Efficy CRM Overview

Here’s the scoop on Efficy CRM! We've gathered over 613 insights from folks who use it, and know it inside out—from peer reviews to customer testimonials and expert opinions. We included citations from these sources so you can read the full content at the original source if you wish.

Efficy CRM, 1crm, HoneyBook, C3 CRM™, Keap CRM, etc., all belong to a category of solutions that help CRM All-in-One. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Do you need to check if Efficy CRM is right for your needs? Our Cuspera AI engine can evaluate how Efficy CRM fits your specific business needs, industry, and context. Get your personalized assessment report today.

Efficy CRM supports business activities such as:

  • Contact List Management
  • Sales Document Management
  • Helpdesk Management
  • Engagement Management
  • Sending & Publishing Communications

Efficy CRM can help you with many business goals, such as Enhance Customer Relationships, Acquire Customers, Grow Market Share, Enter New Markets Internationally Or Locally, Improve ROI, etc. It can help manage these activities if you use Phone Calls and Offline for these needs. As a solution, Efficy CRM's capabilities include Gamification, Dashboard, Templates, etc.

Efficy CRM was founded in 2005. Information Services Vertical is its biggest customer base.

Reviews

"...Modules are included for managing tasks, contacts, companies, emails, documents, campaigns, products, opportunities, incidents, invoices, and more...." Peer review

Cuspera Reviews

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.

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities peers achieved using Efficy CRM.

Other priorities:

  • Grow Market Share
  • Enter New Markets Internationally Or Locally
  • Improve ROI
  • Scale Best Practices
  • Increase Sales & Revenue
See all business priorities See less business priorities

Use Cases

Peers recommend Contact List Management , Sales Document Management , Helpdesk Management , as the business use cases that they have been most satisfied while using Efficy CRM.

Read Peer Reviews and Expert Experience for Business Use Cases

BUSINESS USE CASES RATINGS CUSTOMER AND EXPERT EXPERIENCES
Contact List Management

4.86/5

Read Reviews (26)

"...Modules are included for managing tasks, contacts, companies, emails, documents, campaigns, products, opportunities, incidents, invoices, and more...."
contacts history

4.16/5

Read Reviews (2)

"...With Efficy, users can create and share templates, documents, and projects to ensure consistent follow-ups, and track interaction histories with contacts...."
Sales Document Management with Phone Calls and Offline

4.87/5

Read Reviews (23)

"...Marketing, sales, client services, project, proposal, invoicing, mailbox synchro, googlemaps, specific reporting, gamifcation, languages, offline mode, call center, product and pricelist management......"
proposal & quote management

4.82/5

Read Reviews (17)

"...The automatic integration of commercial leads, prospecting and quote management tools helps sales teams on a daily basis. ..."
document sharing

4.16/5

Read Reviews (2)

"...With Efficy, users can create and share templates, documents, and projects to ensure consistent follow-ups, and track interaction histories with contacts...."
contract management

4.08/5

Read Reviews (2)

"...All our contract, claim and policy holder documents are in Efficy...."
Helpdesk Management with Phone Calls and Offline

4.82/5

Read Reviews (14)

"...Val rie Exilie Head of Passenger Information & Customer Relationship calls every day 80 call center representative 350 letters handled on a daily basis With an international and mobile sales force..." Efficy CRM Enterprise, the CRM for Sales, Marketing and Customer service
PEER EXPERIENCES
Contact List Management

4.86/5

Read Reviews (26)

"...Modules are included for managing tasks, contacts, companies, emails, documents, campaigns, products, opportunities, incidents, invoices, and more...." Peer review
contacts history

4.86/5

Read Reviews (2)

Sales Document Management with Phone Calls and Offline

4.87/5

Read Reviews (23)

"...Marketing, sales, client services, project, proposal, invoicing, mailbox synchro, googlemaps, specific reporting, gamifcation, languages, offline mode, call center, product and pricelist management......" Peer review by User
proposal & quote management

4.87/5

Read Reviews (17)

document sharing

4.87/5

Read Reviews (2)

contract management

4.87/5

Read Reviews (2)

Helpdesk Management with Phone Calls and Offline

4.82/5

Read Reviews (14)

"...Val rie Exilie Head of Passenger Information & Customer Relationship calls every day 80 call center representative 350 letters handled on a daily basis With an international and mobile sales force..." Efficy CRM Enterprise, the CRM for Sales, Marketing and Customer service

31+ more Business Use Cases

Our AI advisor, Wyz, harnessed 613 insights from peers and experts to help you assess how these Efficy CRM use cases fit your CRM All-in-One needs.

Frequently Asked Questions(FAQ)

for Efficy CRM

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.

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?

1Crm, HoneyBook, C3 CRM™ and Keap CRM are popular alternatives for Efficy CRM.

Where is Efficy CRM located?

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

Popular Business Setting

for Efficy CRM

Top Industries

  • Information Services
  • Human Resources
  • Education

Popular in

  • Small Business
  • Mid Market
  • Large Enterprise
lightning

Peers used Efficy CRM to Enhance customer relationships and Acquire customers

Peer and Expert Opinion on Features

for Efficy CRM

  • Low
  • Medium
  • High
FEATURES RATINGS AND REVIEWS
Gamification

4.67/5

Read Reviews (26)
Dashboard

4.51/5

Read Reviews (14)
Templates

4.79/5

Read Reviews (13)
Personalization

2.90/5

Read Reviews (10)
FEATURES RATINGS AND REVIEWS
Gamification

4.67/5

Read Reviews (26)
Dashboard

4.51/5

Read Reviews (14)
Templates

4.79/5

Read Reviews (13)
Personalization

2.90/5

Read Reviews (10)

IT and Other Capabilities

for Efficy CRM

  • Low
  • Medium
  • High
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.57/5

Read Reviews (52)
Data Export

3.79/5

Read Reviews (17)
CAPABILITIES (DATA) RATINGS AND REVIEWS
Data Import

4.57/5

Read Reviews (52)
Data Export

3.79/5

Read Reviews (17)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.67/5

Read Reviews (88)
Chat Support

3.42/5

Read Reviews (1)
Email Support

1.24/5

Read Reviews (5)
Phone Support

1.24/5

Read Reviews (5)
CAPABILITIES (SUPPORT) RATINGS AND REVIEWS
24/7 Support

4.67/5

Read Reviews (88)
Chat Support

3.42/5

Read Reviews (1)
Email Support

1.24/5

Read Reviews (5)
Phone Support

1.24/5

Read Reviews (5)
CAPABILITIES (OTHER) 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 (OTHER) 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)

Software Failure Risk Guidance

?

for Efficy CRM

Overall Risk Meter

Low Medium High

Top Failure Risks for Efficy CRM

Vendor Profile Details

Company Name

Efficy

Company Website

https://www.efficy.com/

Year Founded

2005

HQ Location

Rue Colonel Bourg 122 1140 Brussels

Employees

101-250

Social

Financials

PRIVATE