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 to customer information, interactions, and sales processes. The software excels in contact management, helping teams organize and track their customer relationships efficiently. Efficy CRM's robust features include sales automation, marketing campaign management, and customer service tools, fostering a holistic approach to customer engagement. Its customizable dashboards and reporting capabilities empower businesses to analyze performance and make informed decisions. With seamless integration options, Efficy CRM adapts to diverse business needs, providing a versatile solution for enhancing customer satisfaction and optimizing overall business processes.

Does Efficy CRM offer a free version?

No, Efficy CRM does not offer a free version.

Does Efficy CRM offer a free trial?

Yes, Efficy CRM offers a free trial.

Are Credit Card details required for the Efficy CRM trial?

No, Credit Card details are not required for the Efficy CRM trial.

What are the pricing plans & packages of Efficy CRM?

Efficy CRM offers the following pricing plans and packages: efficy Tribe - $25 (Per Month) .

What payment frequencies does Efficy CRM offer?

Efficy CRM supports the following payment frequencies: Annual Subscription, Monthly Payment

What type of support options does Efficy CRM offer?

Efficy CRM offers support with the following options: Email, Phone, Chat, Knowledge Base

What type of training options does Efficy CRM offer?

Efficy CRM offers training with the following options: In-person, Live Online, Webinar, Documentation, Videos

What different languages does Efficy CRM support?

Efficy CRM supports the following languages: arabic, chinese, croatian, czech, danish, dutch, finnish, french, german, greek, hungarian, italian, japanese, norwegian, polish, portuguese, romanian, slovak, spanish, swedish, turkish

Typical users of Efficy CRM include: Self-Employed, Small-Business, Midsize-Business, Large-Enterprise-Business

What deployment options does Efficy CRM support?

Efficy CRM supports the following deployment options: Cloud Hosted

What devices and operating systems does Efficy CRM support?

Efficy CRM supports the following devices and operating systems: Web-Based, iPhone, Android, Windows, Mac

Efficy CRM Reviews Oct 2025: Pricing & Features

Document Management Software

Electronic Signature
Version Control
Search/Filter
Approval Process Control
Document Capture
Commenting/Notes
Task Management
Collaboration Tools
File Sharing
Audit Trail
Compliance Tracking
Alerts/Notifications
Activity Tracking
File Recovery
Archiving & Retention
Offline Access
Document Generation
Drag & Drop
Secure Data Storage
Content Management
Document Storage
Forms Management
Email Management
Document Classification
Document Review
Tagging

Project Management Software

Milestone Tracking
Testing/QA Management
Time & Expense Tracking
Projections
Alerts/Notifications
Calendar Management
Project Planning
Project Scheduling
Issue Management
Billing & Invoicing
Gantt/Timeline View
Client Portal
Kanban Board
Collaboration Tools
File Sharing
Prioritization
Risk Management
Traditional Methodologies
Task Management
Status Tracking
Resource Management
Budget Management
Task Progress Tracking
Commenting/Notes
Document Management
Portfolio Management
Agile Methodologies
Activity Dashboard
Idea Management
Project Tracking
Multiple Projects
Real Time Updates

Complaint Management Software

Routing
Multi-Channel Communication
Case Management
Issue Tracking
Activity Dashboard
Email Templates
Prioritization
Customer Service Analytics
Forms Management
Knowledge Base Management
Access Controls/Permissions
Feedback Management
Chat/Messaging
Real Time Notifications
Customer Complaint Tracking
Self Service Portal
Social Media Integration
Support Ticket Management
Interaction Tracking
Survey/Poll Management
Email Management
Alerts/Escalation
Live Chat
Collaboration Tools
Canned Responses
SLA Management

Customer Service Software

Performance Metrics
Appointment Management
Real Time Notifications
Customer Segmentation
Employee Management
Queue Management
Virtual Assistant
Customer History
Call Routing
SMS Messaging
Email Management
Voice Mail
Call Center Management
Knowledge Base Management
Multi-Channel Communication
Live Chat
Activity Tracking
Self Service Portal
Alerts/Escalation
Auto-Responders
Support Ticket Management
Engagement Tracking
Surveys & Feedback
Social Media Integration
Contact Management

