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Efficy CRM

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

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Efficy CRM Features

Features Summary

Functionality

3.9

/5

86

Total features

141

31 categories

Efficy CRM features

AB Testing
API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Alerts / Escalation
Alerts/Notifications

Common features of Project Management software

API
Access Controls/Permissions
Activity Dashboard
Activity Tracking
Agile Methodologies
Alerts/Notifications
Billing & Invoicing
Budget Management

Price starts from

20

/user

Per month

Pricing options
Free plan
Subscription
Free trial

Screenshots

Contenders comparison

Functionality

3.9

/5

86

Price starts from

20

/user

Per month

learn more

Total Features

141

Unique features

  • Task Planning

  • Customer Segmentation

  • File Management

  • Electronic Signature

Functionality

4.5

/5

13.4K

Price starts from

Free

learn more

Total Features

25

Features in Common

11

Unique features

  • Personalization

  • Video Support

  • Audio Calls

  • On-Demand Communications

Functionality

4.4

/5

17K

Price starts from

ic-pricetag

No pricing info

visit website

Total Features

156

Features in Common

74

Unique features

  • For Startups

  • Key Performance Indicators

  • Real Time Notifications

  • Referral Tracking

Common Efficy CRM comparisons

Reviewers who mentioned features said:

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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

Reviewed 4 years ago

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!!!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Efficy CRM review obv 6 jaar ervaring

Reviewed 4 months ago
Pros

- Project management - Per klant kan een dossier opgesteld worden en kan je alle acties bijhouden - Met de Flexmail integratie kan je email campagnes uitsturen

Cons

- Opleiding nodig om te kunnen werken met Efficy

Showing original review in Dutch. See translation

Vendor response

Hi Barbara, And thank you for your comment. It will even be easier in the future because we'll integrate completely a marketing automation solution within our CRM ;-) Thanks to APSIS' acquisition, a Swedish company. Concerning training, you shoudl think about attending to our webinars. They'll be back very soon. These webinars are dedicated to our customers, and could give you some tricks & tips in your usage. https://www.efficy.com/nl/news-type/webinars-nl/ Stay tuned then ;-) The Efficy Team

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend5/10

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Beoordeling van Pieter van Hulst / Solid Services

Reviewed 4 months ago

De overgang naar het systeem vereist een andere manier van denken over de opslag en omgang met data. Dit is een onderdeel dat m.i. niet door alle medewerkers gelijk wordt opgepikt, waardoor weerstand ontstaat tegen het systeem. Anderzijds hebben de positieve aspecten zoals hierboven genoemd wel de waarde van het systeem bewezen.

Pros

Wat handig is, is dat informatie gemakkelijk met elkaar te koppelen is. Ook het delen van informatie is zeer gemakkelijk waardoor samenwerken efficiënt gaat. Ook de mogelijkheid overal de belangrijke data up tot date bij de hand te hebben is zeer positief. Daarnaast is het versie beheer van documenten eindelijk een keer goed geregeld. Het opzoeken van informatie kan op meerdere manieren en gaat snel.

Cons

Grootste nadelen zijn: - de afhankelijkheid van de server. Als deze niet stabiel is zijn er verlies-uren. - de app voor mobiele apparaten is niet handig te gebruiken. Ter plaatse een agenda (van anderen) raadplegen of documenten inzien is niet mogelijk of zeer omslachtig. - de opslag van grote bestanden is niet mogelijk. dit leidt tot tijdverlies door de noodzaak bestanden op te knippen.

Showing original review in Dutch. See translation

Vendor response

Hi Pieter and dankje wel for your review I'm sure it could help people to understand better our solution. Concerning your difficulties with our tool, I'll make sure we follow your requests. For large files, I'll give you an advice. Don't use the drag & drop function, please use the old-fashioned briwser search. It may solve your issue . To continue this conversation further, do not hesitate to contact me directly lba@efficy.com Want ot know more tricks & tops, please feel free to attend our webinars https://www.efficy.com/nl/news-type/webinars-nl/ Have a nice day and thanks again The Efficy team

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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CRM efficace

Reviewed 4 months ago

Organisation des informations et mis à dispo pour tous les acteurs de l'entreprise.

