Efficy CRM Reviews

Office integration , very good support: good value for money; easy to usean make your OWN sjablonen/formats

Some functionallity.
, wichbyou can very good imagine is not paossible:
Workkng With extern software is poor

This product is very easy to use and user friendly. You can set up anyway that will be useful for your business and clients.

I haven’t come across any areas that I feel should be improved. It is very easy to use and it helps me organize my clients that I deal with on a weekly basis.

- fast
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- too many choices, the persons that don't work as much with Efficy have problems where to find everything
- Load data from Excel to Efficy. I want a standard Excel form
- Mobile App
- Standard templete for letters

EFFICY is an excellent CRM software because it allows to have a clear vision of the current and future business. EFFICY is easy to use and very easy to understand. After use others CRM, for me EFFICY is a sofware efficent and easy to use for sales and purcharse departments.

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.

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.

I like layout of efficy, colors, notifications, possibility to synchronize outlook with efficy, and the possibility to save mails in efficy.

I don't like the fact we can't easily make simple "custom" as putting buttons (orverview, email,...), on customer front page , in the sequence we want.

It has a very modern and fluid presentation and is was adapted very precisely to our needs. The 360 vision of the clients is a very powerfull tool and i couldn't

The only difficulty we had in the whole project was the formation. In part because we didn't understand fully the potential of the software and didn't allocate enough time for it. So a tip is not to neglect this point and listen carefully to Efficy's Team advice.

Good value for money and lots of features. Efficy lets you manage your customer relation database extensively.

A bit technical for people who are not used to work with databases. Once you get the hang of it, everything works smoothly.

The 360 view on your customers, the ability to select relations between the different entities.

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.

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.

Not enough thought was put on multilingual environments (given that our software was developed in France before this company merged with Efficy).

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.

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.

On stop shop for managing all customer data , projects and sales leads.

The crazy way it thinks you want to copy in numerous people for each task - and then have to physically de-select other users each time. Biggest issue is lack of effective cut and paste for UK addresses - post code comes before the end of the address necessitates too much typing when it could be automatically pasted in.

Ready to use CRM with all functions included.
I am giving Soft Skills training and I am working with a lot companies with different type of contact within the company (HR, project manager, Team manger, and workers). Efficy allows me to keep track of each action, meeting or training day thanks to the link and direct access to the action list and agenda. Furthermore it allows me to sort my activities within the Sales opportunity manager and the Project manger so that I can have a clear view on all my upcoming activities.
I can access my database from anywhere using any king of devices (laptop, Ipad, cell phone).
Not only my actual training types but the business (or private) interests of my contacts can be sorted in the Profile manager in order to send targeted emailing.
There is no need to introduce too many data in the system as you can import your emails or send it directly from the application.
All data can be exported in Excel, sorted directly on the screen (you can even design your own screen yourself thanks to the custom view editor). A powerful query system is also included to extract data as you wish.

There are so many functionalities that you need someone to help you explore them all. It is sometime hard to know where to find the relevant information in order to use a more complex functionality.

This software creates useful overview about sales process and tracking. Great options concerning data filtering.

Sometimes there are many options possible and you have to learn how to operate the right way.

We have been implementing this tool in 2011. we have 5 different departments with 5 different needs and we have with Efficy to help our different needs.
- amazing flexibility to customize your own process, fields, lookup etc...
- very good presentation. "flat" design straight to the point.
- good communication with the supplier to move forward your project.
If you are looking for a tool that will support different specific needs from sharing information, dealing with sales needs, managing pool of pictures, you will make the right choice with this tool.
We had also the possibility to "feed" more than 80% of our website with information coming directly from Efficy (text, pictures, profiles, etc..).
Great tool

The great flexibility is sometimes "challenging" in the sense that due to the fact that we can add so many features... sometimes it could disturbing for the users and for the project manager to follow.

-User-friendliness, very easy to explain to Sales people, powerful search engine and speedy responsiveness: boosts users' adoption!
-Fully-fledged: it has all the features of the big ones , at a lesser cost
-Limited to no IT needed, which makes it easily accessible for SMEs
-More than a CRM: upload & download functions, digital documents & templates, Sales Gamification App, great Dashboarding with Cliksense...

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.
Waiting eagerly for the App!!!

- ist is fast, easy in dailly use, query is easy to use and the Efficy Designer is easy to use and you can make it to your one wishes.
Good Customer Support

- Retirement of persons
- Not easy to change the lay out
- linked task user
- more companies fore one person
- If you want to changes easy things but it is not standard then you have to pay