# Efficy CRM Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Efficy CRM Software - reviews, pricing plans, popular comparisons to other Sales Tracking products and more. Source: https://www.capterra.com/p/149894/Efficy-CRM --- # Efficy CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Efficy CRM ## What is Efficy CRM? At last, a CRM solution that adapts to your needs. Efficy is a major player in the European CRM market. With our range of customisable solutions, we've already attracted over 13.500 clients and 330.000 users across 60 countries. Efficy Enterprise is easy to use and is adapted to each organisation based on their size and specific needs. This enables you to grow and develop your business in a structured way. Don’t waste time organizing data - empower your employees and grow your business with Efficy Enterprise. ## What is Efficy CRM used for? [Sales Tracking](https://www.capterra.com/sales-tracking-software/)[Customer Data Platform](https://www.capterra.com/customer-data-platform-software/)[Contact Management](https://www.capterra.com/contact-management-software/) Top alternative Featured Overall rating Based on 90 user reviews Reviews sentiment Positive 78% Neutral 16% Negative 7% Starting price €49 Per User, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Efficy CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.efficy.com/&name=Efficy CRM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Efficy CRM 4.0 (90) VS. [4.2 (987)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting Price €49 Per User, Per Month Starting Price $69 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.9 (89) Ease Of Use 4.0 (955) Value For Money 4.0 (66) Value For Money 4.2 (778) Customer Service 3.8 (77) Customer Service 4.0 (750) ## Efficy CRM alternatives [4.3 (6,970)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.6 (5,827)](https://www.capterra.com/p/147657/monday-com/reviews/) Starting price $9.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [4.4 (18,772)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.4 (4,077)](https://www.capterra.com/p/164283/Zendesk/reviews/) Starting price $39.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Lead Management 4.4 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Contact Management 4.5 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Interaction Tracking 4.8 (4) 50.00% of 4 reviewers that rated this feature as important or highly important Track interaction history by documenting conversations for contacts Task Management 4.3 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Email Management 3.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps Sales Pipeline Management 4.7 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Efficy CRM 207 features Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Define levels of authorization for access to specific files or systems Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems System alerts about the need to escalate an issue or request Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Highlight content and/or make notations about parts of content Application programming interface that allows for integration with other systems/databases Manage various aspects of appointments including booking, rescheduling, canceling Schedule appointments via a calendar Manage the process of evaluating documents or requests submitted for approval Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention Automatic reply functionality for incoming messages Tickets are automatically assigned to specific agents based on predefined rules Create and automatically send premade copy in response to customer messages Software's ability to perform similar action on multiple similar files simultaneously Track visitors'/audience's responses across web pages and other optimized content Track and analyse user behavior within a system or network Create, manage, and send invoices or bills to customers Capture contact information by scanning a physical item and having the system automatically extract data from the scan Track and manage schedules and meetings via an integrated calendar Synchronize with other calendars to view mutual availability and schedules Notifications/alerts for upcoming events or tasks Manage and track all past and future calls. Listen to live phone conversations for the purpose of training and assessing agent performance Provide agents with a typical response for common call subject matter Track and interpret campaign performance metrics Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Plan and strategize marketing campaigns Group campaigns by project, client, or campaign for better management. Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process Communicate using direct chat or messages within the system Identify customers at risk of migration and activate strategies to retain them Manage contact details and communication with clients Private online space that lets businesses securely share documents and provide information access to clients Track all company interactions with current clients Match clients or tenants with suitable properties based on their specific requirements, preferences and budget Provides a channel for team members to share media files, communicate, and work together Leave comments and notes on documents for others to view Manage and track all internal and external communication conducted via calls, email, text, or chat Configure existing workflows to meet your organization's needs Centralized database of stakeholders and their contact information such as names, address, phone number etc. Manage, organize, and store contact information Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Create, edit, and revise contracts/written agreements Track, store, and access client contracts or licenses Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Integration with third-party CRM systems A report showing what actions customers perform Ability to communicate to customers through at least one channel such as email, live chat, phone, or social media. Track customer complaints from initiation through resolution A collection of customer information such as contact details, demographics, previous interactions, etc. Access previous interactions or concerns to maintain customer relationships A website or login for customers to access