Construction CRM Software

Project Management
Data Import/Export
Scheduling
Quotes/Estimates
Activity Tracking
Document Management
Job Costing
Buyer Management
Warranty Tracking
Calendar Management
Collaboration Tools
Client Tracking
Contract/License Management
Task Management
Change Order Management
Communication Management
Contact Management
Project Tracking
Subcontractor Management
Sales Pipeline Management
Email Marketing
Bid Management
Lead Management
Procurement Management

Healthcare CRM Software

Patient Communications
Alerts/Notifications
Self Service Portal
Records Management
Social Media Integration
Patient Management
Document Management
Predictive Analytics
Lead Management
Live Chat
Forms Management
Physician Management
Contact Management
Client Portal
Forecasting
Chat/Messaging
Appointment Management
Task Management
Referral Tracking
Medical History Records
Campaign Management
Marketing Automation
Calendar Management
Automated Scheduling
Audience Targeting
Email Management
HIPAA Compliant
Multi-Location
Pipeline Management
Billing & Invoicing

Collaboration Software

Project Management
Screen Sharing
Drag & Drop
@mentions
Communication Management
Discussions/Forums
Commenting/Notes
File Sharing
Real Time Notifications
Calendar Management
Video Conferencing
Chat/Messaging
Version Control
Task Management
Contact Management
Document Management
Task Progress Tracking
Content Management
Collaboration Tools
Alerts/Notifications
Task Scheduling
To-Do List
Prioritization
Tagging
Assignment Management

Call Center Software

Call Recording
Computer Telephony Integration
Call Routing
Call Monitoring
Call Logging
Call Center Management
Activity Dashboard
Call Tracking
Callback Scheduling
Progressive Dialer
Manual Dialer
Call Transfer
Voice Mail
Contact Management
Inbound Call Center
Chat/Messaging
Outbound Call Center
Alerts/Escalation
CRM
Multi-Channel Communication
IVR/Voice Recognition
Call Scripting
Caller ID
Automatic Call Distribution
Queue Management
Call Reporting
Auto-Dialer
Blended Call Center
Predictive Dialer
Interaction Tracking

Customer Engagement Software

Churn Management
Engagement Tracking
Email Management
Social Media Integration
CRM
Multi-Language
Real Time Analytics
Campaign Management
Content Management
Event Triggered Actions
Feedback Management
Multi-Channel Communication
Customer Database
Surveys & Feedback
Customer Experience Management
Communication Management
Live Chat
Customer Segmentation
Visual Analytics
Customer History
Customer Portal
Sentiment Analysis

Customer Satisfaction Software

Trend Analysis
Survey/Poll Management
Data Visualization
Reporting/Analytics
Chat/Messaging
CRM
Feedback Management
Customer Segmentation
Customer Database
SMS Messaging
Visual Analytics
Email Management
Engagement Tracking
Multi-Channel Communication
Complaint Monitoring
Customer Experience Management
Sentiment Analysis
Performance Metrics
Social Media Integration
Customer Journey Mapping
NPS Survey
CES Survey
CSAT Survey

Contact Management Software

Search/Filter
Pipeline Management
Social Media Integration
Data Import/Export
Prospecting Tools
Task Management
Customer Database
Campaign Management
Lead Nurturing
Segmentation
Email Management
CRM
Sales Forecasting
Contact Management
Calendar Management
Document Storage
Drag & Drop
Collaboration Tools
Lead Management
Sales Pipeline Management
Lead Distribution
Email Marketing
Opportunity Management
Data Synchronization
Interaction Tracking
Lead Capture

