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Efficy CRM Logo

Efficy CRM

Pay-less for more. Europe's most flexible CRM

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Efficy CRM Alternatives & Competitors

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Features


Pricing model


Devices supported


User rating


Organization types


Integrated with


Industry


Company size


Yetiforce CRM logo

Yetiforce CRM

4.8
(50)

Open source CRM system

Features

Total

Yetiforce CRM logo
Efficy CRM logo

64

81

141

features in common

64

features in common

Yetiforce CRM logo

Yetiforce CRM's unique features

  • Call Management

  • Cost-to-Completion Tracking

  • Percent-Complete Tracking

  • Reporting/Project Tracking

Efficy CRM logo

Efficy CRM's unique features

  • Campaign Analytics

  • Monitoring

  • Survey/Poll Management

  • Member Portal

Pricing

Value for money

Yetiforce CRM logo
4.7

0.8

Efficy CRM logo
3.9

What users say about Yetiforce CRM's value for money

Offline installation, safe code, many many many features (you're good when you use 10% of them), nice responsive interface, e-mail integration, customization, ease of maintenance and backup.

PW

Pawe W.

This is really amazing crm, what make better job on my company! easy to install, easy to use and with great community.

AE

Alonso E.

Hydra logo

Hydra

4.0
(2)

Project planning & management for professional services

Features

Total

Hydra logo
Efficy CRM logo

25

38

141

features in common

25

features in common

Hydra logo

Hydra's unique features

  • Resource Allocation & Planning

  • Issue Management

  • Reporting/Project Tracking

  • Budget Management

Efficy CRM logo

Efficy CRM's unique features

  • Shared Contacts

  • Call List Management

  • Internal Chat Integration

  • Lead Management

Categories in common

Financial Cents logo

Financial Cents

4.7
(74)

Practice management software for accounting firms

Features

Total

Financial Cents logo
Efficy CRM logo

31

43

141

features in common

31

features in common

Financial Cents logo

Financial Cents' unique features

  • Staff Management

  • Time Tracking

  • For Tax Practices

  • For Accountants

Efficy CRM logo

Efficy CRM's unique features

  • Call List Management

  • Prospecting Tools

  • Project Planning

  • API

Pricing

Starting from

$23/month

Value for money

Financial Cents logo
4.9

1.0

Efficy CRM logo
3.9

What users say about Financial Cents' value for money

I love seeing where I'm at and understanding which clients are taking up most of my time. I feel confident that Financial Cents was the best choice for me.

AR

Anonymous Reviewer

Client auto reminder is excellent and saved my time in chasing the clients to complete tasks , communication with client is made easy. The price is competitive and support is great.

HH

Husain H.

Categories in common

iSite Enterprise logo

iSite Enterprise

4.5
(2)

Digital estate management solution

Features

Total

iSite Enterprise logo
Efficy CRM logo

45

115

141

features in common

45

features in common

iSite Enterprise logo

iSite Enterprise's unique features

  • Accounting Integration

  • Cost Tracking

  • Residential Properties

  • Compliance Tracking

Efficy CRM logo

Efficy CRM's unique features

  • Contract Drafting

  • Queue Management

  • Internal Chat Integration

  • Outbound Call Center

FURIOUS logo

FURIOUS

4.6
(19)

Your autopilot for success and profitable growth.

Features

Total

FURIOUS logo
Efficy CRM logo

85

229

141

features in common

85

features in common

FURIOUS logo

FURIOUS's unique features

  • Recurring Tasks

  • Billable & Non-Billable Hours

  • Document Generation

  • Time Off Requests

Efficy CRM logo

Efficy CRM's unique features

  • Member Portal

  • Request Escalation

  • Call Monitoring

  • Churn Management

Categories in common

CloudBlue PSA logo

CloudBlue PSA

4.5
(22)

The next generation of professional services automation.

