Efficy CRM: CRM and Project Management

Review Efficy CRM: CRM and Project Management - Appvizer

Efficy is a CRM that gives you a 360 degree view of all information related to your customers. The solution rests on a foundation of 4 key business processes: Sales, Projects, Support, and Marketing. Efficy also offers a high level of collaboration thanks to its document management. It fits very well into the Microsoft Office suite as the free Open Office suite. The package is accessible from a PC, a tablet, or a smartphone.

CRM and Project Management in the same software

Efficy CRM customer relationship software also enables project management by synchronizing documents and emails. Reporting is also available to manage resources, time, and budgets.

Document management

Imagine absolute control and easy access to your documents without wasting time looking for pieces of information. Link your documents to projects; open and find, in a twinkle of an eye, a file or piece of information based on its type or keywords.

Customer relationship management

Efficy CRM software is a necessary tool to the management and followup of your customers in real time and in a customized way. The entire history of your relationship with each of your customers is saved, since every action taken generates a notification. For each interaction, Efficy CRM helps provide adequate support service for your customers’ needs.

Marketing campaign management

With Efficy CRM, create your own email campaigns and communicate to your different target groups in a customized way.

Contact management

Manage all your contacts in a secure and intuitive way, including:

  • Identification, thanks to comprehensive customer master records made up of addresses and personal details, history of relationship, including prospecting, retention strategies, orders and complaints
  • Automated management of sales opportunities: including information about customers’ behaviors, events, alerts and reminders, agenda and ‘to-do list’ synchronization
  • It also streamlines the flow of action and information between actors of customer relationships, that is to say, your sales force but also your support service, your experts, your management team, etc.

Data visualization and analysis

The analysis of your data is necessary to meet your sales and marketing performance targets. Efficy CRM allows you to better understand and segment your customers, to give you an overview of your sales and marketing performance and to predict customer behaviors.

Sales force management and motivation

With Efficy CRM, your sales representatives become more efficient and the stages of the sales cycle are entirely mastered, from establishing contact to closing the sale. To make a difference, your sales force needs structured and updated information to be responsive and act rapidly according to sales opportunities. Efficy CRM gathers and organizes the necessary information on a user-friendly interface while enabling you to meet three key objectives:

  • Make sure your salespeople know everything about your customers
  • Improve your commercial performance
  • Optimize your business processes

Collaborative project management

Each project created in Efficy CRM has a new generation CRM solution designed to favor multidimensional access and collaboration for enhanced efficiency. With Efficy CRM, it is even more obvious. In fact, Efficy CRM is accessible to mobile populations from every device. It also enables you to interact with all the key actors of your company (colleagues, partners, customers, suppliers, subcontractors...) and finally brings fluidity, transparency and regularity to each of these relationships.

Editor: Efficy

Strengths of Efficy CRM

  • Document Management
  • Billing
  • Tracking prospection and sales
  • Certifications: ISO 9001

Efficy CRM demo and screenshots

Efficy CRM-Ipad-Pro-Company-GoogleMaps Efficy CRM-mockup-realestatte Efficy CRM-QuelOutilCRMchoisir Efficy CRM-raf

Efficy CRM customers

Efficy CRM-Belfius_InsuranceNL_RGB_tcm_78-35089-960x408 Efficy CRM-logo-le-forem Efficy CRM-bozar-og-default Efficy CRM-INRA-logo

Other features of Efficy CRM

See all the features

Efficy CRM pricing and features

Plans & Pricing

20 /month /user
40 /month /user
60 /month /user
80 /month /user


Automatic Backup
Billing & Invoicing
Consolidated Invoices
Custom Invoices
Recurrent Billing
Calendar Syncing
Note Taking Management of a task list and note-taking
Shared Calendars
Task Management
Time Management
Customer Support
Case Management
Claims Management
Customer Interface
Customer Profile
Customer Support Dashboard
Feedback & Customer Satisfaction
Tickets Allocation
Document Management
Document Electronic Signature
Add Document from Email Transfer an email to the appllication to add a new document
Document Library
Document Synchronization
Full Text Search
Shared Folders
Tags Management
Marketing Automation
Automatic Campaign Trigger (trigger, birthday, satisfaction...)
Campaigns Management
Campaigns Reports Clics, ROI
Mass Email
Newsletter Management
Population Targeting Segmentation & profiling
Scenario Management
People Management
Leave Validation Process
Project Management
Project Planning
Project Profitability Return On Investment
Projects Overview / Follow Up
Resource Allocation
Sales Force Automation
Account Management Management of company information
Contact Management Editing and follow-up of contacts for a given company
Opportunity Management Deal that can possibly be gained following the qualification of a lead
Quote Proposal Avoidance
Sales Report Conversion rate, team performance, best sales
Salespeople Management
Calls Management On-screen display of information related to an incoming call
Lead Management Managing prospective customers from generation of leads to their conversion into sales and long-term relationships.
Lead Scoring Prospect qualification
Route Optimization
Sales Process and Pipeline Customer life cycle management
Tracking of Sales Proposals Tracking of sales offers that informs you whether or not the document you sent has been read.
Step by Step Support
Training Course


Mobile App
Offline Mode
Security & Confidentiality
Daily Backups
Geographic Data Redundancy

Data hosted in the following countries: Belgium

Integrations Efficy CRM

What Is a SaaS Customer Journey, and Why and How Is It Important for Businesses?
With the evolution of social media, technology, it is important for a company to be present on all platforms in order to not only generate leads but also create the best customer service. Which is why SaaS customer journey was to created to better understand the customer, not only for his clicks but for his emotions as well. It turns that data into a more human experience.
The importance of customer visits: Tools & tips
Want customer loyalty? Don't miss out on customer visits, the important and beneficial tool you need to keep lasting relationship with your customer. Tips will guide you from the what, how, preps and finally to deals guaranteed.
Top 3 open source CRM 2021
Are you looking for an open source CRM software? Discover our selection of tools, their features, their advantages, and make the right choice.
Which is the best CRM for your me?
Too much CRM software on the market? Are you are wondering which CRM software is the best for you? Discover our comparison to find the future ally of your business development.
Free CRM software comparison 2021
Are you looking for a complete and efficient CRM software without breaking the bank? Discover our selection of the 3 best free CRM solutions to optimize your customer management experience!

Alternatives to Efficy CRM

Find alternatives to Efficy CRM