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Efficy CRM

Efficy CRM is a comprehensive, modular system created to assist companies in improving their customer interactions and increasing sales. Although the initial co...

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Efficy CRM is a comprehensive, modular system created to assist companies in improving their customer interactions and increasing sales. Although the initial co...

Watch Demo Get Pricing
Overview Features Pros & Cons Reviews FAQs

Product Overview

Efficy CRM is a comprehensive, modular system created to assist companies in improving their customer interactions and increasing sales. Although the initial configuration may take some effort, it offers scalable functionalities, customized workflows, and reliable support suitable for businesses of any size.

Product Details

What Is Efficy CRM?

Efficy CRM is a versatile customer relationship management system designed to assist businesses in managing their contacts, optimizing sales processes, and improving marketing strategies. With its modular design, it caters to organizations of any size, allowing for tailored workflows and scalability. Enhance your customer connections and foster growth with options like Tribe, Maxo, Apsis, or E-Deal, each specifically crafted to address unique operational requirements.

Efficy CRM Pricing

The pricing for Efficy CRM is dependent on the size of your business, its specific needs, and the selected product. Customized packages are available for small, medium, and large organizations.

For precise pricing details, request a personalized quote.

Efficy CRM Integrations

Efficy CRM, particularly the Maxo version, provides a range of integration capabilities with various tools such as:

  • ERP

  • TMS

  • Outlook

  • Gmail

  • Microsoft Office 365

To discover more about its integration features, watch the Efficy CRM demo.

Who Is Efficy CRM For?

This software is well-suited for numerous industries, including:

  • Financial services

  • Real estate

  • Public sector

  • Education

  • Insurance

  • Retail

Is Efficy CRM Right For You?

If you’re in search of a CRM that conforms to your processes rather than compelling you to change them, then Efficy CRM could be an excellent choice. Its adaptability, scalability, and extensive module options are perfect for organizations with dynamic requirements. It is particularly beneficial for companies that emphasize data centralization and customer interaction.

If you're still uncertain whether Efficy CRM meets your needs, reach out to our customer support team at info@softwareseekers.com for additional assistance.