Features

Total

CloudBlue PSA logo
Efficy CRM logo

102

297

141

features in common

102

features in common

CloudBlue PSA logo

CloudBlue PSA's unique features

  • Maintenance Management

  • Mobile Payments

  • Deferred Billing

  • Supports Scrum

Efficy CRM logo

Efficy CRM's unique features

  • For Insurance Industry

  • Sales Activity Management

  • Call Scripting

  • Campaign Segmentation

Pricing

Starting from

$65/month

Value for money

CloudBlue PSA logo
4.4

0.5

Efficy CRM logo
3.9

What users say about CloudBlue PSA's value for money

The combination of Salesforce and ServiceMax was such a bad fit for us. Many of our processes had to be done outside of the system and we were losing valuable information.

SM

Shawn McGee ,.

Harmony is a fully featured, and incredibly well supported PSA software. Our platform team had spent countless hours investigating the best possible solution for our unique requirements.

BC

Bryan C.

Flowlu logo

Flowlu

4.9
(272)

Online project management & collaboration suite

Features

Total

Flowlu logo
Efficy CRM logo

65

125

141

features in common

65

features in common

Flowlu logo

Flowlu's unique features

  • Online Payments

  • Financial Management

  • Parent Task

  • Self Service Portal

Efficy CRM logo

Efficy CRM's unique features

  • Multi-Language

  • Monitoring

  • Survey/Poll Management

  • Request Escalation

Pricing

Starting from

$29/month

Value for money

Flowlu logo
4.9

1.0

Efficy CRM logo
3.9

What users say about Flowlu's value for money

At the end of the day, Flowlu is a great project management tool that is worth using. The team at Flowlu has gone out of its way to make this app as comprehensive and powerful as possible.

JS

Jigar S.

The support team is VERY responsive and know their product well. For users who want a more advanced set up, they have great tutorials and tips on how to make Flwolu work best for you.

SV

Sam V.

ProWorkflow logo

ProWorkflow

4.5
(247)

Project Management & Time Tracking For Teams Of Any Size.

Features

Total

ProWorkflow logo
Efficy CRM logo

68

180

141

features in common

68

features in common

ProWorkflow logo

ProWorkflow's unique features

  • Business Process Automation

  • Deadline Management

  • Forms Management

  • Invoice Management

Efficy CRM logo

Efficy CRM's unique features

  • Feedback Management

  • Lead Management

  • Electronic Signature

  • Customer Segmentation

Pricing

Starting from

$20/month

Value for money

ProWorkflow logo
4.4

0.5

Efficy CRM logo
3.9

What users say about ProWorkflow's value for money

Connects seamlessly with xero. I love it, I tested many demos, it has an attractive interface, accuracy, great support - this task management system gets a 9.8/10 from me.

SC

Sarah C.

Excellent team integration, integration of financial and accounting software, but the best benefit for our purpose was the time tracking tool.

AR

Anonymous Reviewer

billage logo

billage

4.6
(63)

Cloud-based invoicing and CRM software for SMBs

Features

Total

billage logo
Efficy CRM logo

43

89

141

features in common

43

features in common

billage logo

billage's unique features

  • Multiple Billing Rates

  • Online Invoicing

  • Inventory Management

  • Online Payments

Efficy CRM logo

Efficy CRM's unique features

  • Status Tracking

  • Full Text Search

  • Reporting & Statistics

  • Customer Database

Pricing

Value for money

billage logo
4.7

0.8

Efficy CRM logo
3.9

What users say about billage's value for money

You can enjoy a easy sofware , if you are a small company, and with a very good price.

rA

robert A.

Easy to use and with a very good price. Easy the moving ammong pages and sure answer from internet if you have to in.

rA

robert A.

Categories in common

ProjectManager.com logo

ProjectManager.com

4.1
(328)

Award-Winning Project Management Software

Features

Total

ProjectManager.com logo
Efficy CRM logo

61

144

141

features in common

61

features in common

ProjectManager.com logo

ProjectManager.com's unique features

  • Budgeting/Forecasting

  • Discussions / Forums

  • Dependency Tracking

  • Due Date Tracking

Efficy CRM logo

Efficy CRM's unique features

  • AB Testing

  • Feedback Management

  • Marketing Automation

  • Campaign Planning

Pricing

Starting from

$14/month

Value for money

ProjectManager.com logo
3.7

0.2

Efficy CRM logo
3.9

What users say about ProjectManager.com's value for money

No mention that you have to pay extra. I then said its not on and there's an error in this case.

