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.
Less independent from people / departments.
Increasing speed in commercial processes.
Mutual goals spread out through the company.
Output more professional.
Better developed marketing instrument.
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.
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.
To get all information needed in a single software.
It helped be get better organised.
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.
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.
- better communication within the company
- better process in place to manage information
- better sales activities
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..).
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.
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.
Easy to use
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.
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.
- easy to use
- web-based >> reachable everywhere
Below are some frequently asked questions for Efficy CRM.
Efficy CRM offers the following pricing plans:
Starting from: €25,00/month
Pricing model: Subscription
Free Trial: Not Available
Efficy CRM offers the following features:
Efficy CRM has the following typical customers:
Large Enterprises, Mid Size Business
Efficy CRM supports the following languages:
Dutch, English, French, German
Efficy CRM has the following pricing plans:
Efficy CRM supports the following devices:
Android, iPhone, iPad
Efficy CRM integrates with the following applications:
ActiveDEMAND, Campaign Monitor, Constant Contact, HubSpot CRM, HubSpot Marketing, Mailchimp, Microsoft Outlook, PieSync, Robly, SharpSpring
Efficy CRM offers the following support options: