
  • Contact Management
  • Customisable Reports
  • Email Management
  • IVR / Voice Recognition
  • Inbound Call Centre
  • Interaction Tracking
  • Live Chat
  • Manual Dialer
  • Monitoring
  • Multi-Channel Communication
  • Outbound Call Centre
  • Performance Management
  • Predictive Dialer
  • Progressive Dialer
  • Queue Management
  • Real Time Analytics
  • Real Time Data
  • Real Time Monitoring
  • Real Time Reporting
  • Real-Time Chat
  • Reporting & Statistics
  • Reporting/Analytics
  • Social Media Integration
  • Third Party Integrations
  • Voice Mail
  • Workflow Management

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  • Assignment Management
  • Brainstorming
  • Calendar Management
  • Chat/Messaging
  • Collaboration Tools
  • Commenting/Notes
  • Communication Management
  • Contact Management
  • Content Management
  • Customisable Branding
  • Discussions / Forums
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • File Management
  • File Sharing
  • File Transfer
  • Live Chat
  • Mobile Access
  • Prioritisation
  • Progress Tracking
  • Project Management
  • Project Planning
  • Projections
  • Real Time Editing
  • Real Time Notifications
  • Real-time Updates
  • Reporting & Statistics
  • SSL Security
  • Screen Sharing
  • Secure Data Storage
  • Single Sign On
  • Status Tracking
  • Tagging
  • Task Management
  • Task Planning
  • Task Progress Tracking
  • Task Scheduling
  • Third Party Integrations
  • To-Do List
  • Version Control
  • Video Conferencing
  • Workflow Management

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  • Call Scripting
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  • Callback Scheduling
  • Caller ID
  • Campaign Management
  • Chat/Messaging
  • Chatbot
  • Collaboration Tools
  • Computer Telephony Integration
  • Contact Database
  • Contact Management
  • Customer History
  • Customisable Reports
  • Data Import/Export
  • Email Management
  • IVR / Voice Recognition
  • Interaction Tracking
  • Live Chat
  • Monitoring
  • Multi-Channel Communication
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  • Quality Management
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  • Real Time Analytics
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  • Email Templates
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  • Pipeline Management
  • Pipeline Reports
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  • Reminders
  • Reporting & Statistics
  • Role-Based Permissions
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  • Sales Reports
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  • CRM
  • Completion Tracking
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  • Configurable Workflow
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  • Contract Lifecycle Management
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  • Data Extraction
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  • Digital Signature
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  • Document Storage
  • Document Templates
  • Drag & Drop
  • Electronic Signature
  • Full Text Search
  • Government Contracts
  • Lifecycle Management
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  • Search/Filter
  • Sell Side (Customers)
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  • Churn Management
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  • Email Management
  • Engagement Tracking
  • Event Triggered Actions
  • Feedback Management
  • Gamification
  • Live Chat
  • Monitoring
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Multi-Language
  • Real Time Analytics
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  • Real Time Monitoring
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  • Reporting & Statistics
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  • Social Media Integration
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  • Customer Activity Tracking
  • Customer Database
  • Customer History
  • Customer Profiles
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  • Customer Surveys
  • Customisable Branding
  • Customisable Templates
  • Discount Management
  • Email Management
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  • Gamification
  • Gift Card Management
  • Loyalty Cards
  • Loyalty Program
  • Member Portal
  • Membership Management
  • Multi-Campaign
  • Multi-Channel Communication
  • Multi-Channel Marketing
  • Performance Metrics
  • Point of Sale (POS)
  • Promotions Management
  • Real Time Analytics
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  • Referral Tracking
  • Reporting & Statistics
  • Reporting/Analytics
  • Rewards Management
  • SMS Marketing
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  • Kanban Board
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  • Percent-Complete Tracking
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  • Prioritisation
  • Progress Tracking
  • Project Planning
  • Project Planning/Scheduling
  • Project Templates
  • Project Time Tracking
  • Project Tracking
  • Project Workflow
  • Projections
  • Real-time Updates
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  • Risk Management
  • Status Tracking
  • Task Management
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  • Planning Tools
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  • Project Templates
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  • Project Tracking
  • Project Workflow
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  • Drag & Drop
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Reviews of Efficy CRM

Read all 30 reviews

Average score

Overall
4.4
Ease of Use
4.6
Customer Service
4.5
Features
4.4
Value for Money
4.4

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Catherine R.
Catherine R.
Chief Business Transformation Officer in Belgium
Verified LinkedIn User
Financial Services, 201-500 Employees
Used the Software for: 6-12 months
Reviewer Source

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

5 4 years ago

Comments: 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.
Project Manager in Netherlands
Packaging & Containers, 51-200 Employees
Used the Software for: 1+ year
Reviewer Source

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

4 5 years ago

Comments: 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.
Gerben B.
Medewerker Verkoop Binnendienst in Netherlands
Verified LinkedIn User
11-50 Employees
Used the Software for: 1+ year
Reviewer Source

simpel to use, only somethings are not so logical

3 4 years ago

Comments: 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.
Managing Director in Belgium
Education Management, 2-10 Employees
Used the Software for: 2+ years
Reviewer Source

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

5 5 years ago

Comments: 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.
Project manager in Switzerland
Leisure, Travel & Tourism, 51-200 Employees
Used the Software for: 2+ years
Reviewer Source

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

4 5 years ago

Comments: - 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.