Pros

La possibilité de personnaliser facilement les champs. Les requêtes puissantes.

Cons

La partie mobile n'est pas assez avancée (pas de photos en PJ d'un historique).

Showing original review in French. See translation

Vendor response

Bonjour Tanguy Et merci pour ce beau commentaire. Ca fera plaisir aux equipes de lire de tels retours !! Concernant votre remarque sur la version mobile, je transfere a notre R&D, ils sont en train de travailler sur la prochaine version et de tels retours peuvent leur etre tres utiles. a bientot L'equipe Efficy

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Efficy

Reviewed 4 months ago
Pros

Les données de contact de nos clients sont bien sécurisées dans le CRM. L'historique sue les différents fiches de contact peuvent être utile afin de retracer des informations ou actions des utilisateurs qui ne sont plus actif dans l'entreprise.

Cons

Il n'y a pas de moyen à filtrer des sociétés par secteur d'activité. Le CRM n'est pas très facile à utiliser pour tout le monde. Pour ceux qui sont un peu plus affine avec les outils numériques, c'est utilisable, mais pour tout le reste, c'est difficile à comprendre même avec des formations. Il faudrait avoir une interface qui est simple et facile pour tout le monde. (simple & efficient)

Showing original review in French. See translation

Vendor response

Bonjour Janssen et merci pour ce commentaire. C'est toujours agréable de lire que le logiciel est apprécié. Pour la recherche de sociétés par secteur d'activité, je ne saurai que vous conseiller de passer par une Query avec un champ que vous pourriez laisser "modifiable" par l'utilisateur pour qu'il puisse changer de secteur à chaque recherche. Pour ce qui est de l'interface, nos équipes R&D travaillent jour (et presque nuit ) sur notre prochaine version Efficy 2022. Et, pour avoir des écrans déjà, vous verrez qu'on s'améliore grandement sur le sujet. Restez connecté L'équipe Efficy

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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

Reviewed 5 years ago

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...

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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

Reviewed 5 years ago

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...

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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Outil largement perfectible

Reviewed 4 months ago
Pros

Capacité à customiser l'outil afin de coller au mieux aux processus métiers. Simplicité d'utilisation sur les fonctionnalités basiques.

Cons

Quelques exemples concrets (liste non exhaustive) > Beaucoup de dysfonctionnements sur la partie Marketing qui est peu aboutie (pas d'outil de création WYSIWYG pour les campagnes email, bugs lors du tracking et des envois, etc.), la synchronisation avec Outlook est fastidieuse, le moteur de recherche toujours aléatoire (basé sur la langue anglaise et donc incompatible avec nos habitudes d'utilisation de ce type de moteurs), application mobile trop light pour être exploitée par les métiers sur le terrain. Trop grand nombre de difficultés rencontrées avec l'intégrateur.

Showing original review in French. See translation

Vendor response

Bonjour Anne-Cécile, et merci pour cette review. Ravie de voir que vous appréciez la possibilité de personnalisation de l'outil. Concernant les soucis que vous rencontrez actuellement, je vais me mettre en contact avec votre chef de projet l'intégrateur qui travaille sur votre projet pour voir comment nous pourrions améliorer la situation. N'hésitez pas à me contacter en direct, voici mon adresse lba@efficy.com. Bonne journée L'équipe Efficy

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Versatile CRM with a very broad functionality set

Reviewed 5 years ago

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.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Efficy

Reviewed 4 months ago

Bonne en Générale

Pros

La Simplicité d'utilisation et le contact facile.

Cons

Certaines choses prennent trop de temps à implémenter. J'attends toujours que mon agenda Outlook soit connecté à celui d'Efficy.

