--- title: Efficy CRM Reviews meta_title: 'Efficy CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 102 reviews by the users' company size, role or industry to find out how Efficy CRM works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 102 scale: '5' date_modified: '2026-07-17' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Efficy CRM Reviews **Vendor:** Efficy **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 102 ## About Efficy CRM At last, a CRM solution that truly adapts to your needs. Efficy is a major player in the European CRM market. With our personalised range of solutions, we're already trusted by over 13.500 clients and 330.000 users across 60 countries. We want to help our clients succeed by providing the tools they need to make their employees’ work easier, and their customers happier. 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. 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. Don’t waste time on administrative tasks - empower your employees and grow your business with Efficy CRM. Boost your commercial efforts with our AI-based contact enrichment tool. By analyzing emails, it automatically fills in missing information about your prospects and clients, such as their job title, company, or contact details. Thanks to this analysis, our solution can naturally trigger workflows to automate tasks, alert certain users via notifications, and much more. Discover our artificial intelligence solution that analyzes the emotions expressed by your customers in the emails they send you or the support tickets created on your client portal. By quickly interpreting whether a sentiment is positive, negative, or neutral, you can proactively respond to the needs and concerns of your clientele. ## Efficy CRM Pros & Cons **What users like:** - Users value the **ease of use** in Efficy CRM, enhancing productivity and simplifying their daily operations. (23 reviews) - Users appreciate the **efficiency** of Efficy CRM, finding it easy and fast to manage their tasks effectively. (12 reviews) - Users value the **easy customization** of Efficy CRM, enabling tailored solutions that boost productivity and support growth. (11 reviews) - Users value the **responsive customer support** of Efficy CRM, enhancing their overall experience and satisfaction. (10 reviews) - Users appreciate the **feature richness** of Efficy CRM, enabling customization and enhancing productivity across various needs. (9 reviews) - Users appreciate the **user-friendly interface** of Efficy CRM, making it easy for anyone to learn and use. (9 reviews) - Customer Management (8 reviews) - Customizability (8 reviews) - Intuitive (8 reviews) - Customization Options (7 reviews) **What users dislike:** - Users note a **steeper learning curve** with Efficy CRM, which can be overwhelming for newcomers seeking ease of use. (10 reviews) - Users find Efficy CRM to be **quite expensive** , particularly challenging for small firms to justify the cost. (9 reviews) - Users often face **bugs and page crashes** , leading to frustrating experiences and hindered project management efficiency. (7 reviews) - Users note that the **user interface and experience need improvement** , particularly regarding customization and performance issues. (6 reviews) - Users often face **error handling issues** , including slow page loads and difficulties with updates and changes. (4 reviews) - Limited Customization (4 reviews) - Limited Features (4 reviews) - Users experience **slow loading** times in Efficy CRM, leading to frustration and confusion during use. (4 reviews) - Expertise Required (3 reviews) - High Complexity (3 reviews) ## Efficy CRM Reviews ### 1. Very much useful and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Prasenjit D. | HubSpot Admin sales & marketing, Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2023 **What do you like best about Efficy CRM?** Most useful for b2c companies, most if the crms are for b2b but this one b2c which is good **What do you dislike about Efficy CRM?** Nothing much, they should focus on keeping it user friendly **What problems is Efficy CRM solving and how is that benefiting you?** Engaging with leads through email and update the field properly ### 2. Customer Satisfaction **Rating:** 5.0/5.0 stars **Reviewed by:** Aman S. | Business Development Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2023 **What do you like best about Efficy CRM?** User Friendly Interface, Customization & Automation **What do you dislike about Efficy CRM?** Limited third party integration. Mobile app limitations. **What problems is Efficy CRM solving and how is that benefiting you?** It helps to maintain & automate my data handling. It is now eay to keep track of all the activities under one platform. ### 3. CRM Professional **Rating:** 5.0/5.0 stars **Reviewed by:** Rahul D. | Assistant Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2023 **What do you like best about Efficy CRM?** Data leads are effectively managed within the crm allowing the users a detailed in scope view in maintaining the relationship with the customers & also define the bond within each other **What do you dislike about Efficy CRM?** Less Promotion would not be helping as in todays digitals transformation are mostly depends on promotion, unless the people have heard about a company they wont be able yo trust much **What problems is Efficy CRM solving and how is that benefiting you?** It helps on managing business activity & increase the return on investment ### 4. Best and helpful **Rating:** 4.5/5.0 stars **Reviewed by:** Madhuri M. | Human Resources Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** October 30, 2023 **What do you like best about Efficy CRM?** Efficy CRM is very helpful and easy to use upside , downs for every beginner and intermediate. **What do you dislike about Efficy CRM?** Only few downside that depends on understanding **What problems is Efficy CRM solving and how is that benefiting you?** Good for self business need ### 5. Elevating business relations with efficiency **Rating:** 4.5/5.0 stars **Reviewed by:** Aman S. | HR Service Delivery Representative, Human Resources, Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Efficy CRM?** 1. Interaction with customers is easy. 2. Customization option comes handy. 3. Customer support is admirable. 4. Easy to use, no hard skills required. 5. Integration to other system is a key point. **What do you dislike about Efficy CRM?** Learning curve is steep until one get comfortable enough to operate. **What problems is Efficy CRM solving and how is that benefiting you?** 1. Internal conversation feature is helpful. 2.Analytics being one of the key points to rely on which is available with Efficy CRM. ### 6. Efficy CRM offers a comprehensive, user-friendly solution for managing customer relationships. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Furniture | Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2023 **What do you like best about Efficy CRM?** Users often like its user-friendly interface, customizable features, and its ability to streamline customer relationship management and improve business efficiency. **What do you dislike about Efficy CRM?** Efficy CRM, such as a steeper learning curve for more advanced features, the cost of implementation, and the need for adequate training and support. It's essential to consider these potential challenges when evaluating the CRM system. **What problems is Efficy CRM solving and how is that benefiting you?** Sales Management: Managing the sales pipeline, tracking opportunities, and sales performance. ### 7. I had a great experience, best in the market. **Rating:** 4.5/5.0 stars **Reviewed by:** Sunil J. | Business Development Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Efficy CRM?** It works very smoothly and fast as compared to other CRM. **What do you dislike about Efficy CRM?** I do not have any bad experience with Efficy CRM. **What problems is Efficy CRM solving and how is that benefiting you?** Helping in email marketing for me. ### 8. Efficy CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Shreeya B. | Enterprise (> 1000 emp.) **Reviewed Date:** August 21, 2023 **What do you like best about Efficy CRM?** Client interaction is very easy and convienent and integration with the other systems are on point. **What do you dislike about Efficy CRM?** Sometimes it had error on page but no need to worry because help center team is very supportive in giving quick resolutions. **What problems is Efficy CRM solving and how is that benefiting you?** Efficy CRM enhances the customer management and always got the update on time for better customer interaction(s). ### 9. The best and impressed. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2023 **What do you like best about Efficy CRM?** It's very educating. Helps to develop our skills. Kind of brings an individual interest to the right place. Also, the tool is very helpful for the current generation. It's competitive as well. **What do you dislike about Efficy CRM?** None. The tool is good. I don't have any complaints. It's not that, we can always expect magic from everything. But, we can only expect how different is ours from the others in the world. **What problems is Efficy CRM solving and how is that benefiting you?** Dealing with customers is the important part in any business. Because that's how we know where we stand in terms of growth. The Efficy CRM is doing a great job. ### 10. Efficacy CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Ayushi S. | Senior DevOps Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** October 08, 2023 **What do you like best about Efficy CRM?** Captures all CRM functionality well and efficiently **What do you dislike about Efficy CRM?** Nothing there to dislike, very well designed and efficient product **What problems is Efficy CRM solving and how is that benefiting you?** Benefiting the companies to run their business end to end and efficiently ### 11. Ease to use **Rating:** 4.5/5.0 stars **Reviewed by:** Chandrashekhar c. | Customer Success Associate, Mid-Market (51-1000 emp.) **Reviewed Date:** October 19, 2023 **What do you like best about Efficy CRM?** The design & simplicity of the CRM comparatively are good **What do you dislike about Efficy CRM?** Cost & the search bar suggestions are very less **What problems is Efficy CRM solving and how is that benefiting you?** Protocol handling ### 12. A well articulated product. **Rating:** 4.0/5.0 stars **Reviewed by:** Akshit D. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2023 **What do you like best about Efficy CRM?** Easy to Understand, Accesible, Efficient, Easy to find relevant data easily. **What do you dislike about Efficy CRM?** Loading of pages is a bit slow. Pages sometimes crashes unexpectedly. **What problems is Efficy CRM solving and how is that benefiting you?** It helps in maintaining a balanced data regarding all the contacts and details. It helps to increase productivity and drives us to simplify our work. Easy to understand and work on. ### 13. Correct **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2023 **What do you like best about Efficy CRM?** The great diversity of modules that exists **What do you dislike about Efficy CRM?** The customer cannot customize anything in their installation. **What problems is Efficy CRM solving and how is that benefiting you?** what a CRM has to do ### 14. A CRM tool that each organization should have **Rating:** 4.5/5.0 stars **Reviewed by:** Swatantra Kumar S. | Sr. Specialist - Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** August 12, 2023 **What do you like best about Efficy CRM?** Efficy CRM is on of the best tool I have come across. I recommend this to everyone without even thinking twice. **What do you dislike about Efficy CRM?** None as of now. But they can enhance it more **What problems is Efficy CRM solving and how is that benefiting you?** It has helped a lot in managing data in better way ### 15. Best and User friendly CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** October 25, 2023 **What do you like best about Efficy CRM?** It's easy to use and flexibility to each company based on the size and budget. **What do you dislike about Efficy CRM?** Still need some of plug in options to make a top notch user friendly crm. **What problems is Efficy CRM solving and how is that benefiting you?** Customers details in one place and it's time saving. ### 16. Embracing Efficiency **Rating:** 5.0/5.0 stars **Reviewed by:** SHUBHAM J. | Lead Generation Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2023 **What do you like best about Efficy CRM?** I like Efficy for its customizable features, collaboration, and comprehensive customer management capabilities. **What do you dislike about Efficy CRM?** Nothing that I found yet. As a consultant **What problems is Efficy CRM solving and how is that benefiting you?** Efficy CRM streamlines contacts, enhances segmentation, and automates campaigns, boosting email marketing effectiveness and fostering personalized communication. ### 17. It was amazing experience with EfficynCrm **Rating:** 5.0/5.0 stars **Reviewed by:** Anuj C. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Efficy CRM?** Broad functionality Easy to use Able to maintain the projects that you are working on **What do you dislike about Efficy CRM?** Steps are very difficult to understand but there are many ways to receive your objective. **What problems is Efficy CRM solving and how is that benefiting you?** Maintaining projects ### 18. Should be more customizable **Rating:** 3.0/5.0 stars **Reviewed by:** Rakesh M. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 17, 2023 **What do you like best about Efficy CRM?