Trying to decide between Efficy CRM and Apptivo? Both are industry-leading solutions, but which one is the best fit for your business? In this detailed comparison, we evaluate their features, pricing, ease of use, and customer support to help you make an informed choice. Whether you need advanced automation, better scalability, or user-friendly interfaces, this guide breaks down everything you need to know to select the right software for your needs.
Explore other software products that may fit your needs before making a final choice.
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Compare ratings, pricing, descriptions, buyer fit, integrations, category features, product details, alternatives, and SoftwareWorld’s final conclusion with Efficy CRM on the left and Apptivo on the right.
Efficy CRM
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Apptivo
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See ratings, free-trial availability, starting price, and a short description for each product in two dedicated columns.
Software
Efficy CRM is a comprehensive software solution designed to streamline customer relationship management for businesses of all sizes. With its user-friendly interface, Efficy CRM simplifies data management, allowing easy access...
Read more about Efficy CRM
Software
One customer described Apptivo less as a CRM and more as an ERP, and that framing actually fits pretty well once you look at how much it covers beyond just...
Read more about ApptivoCompare problem it solves, core use cases, target users, industry fit, key features, and USP for both products in two dedicated columns.
Buyer fit
Streamlines Customer Relationship Management For Improved Sales And Communication Efficiency
Streamline Customer Relationships With Efficy's Intuitive CRM Solutions
Buyer fit
Streamlining Business Operations With Integrated CRM And Project Management Tools
Streamline Your Business With Integrated And Customizable Software Solutions
Compare the popular integrations highlighted on each profile and open the full integration list for either product when you want deeper detail.
LinkedIn Sales Navigator
Microsoft Outlook
Microsoft Teams
Microsoft OneDrive for Business
Microsoft 365
Microsoft Teams
Shopify
Google Workspace
Open any shared category to compare the features selected under that category for both products.
Features shown here belong only to the Project Management Software category.
| Feature | Efficy CRM | Apptivo |
|---|---|---|
| Milestone Tracking | Listed | Listed |
| Testing/QA Management | Listed | Listed |
| Time & Expense Tracking | Listed | Listed |
| Projections | Listed | Listed |
| Alerts/Notifications | Listed | Listed |
| Calendar Management | Listed | Listed |
| Project Planning | Listed | Listed |
| Project Scheduling | Listed | Listed |
| Issue Management | Listed | Listed |
| Billing & Invoicing | Listed | Listed |
| Gantt/Timeline View | Listed | Listed |
| Client Portal | Listed | Listed |
| Kanban Board | Listed | Listed |
| Collaboration Tools | Listed | Listed |
| File Sharing | Listed | Listed |
| Prioritization | Listed | Listed |
| Risk Management | Listed | Listed |
| Traditional Methodologies | Listed | Listed |
| Task Management | Listed | Listed |
| Status Tracking | Listed | Listed |
| Resource Management | Listed | Listed |
| Budget Management | Listed | Listed |
| Task Progress Tracking | Listed | Listed |
| Commenting/Notes | Listed | Listed |
| Document Management | Listed | Listed |
| Portfolio Management | Listed | Listed |
| Agile Methodologies | Listed | Listed |
| Activity Dashboard | Listed | Listed |
| Idea Management | Listed | Listed |
| Project Tracking | Listed | Listed |
| Multiple Projects | Listed | Listed |
| Real Time Updates | Listed | Listed |
| Artificial Intelligence | Not listed | Not listed |
Features shown here belong only to the Complaint Management Software category.
| Feature | Efficy CRM | Apptivo |
|---|---|---|
| Routing | Listed | Listed |
| Multi-Channel Communication | Listed | Listed |
| Case Management | Listed | Listed |
| Issue Tracking | Listed | Listed |
| Activity Dashboard | Listed | Listed |
| Email Templates | Listed | Listed |
| Prioritization | Listed | Listed |
| Customer Service Analytics | Listed | Listed |
| Forms Management | Listed | Listed |
| Knowledge Base Management | Listed | Listed |
| Access Controls/Permissions | Listed | Listed |
| Feedback Management | Listed | Listed |
| Chat/Messaging | Listed | Listed |
| Real Time Notifications | Listed | Listed |
| Customer Complaint Tracking | Listed | Listed |
| Self Service Portal | Listed | Listed |
| Social Media Integration | Listed | Listed |
| Support Ticket Management | Listed | Listed |
| Interaction Tracking | Listed | Listed |
| Survey/Poll Management | Listed | Listed |
| Email Management | Listed | Listed |
| Alerts/Escalation | Listed | Listed |
| Live Chat | Listed | Listed |
| Collaboration Tools | Listed | Listed |
| Canned Responses | Listed | Listed |
| SLA Management | Listed | Listed |
| Artificial Intelligence | Not listed | Not listed |
Features shown here belong only to the Customer Service Software category.
