Summary

Efficy CRM

efficy crm logo

Efficy CRM

What is Efficy CRM?

Efficy CRM is a customer relationship management (CRM) system for medium and big firms. Within a single suite, it provides sales automation, marketing automation, customer support, project management, and visual analytics. There are cloud-based and on-premise deployment solutions.

Efficy CRM has a mobile app with gamification elements that allow sales reps and agents to be paid for their performance. Document management and collaboration are also included in the programme, allowing users to share documents and messages within their teams.

Users can create custom reports using Qlik business intelligence software, which allows them to monitor the performance of their agents and campaign in real-time.

Efficy CRM Pricing

  • Free Plan: Not Available
  • Free Trial: Not Available
  • Starting Price: €20.00 per month
  • Starter: €20/user/month
  • SMB: €40/user/month
  • Enterprise: €60/user/month
  • Corporate: €80/user/month

View Full Pricing and Plans of Efficy CRM ⮞

Deployment & Support

DEPLOYMENT

  • Cloud, SaaS, Web-Based
  • Desktop – Mac
  • Desktop – Windows
  • On-Premise – Windows
  • Mobile – Android
  • Mobile – iPhone
  • Mobile – iPad

SUPPORT

  • Email/Help Desk
  • FAQs/Forum
  • Knowledge Base
  • Phone Support
  • Chat

TRAINING

  • In-Person
  • Live Online
  • Webinars
  • Documentation
  • Videos

Efficy CRM Features

  • Task Management
  • Territory Management
  • Time & Expense Tracking
  • Workflow Management
  • Activity Tracking
  • Alerts / Escalation
  • Alerts/Notifications
  • Calendar Management
  • Calendar/Reminder System
  • Call Scripting
  • Campaign Management
  • Collaboration Tools
  • Contact Database
  • Contact Management
  • CRM
  • Data Import/Export
  • Document Management
  • Document Storage
  • Email Marketing
  • Forecasting
  • Full-Text Search
  • Gamification
  • Internal Chat Integration
  • Lead Generation
  • Lead Management
  • Marketing Automation
  • Mobile Access
  • Outbound Call Center
  • Project Management
  • Queue Management
  • Quotes/Estimates
  • Reporting/Analytics
  • Sales Pipeline Management
  • Search/Filter
  • Segmentation
  • Social Media Integration

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