** Looks simple clean Look and feel of UI Easy access to data More insights of Data **What do you dislike about Efficy CRM?** Could be much more accessable settings for any users **What problems is Efficy CRM solving and how is that benefiting you?** Storing and interacting with Customer ### 19. Operational Efficiency **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Efficy CRM?** Efficient & Streamlined Solution. Efficy CRM excels with customization & contact management, enhancing business efficiency. Robust features empower sales and insightful analytics, though a learning curve may challenge newcomers, overall a versatile solution. **What do you dislike about Efficy CRM?** Complex Interface, extensive customization complex. Technical expertise will be required. **What problems is Efficy CRM solving and how is that benefiting you?** Resoves customer management issues, boosting efficiency and enhancing insights for better decisions. ### 20. Great tool when it comes to crm **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Renewables & Environment | Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2023 **What do you like best about Efficy CRM?** It has a clean user interface with efficient workflows and that intrigued me a lot. **What do you dislike about Efficy CRM?** There are few parts related to employee section that had a but of complex structure that would involve a learning curve. Else all good **What problems is Efficy CRM solving and how is that benefiting you?** Its streamlining our transactional and marketting emails. Allowing us to track everything, helping us analyse customer's behaviour. ### 21. Very smooth process **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about Efficy CRM?** Easy to understand and navigate, good platform and good experience overall. Thank you. **What do you dislike about Efficy CRM?** Nothing at the moment, good scope and can deliver more **What problems is Efficy CRM solving and how is that benefiting you?** Good process because easy to do my email marketing, amazing template ### 22. Implement great sales with Efficy CRM **Rating:** 4.5/5.0 stars **Reviewed by:** santiago r. | chemical engineer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2022 **What do you like best about Efficy CRM?** Efficy CRM is very easy to use for vendors, it has great an accessibility to give knowledge to products and thus be able to have large extensions of companies at a lower cost, it has digital documents for customers and offers knowledge about business processes, in addition to its is very user friendly and t is a service that offers support to establish better relationships with your potential clients. **What do you dislike about Efficy CRM?** Efficy CRM this type of platform has not had any problems or inconveniences up to now, it has always given us very good results and has allowed us to get more involved every day in our range of products and services. Efficy CRM works 100% in terms of its operability. **Recommendations to others considering Efficy CRM:** It is recommended for the canonization, and modification of parameters of the reports of our products and ranges of services, this platform has been obtained for the verification and monitoring of our clients to see the receptivity of our products throughout the market worldwide. **What problems is Efficy CRM solving and how is that benefiting you?** This type of platform allows us to be used for banking sectors, organizations and micro companies, it helps us to use it in public sectors and private companies and it is highly receptive when it comes to holding conference rooms, meetings, etc. Besides, it is fantastic for our organization since it allows us to work with a very operations system. ### 23. Offer opportunities with Efficiency and increase your work capacity. **Rating:** 4.0/5.0 stars **Reviewed by:** sofia r. | medical director, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2022 **What do you like best about Efficy CRM?** It is a very good application to create files for each registered client since it allows a configuration where you can obtain all their capacities and records, this helps to get everything organized and allows you to know everything about the clients, to know what they can grant to improve the projects and know how they can improve business processes, it also has a very affordable price which allows you to use this service more frequently and adapts very well to any requirement you need, apart from allowing you to send documents in a very easy and simple way by email either photos, videos and files. **What do you dislike about Efficy CRM?** We have had a problem with their technical support since it is poorly developed because its response very slowly and does not solve problems instantly, which is a nuisance and attracts delays because it does not give you any response and one certain occasion it can waste time. Apart from that, its search engine is a bit outdated since it is a bit slow when using it and sometimes its use gets stocks, which means that the search is not found properly. **Recommendations to others considering Efficy CRM:** It is incredible because it helps you to get to know your clients well, their capabilities and benefits that they can offer you to improve your sales, it helps you to send any registered document or file easily and without any problem, and it also allows me to order your sales manager and project manager activities so you can have a clear view fo all your future activities and can offer features to help you sign up more customers. **What problems is Efficy CRM solving and how is that benefiting you?** Efficy issued to send documents by email either to our users or clients since it gives us a function where we can send files, images photos and videos easily and simply, this helps us increase the communication capacity with any user and client. and allows us to obtain our mos active emails when using it, which is why it id s fantastic use for us, we also use its interface as a means of information about its use and what benefits it can generate for you since it is very well structured and explains everything about this system in a very cool and easy way ### 24. Efficy great alternative to implement in any company. **Rating:** 4.0/5.0 stars **Reviewed by:** karlin F a. | Marketing manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 07, 2022 **What do you like best about Efficy CRM?** An excellent software for its efficiency to help companies increase their customers and sales due to its great modality of systems that allow users to work with full confidence and good performance in their work. One of the features that I love about this platform we can say that it is its interface since its design is very easy to use and adapts very well to the multiple uses that are required to create campaigns, the system allows having better communication with customers because you can quickly learn about their actual needs. Another of the wonders that can be said that Efficy contains is that it has with a very fast and precise search system, this platform has a great structure to provide satisfaction to its users. **What do you dislike about Efficy CRM?