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Everything you need to power your growth in one CRM.

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Efficy CRM Overview

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.

Efficy CRM screenshot & Video

Contact Details

  • Efficy
  • 1998
  • Belgium
  • 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

Language Supported

Arabic, Chinese, Croatian, Czech, Danish, Dutch, Finnish, French, German, Greek, Hungarian, Italian, Japanese, Norwegian, Polish, Portuguese, Romanian, Slovak, Spanish, Swedish, Turkish

Industries

Construction, Education Management, Hospital & Health Care, Marketing & Advertising

Efficy CRM Features

  • 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
  • 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
  • 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
  • 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
  • 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

Efficy CRM Pricing

Pricing Type

  • Per User

Preferred Currency

  • EUR (€)

Free Trial

  • 14 Days

Free Version

  • NA

Payment Frequency

  • Annual Subscription
  • Monthly Payment
Pricing Page   Trial Page   Demo Page  

Plans & Packages

efficy Tribe

$25 Per Month

Efficy CRM FAQ's

  • 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:

    Starting Plan:

    $25 Per Month

  • Efficy CRM supports the following payment frequencies:

    • Annual Subscription , Monthly Payment

  • Yes, Efficy CRM offers an API.

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

  • Efficy CRM supports the following languages:
    • Arabic , Czech , Danish , German , Greek , English , Finnish , French , Croatian , Hungarian , Italian , Japanese , Dutch , Norwegian , Polish , Portuguese , Romanian , Russian , Slovak , Spanish , Swedish , Turkish , Chinese (Simplified)

  • 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 , On Premises

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