JM

John M.

When I enquired I was informed that I would be billed again for the new month. I'm appalled at the way they mislead.

GR

Gawie R.

Scoro logo

Scoro

4.6
(174)

All-in-one work management software.

Features

Total

Scoro logo
Efficy CRM logo

79

151

141

features in common

79

features in common

Scoro logo

Scoro's unique features

  • Sprint Planning

  • Budget Management

  • Idea Management

  • Project Tracking

Efficy CRM logo

Efficy CRM's unique features

  • Goal Setting / Tracking

  • Outbound Call Center

  • Promotions Management

  • Electronic Signature

Pricing

Starting from

$26/month

Value for money

Scoro logo
4.4

0.5

Efficy CRM logo
3.9

What users say about Scoro's value for money

The best, easiest business software. I recommend for everyone who wants quick and effective solution.

SH

Sten H.

And it doesn't cost too much, so it's affordable which is a good thing, it is accessible online businesses like ours. The most important part is that is fast.

SB

Stefan B.

eWay-CRM logo

eWay-CRM

4.6
(288)

The Best CRM for Microsoft Outlook

Features

Total

eWay-CRM logo
Efficy CRM logo

93

188

141

features in common

93

features in common

eWay-CRM logo

eWay-CRM's unique features

  • Contract/License Management

  • Registration Management

  • Legal Case Management

  • For Financial Institutions

Efficy CRM logo

Efficy CRM's unique features

  • For Insurance Industry

  • Real Time Reporting

  • Prospecting Tools

  • Pre-built Templates

Pricing

Starting from

$24/month

Value for money

eWay-CRM logo
4.7

0.8

Efficy CRM logo
3.9

What users say about eWay-CRM's value for money

I have found the speed very impressive and searching for information is rapid and easy. I also really like the way the task management system works as it allows me to keep on top of my day.

ME

Mark E.

I like the integration with Office Outlook and user friendliness. There are many features which are very useful for us.

KB

Karel B.

Accelo logo

Accelo

4.5
(143)

Automation software for all Professional Service Businesses

Features

Total

Accelo logo
Efficy CRM logo

91

200

141

features in common

91

features in common

Accelo logo

Accelo's unique features

  • Skills Tracking

  • To-Do List

  • Tagging

  • Issue Management

Efficy CRM logo

Efficy CRM's unique features

  • Member Portal

  • For Insurance Industry

  • Multi-Campaign

  • Computer Telephony Integration

Pricing

Starting from

$24/month

Value for money

Accelo logo
4.3

0.4

Efficy CRM logo
3.9

What users say about Accelo's value for money

All of our team can interface and contribute seamlessly at any stage of the project. The price point is perfect and the Accelo support has been amazing.

JG

James G.

We have lost data on their platform, had hundreds of bugs, and there is limited or no support for users. It is little surprise that they have such a high 'churn.

AR

Anonymous Reviewer

ProofHub logo

ProofHub

4.5
(64)

Project management, collaboration & communication for teams

Features

Total

ProofHub logo
Efficy CRM logo

51

102

141

features in common

51

features in common

ProofHub logo

ProofHub's unique features

  • Email-to-Task Conversion

  • Real Time Monitoring

  • Remote Access/Control

  • Content Management

Efficy CRM logo

Efficy CRM's unique features

  • Customer Support

  • AB Testing

  • Internal Chat Integration

  • Promotions Management

Pricing

Starting from

$45/month

Value for money

ProofHub logo
4.3

0.4

Efficy CRM logo
3.9

What users say about ProofHub's value for money

The great customer support of ProofHub makes it all the more amazing. Custom roles help us maintain privacy by managing access.

MB

Max B.

D also like to highlight the time tracking and online proofing features - two amazing features for boosting team productivity.

SW

Saurabh W.