** Some of the technical problems that you have presented is that when you work with large amounts of files whether videos, images or presentations your system locks up a lot, your cost is quite high compared to many CRM platforms that compete with Efficy. **Recommendations to others considering Efficy CRM:** Efficy is a platform that despite needing some small improvements, it is quite functional to use in any business or company, it is very easy to use, very innovative, easy to implement and provides a very pleasant experience, its cost is a bit high but it is worth paying for such good service **What problems is Efficy CRM solving and how is that benefiting you?** Efficy is a very useful tool for our team since it allows us to carry out monitoring our clients, creating campaigns, carrying out new sales strategies and always stay one step ahead of our competition, thanks to its great functionality and modernity in your system. ### 25. Very efficient application **Rating:** 4.5/5.0 stars **Reviewed by:** Claire P. | Conseiller, Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2022 **What do you like best about Efficy CRM?** Efficy allows for better communication between colleagues and departments, and better customer management. The application is very comprehensive thanks to its calendar, tasks, selections, etc. **What do you dislike about Efficy CRM?** I did not find any real flaws in the application. For some older colleagues who are less experienced with computers, it may seem a bit complicated at first, but they quickly adapted. **What problems is Efficy CRM solving and how is that benefiting you?** Efficy allows for a real time saving and better communication between the different departments of our company. The application also allows for real-time tracking to see if tasks have been completed within the given deadlines. ### 26. Easy-to-use easy-to-deploy CRM for small to mid-size companyes **Rating:** 3.5/5.0 stars **Reviewed by:** Annelies D. | Marketing & Communications Director, Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2022 **What do you like best about Efficy CRM?** Easy to use, easy to deploy, modular, very good easy to use KPI solution, nice tablet version, correct pricing. **What do you dislike about Efficy CRM?** Multilingual environments not enough thought-out. **Recommendations to others considering Efficy CRM:** Carefully lay out multilingual workflows **What problems is Efficy CRM solving and how is that benefiting you?** Better sales activities tracking, better KPI visualisation, marketing campaign coordination across team, improved quotation process, improved inter-team handovers operationally and commercially speaking. ### 27. Efficy - the European CRM for your European SMB **Rating:** 4.0/5.0 stars **Reviewed by:** Wim D. | Business Architect, Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2022 **What do you like best about Efficy CRM?** A lightweight, adaptable, of the shelf useable but fully customizable CRM solution, hosted by you or in the Efficy Cloud. Manage contacts, companies, profiles, projects, incidents, campaigns and more! **What do you dislike about Efficy CRM?** While very succesful in the small or medium business group, Efficy still has some steps to take in order to be more appropriate for enterprise level companies. **What problems is Efficy CRM solving and how is that benefiting you?** - Help presales & sales find the right prospects; - Guide commercial profiles in the sales funnel; - Follow up, reporting, planning client interaction; **Official Response from Laetitia Baret:** > Hi Wim and thank your for your review... @Efficy, we really appreciate your fedback. It helps us to move further. Adaptability is one of our unique selling points on SMB market, you're completely right. We're glad to stick to our customers' needs to enable them to improve their business. Concerning our approach to enterprise level companies, be reassured... Our Corporate edition offers already enterprise-like features (ie. multichannel marketing, advanced service management, gamification, extranet and Business Process Management & business automation). This edition seduced some famous brands: La Redoute, Musée du Louvre, Belfius Bank, Swisslife, Carrefour Banque, BNP Paribas Securities Services, etc. And some of them count app. 10.000 users. Want to know more about our Corporate edition? https://www.efficy.com/solutions/efficy-crm-corporate/ ### 28. Very satisfied about solution and company **Rating:** 5.0/5.0 stars **Reviewed by:** Virginie D. | CRM & Digital Project manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2022 **What do you like best about Efficy CRM?** Very intuitive solution, with broad capabilities getting continuously extended. Flexible and easy-to-access functional and dev team. **What do you dislike about Efficy CRM?** Look & feel of Efficy CRM might be more fancy. **What problems is Efficy CRM solving and how is that benefiting you?** Cross-selling among colleagues Single view on our customers Structured sales & marketing approach **Official Response from Laetitia Baret:** > Thank you Virginie for your comment! As you could see, closeness to you is very important to us. We consider our relationships to our customers as long-term partnership. And as you know, we believe co-creation with our ecosystem brings a lot to our solution. We co-develop our CRM based on your feedback. That's why we're particularly thrilled at these times. Our new version will go out very soon and, believe me, you won't be disapppointed on our new Look&Feel. I saw it and it rocks :-) Stay tuned... ### 29. Smooth CRM System **Rating:** 4.0/5.0 stars **Reviewed by:** Robert W. | Sales Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** January 25, 2022 **What do you like best about Efficy CRM?** Modularity, Interface, Easy of setup, Webbased **What do you dislike about Efficy CRM?** Language settings, some items are only availiable in english **What problems is Efficy CRM solving and how is that benefiting you?** Keeping up to date sales information and quotes in the same system/program **Official Response from Laetitia Baret:** > Hi Robert and thank you for this nice (and trustworthy ;-) review... We take your feedback very seriously, so I contacte Erwin, your customer success manager, and he'll contact you very soon to fix these language settings. There shouldn't be any issue because, as you know, Efficy CRM is 100% available in 27 languages, ie. Chinese, Arabic, Japanese... Efficy CRM, to accompany you to infinity... and beyond Want to test it in your language? Just ask for a demo https://www.efficy.com/request-demo-efficy-crm/ ### 30. good price quality ratio but too few standard martech integrations **Rating:** 1.5/5.0 stars **Reviewed by:** Verified User in Media Production | Small-Business (50 or fewer emp.) **Reviewed Date:** February 28, 2022 **What do you like best about Efficy CRM?