Showing original review in French. See translation

Vendor response

Merci Morgane pour cette review Ravie de voir que appréciez et la solution et les équipes Concernant votre synchronisation, je vais voir de mon côté si je peux faire accélérer les choses. Je ne veux pas remuer le couteau dans la plaie, mais ça vous faciliterait tellement la vie !!! Voici mon adresse si vous voulez garder un lien direct lba@efficy.com. Je vous tiens informée L'équipe Efficy

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Cannot imagine to be using another system

Reviewed 5 years ago

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

-

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Good system - but frustrating automatic features slow down usage

Reviewed 4 months ago

4 out 5

Pros

On stop shop for managing all customer data , projects and sales leads.

Cons

The crazy way it thinks you want to copy in numerous people for each task - and then have to physically de-select other users each time. Biggest issue is lack of effective cut and paste for UK addresses - post code comes before the end of the address necessitates too much typing when it could be automatically pasted in.

Vendor response

Thank you Stephen for your comment. I guess it will help a lot of people to make their choice. Concerning the manual work you do, have you ever thought about using the mass update feature when you're on a list of actions? I think it could make the trick and help you save much time. Thanks again and see you soon The Efficy Team

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Marketing Specialist

Reviewed 4 months ago
Pros

This software creates useful overview about sales process and tracking. Great options concerning data filtering.

Cons

Sometimes there are many options possible and you have to learn how to operate the right way.

Vendor response

Hi Radek and thank you for your review. I see you've been using Efficy CRM for more than 2 years ow. You should be an expert now ;-) As you say, there are many features in our CRM. So possibilities are quite infinite. If, at some point, you're los, you can attend to one of our webinars. Just check our news section on the website and you'll see which topics we develop. https://www.efficy.com/news-type/webinars/ See you online then ;-) Thanks again! The Efficy Team

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend4/10

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Une bonne solution

Reviewed 4 months ago
Pros

Interface intuitive, bonne interconnexion entre les diverses entités, personnalisation simple à mettre en place

Cons

Support peu compétent dans divers domaines (compta, export, ...) donc difficile pour les techniciens de comprendre les besoins, documentation pour les développeurs à revoir.

Showing original review in French. See translation

Vendor response

Bonjour Thomas et merci pour cette review C'est important de récolter ces retours terrain de la part de nos clients. Je transmets à nos équipes pour qu'ils voient comment améliorer cela. Et si vous avez plus de détails à m'apporter, surtout n'hésitez pas, je suis preneuse !!! Voici mon adresse lba@efficy.com Merci et à bientôt L'équipe Efficy

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Very flexible and easy to use

Reviewed 5 years ago

Centralised customer information Sales is making offers in an uniform offer template Better view on sales' agenda and activity

Pros

- Very easy to use and intuitive - Flexible: Easy to add or change fields to the system using the configuration tool - Queries/Reports: End users can create queries & reports by themselves - Outlook synchronization works very well - Interfacing with other software (SAP, Qlikview) using the datasynchro tool allows you to load data from other software. - Office integration allows you to create templates in an easy way - Efficy has the possibility to work offline.

Cons

- Efficy on mobile phone still has some space for improvement (In development). - The offline installation need to be setup by a technical skilled person.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Bon outil de pilotage

Reviewed 4 months ago
Pros

Logiciel très complet Fiche client très détaillé On retrouve tout sur la fiche, mail, contact, contrat, devis ... permet à quelqu'un absent de prendre la suite ou de répondre à une question du client

Cons

Notre outil manque de paramétrage adapté à notre utilisation pour un meilleur pilotage et une vision sur notre activité et avoir un tableau de bord à jour Paramétrage d'un avoir qui ne fonctionne pas

Showing original review in French. See translation

Vendor response

Merci Magali pour votre commentaire !! Je crois comprendre que le logiciel vous rend la plus simple au bureau et c'est chouette à lire !! Pour aller plus loin dans la personnalisation, vous pouvez vous rapprocher de vos contacts, je suis certaine qu'ils auront des solutions à vous proposer. Excellente journée à vous et à bientôt L'équipe Efficy

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Efficy drives you to persist in maintaining the projects you are working on.