Online CRM Software

Customizable Templates
Sales Trend Analysis
Calendar Management
Lead Capture
Workflow Management
Interaction Tracking
Opportunity Management
Performance Metrics
Email Management
Pipeline Management
Calendar Sync
Email Marketing
Task Management
Forecasting
Campaign Management
Contact Management
Document Storage
Social Media Integration
Collaboration Tools
Sales Reports
Web-based Deployment
Lead Management
Internal Chat Integration
Lead Generation
Lead Qualification
Marketing Automation
Quotes/Estimates
Referral Tracking
Reporting/Analytics
Territory Management
Deal Management
Lead Nurturing
Role-Based Permissions

Inside Sales Software

Lead Capture
Email Management
Call Monitoring
Automatic Call Distribution
Lead Qualification
Lead Management
Task Management
Performance Management
Data Management
Contact Management
Meeting Management
Call Recording
Lead Distribution
CRM
Interaction Tracking
Auto-Dialer
Calendar Management
Chat/Messaging
Reminders
Call List Management
Multi-Channel Communication
Deal Management
Sales Pipeline Management

Lead Management Software

Lead Nurturing
Sales Reports
Social Media Integration
Monitoring
Pipeline Management
Template Management
Lead Qualification
Calendar Management
Sales Forecasting
Lead Distribution
Prospecting Tools
Task Management
Document Storage
Lead Segmentation
Reminders
Email Tracking
Interaction Tracking
CRM
Web Forms
Email Marketing
Lead Capture
Campaign Management
Contact Management
Workflow Management
Sales Trend Analysis
Source Tracking
Lead Generation
Opportunity Management

Real Estate CRM Software

Referral Tracking
Commission Management
Contact Database
Lead Qualification
Contact Management
Campaign Management
Access Controls/Permissions
Client Management
Email Marketing
Pipeline Management
Lead Management
Activity Dashboard
Lead Nurturing
Interaction Tracking
Reporting/Analytics
Activity Tracking
Document Management
Appointment Management
Alerts/Notifications
Calendar Management
Lead Generation
Lead Distribution
Client/Property Matching
Task Management
Segmentation
Lead Capture
Email Tracking
For Real Estate
Property Database
Omnichannel Communications

Financial CRM Software

Expense Tracking
Forecasting
Template Management
Relationship Tracking
Interaction Tracking
Access Controls/Permissions
Activity Tracking
Client Management
Collaboration Tools
Sales Reports
Email Management
CRM
Search/Filter
Email Marketing
Task Management
Document Management
Lead Management
Calendar Management
Customer Database
Campaign Management
Marketing Automation
Activity Dashboard
Territory Management
Contact Management
Pipeline Management
Lead Capture
For Financial Institutions
Financial Management

Nonprofit CRM Software

Contact Management
Donation Tracking
Campaign Management
Interaction Tracking
Real Time Notifications
Email Marketing
Donor Management
Email Management
Web Forms
Access Controls/Permissions
Task Scheduling
Website Integration
Grant Management
Customer Database
Credit Card Processing
Membership Management
CRM
Accounting Integration
Event Management
Document Storage
Forms Management
Social Media Integration
Registration Management
Fundraising Management
Committee Management
Volunteer Management
Electronic Payments

Contact Center Software

Automated Routing
Quality Management
Queue Management
IVR/Voice Recognition
Computer Telephony Integration
Collaboration Tools
Agent Interface
Chatbot
Auto-Dialer
Reporting/Analytics
Workforce Management

Contract Management Software

Version Control
Completion Tracking
Team Collaboration
Audit Trail
Contact Management
Compliance Tracking
Electronic Signature
Workflow Management
Digital Signature
Data Extraction
Customizable Branding
Pre-built Templates
Approval Process Control
Full Text Search
Document Storage
Reminders
CRM

Customer Communications Management Software

Template Management
Workflow Management
Third-Party Integrations
CRM
Interaction Tracking
Content Management
Activity Dashboard
On-Demand Communications
Personalization
Multi-Channel Communication
Interactive Content
Video Support
Customer Database
Chat/Messaging
Reporting & Statistics
Batch Communications
Customer History
Alerts/Notifications
Feedback Management

