Efficy CRM vs Assistive in July 2026

91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Efficy CRM

CRM Software

4.4 192 user ratings

View Details

76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Assistive

CRM Software

4.9 66 user ratings

View Details

Overview

Description	Efficy CRM offers a comprehensive solution to streamline business processes, cultivate enduring customer relationships, and amplify sales. Designed to provide complete customer insights, Efficy enables the crafting of impactful, personalized conversations. The platform’s intuitive automation tools allow businesses to automate at scale, thereby enhancing efficiency, boosting productivity, and reducing overhead costs. Keeping track of potential opportunities becomes effortless with a unified 360-degree view, helping to maximize sales with minimal effort. Clear, detailed analytics are always accessible, offering precise ROI assessments and the convenience of generating shareable reports instantaneously. Efficy also helps to invigorate team collaboration, engagement, and productivity by incorporating elements of gamification into daily tasks. With the system, one can refine the customer experience, efficiently manage an increased volume of ticket requests through automation, and reliably meet every customer's needs. Read more	Assistive is the perfect solution for sales teams that want to get the most out of their CRM setup. With one intuitive system, Assistive makes it simpler than ever before for sales people and teams to win more deals. This innovative software takes away all of the hassle associated with traditional CRMs, allowing salespeople to reduce their workload without sacrificing data quality or accuracy. The features included in Assistive make it possible for teams to enjoy effortless data collection, automated transactions and timely updates on customer information. It's a comprehensive approach to managing your client relationships quickly, securely and professionally every time. Thanks to Assistive, they can easily monitor important customer details such as contact history and monthly revenue numbers, giving team members access to the insights they need at their fingertips. Say goodbye to hours spent manually entering data Assistive automatic processes will take care of that tiresome task so they don't have to! Specializing in user-friendly CRM solutions, Assistive is the top choice when it comes to unblocking time-consuming data entry tasks from the workday so they can focus on what matters: closing deals faster and building strong customer relationships. Get in touch today and find out how they help change the current CRM setup for good! Read more
Pricing Options	Free Trial Available Offers Custom plan.	Free Trial Not Available Starts at $8.0. Offers Free-forever and Custom plan.
SW Score & Breakdown	91% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 97% Reviews 60% Momentum 65% Popularity 66%	76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 73% Reviews 60% Momentum 61% Popularity 62%
SaaSworthy Awards	# 15 Fastest Growing # 8 Fastest Growing	Not Available

Features

Total Features	24 Features	5 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 15 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 2 More - Show Less
Unique Features	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting outcomes based on performance and historical data.

Technical Details

Organization Types Supported	Freelancers Large Enterprises Medium Business Small Business	Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	Business Hours Online	Business Hours Online
API Support	Available	NA

Reviews & Ratings

User Rating	4.4/5 192 user ratings	4.9/5 66 user ratings
Rating Distribution	Excellent 52.1% Very Good 35.9% Average 8.3% Poor 2.6% Terrible 1%	Excellent 95.5% Very Good 3% Average 0% Poor 0% Terrible 1.5%
User Sentiments	User Friendly Interface, Customization Options, Powerful Reporting, Email Marketing Capabilities Steep Learning Curve, Technical Issues, Limited Mobile Functionality, Expensive Add-ons	Real-time analytics and reporting, User-friendly interface, Customizable dashboards and reports, Offline mobile functionality Limited functionality in the mobile app, Occasional slow report generation, Lack of offline mode indication, Minor connectivity issues
Review Summary	Efficy CRM receives generally positive reviews, with users praising its user-friendly interface, robust features, and ability to streamline customer relationship management. Many appreciate the customization options, powerful reporting capabilities, and automation features. While its comprehensive nature can be beneficial, some reviewers note a learning curve for new CRM users, suggesting the need for comprehensive upfront training. The platform's cost and limited third-party integrations are also mentioned as potential drawbacks.	User reviews of Assitive highlight its intuitive interface, powerful real-time analytics, and robust data management capabilities. Users particularly appreciate its effectiveness in streamlining sales processes, maximizing team productivity, and identifying promising opportunities. While Assitive is generally praised for its reliability and feature-rich offering, some users have noted a lack of offline data capture indication and occasional connectivity issues. Overall, Assitive is viewed as a valuable tool for empowering field sales teams, improving data insights, and driving sales growth.
	Read All User Reviews	Read All User Reviews

AI-Generated from the text of User Reviews

Pricing

Pricing Options	Free Trial Available Offers Custom plan.	Free Trial Not Available Starts at $8.0. Offers Free-forever and Custom plan.
Pricing Plans Monthly Plans Annual Plans	Sales (Maxo) Custom Marketing (Maxo) Custom Customer Service (Maxo) Custom Essentials (Tribe) Others Advanced (Tribe) Others Ultimate (Tribe) Others E-deal Sales Others E-deal Service Others E-deal Standard Others Premium E-deal Others	Starter Free Essential $8.00 $9.00 per user / month Professional $12.00 $14.00 per user / month Enterprise Custom
	View Detailed Pricing	View Detailed Pricing

Have Questions? We can help!

Get personalized recommendations from our experts on call

✔ Trusted by more than 5 Million users across the globe.

Alternatives

	Cool Life CRM 4.3 18 ratings Efficy CRM Vs Cool Life CRM Wisdom CRM Efficy CRM Vs Wisdom CRM webCRM 4.3 18 ratings Efficy CRM Vs webCRM SimpleCRM 4.4 16 ratings Efficy CRM Vs SimpleCRM Claritysoft Efficy CRM Vs Claritysoft	Applicative CRM Assistive Vs Applicative CRM GoCRM 5 2 ratings Assistive Vs GoCRM Teamwork CRM Assistive Vs Teamwork CRM Simply CRM 4.9 145 ratings Assistive Vs Simply CRM BuddyCRM 4.3 4 ratings Assistive Vs BuddyCRM
	View All Efficy CRM Alternatives	View All Assistive Alternatives