Efficy CRM vs Leadbeam.ai in June 2026

Remove All

90% 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

Leadbeam.ai

CRM Software

5 25 user ratings

View Details

Featured

88% 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

Creatio CRM

CRM Software

4.5 13 user ratings

Visit Website

Featured

85% 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

EngageBay Sales CRM

CRM Software

Visit Website

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	Leadbeam.ai revolutionizes CRM management with its intuitive, mobile-first approach, enabling professionals to update their CRM with voice, image, or text seamlessly. This innovative app caters to busy sales reps by eliminating tedious data entry, allowing them to focus on building relationships and closing deals. With Leadbeam, a simple 10-second voice note can populate CRM fields, including custom ones, and trigger personalized follow-ups, thereby enhancing sales velocity and efficiency. Beyond voice, the app also supports updates via LinkedIn screenshots, business cards, or even handwritten notes, ensuring every interaction is captured effortlessly. Integration with industry giants like Salesforce and HubSpot is a breeze, taking just minutes to set up. By saving over five hours of work each week, Leadbeam empowers sales teams to log more activities in real time, maintain an organized CRM, and ultimately drive growth. Its user-friendly design and robust capabilities position Leadbeam.ai as the CRM solution professionals have always wished for, making it an indispensable tool for any forward-thinking sales team. Read more	Creatio offers one platform to automate industry workflows and CRM with AI, no-code, and a maximum degree of freedom. Designed for large businesses, it provides enterprise-grade scalability, robust security, and seamless integration to align operations across departments while driving efficiency and innovation. With Creatio, you can take advantage of a ready-to-go industry-leading CRM as well as enable users - whether business users without coding skills or professional developers - to create powerful business apps. Also, the pricing starts from $25 for CRM. Read more	EngageBay is an all-in-one marketing and sales CRM solution that helps businesses organize email contacts, monitor deals, grow sales, and build customer relationships. Users can get a complete view of every interaction ever had with their leads and get deep customer insights to the market and sell better. It allows users to design engaging emails and run email marketing campaigns easily with just a simple click of a button. Businesses can measure performance and get better click-through rates, thus helping to grow the business. Through the customizable forms feature, users can create simple and stylish forms on any device and dramatically improve their conversations. Users can choose from a wide range of landing page templates or create their pages in less than two minutes. The powerful email tracker helps to keep track of prospects actions and get notified the moment someone opens an email or clicks a link in the email. Read more
Pricing Options	Free Trial Available Offers Custom plan.	Free Trial Not Available Offers Custom plan.	Free Trial Available Starts at $40.0.	Free Trial Not Available Starts at $10.39. Offers Free-forever plan.
SW Score & Breakdown	90% 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 75% Momentum 62% Popularity 77%	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 67% Reviews 69% Momentum 66% Popularity 67%	88% 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 98% Reviews 65% Momentum 60% Popularity 77%	85% 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 62% Popularity 64%
SaaSworthy Awards	# 15 Fastest Growing # 8 Fastest Growing	Not Available	Not Available	Not Available

Features

Total Features	24 Features	4 Features	24 Features	23 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. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. 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 Referral Tracking Track and manage your referred customers. 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. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. 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 Referral Tracking Track and manage your referred customers. 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	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. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. 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 Referral Tracking Track and manage your referred customers. 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 + 17 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. Lead Scoring Lets you manage your prospective leads by scoring them on the basis of their response. 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 Referral Tracking Track and manage your referred customers. 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
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.	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	Individuals Freelancers Large Enterprises Medium Business Small Business	Individuals Freelancers Large Enterprises Medium Business Small Business	Individuals Freelancers Large Enterprises Medium Business Small Business	Individuals Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac	SaaS/Web/Cloud Mobile - Android Mobile - iOS Installed - Windows Installed - Mac
Modes of Support	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online	24/7 (Live rep) Business Hours Online
API Support	Available	NA	Available	Available

Reviews & Ratings

User Rating	4.4/5 192 user ratings	5/5 25 user ratings	4.5/5 13 user ratings	Not Available
Rating Distribution	Excellent 52.1% Very Good 35.9% Average 8.3% Poor 2.6% Terrible 1%	Excellent 96% Very Good 4% Average 0% Poor 0% Terrible 0%	Excellent 53.8% Very Good 46.2% Average 0% Poor 0% Terrible 0%	Not Available
User Sentiments	User Friendly Interface, Customization Options, Powerful Reporting, Email Marketing Capabilities Steep Learning Curve, Technical Issues, Limited Mobile Functionality, Expensive Add-ons	Not Available	Not Available	Not Available
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.	Not Available	Not Available	Not Available
	Read All User Reviews	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 Offers Custom plan.	Free Trial Available Starts at $40.0.	Free Trial Not Available Starts at $10.39. Offers Free-forever 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	Leadbeam.ai Custom	Creatio CRM $40.00 $40.00 per user / month	Free Free Basic $10.39 $12.99 per user / month Growth $19.99 $24.99 per user / month Pro $39.99 $49.99 per user / month
	View Detailed Pricing	View Detailed Pricing	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 4.4 259 ratings Efficy CRM Vs Claritysoft	Method CRM 4.2 42 ratings Leadbeam.ai Vs Method CRM LeadCRM Applicative CRM Leadbeam.ai Vs Applicative CRM CRM.io by 500apps 5 2 ratings Leadbeam.ai Vs CRM.io by 500apps noCRM.io 4.6 307 ratings Leadbeam.ai Vs noCRM.io
	View All Efficy CRM Alternatives	View All Leadbeam.ai Alternatives