CRM Software Features

✘ security
✘ training
✘ dashboard
✘ invoicing
✘ reporting
✘ timeclock
✘ mobile app
✔ mobile crm
✘ purchasing
✘ online help
✘ ai analytics
✘ audit trails
✘ chatgpt said
✘ integrations
✘ lead routing
✘ sales orders
✘ client portal
✘ hr compliance
✘ insurance crm
✘ time tracking
✘ crm for retail
✘ healthcare crm
✘ mobile crm app
✘ sales pipeline
✘ sales tracking
✘ tax management
✘ budget tracking
✘ case management
✘ crm for coaches
✘ crm for outlook
✘ crm integration
✘ deployment type
✘ email marketing
✘ lead generation
✔ lead management
✘ market position
✘ task management
✘ accounts payable
✘ crm for facebook
✘ crm for startups
✘ customer support
✘ distribution crm
✘ donor management
✘ event management
✘ expense tracking
✘ fundraising tool
✘ grant management
✘ sales automation
✘ activity tracking
✘ budget management
✘ crm for b2b sales
✘ crm for education
✘ crm for marketing
✘ donation tracking
✔ email integration
✘ fundraising tools
✘ project templates
✘ sales forecasting
✘ vendor management
✘ activity dashboard
✔ contact management
✘ content management
✘ crm for healthcare
✘ crm for nonprofits
✘ financial tracking
✘ hotel crm software
✘ invoice management
✘ payment processing
✘ payroll processing
✘ project scheduling
✘ route optimization
✘ accounts receivable
✘ alertsnotifications
✘ analytics reporting
✘ automated workflows
✘ bank reconciliation
✘ campaign management
✘ collaboration tools
✘ contract management
✘ crm for consultants
✘ crm for contractors
✘ crm for field sales
✘ crm for freelancers
✘ crm for hospitality
✘ crm for real estate
✘ crm for restaurants
✘ crm for sales teams
✘ crm for wholesalers
✘ customer management
✘ document management
✘ employee management
✘ employee onboarding
✘ financial reporting
✘ marketing campaigns
✘ mobile crm software
✘ online crm software
✘ reporting analytics
✘ resource allocation
✘ workflow automation
✘ android crm software
✘ banking crm software
✘ crm for associations
✘ crm for distributors
✘ higher education crm
✘ inventory management
✘ it ticketing systems
✘ marketing automation
✘ merchandise transfer
✘ multichannel support
✘ performance tracking
✘ quotation management
✘ volunteer management
✘ warehouse management
✘ compliance management
✘ crm for loan officers
✔ customer segmentation
✘ membership management
✘ mortgage crm software
✘ multi channel support
✘ productivity tracking
✘ safety and compliance
✘ crm for digital agency
✘ crm for small business
✘ ecommerce crm software
✘ financial crm software
✘ guest intelligence crm
✘ multi currency support
✔ opportunity management
✘ performance management
✘ sales enablement tools
✔ analytics and reporting
✘ consulting crm software
✘ crm for media companies
✔ customer servicesupport
✘ customizable dashboards
✘ enterprise crm software
✘ recipe menu engineering
✘ registration management
✘ reporting and analytics
✘ sales pipeline tracking
✘ sales tracking software
✘ social media management
✘ alerts and notifications
✘ communication management
✘ crm for event management
✘ crm for insurance agents
✘ crm for marketing agency
✘ crm for mortgage brokers
✘ crm for rental companies
✘ customer service support
✔ deal pipeline management
✘ multi channel management
✘ omnichannel crm software
✘ social media integration
✘ task activity management
✘ training and development
✘ automated purchase orders
✘ budgeting and forecasting
✘ crm for equipment dealers
✘ crm for insurance brokers
✘ crm for service providers
✘ customer service software
✘ customizable hr workflows
✘ email integration implied
✘ mobile crm mobile crm app
✘ sales pipeline management
✘ ai integrated crm solution
✘ crm for content management
✘ crm for financial advisors
✘ crm for financial services
✘ crm for logistics industry
✘ crm for outside sales reps
✘ crm for project management
✘ crm for real estate agents
✘ customer support ticketing
✘ sales engagement platforms
✘ account management software
✘ channel management software
✘ contact management software
✘ crm for political campaigns
✘ crm for training management
✘ crm for workflow management
✘ email marketing integration
✘ sales acceleration software
✘ small business crm software
✘ auto dealership crm software
✘ crm for construction company
✘ customer engagement platform
✘ employee database management
✘ task and activity management
✘ task assignment and tracking
✘ time and attendance tracking
✘ crm for professional services
✘ customer feedback and surveys
✘ investorcustomer segmentation
✘ crm for manufacturing business
✘ crm for social media marketing
✘ crm for health insurance agents
✘ crm for real estate wholesalers
✔ customer communication tracking
✘ employee information management
✘ project planning and scheduling
✘ sales force automation software
✘ sales forecasting via analytics
✘ appointment managementscheduling
✘ crm for digital marketing agency
✘ crm for membership organizations
✘ delivery planning and scheduling
✘ integration with marketing tools
✘ integration with thirdparty apps
✘ mobile crm implied mobile access
✘ crm software for accounting firms
✘ email integration email marketing
✘ integration with third party apps
✘ cloud based crm for small business
✘ mobile crm analytics and reporting
✘ recruitment and applicant tracking
✘ task management alertsnotifications
✘ customer relationship management crm
✘ opportunity deal pipeline management
✘ workflow automationautomated workflows
✘ sales pipeline deal pipeline management
✘ workflow automation automated workflows
✘ social media integration via integration
✘ sales forecasting pipeline value tracking
✘ crm for offices and public administrations
✘ multi channel support email sms whatsapp chat
✘ analytics and reportingreporting and analytics
✘ analytics and reporting reporting and analytics
✘ casesupport ticketing customer support ticketing
✘ deal pipeline management sales pipeline tracking
✘ social media integration lead capture from social channels

Pros

  • ✔ Offers AI-powered tools for enhanced efficiency and insights
  • ✔ Strong focus on GDPR compliance and data security
  • ✔ Offers specific solutions for various industries
  • ✔ Includes robust mobile application for on-the-go access
  • ✔ Provides extensive customer support with various channels

Cons

  • ✘ Fewer integrations than top-tier CRMs offer
  • ✘ Mobile app lacks full desktop functionality
  • ✘ Its advanced customization needs vendor assistance

Price

Professional

Custom

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Ratings

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Frequently Asked Questions

Find answers to the most common queries about our software recommendation service.

Efficy CRM supports multiple languages, including English, French, Dutch, and more, depending on user location and preference.

Efficy CRM serves businesses across sectors such as real estate, banking, insurance, education, and government.

Efficy CRM price is based on your business size, functional needs, and the specific product variant selected.

Yes, Efficy CRM offers a mobile application compatible with iOS and Android for on-the-go access.

Efficy CRM (especially Maxo) integrates with ERP, TMS, Outlook, Gmail, and Microsoft Office 365 to streamline communication and workflows. Watch the demo to learn more.

Yes, Efficy CRM provides an API for custom integrations and third-party system connectivity.

Efficy offers email, phone, and in-app support along with user documentation, demos, and training resources.