Bitrix24 logo

Bitrix24

4.1
(518)

100% free CRM, collaboration and communication tool suite

Features

Total

Bitrix24 logo
Efficy CRM logo

106

394

141

features in common

106

features in common

Bitrix24 logo

Bitrix24's unique features

  • Room Booking

  • Multi-board

  • Cataloging/Categorization

  • Approval Workflow

Efficy CRM logo

Efficy CRM's unique features

  • Pipeline Reports

  • Portfolio Management

  • AB Testing

  • Request Escalation

Pricing

Starting from

$39/month

Value for money

Bitrix24 logo
4.2

0.3

Efficy CRM logo
3.9

What users say about Bitrix24's value for money

Great features as a CRM software and phone system. The reports that can be pulled are helpful to analyze the success of your sales/program.

AD

Ajay D.

Etremely lacking as a CRM, reporting is terrible, customizations are so basic, and customer support is the worst I have ever seen. Even with the premium versions.

ER

Eric R.

Agile CRM logo

Agile CRM

4.1
(433)

Sales and marketing CRM for growing businesses

Features

Total

Agile CRM logo
Efficy CRM logo

96

234

141

features in common

96

features in common

Agile CRM logo

Agile CRM's unique features

  • Revenue Management

  • Recurring Tasks

  • Task Tagging

  • Manual Dialer

Efficy CRM logo

Efficy CRM's unique features

  • Churn Management

  • Real Time Reporting

  • Call List Management

  • Pre-built Templates

Pricing

Starting from

$8.99/month

Value for money

Agile CRM logo
4.1

0.2

Efficy CRM logo
3.9

What users say about Agile CRM's value for money

I cancelled it in December of 2019. They charged me for it in January of 2020, so I called them and cancelled again.

DB

Drew B.

Agile provides a reliable database for all things from quality findings to ECO change implementations. Customized reports are a nice feature and searching is made easy.

BD

Brandon D.

Intervals logo

Intervals

4.5
(70)

Time tracking, task management, & project management.

Features

Total

Intervals logo
Efficy CRM logo

58

136

141

features in common

58

features in common

Intervals logo

Intervals' unique features

  • Issue Management

  • Accounting Integration

  • Summary Reports

  • Real Time Monitoring

Efficy CRM logo

Efficy CRM's unique features

  • AB Testing

  • Feedback Management

  • Internal Chat Integration

  • Lead Generation

Pricing

Starting from

$29/month

Value for money

Intervals logo
4.5

0.6

Efficy CRM logo
3.9

What users say about Intervals' value for money

The Intervals team listens when we ask for specific features, and updates the software to make it better and better. I love how easy it is to use and to keep track of our projects and tasks.

AC

Alisa C.

Intervals introduces new features every quarter or so one of the latest is adding files through drag and drop. The lack of drag and drop used to be the biggest con for me, since I upload files often.

MG

Mark G.

Categories in common

Odoo  logo

Odoo

4.1
(454)

Full Suite of Integrated Business Apps

Features

Total

Odoo  logo
Efficy CRM logo

104

379

141

features in common

104

features in common

Odoo  logo

Odoo 's unique features

  • Traditional Methodologies

  • Order Entry

  • Fund Accounting

  • Invoice History

Efficy CRM logo

Efficy CRM's unique features

  • Customer Surveys

  • Shared Contacts

  • FAQ

  • Computer Telephony Integration

Pricing

Starting from

$20/month

Value for money

Odoo  logo
4.0

0.1

Efficy CRM logo
3.9

What users say about Odoo 's value for money

Many errors in Multi Company, bad interface between electronic accounting from México and multicompany functionality. Hard to develop reports, the product need a similar as Crystal Reports from SAP.

AR

Anonymous Reviewer

We are implementing the Odoo software and the customer service is amazing. Our team leader, she is extremely helpful and intelligent, asking all the right questions to serve our specific needs.

kb

kim b.

JobNimbus logo

JobNimbus

4.6
(449)

Be more professional, profitable, efficient, and organized.

Features

Total

JobNimbus logo
Efficy CRM logo

58

121

141

features in common

58

features in common

JobNimbus logo

JobNimbus' unique features

  • Referral Tracking

  • Job Tracking

  • Cost Database

  • Accounting

Efficy CRM logo

Efficy CRM's unique features

  • Approval Process Control

  • Campaign Analytics

  • Internal Chat Integration

  • Visual Analytics

Pricing

Value for money

JobNimbus logo
4.6

0.7

Efficy CRM logo
3.9

What users say about JobNimbus' value for money

I love how user friendly the programming is. I like how easy it is to track proejcts and communicate with others on this system.

