Efficy CRM 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.

Use Cases

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

Other use cases:

  • Engagement Management
  • Sending & Publishing Communications
  • Relationship Management
  • Campaign Management
  • Distribution Management
  • Collaboration
  • Coaching
See all use cases See less use cases

Business Priorities

Enhance Customer Relationships and Acquire Customers are the most popular business priorities that customers and associates have 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

Efficy CRM Use-Cases and Business Priorities: Customer Satisfaction Data

Efficy CRM works with different mediums / channels such as Phone Calls. and Offline.

Efficy CRM's features include Gamification, Dashboard, Templates, etc. and Efficy CRM support capabilities include 24/7 Support, Chat Support, AI Powered, etc. also Efficy CRM analytics capabilities include Custom Reports, and Analytics.

Reviews

"...I'm working with this software for more than 1 year, mainly for follow-up customer information...." Peer review by User

Peer review evidence (same sources as the product rating summary)

"...Modules are included for managing tasks, contacts, companies, emails, documents, campaigns, products, opportunities, incidents, invoices, and more...." Peer review
"..., Trelleborg is in charge of managing a global distribution channel, we needed to retrieve all customer and prospect data in a single database...." Efficy CRM Enterprise, the CRM for Sales, Marketing and Customer service
"...Val rie Exilie Head of Passenger Information & Customer Relationship calls every day 80 call center representative 350 letters handled on a daily basis ..." With Efficy CRM Premium make your customer relationship solution the cornerstone of your information system.

Efficy CRM, HoneyBook, Housecall Pro, ServiceM8, BlueFolder, 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.

Efficy CRM is Europe's top solution to streamline processes and build lifelong customer relationships. Revenue can be increased with this simple yet powerful tool.

Popular Business Setting

for Efficy CRM

Top Industries

  • Information Services
  • Human Resources
  • Education

Popular in

  • Small Business
  • Mid Market
  • Large Enterprise

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

Efficy CRM Customer wins, Customer success stories, Case studies

What makes Efficy CRM ideal for Contact List Management?

How efficiently Does Efficy CRM manage your Sales Document Management?

How can Efficy CRM optimize your Helpdesk Management Workflow?

How does Efficy CRM facilitate Engagement Management?

How efficiently Does Efficy CRM manage your Sending & Publishing Communications?

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.

UITP (International Association of Public Transport) - Transportation/Trucking/Railroad - Large

Brussels, Belgium

UITP uses efficy CRM to manage over 1,800 member companies across 100 countries. The CRM helps UITP share customer and prospect knowledge and control member access through the MyUITP platform. Efficy...'s customizable features, like the Tree View, support UITP's complex membership structure. The solution enables reliable data centralization and flexible reporting for UITP's teams. UITP values efficy's adaptability and long-term partnership.

Wilink - Insurance - Medium

Belgium

Wilink used efficy to centralize all customer interactions and create a 360-degree view of each client. Before efficy, sales teams lacked a single source of customer knowledge. With efficy, 250 users... now access integrated tools for insurance, investments, and real estate. Efficy links with Brio and MIFID to improve customer profiling and cross-selling. Ongoing upgrades and coaching helped overcome resistance to change and boosted sales team adoption.

Group Jansen - Construction - Medium

Zonhoven, Belgium

Group Jansen used efficy to improve their sales activities. They needed a simple CRM that could be quickly implemented and used by all teams. efficy delivered a user-friendly platform with strong con...nectivity options and fast setup in 3 to 4 months. The CRM gave Group Jansen a 360° view of sales, better insights, and efficient document management. Over 2,400 opportunities were managed in a year by 43 users.

Belfius Bank - Banking - Very Large

Brussels, Belgium

Belfius Bank uses efficy to connect 800 branches and manage 6 million customers. Before efficy, teams used many tools that did not communicate. efficy gave Belfius a 360° view of customers and prospe...cts. The CRM helps staff see all client data and improve service. Belfius manages 184 million leads per semester with efficy.

Bert & You - Transportation/Trucking/Railroad - Large

France

Bert & You used efficy CRM to support its rapid growth and sales performance. The CRM helped centralize customer data and streamline sales processes. Sales teams now track pipelines and objectives wi...th automated dashboards. Integration with TMS and Corporama reduced admin work and improved collaboration. The marketing module made mass communication with customers easier. 25 users adopted the CRM in just 3 months.

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

Brussels, Belgium

efficy CRM helped BECI double its turnover in 10 years. The Brussels Chamber of Commerce used efficy to modernize external communication and track member engagement. The CRM enabled targeted email ca...mpaigns and improved traceability of actions for each company. BECI gained better insight into its activities and redefined KPIs for employees. Management involvement was key to driving digital transformation with efficy.

Why choose efficy?

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Frequently Asked Questions (FAQ)

What buyers ask before choosing 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.

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.
lightning

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