| Feature | Efficy CRM | Apptivo |
|---|---|---|
| Performance Metrics | Listed | Listed |
| Appointment Management | Listed | Listed |
| Real Time Notifications | Listed | Listed |
| Customer Segmentation | Listed | Listed |
| Employee Management | Listed | Listed |
| Queue Management | Listed | Listed |
| Virtual Assistant | Listed | Listed |
| Customer History | Listed | Listed |
| Call Routing | Listed | Listed |
| SMS Messaging | Listed | Listed |
| Email Management | Listed | Listed |
| Voice Mail | Listed | Listed |
| Call Center Management | Listed | Listed |
| Knowledge Base Management | Listed | Listed |
| Multi-Channel Communication | Listed | Listed |
| Live Chat | Listed | Listed |
| Activity Tracking | Listed | Listed |
| Self Service Portal | Listed | Listed |
| Alerts/Escalation | Listed | Listed |
| Auto-Responders | Listed | Listed |
| Support Ticket Management | Listed | Listed |
| Engagement Tracking | Listed | Listed |
| Surveys & Feedback | Listed | Listed |
| Social Media Integration | Listed | Listed |
| Contact Management | Listed | Listed |
| Artificial Intelligence | Not listed | Not listed |
Features shown here belong only to the Customer Engagement Software category.
| Feature | Efficy CRM | Apptivo |
|---|---|---|
| Churn Management | Listed | Listed |
| Engagement Tracking | Listed | Listed |
| Email Management | Listed | Listed |
| Social Media Integration | Listed | Listed |
| CRM | Listed | Listed |
| Multi-Language | Listed | Listed |
| Real Time Analytics | Listed | Listed |
| Campaign Management | Listed | Listed |
| Content Management | Listed | Listed |
| Event Triggered Actions | Listed | Listed |
| Feedback Management | Listed | Listed |
| Multi-Channel Communication | Listed | Listed |
| Customer Database | Listed | Listed |
| Surveys & Feedback | Listed | Listed |
| Customer Experience Management | Listed | Listed |
| Communication Management | Listed | Listed |
| Live Chat | Listed | Listed |
| Customer Segmentation | Listed | Listed |
| Visual Analytics | Listed | Listed |
| Customer History | Listed | Listed |
| Customer Portal | Listed | Listed |
| Sentiment Analysis | Listed | Listed |
| Artificial Intelligence | Not listed | Not listed |
Features shown here belong only to the Contact Management Software category.
| Feature | Efficy CRM | Apptivo |
|---|---|---|
| Search/Filter | Listed | Listed |
| Pipeline Management | Listed | Listed |
| Social Media Integration | Listed | Listed |
| Data Import/Export | Listed | Listed |
| Prospecting Tools | Listed | Listed |
| Task Management | Listed | Listed |
| Customer Database | Listed | Listed |
| Campaign Management | Listed | Listed |
| Lead Nurturing | Listed | Listed |
| Segmentation | Listed | Listed |
| Email Management | Listed | Listed |
| CRM | Listed | Listed |
| Sales Forecasting | Listed | Listed |
| Contact Management | Listed | Listed |
| Calendar Management | Listed | Listed |
| Document Storage | Listed | Listed |
| Drag & Drop | Listed | Listed |
| Collaboration Tools | Listed | Listed |
| Lead Management | Listed | Listed |
| Sales Pipeline Management | Listed | Listed |
| Lead Distribution | Listed | Listed |
| Email Marketing | Listed | Listed |
| Opportunity Management | Listed | Listed |
| Data Synchronization | Listed | Listed |
| Interaction Tracking | Listed | Listed |
| Lead Capture | Listed | Listed |
| Artificial Intelligence | Not listed | Not listed |
Features shown here belong only to the Online CRM Software category.