information Record customer information, purchase history, and other notes Process of dividing customers into groups based on common characteristics Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Import and export data to and from software applications Combining data from different sources and providing a unified view Ability to handle large datasets Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Graphical representation of data Defines specific deal parameters to negotiate and secure deals Electronic signing method that validates the authenticity and integrity of a digital document Automated or logic-based workflows that assist in the creation of electronic documents Scan, move or upload electronic files within the software's repository Assign categories, labels, tags, or attributes to documents for organization, search and storage Custom forms to streamline repetitious aspects of a document Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Track and view detailed financial donation history made by contacts and members Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach Assemble applications and processes by dragging over and arranging pre-built components Digitally sign online documents Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Pre-made examples and templates for emails Track delivered, received, and opened emails Tracks metrics that provide insight into how a user interacts with any interface or product Schedule and manage the logistics of activities and other gatherings Predefined actions automatically performed on the occurance of specific events Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service Create, save, and store files Public or private sharing of digital files such as documents, audio/video, images, and more Primarily serving architecture, engineering, and construction industry professionals Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. Intended to be used by insurers Operate/access software on Mac Devices Software specialized for non-profit organizations For realtors, real estate investors, property managers, and other real estate professionals. Caters to sales teams Designed for small businesses Primarily serving startup companies Form predictions based on past and present data/trends Search for specific words or phrases within a document or database Activities related to raising money for a specific cause Games or game-like elements to track progress and reward accomplishments Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies Ensure compliance with the General Data Protection Regulation protocols Establish measurable goals and objectives and track their progress over a specific period of time Managing service requests, incidents, IT issues & support with a ticketing system Organize, prioritize, and manage incoming communications Manage and track all disruptions and incidents Track interaction history by documenting conversations for contacts Incorporation of a chat or messaging system within an organization's internal communication infrastructure Identify and respond to unexpected problems or failures (ie. "negative events") Visualization tool to organize and optimize tasks and track their status at every stage of workflow Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support Automatically identify and save contact information of potential customers Manage the process of attracting and converting business prospects into leads Store information about leads or contacts and track, manage and nurture them throughout the sales process Engage with a lead throughout the sales process by actively providing information Score a lead on their quality or likelihood to buy based on certain behaviors Divide leads into buckets based on predefined criteria and routing rules Manage contacts across multiple mailing lists Templated responses for responding quickly to recurring support requests Automate workflows and trigger campaigns based on customer actions Manage the process of planning and scheduling meetings, including agenda creation Database of members to track personal information of individuals and families Monitor task progress and planned accomplishments to better manage project status Access software remotely via mobile devices Access the system via a mobile application Observe and track the demand, usage, progress or quality of a system, product, or user Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Manage and handle various international currencies Manage and support multiple languages Ability to handle several projects simultaneously Track all opportunities for potential sales and convert them into recurring revenue A call center that primarily makes calls, typically sales focused Accept, record, and reconcile financial transactions A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk Pre-defined templates within a library for common cases such as contracts, websites, emails, and more Arrange tasks based on the level of priority or urgency Identify and solve underlying cause of incident(s), and prevent future incidents from occurring Streamlining repetitive tasks and activities through automated and predefined workflows Present a catalog of inventory that customers can view Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee Reporting on how each user, task or process has advanced since its initiation Plan and coordinate all the resources, costs and time needed to execute assignments Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints Measure time to completion or hours worked for projects Estimate or forecast of a future scenario based on the study of present trends Centralized database to track details of properties (including lease, tenant, and owner information) Create proposals based on costs of labor and materials Tools designed to streamline the process of lead generation and management for sales teams Generate quotes or estimates for customers Analyze and gain insights into data in real-time Receive data and information in real time Notifications that are delivered to users as soon as an event occurs Active reporting of data and metrics Receive system updates as soon as any changes are made Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement Set the frequency of a task's occurrence Timed notification for any upcoming task, deadline, appointment, or activity Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Track