** the price point versus the quality. Also the projectmanagement combination is helpful **What do you dislike about Efficy CRM?** The biggest dislike is the fart too few martech integrations/API's that are standard integrated in the CRM-system. stand-alone martech is not 2022. **What problems is Efficy CRM solving and how is that benefiting you?** customer relationship management. ### 31. Efficy- CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Venture Capital & Private Equity | Mid-Market (51-1000 emp.) **Reviewed Date:** February 14, 2022 **What do you like best about Efficy CRM?** Its a great platform which provide GDPR-compliant, SaaS , mobile solution, office suite synchronization, **What do you dislike about Efficy CRM?** It organization work on smaller scale, works on a very geography. Not much suitable for global organization. **What problems is Efficy CRM solving and how is that benefiting you?** It provide best CRM solutions which greatly accords in preforming work task based on specific profile/portfolio. **Official Response from Laetitia Baret:** > How lovely from you to say out loud you like Efficy on Valentine's Day 💚😄 As you say, our European DNA makes us more relevant than other vendors on GDPR topic. Your data are hosted in Europe and there's no government which is allowed to request your customers data. And as you say too, our office suite synchronization is one of our biggest assets. It helps our customers to improve their user adoption. Their final users fill in the CRM without noticing it. How appreciable!! Concerning your comment on scalability, we have a Corporate edition that is used by large accounts with more than 10.000 users. Our mission is to support your growth, even very high and far 😉. Wanna know more about Corporate Edition? Click here under ### 32. Efficy CRM managed to advance our sales !! **Rating:** 4.0/5.0 stars **Reviewed by:** Paola L. | Senior Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 25, 2021 **What do you like best about Efficy CRM?** Mainly for us it was interactive using this software given its interface so simple and designed for all types of clients who may frequent our company, it is also possible to associate it with the marketing system to amplify the service and reach more users in this way, it captures more clients and makes sales is incredible how he works and allows us to save time and money very happy. **What do you dislike about Efficy CRM?** The only complaint that our team has regarding this software is that the large number of features and functionalities makes exploring all this exhausting and cumbersome for a single person. Other than that, we have not detected negative characteristics during its use. **Recommendations to others considering Efficy CRM:** This tool is perfect for small companies whose action plan includes monitoring customer activities since they have at their disposal functions such as territory management, segmentation, budgets and offers, collaborative project management that are necessary for that customers are attracted to marketing campaigns and are fixed users. Incredible system offers great solutions to the company and objectively for that reason we recommend it. **What problems is Efficy CRM solving and how is that benefiting you?** This software is dedicated to the correct management of the pillars of a company, especially the motivation of our commercial staff, which turns out to be a key factor for activities such as the presentation of projects and administration to be carried out in the best way of the data. Market strategies and contracts have also benefited from implementing this software. **Official Response from Laetitia Baret:** > Thank you Paola for this message. It's nice to read how useful our tool can be for companies like yours. You're totally right, our CRM solution is very complete and we're here to help you in these features. Here are some of them... ### 33. Easy to use CRM **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** February 14, 2022 **What do you like best about Efficy CRM?** Fast and easy. Learned quite fast to use this . **What do you dislike about Efficy CRM?** Payments when free test perioid ends.... **What problems is Efficy CRM solving and how is that benefiting you?** Sales and inhentory issues are made very well compared to my last CRM app. **Official Response from Laetitia Baret:** > 2nd Valentine for Efficy today... 💚💚 What a year!! Thanks a lot for your review which summarizes quite well in a few words who we are and what we do. "Fast and easy", we love this description. Efficiency is what we're searching for every day, it's even the root of our name. Concerning payments, we're working on that topic to make it as painless as we can. But I'm sorry to tell you that you'll always have to pay for using our CRM. Our prices are quite low and we offer an 'all included approach". And to be honest, in our opinion, the vendors claiming that their solutions are free may have some hidden costs in their pocket. 😈 Wanna know more about our prices? Click below ### 34. Accessible and customizable **Rating:** 4.5/5.0 stars **Reviewed by:** Marc A. | PMO, Mid-Market (51-1000 emp.) **Reviewed Date:** August 31, 2021 **What do you like best about Efficy CRM?** the highly efficient customization capabilities **What do you dislike about Efficy CRM?** The complex display rules that make deployment more complicated **What problems is Efficy CRM solving and how is that benefiting you?** improve the knowledge of our members **Official Response from Laetitia Baret:** > Thank you Marc for this comment! It's always a pleasure to read this type of message. Indeed, the customization possibilities are almost endless. As for the display rules, our R&D teams are working on it ;-) For those who want to see the live solution, I add the link to our YouTube channel and the French webinars playlist. See you soon. ### 35. Efficy CRM is ideal for management **Rating:** 5.0/5.0 stars **Reviewed by:** Lenar R. | Project Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** September 23, 2020 **What do you like best about Efficy CRM?** Efficy CRM is a software with a very friendly interface, it has Document Management that helps to keep everything in order, and I can keep it in the cloud and access them whenever I need it, Customer relationship management this is a task that results very easy to forget certain details and all customers are a priority so Efficy CRM helps you to carry out an effective follow-up where everyone is happy, Marketing campaign management is much easier with Efficy CRM with the contact list at hand is more simple to conduct email marketing and best of all automated. **What do you dislike about Efficy CRM?** It has a very friendly interface but it has so many tools to explore that if someone with little knowledge in CRM uses this software they will feel very saturated with tools to execute, so they would need to have tutorial videos, or advance training. **Recommendations to others considering Efficy CRM:** This tool is incredible if you know about CRM and you will really have everything at hand, I recommend it especially for small companies that want to keep track of their activities, and they can integrate with Office, SAP etc. **What problems is Efficy CRM solving and how is that benefiting you?** I love it because the visualization and analysis of data is very correct and also instantly, being able to carry out collaborative projects can bring monitoring and communication problems with each member of each project, but with Efficy CRM it is solved, you have everything at hand, All the ideas or tasks that have been scheduled can be discussed through the Efficy CRM internal Chat and thus we are always recording all the changes and the tasks executed. We enhance our project presentations with videos and images that we can take from the same software, so it really is an excellent software to manage everything. Being able to really follow up on clients, tasks and scheduled meetings with your link and direct access to the action list is amazing. **Official Response from Laetitia Baret:** > Thx Lenar for your review, I love it! Everything's in there. As far as I can read between your lines, Efficy CRM is your key tool for managing your business: CRM features for sales & marketing, and also document and project management. I know that features are numerous. If you feel you're not using Efficy CRM at 100% potential, I do recomend you to follow our monthly webinars to get some tips and tricks ;-) ### 36. Distinctive application for customer relationship management. **Rating:** 4.5/5.0 stars **Reviewed by:** Sarah T. | Project Manager, Enterprise (> 1000 emp.) **Reviewed Date:** June 24, 2020 **What do you like best about Efficy CRM?** It is a flexible application and the main advantage of this application is that it is the best CRM software for all types of customers’ management. It is very friendly to use and it can be accessed from any device (Android, i Phones, and PC). It also gives the flexibility that we can use this application if we do not have internet connections. It also has a big advantage that it gives us CRM for customer service, for sale, for marketing and management. It is also helpful in the law firm sector and helps you to focus on your case only. **What do you dislike about Efficy CRM?** One of the greatest disadvantages of this application with the usage of this application business lacks culture. It also causes major problems in businesses like the implementation of cost. This application also lacks leadership and everything is handled by a leader but in these types of applications no leadership is needed and everything is handled by teamwork. Not everyone uses the software potentials. **What problems is Efficy CRM solving and how is that benefiting you?** We have used this application for our teamwork and this application is very useful for me and my team workers because this application is friendly to use and this application can easily be accessed by any device. I recommend this application to every businessman if it is related to your business. **Official Response from Laetitia Baret:** > Thank you Sarah for leaving this review... Our solutions are indeed very user friendly and do not forget "success for a CRM project relies mostly on user adoption" ;-) Features are very numerous. You wrote "Not everyone uses the software potentials". Do not hesitate to share the link below with your users. The'll follow our monthly webinars to get some tips and tricks ;-) ### 37. An awesome web-based software to overlook sales. **Rating:** 4.5/5.0 stars **Reviewed by:** Caitlyn M. | Commercial Director, Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2020 **What do you like best about Efficy CRM?** Efficy CRM provides the perfect visualization of our business and our relationship strong to business clients. An excellent application to amend the business skills and enhance the selling in the mart. If we examine its efficacy, then it won’t disappoint in any direction to direct you and to feed you better ideas for your clients and yourself. A right combination of leadership and management attributes that can induce your life easy and make you unique ideas for execution. **What do you dislike about Efficy CRM?** A very fast application that can give you more than a hundred ideas in a single go so making you confused about which one is more beneficial for you. In fact, this software needs time and proper understanding if you can’t install it properly then you can’t have its affairs properly. One should be competent enough to get a proper and clear understanding so you can enjoy its powerful features. **What problems is Efficy CRM solving and how is that benefiting you?** An excellent application to handle all the market flaws and gross revenue. I’m employing this on my phone and desktop as easily. My animation is comfortable and carefree as I can open many programs in a single click and I don’t need to handle it. This software not only handles my all business dealings but saves my clients review to have a better idea for my dealings. I can see the latest tendencies in the market as well as can make the hundreds of plans to implement my strategy. In the pandemic situation, this application is a blessing in disguise. **Official Response from Laetitia Baret:** > Thank you Caitlyn for your review. We can guess how useful our CRM is for managing your sales activities. From preparing a quote through to closing the deal, our solution offers efficient sales monitoring features. With our CRM solution, you never again miss out on a single opportunity. Have a look at all sales dedicated features below... ### 38. Speeding up processes and saving valuable time **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Mechanical or Industrial Engineering | Enterprise (> 1000 emp.) **Reviewed Date:** January 28, 2021 **What do you like best about Efficy CRM?** Document management, like Customer Relationship Management **What do you dislike about Efficy CRM?** Yet I didn't find dislikes at the Current moment. **What problems is Efficy CRM solving and how is that benefiting you?** Project and Teamwork Management as its vey user-friendly and easily accessible, visualization and analysis of data , **Official Response from Laetitia Baret:** > Thank you for this review... Happy to see that you liked our document management system and our project management features. This is what we call eXtended CRM ;-) ### 39. Simply the best CRM we found on the market **Rating:** 5.0/5.0 stars **Reviewed by:** Remi V. | Responsable Grands Compte Rhd, Enterprise (> 1000 emp.) **Reviewed Date:** November 20, 2017 **What do you like best about Efficy CRM?