Customer Data Platform Software

Personalization
Campaign Management
Customer Segmentation
GDPR Compliance
Behavioral Analytics
Data Integration
Predictive Modeling
Customer Profiles

Remote Work Software

Softphone
Video Conferencing
Meeting Management
Remote Support
Communication Management
Time Zone Tracking
Third-Party Integrations
Electronic Signature
Live Chat
Video Chat
Task Management
Workflow Management
Collaboration Tools
Access Controls/Permissions
Progress Tracking
Employee Activity Monitoring
Reporting & Statistics
Document Management

Sales Force Automation Software

Email Marketing
Campaign Management
Pipeline Management
Lead Management
Lead Capture
Referral Tracking
Sales Activity Management
Performance Metrics
Third-Party Integrations
Customer Database
Territory Management
Activity Dashboard
Forecasting
Contact Management
Task Management
Opportunity Management
Customizable Fields

Sales Forecasting Software

Pipeline Management
Lead Management
Workflow Management
Data Visualization
Contact Management
Contact Database
Data Import/Export
What If Scenarios
Graphical Data Presentation
Activity Tracking
Statistical Analysis
Forecasting
Sales Reports
Dynamic Modeling
Customizable Reports
Opportunity Management
Alerts/Notifications
Budgeting/Forecasting
Modeling & Simulation
Lead Capture

Sales Tracking Software

Sales Pipeline Management
Lead Management
Reporting/Analytics
Appointment Scheduling
Task Management
Interaction Tracking
Alerts/Notifications
Customizable Reports
Activity Dashboard
Commenting/Notes
Third-Party Integrations
Data Import/Export
Lead Scoring
Document Management
Email Templates
Call Logging
Search/Filter

Customer Support Software

Queue Management
Email Management
Service Level Agreement (SLA) Management
CRM
Live Chat
Knowledge Base Management
Customer Database
Reporting/Analytics
Multi-Channel Communication
Inventory Management
Chatbot

Customer Relationship Management (CRM) Software

Referral Tracking
Mobile Access
Lead Qualification
Contact Database
Sales Pipeline Management
Territory Management
Quotes/Estimates
Customizable Fields
Calendar/Reminder System
Marketing Automation
Task Management
Interaction Tracking
Social Media Integration
Pipeline Management
Lead Capture
Forecasting
Contact Management
Email Management
Lead Generation
Workflow Management
Activity Dashboard
Internal Chat Integration
Segmentation
Alerts/Notifications
Document Storage
Lead Management
Reporting/Analytics
Data Import/Export
AI/Machine Learning

IT Ticketing Systems Software

Access Controls/Permissions
Activity Dashboard
Alerts/Escalation
Asset Lifecycle Management
Automated Responses
Automated Routing
Change Management
Collaboration Tools
Configurable Workflow
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Help Desk Management
Incident Management
IT Asset Management
Knowledge Base Management
Macros/Templated Responses
Multi-Channel Communication
Multi-Language
Prioritization
Problem Management
Release Management
Reporting/Analytics
Self Service Portal
Service Catalog
Service Reporting
Support Ticket Management
Support Ticket Tracking
Task Management

Efficy CRM Claim

Why SoftwareWorld Chooses Efficy CRM:

Efficy CRM Overview

Efficy CRM Screenshot & Video

Contact Details

Support

Training

Licensing & Deployment

Typical Customers

Languages Supported

Industries

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Document Management Software

Project Management Software

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Customer Engagement Software

Customer Satisfaction Software

Contact Management Software

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Inside Sales Software

Lead Management Software

Real Estate CRM Software

Financial CRM Software

Nonprofit CRM Software

Contact Center Software

Contract Management Software

Customer Communications Management Software

Customer Data Platform Software

Remote Work Software

Sales Force Automation Software

Sales Forecasting Software

Sales Tracking Software

Customer Support Software

Customer Relationship Management (CRM) Software

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Efficy CRM Pricing

Pricing Type

Preferred Currency

Free Trial

Free Version

Payment Frequency

Plans & Packages

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Efficy CRM FAQs

What is Efficy CRM?