task progress, milestones, delays, or other key information and generate reports on them for evaluation Process of planning, scheduling and executing the optimal and effective use of human capital across projects Set & manage permission levels based on user roles and restrict access to only authorized individuals Plan daily routes to optimize employee scheduling and provide directions Define, track, and/or automate sales activities and sales processes Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Pipeline view and tracking lead status Reports specific to sales analysis for trends and strategies Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc. Search and filter data across systems to locate required information by entering keywords or certain criteria Group leads or contacts based on their specific characteristics Online portal through which end users can access the system, manage tasks, or obtain information Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Share contacts with other applications like Gmail and CRM Allow users to access multiple services after entering their login credentials once Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access Track the status over time for a request, process, asset, or transaction Allow customers/users to submit support queries and service requests Track the status of support tickets/escalations as they move through the service queue Create and administer polls and surveys Gauge satisfaction and receive information for improvement and success Attach digital tags to documents and assets for identification, search, or monitoring purposes Create, manage and track all task activities and progression Track the status and progress of tasks Track and manage the scheduling of tasks Allow multiple team members to edit and work on the same document Create, save, and re-purpose templates for emails, forms, etc. Organize customer data and accounts by user or geography Set up connections to third-party platforms to improve business processes Log and record hours worked and costs spent to assist in billing and invoicing A digital list of items that need to be completed Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks Track revisions and updates made to files and navigate between different versions Interact with data visualization elements, such as charts and graphs, to drill down into data SaaS, web-based, online deployment An extended application or connector that enables users to perform additional services with their current set of tools Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 3.9 (88) 3.9 Based on 88 reviews ## Pricing Value for money 4.0 (66) [View pricing plan details](https://www.capterra.com/p/149894/Efficy-CRM/pricing/) SMB €49.00 Per User,Per Month It includes: - Campaign Management - Customer Segmentation - Highly Configurable - Incident Management - Timesheet and Project Management - Advanced Project Management - Sentiment Analysis - Contact data enrichment Enterprise €69.00 Per User,Per Month It includes: - 100% Customisable - Advanced Customer Tracking - Advanced Project Management - Extranet - Gamification - Sentiment Analysis - Contact data enrichment Value for money 4.0 (66) 4.0 Based on 66 reviews ## Integrations [ Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[ Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.8 (77) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.8 (77) 3.8 Based on 77 reviews ## User reviews Overall rating 4.0 Based on 90 reviews Filter by rating 5(26) 4(44) 3(14) 2(4) 1(2) Mentioned topic Sorted by most recent SP Sophie P. Responsable administratif Program Development ### "Facile a appréhender" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 November 20, 2023 Pros utilisation aisée, modification des données dans chaque document possible Cons requete non intuitive et support client ne m'a pas rappelé suite à ma derniere demande pas d'info sur la mise en conformité par rapport aux futurs obligations de facturation Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. EV Erwin V. CIO Insurance ### "Review Curalia" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 September 13, 2023 Our experience is very positive. We use it mainly as CRM and workflow management to followup on our workload using tasks. Pros The 360 view on your customers, the ability to select relations between the different entities. Cons Document management is not fluent en intuitively. You can link to all entities, still the creation of a document is complex. You need to go over the document container. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 15, 2023 Hi Curalia, And a genuinely thank you for this review !! Happy to read that your global experience is very positive. Concerning your feedback on our document management feature, let us tell you that our R&D team is working on improvements that will be visible in our next edition... Stay tuned ;-) The efficy Team PV Pauline v. Managing Director Events Services ### "even the very smallest can benefit from Efficy." 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 12, 2023 Efficy keeps my company's contacts updated and in the right place ( I am entering accordingly otherwise it does not work). The back up service (the efficy support team) is always available and helpful.In a nutshell: I feel save , I don't need to be afraid about loosing what's professionally important to me. Pros Working alone, Efficy became my personal assistant: Efficy is my secretary who reminds me about the things I must follow up and keep an eye on. Cons As a small company, I've kept my Efficy simple and therefor did hardly encounter issues that I don't like. Reasons for choosing Efficy CRM I had use Efficy while working for a client who had implemented Efficy. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 13, 2023 Thank you Pauline for this very nice review. Your review is the reason why we keep doing our job: making entrepreneurs happy and support them in their daily growth. I'll forward this message to the team :-) CL christine L. CEO / Managing Director E-Learning ### "Inescrm par efficy se dégrade au fil des ans " 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 4/10 January 25, 2023 Support technique de 2nd à améliorer , le premier niveau essaie de faire au mieux Pros Offre et annonce CRM intégré depuis le lead jusque facturation avec suivi projet et marketing idéal PME Cons Dans les faits la gestion de projets n en est pas une et récemment l intégration avec office365 ne marche plus vraiment, les fonctionnalités marketing s appauvrissent par rapport à l état de l art et l ergonomie est à revoir …la promesse était belle la réalité devient décevante et perd petit à petit ses avantages Alternatives considered [Sellsy](https://www.capterra.com/p/133104/Sellsy/) Reasons for choosing Efficy CRM Promesse sur la gestion de projets intégrée Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 21, 2023 Bonjour Christine, Et merci pour votre commentaire. Nous lisons avec beaucoup d'attention les retours de nos clients. C'est d'ailleurs dans ce contexte que nous avons reçu récemment le renouvellement de notre certification ScoreFact auprès des clients INES CRM. Nous allons organiser prochainement 3 sessions pour vous présenter les résultats de cette étude et toutes les nouveautés que nous réservons à notre plateforme. Vous êtes bien entendu la bienvenue. N'hésitez pas à m'écrire un email pour en savoir plus. Merci encore MA Muhammad A. CEO E-Learning ### "" CRM is know a Children game "" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 6, 2022 I have a good experience and I rate it 9/10. Pros it was one the user-friendly software. We can easily manage our tasks through this tool. The customer support team is always available for help and I'm so impressed by their developers. This software also suggests and show some New option that is helpful in CRM. Cons Some options still need work like the customer data area and there is also an issue with some projects that are shown after it is complete. If it was defined early so it was very easy and useful. Switched from [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor September 12, 2022 Thanks Muhammad for your review. always nice to read such comments :-) I'll forward to the team. You should wait a bit longer and see what we're on right now, wtih our brand new version. It rocks!! VL Virginie L. Conseiller Construction ### "La puissance d'Efficy" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 March 24, 2022 Ne plus oublier d'effectuer certaine tache ou la délégation d'autre tache. Pros Design attrayant. Simplicité d'utilisation. Jamais de bug. Interaction et échange avec les collègues Cons Parfois des problèmes de langue. Il est en anglais sans raisons valables Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor April 13, 2022 Bonjour Virginie, Et merci pour ce commentaire. Concernant vos soucis ponctuels sur la langue de la solution CRM, je vais contacter le support client et reviendrai vers vous rapidement. N'hesitez pas a me contacter directement au besoin lba@efficy.com. A bientot L'equipe Efficy AR Antoine R. Ingénieur réseau Information Technology and Services ### "Support technique user " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 March 11, 2022 Me fait gagner beaucoup de temps surtout avec les connexion avec les outlook entreprise. Pros L'ajout de client relativement facile, le suivi simplifié Cons lenteur de traitement parfois ressentis Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 21, 2022 Merci Antoine pour cette review. Je transmets a nos equipes, ils seront contents de lire cela. a bientot L'equipe Efficy CRM HS Hiske S. Support Specialist Information Technology and Services ### "Ongeschikt wekelijks gebruik door een support specialist " 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 2/10 March 9, 2022 Pros Ongetwijfeld combineert Efficy alle informatie van een klant die nuttig is voor sales doeleinden. Het vinden, aanpassen en gebruiken van deze informatie is niet intuïtief genoeg waardoor gebruikers die er niet dagelijks mee werken er minder goed mee uit de voeten kunnen. Cons Het vinden, aanpassen en gebruiken van informatie is niet intuïtief genoeg waardoor gebruikers die er niet dagelijks mee werken er minder goed mee uit de voeten kunnen. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 21, 2022 Hi Hiske, And thank you for your review. In order to onboard your users, we organize regularly webinars on our solutions. Do not hesitate to register. See you soon online The Efficy Team TM Tanguy M. Ingénieur Avant Vente Telecommunications ### "CRM efficace" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 8, 2022 Organisation des informations et mis à dispo pour tous les acteurs de l'entreprise. Pros La possibilité de personnaliser facilement les champs. Les requêtes puissantes. Cons La partie mobile n'est pas assez avancée (pas de photos en PJ d'un historique). Reasons for choosing Efficy CRM Simple et interfacé avec certains outils de chez SFR Business Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 21, 2022 Bonjour Tanguy Et merci pour ce beau commentaire. Ca fera plaisir aux equipes de lire de tels retours !! Concernant votre remarque sur la version mobile, je transfere a notre R&D, ils sont en train de travailler sur la prochaine version et de tels retours peuvent leur etre tres utiles. a bientot L'equipe Efficy OB Olivier B. Architecte collaborateur Architecture & Planning ### "Retour Efficy" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 4.0 4.0 Customer Service 2.0 2.0 Likelihood to Recommend 6/10 March 7, 2022 Pros Le fait qu'il intègre à la fois le CRM et la gestion documentaire avec toutes les options de recherches qui en découlent. Cons Le manque de personnalisation possible de l'interface est un réel point négatif. L'absence de certaines fonctionnalités avec Mac également (ex: Efficy Drive). Par ailleurs, la gestion documentaire ne dispose pas de fonction qui semble pourtant évidente telles que la suppression de plusieurs documents à la fois. Switched from [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor March 8, 2022 Bonjour Olivier et merci pour cette review !! Avoir les infos clients et la gestion documentaire est en effet, un aspect important de notre solution CRM. Tout est centralisé !! Et pour l'ajout de fonctionnalités, je vais transférer vos commentaires à notre équipes R&D. ils sont toujours très friands des retours terrain. Ça les inspire... Merci et à bientôt L'équipe Efficy [View all Reviews](https://www.capterra.com/p/149894/Efficy-CRM/reviews/) Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. 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