EN

Ethan N.

Pricing/proposal templates were easy to use and easy to customize. Loved the mobile app, especially a big fan of the called ID feature.

WC

William C.

Freshdesk logo

Freshdesk

4.5
(2.4K)

Online helpdesk system and customer service software

Features

Total

Freshdesk logo
Efficy CRM logo

53

121

141

features in common

53

features in common

Freshdesk logo

Freshdesk's unique features

  • Real-Time Chat

  • Sentiment Analysis

  • Work Order Management

  • Call Routing

Efficy CRM logo

Efficy CRM's unique features

  • Calendar Sync

  • Discount Management

  • Internal Chat Integration

  • Lead Generation

Pricing

Starting from

$18/month

Value for money

Freshdesk logo
4.4

0.5

Efficy CRM logo
3.9

What users say about Freshdesk's value for money

Freshdesk provides an unrivalled ability to stay on top of client support and issue management. This tool is so far the best in class at supporting our needs in supporting our client base.

AR

Anonymous Reviewer

It helps me solve customers' inquiry and the best benefit that comes from Freshdesk is it's free. Compared to other paid helpdesks, Freshdesk could still really be worth it.

KA

Kemal A.

Smartsheet logo

Smartsheet

4.5
(2.3K)

An online work execution platform for any size organization.

Features

Total

Smartsheet logo
Efficy CRM logo

66

213

141

features in common

66

features in common

Smartsheet logo

Smartsheet's unique features

  • Media Planning

  • Change Order Management

  • Permit Management

  • Service History

Efficy CRM logo

Efficy CRM's unique features

  • Discount Management

  • Email Tracking

  • Marketing Automation

  • Promotions Management

Pricing

Starting from

$7/month

Value for money

Smartsheet logo
4.3

0.4

Efficy CRM logo
3.9

What users say about Smartsheet's value for money

It's been great having so many templates to choose from and customize. Awesome that it can be integrated with MS Teams.

DG

Dennise G.

I love the ease to customize your sheet for whatever you need and however you like it. Love being able to switch around columns and sort rows so quickly too.

MT

Madison T.

ClickUp logo

ClickUp

4.7
(2.8K)

Project management, task tracking, & professional goal tools

Features

Total

ClickUp logo
Efficy CRM logo

77

222

141

features in common

77

features in common

ClickUp logo

ClickUp's unique features

  • Retrospectives Management

  • Ideation

  • Project Tracking

  • Video Chat

Efficy CRM logo

Efficy CRM's unique features

  • Customer Segmentation

  • Customer Database

  • Deal Management

  • Churn Management

Pricing

Starting from

$5/month

Value for money

ClickUp logo
4.7

0.8

Efficy CRM logo
3.9

What users say about ClickUp's value for money

Super easy to use, powerful features, ability to invite guests for FREE, Great technical support, lots of video tutorials available.

DB

David B.

ClickUp has some truly inspired design and feels lighter and more fun to use than many other management tools. It's easy to learn and new, useful features are consistently rolled out.

AR

Anonymous Reviewer

Trello logo

Trello

4.5
(21.1K)

Visual collaboration tool for shared project perspectives

Features

Total

Trello logo
Efficy CRM logo

58

150

141

features in common

58

features in common

Trello logo

Trello's unique features

  • Skills Tracking

  • Project Tracking

  • File Transfer

  • Rules-Based Workflow

Efficy CRM logo

Efficy CRM's unique features

  • For AEC Industry

  • Activity Management

  • Electronic Signature

  • Calendar/Reminder System

Pricing

Starting from

$5/year

Value for money

Trello logo
4.6

0.7

Efficy CRM logo
3.9

What users say about Trello's value for money

So natural to utilize Very visual Price is correct Easy to add/eliminate individuals Search ability is superb.

AR

Anonymous Reviewer

The product has a good look and is easy to use. Regarding the integration of the processes, it is very good and agile with the other members.

