Efficy CRM

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SoftwareWorld Editorial Review

Why SoftwareWorld Chooses Efficy CRM

"European businesses looking for a CRM that fits their working style often find Efficy CRM a practical choice. It helps teams manage customer relationships, track sales activity, and stay organized without overcomplicating daily work. The platform is built with flexibility for different team sizes, which makes it easier to adapt as a business grows. That said, smaller businesses with very basic needs may find the setup process takes more time than expected."
SoftwareWorld Review Team
SoftwareWorld Highly Recommended 2026
Decision Snapshot

Efficy CRM Evaluation Snapshot

Review the most important product facts, official access information, and SoftwareWorld’s page-level trust standards in one place.

User RatingNot rated yet
Starting Price€25 / month
Free Trial14 Days
Free VersionNo
APIAvailable
DeploymentCloud Hosted
HeadquartersBelgium
✎
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Product Overview

Efficy CRM Overview

Product description, media, company details, support, training, deployment, customer size, languages, and industries.

About Efficy CRM

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.
Company Efficy
Founded 1998
Headquarters Belgium
Employees 501-1000

Support

Email Phone Chat Knowledge Base

Training

In-person Live Online Webinar Documentation Videos

Licensing & Deployment

Proprietary Cloud Hosted Web-Based iPhone Android Windows Mac

Typical Customers

Self-Employed Small-Business Midsize-Business Large-Enterprise-Business
Languages Supported 21 languages available
Arabic Chinese Croatian Czech Danish Dutch Finnish French German Greek Hungarian Italian Japanese Norwegian Polish Portuguese Romanian Slovak Spanish Swedish Turkish
Industries Served 4 industries available
Advertising & Marketing Construction Education Management Hospital & Health Care

Why Choose Efficy CRM

Problem it Solves

  • Problem it Solves Streamlines Customer Relationship Management For Improved Sales And Communication Efficiency

Target Users

  • Target Users Sales Representatives
  • Target Users Marketing Professionals
  • Target Users Customer Service Agents
  • Target Users Business Managers
  • Target Users IT Administrators

Core Use Case

  • Core Use Case Manage Customer Relationships
  • Core Use Case Track Sales Opportunities
  • Core Use Case Automate Marketing Campaigns
  • Core Use Case Analyze Business Data
  • Core Use Case Enhance Team Collaboration

USP

  • USP Streamline Customer Relationships With Efficy's Intuitive CRM Solutions

Pros

  • Pros Modular structure lets companies activate only what they actually need
  • Pros Covers full sales pipeline from lead capture to deal closure
  • Pros Built-in document management removes the need for separate file tools
  • Pros Strong fit for mid-market European businesses with compliance requirements
  • Pros Collaboration tools keep sales and marketing teams genuinely aligned
  • Pros Dashboards surface deal progress without requiring custom report builds
  • Pros Multilingual and multi-currency support handles cross-border teams well
  • Pros Customer support responsiveness stands out against larger CRM rivals

Cons

  • Cons Reporting depth falls short for analytics-heavy or enterprise-scale teams
  • Cons Pricing structure grows complex as modules and users stack up
  • Cons Onboarding new teams takes noticeably more effort than modern rivals
  • Cons Mobile experience feels underpowered compared to the full desktop version
Editorial Buyer Guidance

Who Is Efficy CRM Best For?

Review the buyer problem, target users, practical use cases, and product differentiator identified by the SoftwareWorld review team.

Problem It Solves

Streamlines Customer Relationship Management For Improved Sales And Communication Efficiency

Target Users

  • Sales Representatives
  • Marketing Professionals
  • Customer Service Agents
  • Business Managers
  • IT Administrators

Core Use Cases

  • Manage Customer Relationships
  • Track Sales Opportunities
  • Automate Marketing Campaigns
  • Analyze Business Data
  • Enhance Team Collaboration

Unique Selling Point

Streamline Customer Relationships With Efficy's Intuitive CRM Solutions

Strengths and Limitations

Efficy CRM Pros & Cons

Consider the practical advantages and limitations identified through SoftwareWorld's product assessment.