| Feature | Efficy CRM | Apptivo |
|---|---|---|
| Customizable Templates | Listed | Listed |
| Sales Trend Analysis | Listed | Listed |
| Calendar Management | Listed | Listed |
| Lead Capture | Listed | Listed |
| Workflow Management | Listed | Listed |
| Interaction Tracking | Listed | Listed |
| Opportunity Management | Listed | Listed |
| Performance Metrics | Listed | Listed |
| Email Management | Listed | Listed |
| Pipeline Management | Listed | Listed |
| Calendar Sync | Listed | Listed |
| Email Marketing | Listed | Listed |
| Task Management | Listed | Listed |
| Forecasting | Listed | Listed |
| Campaign Management | Listed | Listed |
| Contact Management | Listed | Listed |
| Document Storage | Listed | Listed |
| Social Media Integration | Listed | Listed |
| Collaboration Tools | Listed | Listed |
| Sales Reports | Listed | Listed |
| Web-based Deployment | Listed | Listed |
| Lead Management | Listed | Listed |
| Internal Chat Integration | Listed | Listed |
| Lead Generation | Listed | Listed |
| Lead Qualification | Listed | Listed |
| Marketing Automation | Listed | Listed |
| Quotes/Estimates | Listed | Listed |
| Referral Tracking | Listed | Listed |
| Reporting/Analytics | Listed | Listed |
| Territory Management | Listed | Listed |
| Deal Management | Listed | Listed |
| Lead Nurturing | Listed | Listed |
| Role-Based Permissions | Listed | Listed |
| Artificial Intelligence | Not listed | Not listed |
Features shown here belong only to the Inside Sales Software category.
| Feature | Efficy CRM | Apptivo |
|---|---|---|
| Lead Capture | Listed | Listed |
| Email Management | Listed | Listed |
| Call Monitoring | Listed | Listed |
| Automatic Call Distribution | Listed | Listed |
| Lead Qualification | Listed | Listed |
| Lead Management | Listed | Listed |
| Task Management | Listed | Listed |
| Performance Management | Listed | Listed |
| Data Management | Listed | Listed |
| Contact Management | Listed | Listed |
| Meeting Management | Listed | Listed |
| Call Recording | Listed | Listed |
| Lead Distribution | Listed | Listed |
| CRM | Listed | Listed |
| Interaction Tracking | Listed | Listed |
| Auto-Dialer | Listed | Listed |
| Calendar Management | Listed | Listed |
| Chat/Messaging | Listed | Listed |
| Reminders | Listed | Listed |
| Call List Management | Listed | Listed |
| Multi-Channel Communication | Listed | Listed |
| Deal Management | Listed | Listed |
| Sales Pipeline Management | Listed | Listed |
| Artificial Intelligence | Not listed | Not listed |
Features shown here belong only to the Lead Management Software category.
| Feature | Efficy CRM | Apptivo |
|---|---|---|
| Lead Nurturing | Listed | Listed |
| Sales Reports | Listed | Listed |
| Social Media Integration | Listed | Listed |
| Monitoring | Listed | Listed |
| Pipeline Management | Listed | Listed |
| Template Management | Listed | Listed |
| Lead Qualification | Listed | Listed |
| Calendar Management | Listed | Listed |
| Sales Forecasting | Listed | Listed |
| Lead Distribution | Listed | Listed |
| Prospecting Tools | Listed | Listed |
| Task Management | Listed | Listed |
| Document Storage | Listed | Listed |
| Lead Segmentation | Listed | Listed |
| Reminders | Listed | Listed |
| Email Tracking | Listed | Listed |
| Interaction Tracking | Listed | Listed |
| CRM | Listed | Listed |
| Web Forms | Listed | Listed |
| Email Marketing | Listed | Listed |
| Lead Capture | Listed | Listed |
| Campaign Management | Listed | Listed |
| Contact Management | Listed | Listed |
| Workflow Management | Listed | Listed |
| Sales Trend Analysis | Listed | Listed |
| Source Tracking | Listed | Listed |
| Lead Generation | Listed | Listed |
| Opportunity Management | Listed | Listed |
| Artificial Intelligence | Not listed | Not listed |
Features shown here belong only to the Real Estate CRM Software category.
