Efficy CRM Pricing, Features, Reviews & Alternatives

Efficy CRM

Online customer relationship management software

4.34/5 (29 reviews)

Efficy CRM overview

What is Efficy CRM?

Efficy is an 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.
www.efficy.com

Pricing

Starting from
€55/month
Pricing options
Free trial
Subscription
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Supported languages

English, German, French, Dutch
Efficy CRM screenshot: Efficy main pageEfficy CRM Philosophy : Deeper Customer EngagementEfficy CRM screenshot: Efficy agendaEfficy CRM screenshot: Efficy forecast and sales dashboardEfficy CRM screenshot: Efficy mobile layoutEfficy CRM screenshot: Efficy contact page with mobile display

Efficy CRM user reviews

Value for money
Features
Ease of use
Customer support
  4.4
  4.4
  4.6
  4.5
Catherine R.

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

Used daily for 6-12 months
Reviewed 2018-01-19
Review Source: Capterra

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!!!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 10/10

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Mark K.

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

Used daily for 1-2 years
Reviewed 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
Features
Customer support

Likelihood to recommend: 8/10

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Gerben B.

simpel to use, only somethings are not so logical

Used daily for 1-2 years
Reviewed 2017-10-11
Review Source: Capterra

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

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 6/10

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Didier B.

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

Used daily for 2+ years
Reviewed 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
Features
Customer support

Likelihood to recommend: 9/10

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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 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
Features
Customer support

Likelihood to recommend: 9/10

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Efficy CRM pricing

Starting from
€55/month
Pricing options
Free trial
Subscription
View Pricing Plans

Enterprise: €55/user/month
Premium: €70/user/month
Corporate: €85/user/month

Efficy CRM features

API
Access Controls/Permissions
Activity Dashboard
Calendar Management
Contact Management
Customizable Templates
Email Management
Email Marketing
Mobile Access
Reporting & Statistics
Reporting/Analytics
Search/Filter
Social Media Integration
Third Party Integrations

Alerts/Notifications (419 other apps)
CRM (303 other apps)
Customer Database (324 other apps)
Customizable Branding (355 other apps)
Data Import/Export (428 other apps)
Surveys & Feedback (292 other apps)

Security and privacy

Encryption

Encryption of sensitive data at rest
HTTPS for all pages

Access control

Multi-factor authentication options
This will ask you to sign in with LinkedIn

Videos and tutorials

Additional information for Efficy CRM

Key features of Efficy CRM

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

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