** Modern interface. Very user friendly and customisable. Access from any device and with a great offline mode, mandatory for us. Efficy is well integrated with our current and sometimes old softwares. **What do you dislike about Efficy CRM?** Given the richness of the information, mastering all the modules takes some time. Some of our users only use 20% of the software potential. **What problems is Efficy CRM solving and how is that benefiting you?** Information was too hard to find and in so many different places. Everything is so much simpler now. **Official Response from Laetitia Baret:** > Thanks Remi for your review. You're our best ambassador ;-) In return, let me recommend you this page on our website promoting our monthly webinars. It may help your colleagues use Efficy CRM at 100% of its potential. They'll get some tips and tricks ;-) ### 40. Efficy CRM in the cloud. Access relevant customer information, any place, any time. **Rating:** 5.0/5.0 stars **Reviewed by:** Mark B. | Commercieel directeur, Information Technology and Services, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2017 **What do you like best about Efficy CRM?** The ease of use, cloud based and its flexibility are the aspects I like best about Efficy. The interface is very intuitive and works well. The fact that I can access information from any place, at any time, through any browser is fantastic. I can always have a look in my customer database. The flexibility is a result from its architecture where I can connect any item to any item. It is not hierarchical, like other system. **What do you dislike about Efficy CRM?** Being a cloud based system, accessed from the browser means the performance is not always as fast as I would like. I understand why and it is a issue I have no problem accepting as a side effect of being able to work from any place at any time. **Recommendations to others considering Efficy CRM:** I recommend using Efficy CRM. It is flexible, easy to use and cloud based. CRM is in the DNA of this company. A well thought solution that effectively supports my sales. **What problems is Efficy CRM solving and how is that benefiting you?** It helps me organize my sales funnel, helps me focus on opportunities and gives me relevant customer information when I need it. It helps me to follow up on customers and ultimately win deals. **Official Response from Laetitia Baret:** > Hi Mark and thank you for your review. User friendliness and flexibility are one of our better assets, you're completely right. When you know that success for a CRM project relies mostly on user adoption, we think each CRM must be user friendly. See you during one of our monthly webinars (link below) ### 41. Much more than a CRM a great tool to organize, manage and dispatch information through your company **Rating:** 4.5/5.0 stars **Reviewed by:** Jean-Philippe F. | Project Manager_ Marketing Department, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2017 **What do you like best about Efficy CRM?** i have been in charge to reorganize all our "knowledge" within the company and after 3 months of research we have decided to implement efficy. 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 **What do you dislike about Efficy CRM?** The great flexibility is sometimes "challenging" in the sense that due to the fact that we can add so many features... sometimes it could be disturbing for the users and for the project manager to follow. **Recommendations to others considering Efficy CRM:** If you need to serve multiple needs, then this is the right CRM to implement within your company. **What problems is Efficy CRM solving and how is that benefiting you?** Sales We have been able to create customized agenda online shared with different Partners to constantly manage hotel rooms activities within our destination. Extranet for hôteliers where they can upload all there main informaiton One of the main challenge for us what to have multiple "database"... 1 database = 1 department...with Efficy we currently have 1 single database to serve 5 departments which is great. no more duplicate. **Official Response from Laetitia Baret:** > Thanks Jean-Philippe for your comment. As you said, our CRM is much more than a CRM. @Efficy, we love to talk about eXtended CRM. Some standard CRM features for sales, marketing, customer service and managers, and other features that are less expected in a CRM. For example, document management, project management, etc. Please visit this page and you'll know more ### 42. Ready to use CRM with all functionality included **Rating:** 4.5/5.0 stars **Reviewed by:** Didier B. | International senior Trainer, Human Resources, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2017 **What do you like best about Efficy CRM?** All information I need easily available no matter where I start looking : contact, companies, activity, projects, sales opportunity, agenda,… From there I can navigate to any other linked information. Efficy CRM is ready to use. I call them to ask a database and the next day I was ready to work on it with all main functionality available. A clear view on my agenda and todo list, direct access to project and opportunity status allow me to manage my time efficiently as I work mainly on customers ‘s premises. I can access it with my laptop, Ipad or even cell phone on the go. If I need to work on specific data I can use the Query manager to filter information and export in Excel. The Profile manager allow me to sort contacts by interest and send theme targeted emailing. Quick to learn ! **What do you dislike about Efficy CRM?** Basic feature and working information is available on line. When you need to go more in specific details you need to call the support or send email. **Recommendations to others considering Efficy CRM:** I have looked at many CRM and this one is the best for me. Opensource software can do everything in theory but you have to spend months and the help of developper to adapt it to your need. With Efficy everything is already there and working. **What problems is Efficy CRM solving and how is that benefiting you?** Organizing informations and having it available for everyone. Easy retrieval of information as all data is linked to all related contacts, companies, projects, sales opportunity (in chronological order, to do, agenda) Better use of time, centralization of information, clear view on agenda and next activities, better management of project, easy reporting **Official Response from Laetitia Baret:** > Thank you Didier for your review. You're completely right. Thanks to our n-to-n data model, users can access information whatever their starting point. You remember a contact name? You'll start from here. You remeber the appointment on your birthday? You'll start from there. Individuals have different ways of thinking. With Efficy CRM, they'll all find what they're looking for. ### 43. Very efficient **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** November 06, 2017 **What do you like best about Efficy CRM?