AR

Anonymous Reviewer

HoneyBook logo

HoneyBook

4.8
(493)

Client management for freelancers & SMBs

Features

Total

HoneyBook logo
Efficy CRM logo

54

127

141

features in common

54

features in common

HoneyBook logo

HoneyBook's unique features

  • Lead Capture

  • Forms Management

  • Room Booking

  • To-Do List

Efficy CRM logo

Efficy CRM's unique features

  • Discount Management

  • Feedback Management

  • Survey/Poll Management

  • Call Monitoring

Pricing

Starting from

$39/month

Value for money

HoneyBook logo
4.7

0.8

Efficy CRM logo
3.9

What users say about HoneyBook's value for money

Honeybook is an amazing software because it allows me to organize and keep track of all my bookings and projects in a nice, clean manner.

ES

Ether S.

I am also a big fan of most all of the templates that they provide for you to help set your business up for success.

JK

Jennifer K.

NetSuite logo

NetSuite

4.1
(827)

The World’s Leading, Most Deployed Cloud ERP Solution

Features

Total

NetSuite logo
Efficy CRM logo

76

309

141

features in common

76

features in common

NetSuite logo

NetSuite's unique features

  • Item Management

  • Timesheet Management

  • Built-in Accounting

  • Maintenance Management

Efficy CRM logo

Efficy CRM's unique features

  • Data Synchronization

  • Deal Management

  • Digital Signature

  • Survey/Poll Management

Pricing

Starting from

$499/month

Value for money

NetSuite logo
3.7

0.2

Efficy CRM logo
3.9

What users say about NetSuite's value for money

The best part of the software is that you You can download data for any period that you desire. It provides with a very user-friendly dashboard and the ease of accounting is also there.

AR

Anonymous Reviewer

It's ability to allow the user to customise the report by adding data field(s) which is great as we do not always need to go behind IT Professional asking for help.

PG

Prasad G.

monday.com logo

monday.com

4.6
(2.5K)

Project Management Made Easy

Features

Total

monday.com logo
Efficy CRM logo

100

448

141

features in common

100

features in common

monday.com logo

monday.com's unique features

  • Docket Management

  • Release Management

  • Personalization

  • Website Management

Efficy CRM logo

Efficy CRM's unique features

  • Churn Management

  • Appointment Scheduling

  • Appointment Management

  • Customer Surveys

Pricing

Starting from

$10/month

Value for money

monday.com logo
4.3

0.4

Efficy CRM logo
3.9

What users say about monday.com's value for money

The best feature of monday.com is its ability to help you integrate your tasks into your calendar. The easy to use tool allows you to efficiently manage projects and meet deadlines.

AR

Anonymous Reviewer

Visually stunning and satisfying great tool helps in smooth management of our projects, ditching the need for any spreadsheets and manual tracking.

SM

Safeer M.

Ambassify logo

Ambassify

4.6
(15)

Advocate marketing for brands

Features

Total

Ambassify logo
Efficy CRM logo

48

112

141

features in common

48

features in common

Ambassify logo

Ambassify's unique features

  • Customer Accounts

  • Rewards Program

  • Referral Tracking

  • Benchmarking

Efficy CRM logo

Efficy CRM's unique features

  • Status Tracking

  • Queue Management

  • Internal Chat Integration

  • Project Templates

Pricing

Starting from

$500/month

Value for money

Ambassify logo
4.2

0.3

Efficy CRM logo
3.9

What users say about Ambassify's value for money

Our every question and doubt are answered quickly and professionally by the team, with frequent updates and great care. Top-notch quality and excellent service indeed.

LV

Linde V.

I would say our best experience with Ambassify was with customer support, which is always very helpful and responsive.

LV

Linde V.

Custify logo

Custify

5.0
(81)

Customer success solution for SaaS businesses

Features

Total

Custify logo
Efficy CRM logo

30

51

141

features in common

30

features in common

Custify logo

Custify's unique features

  • Customer Experience Management

  • Health Score

  • Revenue Management

  • CSAT Survey Structure

Efficy CRM logo

Efficy CRM's unique features

  • Real-time Updates

  • Version Control

  • Internal Chat Integration

  • Email Tracking

Pricing

Value for money

Custify logo
5.0

1.1

Efficy CRM logo
3.9

What users say about Custify's value for money

My overall experience is great. Aside from being a good product at a reasonable price, their customer service is very good.

