About 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.
Evaluating Efficy CRM for your CRM All-in-One need?
Our AI advisor, Wyz, harnessed 804 insights from peers and experts who used Efficy CRM to help you determine how well it fits your CRM All-in-One needs.
Peer and Expert Opinions
for
Efficy CRM
Goals
Grow market share and Enhance customer relationships are the most popular goals peers achieved using Efficy CRM .
Channels
It is the best suited for phone calls, e-mail, offline, channels.
Processes
Peers recommend customer case management, contact list management, sales document management, as the business processes that they have been most satisfied while using Efficy CRM .
Read Peer and Expert Experience for Business Use Cases
Customer case management
Contact list management
Sales document management With Phone calls and Offline
Proposal & quote management With Phone calls and Offline and Mobile
Communication management With E mail
Sending & publishing communications With E mail
Helpdesk management With Phone calls and Offline
Relationship management
Engagement management
Engaging and following up
Campaign management With E mail
Products & pricelist management With Phone calls and Offline
Collaboration
Distribution management With Mobile
Coaching
Channel marketing
Business development
Relationship marketing
Funnel analysis
Knowledge management
Content management
Training & onboarding
Workflow management With Mobile
Lead tracking
Opportunity management With E mail
Popular Business Setting
for
Efficy CRM
Top Industries
- Information Services
- Human Resources
- Education
Popular in
- Mid Market
- Small Business
- Large Enterprise
Peers used Efficy CRM to Grow market share and Enhance customer relationships
Verify if it works for you
IT and Other Capabilities
for
Efficy CRM
- Low
- Medium
- High
data
Data Import
Data Export
Support
24/7 Support
Phone Support
Chat Support
Email Support
Other
Failure Risk Guidance Security Report ?
Overall Risk Meter
Top Failure Risks for Efficy CRM
First 5 Reports are Free
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