---
description: Review of Efficy CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: Efficy CRM | Reviews, Pricing & Demos - SoftwareAdvice AU
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# Efficy CRM

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> At last, a CRM solution that truly adapts to your needs\!&#10;&#10;Our mission is to help each company or organisation succeed by helping it to transform its customer data into customer knowledge while simplifying the work of its employees. Efficy is a major player in the European CRM market. With our personalised range of solutions, we've already attracted over 13.500 clients and 330.000 users across 60 countries. And we have no intention of stopping there\! Our ambition? To become the \#EuropeanCRMChampion.  &#10;&#10;Our CRM solutions are the most flexible on the market. We enhance the productivity of your marketing, sales and customer service teams by providing a range of CRM tools: customer database, opportunity tracking, lead nurturing, or online forms, to name a few. Our expert teams are always at your service - we can adapt your CRM solution to your organisation, processes, teams, projects, sales structure, customer support and help desk system.   &#10;&#10;Don’t waste time on administrative tasks - empower your employees and grow your business with Efficy Enterprise.
> 
> Verdict: Rated **4.0/5** by 90 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.0/5** | 90 Reviews |
| Ease of Use | 3.9/5 | Based on overall reviews |
| Customer Support | 3.8/5 | Based on overall reviews |
| Value for Money | 4.0/5 | Based on overall reviews |
| Features | 3.9/5 | Based on overall reviews |
| Recommendation percentage | 70% | (7/10 Likelihood to recommend) |

## About the vendor

- **Company**: Efficy
- **Founded**: 1998

## Commercial Context

- **Starting Price**: EUR 49.00
- **Pricing model**: Per User
- **Pricing Details**: Efficy CRM Starter : €20/user/month&#10;Efficy CRM SMB : €40/user/month&#10;Efficy CRM Enterprise : €60/user/month&#10;Efficy CRM Corporate: €80/user/month&#10;&#10;All plans include&#10;\* Common functionalities (CRM)&#10;    Full management of sales opportunities and contacts&#10;    360º visualisation of the sales funnel&#10;    Task and agenda management&#10;    Mobile application&#10;    KPIs&#10;    Outlook / Gmail integration&#10;    Unlimited storage&#10;    Create and save customised fields and views&#10;    Efficy connect (API, import / export)&#10;    Advanced search engine&#10;    Documentation and report management (both sales and tasks)&#10;\* Support&#10;    Real-time assistance&#10;    And also via email and telephone&#10;\* Email Marketing&#10;    Templates&#10;    Campaigns Module&#10;    Synchronisation with marketing automation tools
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Windows (On-Premise), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: Arabic, Chinese, Croatian, Czech, Danish, Dutch, English, Finnish, French, German, Greek, Hungarian, Italian, Japanese, Norwegian, Polish, Portuguese, Romanian, Russian, Slovak, Spanish, Swedish, Turkish
- **Available Countries**: Andorra, Austria, Belgium, Bulgaria, Croatia, Czechia, Denmark, Finland, France, Germany, Gibraltar, Greece, Hungary, Ireland, Italy, Luxembourg, Malta, Monaco, Netherlands, Norway and 10 more

## Features

- A/B Testing
- API
- Access Controls/Permissions
- Accounting Integration
- Activity Dashboard
- Activity Tracking
- Alerts/Escalation
- Alerts/Notifications
- Annotations
- Appointment Management
- Appointment Scheduling
- Approval Process Control
- Audience Targeting
- Automated Responses
- Automated Routing
- Autoresponders
- Batch Processing
- Behavior Tracking
- Behavioral Analytics
- Billing & Invoicing

## Integrations (23 total)

- ACTITO
- BlueMind
- Creditsafe
- DigDash
- Docusign
- Flexmail
- Gmail
- Google Docs
- Kiamo
- Mailchimp
- Mailjet
- Mapo
- Microsoft Excel
- Microsoft Outlook
- Microsoft PowerPoint

... and 8 more integrations

## Support Options

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

## Category

- [Gaming and Casino CRM Software](https://www.softwareadvice.com.au/directory/340/gaming-casino-crm/software)