KS

Karla S.

Client communication has improved, we save time and simplify reports. Their team really seems to care about each client and are very responsive to all our questions or requests.

MD

Marius Daniel I.

Podium logo

Podium

4.3
(432)

Review management, reputation software, webchat, payments

Features

Total

Podium logo
Efficy CRM logo

26

73

141

features in common

26

features in common

Podium logo

Podium's unique features

  • Content Management

  • Engagement Tracking

  • Personalization

  • Real-time Consumer-facing Chat

Efficy CRM logo

Efficy CRM's unique features

  • Shared Contacts

  • Project Time Tracking

  • Customizable Templates

  • Activity Management

Pricing

Value for money

Podium logo
4.0

0.1

Efficy CRM logo
3.9

What users say about Podium's value for money

The phone app is AWFUL and glitches constantly. Hard to see/find who you are talking to, errors out or stops working, doesn't give alerts or gives too many alerts.

CH

Cassey H.

Love the ability to assign conversations to me so I can seamlessly start answering questions and making appts with customers.

JF

Josh F.

Expiration Reminder logo

Expiration Reminder

4.6
(16)

Document expiration & renewal tracking

Features

Total

Expiration Reminder logo
Efficy CRM logo

8

17

141

features in common

8

features in common

Expiration Reminder logo

Expiration Reminder's unique features

  • Compliance Tracking

  • Expiration Management

  • Contract/License Management

  • Deadline Management

Efficy CRM logo

Efficy CRM's unique features

  • Customizable Templates

  • Real Time Analytics

  • Approval Process Control

  • Real Time Data

Pricing

Starting from

$39/month

Value for money

Expiration Reminder logo
4.6

0.7

Efficy CRM logo
3.9

What users say about Expiration Reminder's value for money

Extremely responsive customer service, visually appealing software, excellent price.

SW

Sarah W.

It was great to have software that helped automate the process of keeping track of all the different certifications we require for our Health Care Team and notify them when updates needed to be made.

DB

Denis B.

Categories in common

ThoughtFarmer logo

ThoughtFarmer

4.8
(48)

Social, collaborative intranet software for organizations

Features

Total

ThoughtFarmer logo
Efficy CRM logo

33

76

141

features in common

33

features in common

ThoughtFarmer logo

ThoughtFarmer's unique features

  • Video Conferencing

  • Data Security

  • Screen Sharing

  • Event Calendar

Efficy CRM logo

Efficy CRM's unique features

  • Prospecting Tools

  • Status Tracking

  • Internal Chat Integration

  • Reporting/Analytics

Pricing

Starting from

$10/month

Value for money

ThoughtFarmer logo
4.8

0.9

Efficy CRM logo
3.9

What users say about ThoughtFarmer's value for money

Active Directory integration is nice. The support team is fantastic to deal with; quick to respond and supplies plenty of information.

TK

Tim K.

The organization and simplicity of this database will be easy for our employees to use, and hopefully they will enjoy using it.

JA

Josh A.

Categories in common

Element451  logo

Element451

4.7
(6)

Cloud-based admission marketing management software

Features

Total

Element451  logo
Efficy CRM logo

28

46

141

features in common

28

features in common

Element451  logo

Element451 's unique features

  • Evaluation Management

  • Admissions Management

  • Self Service Portal

  • Forms Management

Efficy CRM logo

Efficy CRM's unique features

  • Version Control

  • Search/Filter

  • Calendar Management

  • Email Tracking

Categories in common

Skalin logo

Skalin

4.8
(17)

Built for SaaS Vendors who want to scale faster.

