Efficy CRM

Efficy CRM

Online customer relationship management software

1/5 (29 reviews)

Efficy CRM Overview

Efficy is online customer relationship management (CRM) software that organizes, automates, and synchronizes the data regarding marketing, sales, rules, and customer service. The software collects and organizes data from all customers, and then shares it with connected systems.

Efficy offers a mobile-responsive layout and can be customized to support existing workflows. All data is centralized and linked to enable full collaboration between users. With Efficy, users can create and share templates, documents, and projects to ensure consistent follow-ups, and track interaction histories with contacts. Modules are included for managing tasks, contacts, companies, emails, documents, campaigns, products, opportunities, incidents, invoices, and more.

With Efficy CRM, users can keep track of all leads, and launch events and campaigns in just a few clicks. Meetings in the agenda can be linked to contacts, companies, projects, emails, documents, sales opportunities, and more. The system also integrates with third-party accounting softwares such as Sage, SAP, and Lotus Notes, in addition to custom back-office systems, Microsoft Outlook, and Gmail.

Pricing

Starting from
€25,00/month
Pricing options
Free Trial
Subscription

Devices

Business size

S
M
L

Markets

Europe

Supported Languages

Dutch, English, French, German

Efficy CRM Reviews

Overall rating
1/5
93% positive reviews
14
Excellent
13
Very good
1
Average
0
Poor
1
Terrible
Mark K.

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

Used Daily for 1+ year
Reviewed on 2017/05/11
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Didier B.

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

Used Daily for 2+ years
Reviewed on 2017/05/24
Review Source: Capterra

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Jean-philippe F.

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

Used Daily for 2+ years
Reviewed on 2017/05/19
Review Source: Capterra

- 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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Bart V.

Versatile CRM with a very broad functionality set

Used Daily for 1+ year
Reviewed on 2017/03/15
Review Source: Capterra

Once you get the hang of it, you will find out that Efficy really is a great and versatile CRM. It's easy to use Web-Interface is very adaptable and has a great system of customizable views. Efficy has been neatly integrated into our way of working without a minimum amount of development and the learning curve for our employees wasn't too steep so that the transition from our old system to Efficy went fluently. Often forgotten when making a buying decision but I really would like to stress on the quality of the customer support at Efficy's. Good customer care will make your CRM journey a lot easier and with Efficy you will find out that they can make the difference with the competition.

Pros

Versatile
Customer Care
Easy to use
web-based
fast
Outlook integration

Cons

The webinterface can be a bit overwhelming in the beginning
Importing data has to be handled by the programmers, the built-in import tool is a bit outdated.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Stijn S.

Cannot imagine to be using another system

Used Daily for 2+ years
Reviewed on 2017/03/15
Review Source: Capterra

I've known Efficy since the beginning.
The system and it's logic behind has always felt natural for me and easy to use. The amount of information that can be put into it stays manageable and clear thanks to the ability to view everything from different point of views and still be able to find the data you need where you need it.
I would recommend it to everyone who wants to work efficient and productive.
The ease of use combined with the possibility to integrate the system with well-spread tools like Office and the possibility to integrate it with nearly every other system makes Efficy CRM a incredible powerful tool that stays flexible and agile despite the power of the system.

Pros

- easy to use
- web-based >> reachable everywhere

Cons

-

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
User Recommendation
0/10
Based on 29 reviews
Compare user recommendation rating with alternatives

Efficy CRM Pricing

Starting from
€25,00/month
Pricing options
Free Trial
Subscription

Starter: €25/user/month
SMB: €35/user/month
Enterprise: €55/user/month
Premium: €70/user/month

Value for Money
0/5
Based on 29 reviews
Compare value for money rating with alternatives

Efficy CRM Features

  • API
  • Activity Dashboard
  • Calendar Management
  • Customizable Templates
  • Email Integration
  • Real Time Data
  • Reminders
  • Reporting & Statistics
  • Third Party Integration

  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Custom Fields
  • Customer Database
  • Customizable Branding
  • Customizable Reporting
  • Data Import/Export
  • Electronic Payments
  • Mobile Integration
  • Social Media Integration
Features
0/5
Based on 29 reviews
Compare features rating with alternatives

Additional information for Efficy CRM

Key features of Efficy CRM

  • Accès aux données
  • Accès multidimensionnel
  • Données « Up-to-date »
  • Enquêtes et Résultats
  • Evaluations
  • Evènements
  • Extranet
  • Facturation
  • Fiabilité du suivi
  • Gestion de projets
  • Gestion des opportunités
  • Google Maps integration
  • Indicateurs de performances (KPI)
  • L’intégration CTI
  • Panorama 360° sur vos clients
  • Rapports
  • Support
  • Sélection des contacts
  • Ventes

Benefits

  • Efficy is mobile-responsive, customizable, and integrates with a range of other applications, allowing users to work from anywhere, using their existing workflows.

  • Teams have access to the product catalog and can instantly generate their offers based on models.

  • Manage all project information in Efficy CRM, from planning, to documents, invoices, and tasks.

  • Users can build campaigns with several different queries to work with more specific target groups.

  • Generate business opportunities from campaigns and calculate ROI

  • Efficy CRM FAQs

    Below are some frequently asked questions for Efficy CRM.

    Q. What type of pricing plans does Efficy CRM offer?

    Efficy CRM offers the following pricing plans:

    Starting from: €25,00/month

    Pricing model: Subscription

    Free Trial: Not Available

    Starter: €25/user/month
    SMB: €35/user/month
    Enterprise: €55/user/month
    Premium: €70/user/month

    Q. What are the main features of Efficy CRM?

    Efficy CRM offers the following features:

    • Accès aux données
    • Accès multidimensionnel
    • Données « Up-to-date »
    • Enquêtes et Résultats
    • Evaluations
    • Evènements
    • Extranet
    • Facturation
    • Fiabilité du suivi
    • Gestion de projets
    • Gestion des opportunités
    • Google Maps integration
    • Indicateurs de performances (KPI)
    • L’intégration CTI
    • Panorama 360° sur vos clients
    • Rapports
    • Support
    • Sélection des contacts
    • Ventes

    Q. Who are the typical users of Efficy CRM?

    Efficy CRM has the following typical customers:

    Large Enterprises, Mid Size Business

    Q. What languages does Efficy CRM support?

    Efficy CRM supports the following languages:

    Dutch, English, French, German

    Q. What type of pricing plans does Efficy CRM offer?

    Efficy CRM has the following pricing plans:

    Subscription

    Q. Does Efficy CRM support mobile devices?

    Efficy CRM supports the following devices:

    Android, iPhone, iPad

    Q. What other apps does Efficy CRM integrate with?

    Efficy CRM integrates with the following applications:

    ActiveDEMAND, Campaign Monitor, Constant Contact, HubSpot CRM, HubSpot Marketing, Mailchimp, Microsoft Outlook, PieSync, Robly, SharpSpring

    Q. What level of support does Efficy CRM offer?

    Efficy CRM offers the following support options:

    Phone Support