| Feature | Efficy CRM | Apptivo |
|---|---|---|
| Referral Tracking | Listed | Listed |
| Commission Management | Listed | Listed |
| Contact Database | Listed | Listed |
| Lead Qualification | Listed | Listed |
| Contact Management | Listed | Listed |
| Campaign Management | Listed | Listed |
| Access Controls/Permissions | Listed | Listed |
| Client Management | Listed | Listed |
| Email Marketing | Listed | Listed |
| Pipeline Management | Listed | Listed |
| Lead Management | Listed | Listed |
| Activity Dashboard | Listed | Listed |
| Lead Nurturing | Listed | Listed |
| Interaction Tracking | Listed | Listed |
| Reporting/Analytics | Listed | Listed |
| Activity Tracking | Listed | Listed |
| Document Management | Listed | Listed |
| Appointment Management | Listed | Listed |
| Alerts/Notifications | Listed | Listed |
| Calendar Management | Listed | Listed |
| Lead Generation | Listed | Listed |
| Lead Distribution | Listed | Listed |
| Client/Property Matching | Listed | Listed |
| Task Management | Listed | Listed |
| Segmentation | Listed | Listed |
| Lead Capture | Listed | Listed |
| Email Tracking | Listed | Listed |
| For Real Estate | Listed | Listed |
| Property Database | Listed | Listed |
| Omnichannel Communications | Listed | Listed |
| Artificial Intelligence | Not listed | Not listed |
Features shown here belong only to the Financial CRM Software category.
| Feature | Efficy CRM | Apptivo |
|---|---|---|
| Expense Tracking | Listed | Listed |
| Forecasting | Listed | Listed |
| Template Management | Listed | Listed |
| Relationship Tracking | Listed | Listed |
| Interaction Tracking | Listed | Listed |
| Access Controls/Permissions | Listed | Listed |
| Activity Tracking | Listed | Listed |
| Client Management | Listed | Listed |
| Collaboration Tools | Listed | Listed |
| Sales Reports | Listed | Listed |
| Email Management | Listed | Listed |
| CRM | Listed | Listed |
| Search/Filter | Listed | Listed |
| Email Marketing | Listed | Listed |
| Task Management | Listed | Listed |
| Document Management | Listed | Listed |
| Lead Management | Listed | Listed |
| Calendar Management | Listed | Listed |
| Customer Database | Listed | Listed |
| Campaign Management | Listed | Listed |
| Marketing Automation | Listed | Listed |
| Activity Dashboard | Listed | Listed |
| Territory Management | Listed | Listed |
| Contact Management | Listed | Listed |
| Pipeline Management | Listed | Listed |
| Lead Capture | Listed | Listed |
| For Financial Institutions | Listed | Listed |
| Financial Management | Listed | Listed |
| Artificial Intelligence | Not listed | Not listed |
Features shown here belong only to the Contact Center Software category.
| Feature | Efficy CRM | Apptivo |
|---|---|---|
| Automated Routing | Listed | Listed |
| Quality Management | Listed | Listed |
| Queue Management | Listed | Listed |
| IVR/Voice Recognition | Listed | Listed |
| Computer Telephony Integration | Listed | Listed |
| Collaboration Tools | Listed | Listed |
| Agent Interface | Listed | Listed |
| Chatbot | Listed | Listed |
| Auto-Dialer | Listed | Listed |
| Reporting/Analytics | Listed | Listed |
| Workforce Management | Listed | Listed |
| Artificial Intelligence | Not listed | Not listed |
Features shown here belong only to the Sales Force Automation Software category.
| Feature | Efficy CRM | Apptivo |
|---|---|---|
| Email Marketing | Listed | Listed |
| Campaign Management | Listed | Listed |
| Pipeline Management | Listed | Listed |
| Lead Management | Listed | Listed |
| Lead Capture | Listed | Listed |
| Referral Tracking | Listed | Listed |
| Sales Activity Management | Listed | Listed |
| Performance Metrics | Listed | Listed |
| Third-Party Integrations | Listed | Listed |
| Customer Database | Listed | Listed |
| Territory Management | Listed | Listed |
| Activity Dashboard | Listed | Listed |
| Forecasting | Listed | Listed |
| Contact Management | Listed | Listed |
| Task Management | Listed | Listed |
| Opportunity Management | Listed | Listed |
| Customizable Fields | Listed | Listed |
| Artificial Intelligence | Not listed | Not listed |
Features shown here belong only to the Sales Tracking Software category.