## Related Categories

- [Gaming and Casino CRM Software](https://www.softwareadvice.com.au/directory/340/gaming-casino-crm/software)
- [Insurance CRM Software](https://www.softwareadvice.com.au/directory/342/insurance-crm/software)
- [Pharmaceutical CRM Software](https://www.softwareadvice.com.au/directory/343/pharmaceutical-crm/software)
- [CRM Apps](https://www.softwareadvice.com.au/directory/1491/mobile-crm/software)
- [Mortgage CRM Software](https://www.softwareadvice.com.au/directory/345/mortgage-crm/software)

## Alternatives

1. [Bitrix24](https://www.softwareadvice.com.au/software/128326/bitrix24) — 4.2/5 (990 reviews)
2. [Zoho CRM](https://www.softwareadvice.com.au/software/392464/zoho-crm) — 4.3/5 (6973 reviews)
3. [monday.com](https://www.softwareadvice.com.au/software/131008/monday-com) — 4.6/5 (6035 reviews)
4. [Pipedrive](https://www.softwareadvice.com.au/software/321306/pipedrive) — 4.5/5 (3050 reviews)
5. [EngageBay CRM](https://www.softwareadvice.com.au/software/83835/engagebay) — 4.7/5 (907 reviews)

## Reviews

### "Dreamed of a fully-fledged, userfriendly CRM? Found it\!" — 5.0/5

> **Catherine** | *19 January 2018* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: -User-friendliness, very easy to explain to Sales people, powerful search engine and speedy responsiveness: boosts users' adoption\!&#13;&#10;-Fully-fledged: it has all the features of the big ones , at a lesser cost&#13;&#10;-Limited to no IT needed, which makes it easily accessible for SMEs&#13;&#10;-More than a CRM: upload  \&amp; download functions, digital documents \&amp; templates, Sales Gamification  App, great Dashboarding with Cliksense...
> 
> **Cons**: Very little to say: project went smoothly and in a very short time frame, the Efficy team is very involved and responsive, in less than 2 months the Sales team adoption is already high. &#13;&#10;Waiting eagerly for the App\!\!\!
> 
> Clear visibility on commercial pipeline, on client touch points (360° view)

-----

### "Efficient small to mid-size company CRM" — 4.0/5

> **Annelies** | *28 February 2022* | Chemicals | Recommendation rating: 7.0/10
> 
> **Pros**: Easy to deploy, many standard features that can be easily tweaked but not too many, very complete KPI module easy to deploy on your own.
> 
> **Cons**: Not enough thought was put on multilingual environments (given that our software was developed in France before this company merged with Efficy).
> 
> FLuid, simple to use, easy to configure.

-----

### "even the very smallest can benefit from Efficy." — 3.0/5

> **Pauline** | *12 September 2023* | Events Services | Recommendation rating: 8.0/10
> 
> **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.
> 
> 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.

-----

### "Review Curalia" — 4.0/5

> **Erwin** | *13 September 2023* | Insurance | Recommendation rating: 8.0/10
> 
> **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.
> 
> Our experience is very positive. We use it mainly as CRM and workflow management to followup on our workload using tasks.

-----

### "Great tool for team & task coordination" — 4.0/5

> **Alejandro** | *28 February 2022* | Nonprofit Organization Management | Recommendation rating: 9.0/10
> 
> **Pros**: The agenda is its most useful tool, which allows you to create, share and allocate different tasks across different colleagues. It is my preferred tool for task distribution within my team and beyond - allowing for outstanding micromanagement. It makes a very transparent and official gadget.
> 
> **Cons**: The client profiles are a bit of a headache to create at first, as it does not seem very intuitive - f.ex., everything involving creating and editing links. It does improve with time, however. Having "Male" as a predetermined gender choice, thus creating a bias that is difficult to overcome if many profiles must be created in a short period of time (i.e. making it more difficult to pay attention to each time the gender is selected). Making the choice non-binary would also improve the tool overall.
> 
> Better functionality within the team, as tasks are very well distributed and there is an awareness of what everybody is working on.

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/38575/efficy)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/crm/efficy-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/38575/efficy> |
| en-GB | <https://www.softwareadvice.co.uk/software/38575/efficy> |
| en-IE | <https://www.softwareadvice.ie/software/38575/efficy> |
| en-NZ | <https://www.softwareadvice.co.nz/software/38575/efficy> |
| fr | <https://www.softwareadvice.fr/software/38575/efficy> |

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