Product and Vendor News

Customer stories

Product Business Settings

Efficy CRM is popular in Information Services, Human Resources, and Education industries and is widely used by Small Business, Mid Market, and Large Enterprise.

Integrations

Customer Data Platform
Marketing Automation
Email Marketing

Efficy CRM Product Overview

Efficy CRM transforms business operations by centralizing customer data and automating sales processes. This platform enhances customer engagement, making it a valuable tool for businesses seeking to streamline interactions and improve client relationships. Trusted by over 13,000 companies across 10 countries, Efficy CRM is tailored for diverse business needs, offering a comprehensive suite of features that adapt to various industry demands. Its user-friendly interface allows for seamless data management and efficient sales automation. By leveraging Efficy CRM, businesses can achieve tangible improvements in customer satisfaction and operational efficiency.

How satisfied the customers are with Efficy CRM use-cases

Reviews

"...It helps me to follow up on customers and ultimately win deals...." Peer review by Mark B., Information Technology and Services

Efficy CRM Customer Insights, Testimonials and Case Studies

How does Efficy CRM address your Contact List Management Challenges?

How does Efficy CRM facilitate Sales Document Management?

What Are the key features of Efficy CRM for Helpdesk Management?

What Are the key features of Efficy CRM for Engagement Management?

How does Efficy CRM address your Sending & Publishing Communications Challenges?

What is Efficy CRM?

Efficy CRM is a CRM solution covering Customer Relationship management across all customer touch points such as Sales, Marketing, Customer Service. It provides customised CRM solutions for each industry sector spanning across Non-profit organizations, Bank & Insurance, Healthcare, Tourism, Retail and more.

Efficy provides the tools to convert customer data into customer knowledge and provides customizable solutions that can be configured easily to work with the existing processes in the organization.

Efficy provides CRM tools that enhance the Sales team productivity such as customer database, business activity monitoring, offers portfolio etc., with an always-on 360 degree view of customer proposals and prospects. CRM for Marketing provides tools to launch email campaigns, analyse results and web traffic to provide insights for segmentation and sending out customised and targeted messages based on segment.

What is Efficy CRM used for?

Efficy CRM is a CRM All-in-One Software mainly used by its customers to Enhance Customer Relationships and Acquire Customers by Contact List Management, Sales Document Management and Helpdesk Management .

What are the top features of Efficy CRM?

Gamification, Dashboard and Templates are some of the top features of Efficy CRM.

Who uses Efficy CRM?

Efficy CRM is used by Information Services, Human Resources and Education among other industries.

What are Efficy CRM alternatives?

HoneyBook, Housecall Pro, ServiceM8 and BlueFolder are popular alternatives for Efficy CRM.

Where is Efficy CRM located?

Efficy CRM is headquartered at Rue Colonel Bourg 122 1140 Brussels.

15 buyers and buying teams have used Cuspera to assess how well Efficy CRM solved their CRM All-in-One needs. Cuspera uses 613 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific CRM All-in-One needs.

Wilink - Insurance

Maxo CRM helped Wilink centralize all customer interactions for a 360-degree view. Wilink needed to improve customer knowledge and support cross-selling across business units. Maxo CRM integrated wit...h tools like Brio and MIFID, streamlining workflows and customer profiling. 250 users now rely on Maxo CRM daily. Coaching and support sessions helped overcome resistance to change. Regular upgrades and a dedicated Customer Success Executive ensure ongoing value for Wilink's sales and marketing teams.

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UITP (International Association of Public Transport) - Transportation/trucking/railroad

Maxo CRM helps UITP manage over 1,800 member companies across 100 countries. UITP uses Maxo CRM to share customer and prospect knowledge and control member access through the MyUITP platform. The CRM... supports complex membership structures and enables on-demand reporting for better content management. UITP influenced the development of Maxo's tree view feature to visualize company relationships. The partnership with Maxo has lasted over 15 years, with UITP praising the platform's flexibility and customization.

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The Louvre museum - Hospitality

Maxo CRM helped the Louvre museum manage customer relationships and marketing campaigns. The museum used Maxo CRM to analyze visitor, lead, and patron data. The solution improved marketing events, pe...rsonalized newsletters, and multi-channel communication. Maxo CRM integrated with the ticketing system for a full customer view. The dashboard feature let users measure promotional activity and define visitor profiles.

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hub.brussels - Government Administration

Maxo CRM helps hub.brussels track business records and monitor client revenue growth. The platform lets staff share information, manage projects, and report on actions taken. Employees value Maxo's r...eporting features. The next steps include advanced reporting with QlickView and better marketing with Flexmail. Maxo supports collaboration and productivity for hub.brussels.

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Genève Tourisme et Congrès - Hospitality

Maxo helps Genève Tourisme et Congrès promote Geneva as a top destination for tourism, leisure, and commerce. They use Maxo with QlikView to track and compare tourism activities, manage events, and r...un multi-channel marketing campaigns. The solution lets them analyze data from the hospitality industry. Genève Tourisme et Congrès can now offer customized products and packages to visitors. This improves their marketing and customer experience.

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BECI (Brussels Chamber of Commerce) - Non Profit Organization Management

Maxo CRM helped BECI, the Brussels Chamber of Commerce, improve traceability and follow-up in managing member activities. Before Maxo CRM, BECI struggled to track and communicate the value delivered ...to its 3,000+ member companies. After implementing Maxo CRM, BECI doubled its turnover in 10 years. The CRM modernized external communication, enabled targeted email campaigns, and redefined employee KPIs. BECI now has better insight into its actions for members and improved overall management efficiency.

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Why choose efficy?

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Peers used Efficy CRM for contact list management and sales document management

Efficy CRM Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
AI Powered

2.55/5

Read Reviews (2)
Custom Reports

4.87/5

Read Reviews (78)
Analytics

4.75/5

Read Reviews (10)
CAPABILITIES RATINGS AND REVIEWS
AI Powered

2.55/5

Read Reviews (2)
Custom Reports

4.87/5

Read Reviews (78)
Analytics

4.75/5

Read Reviews (10)

Efficy CRM Integrations

Efficy CRM integrates with a wide range of software applications through its robust data import and export capabilities.

Data Import
Data Export

Software Failure Risk Guidance

?

for Efficy CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Efficy CRM

efficy SA/BV News

Executive
 

efficy Appoints Alfonso Tasso as New CEO

Efficy has appointed Alfonso Tasso as the new CEO, succeeding co-founder Cedric Pierrard. Tasso, with over 20 years of experience in scaling B2B tech businesses, aims to drive Efficy's growth and innovation in the CRM space. His leadership is expected to enhance Efficy's product portfolio and capitalize on recent R&D investments, including generative AI.

Product
 

efficy Expands Its Offering With the Launch of Maxo

Efficy has launched Maxo, a new CRM suite designed for established and growing businesses. Maxo offers advanced AI capabilities, including smart agents for personalization and predictive analytics, and features a no-code interface for easy customization. The solution aims to enhance integration with existing business processes, reduce administrative tasks, and improve collaboration across departments. Maxo also includes marketing automation tools, enabling comprehensive CRM and marketing management.

efficy SA/BV Profile

Company Name

efficy SA/BV

Company Website

https://www.efficy.com/

Year Founded

2005

HQ Location

Rue Colonel Bourg 122 1140 Brussels

Employees

101-250

Social

Financials

PRIVATE