| Feature | Efficy CRM | Apptivo |
|---|---|---|
| Sales Pipeline Management | Listed | Listed |
| Lead Management | Listed | Listed |
| Reporting/Analytics | Listed | Listed |
| Appointment Scheduling | Listed | Listed |
| Task Management | Listed | Listed |
| Interaction Tracking | Listed | Listed |
| Alerts/Notifications | Listed | Listed |
| Customizable Reports | Listed | Listed |
| Activity Dashboard | Listed | Listed |
| Commenting/Notes | Listed | Listed |
| Third-Party Integrations | Listed | Listed |
| Data Import/Export | Listed | Listed |
| Lead Scoring | Listed | Listed |
| Document Management | Listed | Listed |
| Email Templates | Listed | Listed |
| Call Logging | Listed | Listed |
| Search/Filter | Listed | Listed |
| Artificial Intelligence | Not listed | Not listed |
Features shown here belong only to the CRM Software category.
| Feature | Efficy CRM | Apptivo |
|---|---|---|
| Referral Tracking | Listed | Listed |
| Mobile Access | Listed | Listed |
| Lead Qualification | Listed | Listed |
| Contact Database | Listed | Listed |
| Sales Pipeline Management | Listed | Listed |
| Territory Management | Listed | Listed |
| Quotes/Estimates | Listed | Listed |
| Customizable Fields | Listed | Listed |
| Calendar/Reminder System | Listed | Listed |
| Marketing Automation | Listed | Listed |
| Task Management | Listed | Listed |
| Interaction Tracking | Listed | Listed |
| Social Media Integration | Listed | Listed |
| Pipeline Management | Listed | Listed |
| Lead Capture | Listed | Listed |
| Forecasting | Listed | Listed |
| Contact Management | Listed | Listed |
| Email Management | Listed | Listed |
| Lead Generation | Listed | Listed |
| Workflow Management | Listed | Listed |
| Activity Dashboard | Listed | Listed |
| Internal Chat Integration | Listed | Listed |
| Segmentation | Listed | Listed |
| Alerts/Notifications | Listed | Listed |
| Document Storage | Listed | Listed |
| Lead Management | Listed | Listed |
| Reporting/Analytics | Listed | Listed |
| Data Import/Export | Listed | Listed |
| AI/Machine Learning | Listed | Not listed |
| Artificial Intelligence | Not listed | Not listed |
Features shown here belong only to the IT Ticketing Systems Software category.
| Feature | Efficy CRM | Apptivo |
|---|---|---|
| Access Controls/Permissions | Listed | Listed |
| Activity Dashboard | Listed | Listed |
| Alerts/Escalation | Listed | Listed |
| Asset Lifecycle Management | Listed | Listed |
| Automated Responses | Listed | Listed |
| Automated Routing | Listed | Listed |
| Change Management | Listed | Listed |
| Collaboration Tools | Listed | Listed |
| Configurable Workflow | Listed | Listed |
| Customizable Branding | Listed | Listed |
| Customizable Fields | Listed | Listed |
| Customizable Forms | Listed | Listed |
| Customizable Reports | Listed | Listed |
| Customizable Templates | Listed | Listed |
| Help Desk Management | Listed | Listed |
| Incident Management | Listed | Listed |
| IT Asset Management | Listed | Listed |
| Knowledge Base Management | Listed | Listed |
| Macros/Templated Responses | Listed | Listed |
| Multi-Channel Communication | Listed | Listed |
| Multi-Language | Listed | Listed |
| Prioritization | Listed | Listed |
| Problem Management | Listed | Listed |
| Release Management | Listed | Listed |
| Reporting/Analytics | Listed | Listed |
| Self Service Portal | Listed | Listed |
| Service Catalog | Listed | Listed |
| Service Reporting | Listed | Listed |
| Support Ticket Management | Listed | Listed |
| Support Ticket Tracking | Listed | Listed |
| Task Management | Listed | Listed |
| Artificial Intelligence | Not listed | Not listed |
Compare deployment, device support, pricing model, support channels, and target company size for both products.
Explore alternatives to Efficy CRM and Apptivo before making a final choice.
Explore other software products that buyers may consider instead of Efficy CRM.
Explore other software products that buyers may consider instead of Apptivo.
This comparison brings public profile information, category-specific feature selections, review visibility, and clearly labeled sponsored placements together in a structured format so you can evaluate both products with confidence.
Each section keeps Efficy CRM and Apptivo in clearly separated columns so you can compare equivalent information without losing context.
Shared categories open into their own feature comparisons, helping you review use-case-specific capabilities rather than only broad product claims.
Sponsored products stay outside the detailed comparison, and paid placements are clearly labeled so the core comparison remains focused on Efficy CRM and Apptivo.
Profile pages, category pages, integrations, and alternatives are linked throughout the page so you can continue your research from the same comparison.