+

Pros

  • Modular structure lets companies activate only what they actually need
  • Covers full sales pipeline from lead capture to deal closure
  • Built-in document management removes the need for separate file tools
  • Strong fit for mid-market European businesses with compliance requirements
  • Collaboration tools keep sales and marketing teams genuinely aligned
  • Dashboards surface deal progress without requiring custom report builds
  • Multilingual and multi-currency support handles cross-border teams well
  • Customer support responsiveness stands out against larger CRM rivals
!

Cons

  • Reporting depth falls short for analytics-heavy or enterprise-scale teams
  • Pricing structure grows complex as modules and users stack up
  • Onboarding new teams takes noticeably more effort than modern rivals
  • Mobile experience feels underpowered compared to the full desktop version
Category-Based Capabilities

Efficy CRM Features

Each category combines the selected software category, its category-specific description, and the features assigned to that category.

Document Management Software 26 selected features Open category ↗ ⌄
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 32 selected features Open category ↗ ⌄
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 26 selected features Open category ↗ ⌄
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 25 selected features Open category ↗ ⌄
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 24 selected features Open category ↗ ⌄
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 30 selected features Open category ↗ ⌄
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 25 selected features Open category ↗ ⌄
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 30 selected features Open category ↗ ⌄
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 22 selected features Open category ↗ ⌄
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 23 selected features Open category ↗ ⌄
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 26 selected features Open category ↗ ⌄
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 33 selected features Open category ↗ ⌄
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 23 selected features Open category ↗ ⌄
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 28 selected features Open category ↗ ⌄
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 30 selected features Open category ↗ ⌄
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 28 selected features Open category ↗ ⌄
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 27 selected features Open category ↗ ⌄
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 11 selected features Open category ↗ ⌄
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 17 selected features Open category ↗ ⌄
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 19 selected features Open category ↗ ⌄
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 8 selected features Open category ↗ ⌄
Personalization Campaign Management Customer Segmentation GDPR Compliance Behavioral Analytics Data Integration Predictive Modeling Customer Profiles
Remote Work Software 18 selected features Open category ↗ ⌄
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 17 selected features Open category ↗ ⌄
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 20 selected features Open category ↗ ⌄
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 17 selected features Open category ↗ ⌄
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 11 selected features Open category ↗ ⌄
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
CRM Software 29 selected features Open category ↗ ⌄
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 31 selected features Open category ↗ ⌄
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
Connected Applications

Efficy CRM Integrations

Integration information is displayed only when approved integration products are available on the profile.

Showing 8 of 14 integrations
Pricing Information

Efficy CRM Pricing

Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.

Pricing Type Per User
Preferred Currency EUR (€)
Free Trial 14 Days
Free Version NA
Payment Frequency Annual Subscription, Monthly Payment
Pricing Page ↗ Trial Page ↗ Request Demo ↗
efficy Tribe
€25 Per Month

Prices shown are profile information and may not include taxes, regional differences, introductory terms, usage limits, or add-ons. Confirm current plans on the vendor website.

Alternative Products

Top Efficy CRM Alternatives

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Trello

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Frequently Asked Questions

Efficy CRM FAQs

Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.

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.

  • No, Efficy CRM does not offer a free version.

  • Yes, Efficy CRM offers a free trial.

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

  • Efficy CRM offers the following pricing plans & packages:

    efficy Tribe

    €25 Per Month

  • Efficy CRM supports the following payment frequencies:

    • Annual Subscription , Monthly Payment

  • Yes, Efficy CRM offers an API.

  • Efficy CRM can be integrated with the following applications:

    • Xero , Mailchimp , Google Workspace , Slack , Twilio , DocuSign , Microsoft Outlook , Microsoft OneDrive for Business , LinkedIn Sales Navigator , Teamleader , Microsoft Teams , Zapier , Dropbox , Exact Online Accounting

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

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

  • 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

  • Following are the typical users of the Efficy CRM:
    • Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business

  • Efficy CRM supports the following deployment:
    • Cloud Hosted

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