Reviewed 5 years ago

Generating a helicopter view. Managing a large number of contacts. Managing a huge number of hotel projects. It improves my success rate in these projects and it makes me therefore a happier person

Pros

Multi device solution is enabling me to use Efficy everywhere. It therefore pushes you to make updates on the projects you are working on. Next to this it automatically creates a paperless office whilst keeping the overall view on anything you work on. dialing telephone numbers is another plus. I work on numerous hotel projects with multi contact persons in every project. It enables me to assess who is who in the project and what is his or her role.

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Investment Manager

Reviewed 4 months ago

Bonne expérience, possibilité de connecter l'outil par API à notre logiciel de gestion de participation

Pros

Modularité de l'outil, possibilité de créer de champs et d'interfaces

Cons

Impossibilité de créer des tableaux à double entrées en visuel

Showing original review in French. See translation

Vendor response

Bonjour Maxime et merci pour cette review, La modularité et l'hyper personnalisation sont des aspects de la solution qui plaisent généralement beaucoup à nos utilisateurs !! En ce qui concerne les tableaux à doubles entrées en visuel, je vais me renseigner et reviendrai vers vous. si vous voulez creuser un peu plus la discussion, n'hésitez pas à me contacter en DM à l'adresse lba@efficy.com Bonne journée et merci encore ! L'équipe Efficy

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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Simple d'utilisation, fonctionnalités limitées

Reviewed 4 months ago
Pros

Facilité d'utilisation, navigation simple entre les menus

Cons

Customisation très limité, modules natifs KPI et marketing en retard sur les concurrents, peu ouvert aux applications tierces

Showing original review in French. See translation

Vendor response

Merci Alexandre pour cette review Je dois avouer être un peu surprise par votre commentaire mais je vous propose d'essayer de trouver une solution ensemble. Les possibilités de personnalisation et l'ouverture de nos solutions sont normalement deux de nos avantages. Je vous propose de prolonger cet échange directement à l'adresse lba@efficy.com. Bonne journée L'équipe Efficy

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Efficy is extremely flexible

Reviewed 5 years ago

I have used Efficy for 2 years and I have been extremely impressed with the ease of integration with our business. Once the product is implemented correctly it is extremely effective all the way through dashboards and reporting.

Pros

Efficiency ! Centralizing data and ability to sync across platforms.

Cons

Nothing so far!

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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EFFICY efficient sharing of Customer/suppliers data, opportunities, products

Reviewed 5 years ago

Advance the business quickly by sharing data easily from Outlook and SAP

Pros

-Efficy easily interfaces with SAP via webservice. -Access relevant customer / suppliers information, any place, any time -Efficy allows to have a helicopter view of the business by customer, product and supplier -Efficy allows the sharing of information between the salespersons but also between the product leader -Efficy is easy to implant, to install and to use The mail send function from EFFICY is a real time saver.

Cons

Efficy is a highly flexible and intuitive CRM. Integration with Outlook is excellent. However, saving an email sent to a client in EFFICY could be optimized.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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simpel to use, only somethings are not so logical

Reviewed 5 years ago

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

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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CRM software

Reviewed 4 months ago
Pros

account managment for all account France and export

Cons

Photo can be integrated on Contact data sheet

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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I'm working with this software for more than 1 year, mainly for follow-up customer informéation.

Reviewed 5 years ago
Pros

I like layout of efficy, colors, notifications, possibility to synchronize outlook with efficy, and the possibility to save mails in efficy.

Cons

I don't like the fact we can't easily make simple "custom" as putting buttons (orverview, email,...), on customer front page , in the sequence we want.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Cumple con el precio

Reviewed 4 months ago

Control en tiempo real de las oportunidades de negocio y de los motivos de pérdida de oportunidades

Pros

Posibilidades de personalización y traspaso de datos

Cons

Complejo el proceso de implementación, muchas funcionalidad API pero poca documentación, no hay código de ejemplo

Showing original review in Spanish. See translation