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About Efficy CRM

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.

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Screenshots & Videos

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SW Score Breakdown The SW Score breakdown shows individual score for product features.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
  • Reviews
  • Momentum
  • Popularity

Platforms Supported

  • Browser Based (Cloud)
  • Mobile App (Android, iOS)

Organization Types Supported

  • All (Small, Medium, Large)
  • Freelancers

API Support

  • Available

Modes of Support

  • Business Hours, Online

Efficy CRM Awards

Efficy CRM Features

CRM Features

  • Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

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.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis


Helps to customize the system for use in industry-specific use cases

Standard Features

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

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.

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

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Referral Tracking

Track and manage your referred customers.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.
Efficy CRM Pricing

Free Trial


Pricing Options

Premium Plans ( Subscription )

Pricing Plans

Screenshots of Vendor Pricing Page

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Disclaimer: The pricing details were last updated on 27/02/2024 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about Efficy CRM Pricing.

Efficy CRM Alternatives

View All Efficy CRM Alternatives

Efficy CRM Reviews

User Rating

4.3/5 (Based on 145 Ratings)

Rating Distribution

  • Excellent

  • Very Good

  • Average

  • Poor

  • Terrible


User Sentiments

User Friendly Interface, Customization Options, Powerful Reporting, Email Marketing Capabilities

Steep Learning Curve, Technical Issues, Limited Mobile Functionality, Expensive Add-ons

Do You Use Efficy CRM?

Write a Review

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.


  • Userfriendly interface for efficient CRM management.
  • Highly customizable platform with robust reporting capabilities.
  • Streamlines customer interactions, sales, and marketing efforts.


  • Learning curve for users new to CRM systems, though training resources are available.
  • While userfriendly, some might find the platform's UI overwhelming.

Efficy CRM Reviews

AI-Generated from the text of User Reviews

Videos on Efficy CRM

Efficy CRM FAQs

What is Efficy CRM used for?

Efficy CRM is CRM Software. Efficy CRM offers the following functionalities:

  • AI Assistant
  • Advanced Automation
  • Real-time Data Sync
  • Omnichannel Customer Engagement
  • Predictive Analytics
  • IoT Integration
  • Customer Segmentation
  • Opportunity Management
  • Sales Force Automation
  • Customization
  • Territory Management
  • Reporting (Analytics)
  • Order Management
  • Collaboration Tools
  • Lead Management
  • Quotes (Proposals)
  • List Management
  • Customer Support
  • Marketing Automation
  • Project Management
  • Product Catalog
  • Call Logging
  • Contact Management
  • Document Management

Learn more about Efficy CRM features.

What are the top alternatives for Efficy CRM?

Does Efficy CRM provide API?

Yes, Efficy CRM provides API.

Efficy CRM Contact

Vendor Details

Brussels, Belgium Founded : 2005

Contact Details

+32 (0)2648 18 98

Social Media Handles


Bert and You
DCF Lyon

Efficy CRM Integrations


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