Features

Total

Skalin logo
Efficy CRM logo

21

35

141

features in common

21

features in common

Skalin logo

Skalin's unique features

  • Account Management

  • Onboarding

  • Revenue Management

  • Customer Management

Efficy CRM logo

Efficy CRM's unique features

  • Member Portal

  • Projections

  • Computer Telephony Integration

  • Customizable Templates

Categories in common

Vitally  logo

Vitally

4.5
(2)

World-class Customer Success for B2B SaaS

Features

Total

Vitally  logo
Efficy CRM logo

37

60

141

features in common

37

features in common

Vitally  logo

Vitally 's unique features

  • Customer History

  • Usage Tracking/Analytics

  • Account Management

  • Customer Management

Efficy CRM logo

Efficy CRM's unique features

  • Call List Management

  • Contract Drafting

  • Calendar Management

  • Forecasting

InnerTrends logo

InnerTrends

4.9
(11)

Data science and product analytics sales app for marketers

Features

Total

InnerTrends logo
Efficy CRM logo

13

31

141

features in common

13

features in common

InnerTrends logo

InnerTrends' unique features

  • Funnel Analysis

  • Conversion Tracking

  • Dashboard Creation

  • Ad hoc Reporting

Efficy CRM logo

Efficy CRM's unique features

  • Campaign Planning

  • Web-based Deployment

  • Client Portal

  • Project Planning

ArchiSnapper logo

ArchiSnapper

4.6
(43)

Take the Hassle Out of Punch Lists & Field Reports

Features

Total

ArchiSnapper logo
Efficy CRM logo

3

4

141

features in common

3

features in common

ArchiSnapper logo

ArchiSnapper's unique feature

  • Issue Tracking

Efficy CRM logo

Efficy CRM's unique features

  • Project Planning

  • Call List Management

  • AB Testing

  • Call Monitoring

Pricing

Starting from

24/month

Value for money

ArchiSnapper logo
4.7

0.8

Efficy CRM logo
3.9

What users say about ArchiSnapper's value for money

A lot of details can be inserted, reporting is really nice and way of exchanging info with stakeholders can be really easy. Great support and a great quality for the price.
AvatarImg

Alessandro P.

Working with ArchiSnapper has been a great success for our construction administration side of the business.

PH

Peter H.

Categories in common

Veriato Cerebral logo

Veriato Cerebral

4.2
(80)

Behavior Analytics and Activity Monitoring Software

Features

Total

Veriato Cerebral logo
Efficy CRM logo

6

25

141

features in common

6

features in common

Veriato Cerebral logo

Veriato Cerebral's unique features

  • Browsing History

  • Employee Management

  • Remote Access/Control

  • Data Management

Efficy CRM logo

Efficy CRM's unique features

  • Customizable Templates

  • Real Time Analytics

  • Activity Dashboard

  • Calendar/Reminder System

Pricing

Value for money

Veriato Cerebral logo
4.2

0.3

Efficy CRM logo
3.9

What users say about Veriato Cerebral's value for money

Pushing out to clients is vastly improved as well. The documentation is much better and the inclusion of help links throughout the product is much appreciated.

TL

Todd L.

I love the product and would recommend it to any business owner, especially when you allow you staff to telecommute.

DS

David S.

Categories in common

Roadmunk logo

Roadmunk

4.4
(79)

Visual roadmap software for product management

Features

Total

Roadmunk logo
Efficy CRM logo

14

22

141

features in common

14

features in common

Roadmunk logo

Roadmunk's unique features

  • Product Data Management

  • KPI Monitoring

  • Product Roadmapping

  • Requirements Management

Efficy CRM logo

Efficy CRM's unique features

  • Campaign Planning

  • Appointment Management

  • Shared Contacts

  • Project Planning

Pricing

Starting from

$19/month

Value for money

Roadmunk logo
4.2

0.3

Efficy CRM logo
3.9

What users say about Roadmunk's value for money

Good quality UI/UX, simple yet very effective and powerful sharing methods and absolutely worth the investment of time and money.

SM

Sushant M.

Roadmunk was very easy to setup and had a great starter set of templates. Support is very good and the team is very professional.

SG

Summet G.

Categories in common

SmartKarrot logo

SmartKarrot

4.3
(13)

Intelligence-driven customer success platform

Features

Total

SmartKarrot logo
Efficy CRM logo

24

41

141

features in common

24

features in common

SmartKarrot logo

SmartKarrot's unique features

  • Sentiment Analysis