** The ease of use the very complete vision of the data **What do you dislike about Efficy CRM?** The complexity to create workflows schemas **Recommendations to others considering Efficy CRM:** A good competitor in front of big CRM editors **What problems is Efficy CRM solving and how is that benefiting you?** Optimization of the processing time of the information via pull-down menus **Official Response from Laetitia Baret:** > Thx for the review. Efficiency... one of our core values and the reason why we're called Efficy. 💚💚💚 ### 44. Efficy helps me to organize projects to the max **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Goods | Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2017 **What do you like best about Efficy CRM?** Multi device solution is enabling me to use Efficy everywhere. It therefore pushes you to make updates on the projects you are working on. Next to this it automatically creates a paperless office whilst keeping the overall view on anything you work on. **What do you dislike about Efficy CRM?** There is not a real topic I dislike in Efficy. It merely gives me more work due to the fact that I can handle more. I cannot really say that this is something I least like. **What problems is Efficy CRM solving and how is that benefiting you?** Generating a helicopter view. Managing a large number of contacts. Managing a huge number of hotel projects. It improves my success rate in these projects and it makes me therefore a happier person **Official Response from Laetitia Baret:** > Thank you for this review. Mobility is important. Your CRM should follow you everywhere you go, especially if you're a sales rep on the field ### 45. Manage you customer relations easily with efficy **Rating:** 3.5/5.0 stars **Reviewed by:** Benjamin B. | Digital Marketing Coordinator, Chemicals, Enterprise (> 1000 emp.) **Reviewed Date:** May 28, 2017 **What do you like best about Efficy CRM?** Good value for money and lots of features. Efficy lets you manage your customer relation database extensively. **What do you dislike about Efficy CRM?** A bit technical for people who are not used to work with databases. Once you get the hang of it, everything works fine. **Recommendations to others considering Efficy CRM:** Involve technical and database team with setup closely and keep an eye out for user friendlyness & usability in case of additional developments (test thouroughly!) **What problems is Efficy CRM solving and how is that benefiting you?** Much better customer relation management an reporting **Official Response from Laetitia Baret:** > Thanks Benjamin for your review. Nice to see that Efficy enables you to manage better your customer relationship and improve your reporting. Having a solid CRM with numerous features with a right price, this is what animates us every day. ### 46. CRM/DMS integration **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.) **Reviewed Date:** October 18, 2017 **What do you like best about Efficy CRM?** possibility to edit CRM/DMS to your own preference, without loosing the capability of the system **What do you dislike about Efficy CRM?** flexibility to cope with external databases and to intechange files internally to other documents **Recommendations to others considering Efficy CRM:** excellent integartion DMS and Office **What problems is Efficy CRM solving and how is that benefiting you?** intergration DMS ans CRM. Gives ou company state-of-the-art 'dossiers' **Official Response from Laetitia Baret:** > Thank you for your review. Sounds like integration is key for your business... This is one of the main assets of Efficy CRM and it's planned to continue. For your information, we see more and more lawyers using our solution for managing their cases. As you can see with the following link ### 47. One year with Efficy **Rating:** 4.0/5.0 stars **Reviewed by:** Dounia B. | Technical Sales Support Engineer USA and Canada, Chemicals, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2017 **What do you like best about Efficy CRM?** Very easy to use, it's interactive. You can adapt it easily to your own industry. **What do you dislike about Efficy CRM?** To many page opens for no reason, it's bugging sometimes and you have turn off and turn on again. **Recommendations to others considering Efficy CRM:** You will need at least one year to adapt all the components to your business but it is worth it. **What problems is Efficy CRM solving and how is that benefiting you?** Follow up on projects and contacts **Official Response from Laetitia Baret:** > Thank you Dounia for your review. Efficy CRM is highly customizable and it makes us very competitive. Many industries are using Efficy CRM, and each customer has its own Efficy, sticking to their very specific needs. ### 48. EFFICY: EFFICIENT, FLEXIBLE, ADAPTABLE CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Cosmetics | Mid-Market (51-1000 emp.) **Reviewed Date:** June 06, 2017 **What do you like best about Efficy CRM?** - Multi devises CRM - Possiblity to integrate EFFICY with your email programm (outlook) et ERP. (SAP) - store the most useful information about the companies you work with. (Customers, suppliers, influencers) - extremely flexible in connecting subjects (all kind of subjects) **What do you dislike about Efficy CRM?** Difficult to use at first but after 4 hours training, everything becomes clear **Recommendations to others considering Efficy CRM:** yes of course **What problems is Efficy CRM solving and how is that benefiting you?** Sharing data between customers and suppliers. Store email sent to companies **Official Response from Laetitia Baret:** > Thanks for your review. Our customers are our best ambassadors and reading your review may help other considering CRM suppliers. Your recommendation is much appreciated by Efficy team and hopefully by CRM prospects. ### 49. EFFICY CRM **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2017 **What do you like best about Efficy CRM?** I'm working with this software for more than 1 year, mainly for follow-up customer information. **What do you dislike about Efficy CRM?** I dislike the fact we can't easily make simple "custom" as putting buttons (orverview, email,...), on customer front page , in the sequence we want. **What problems is Efficy CRM solving and how is that benefiting you?** Follow up customer informations **Official Response from Laetitia Baret:** > Thanks for this review. Glad to see that our solution helps you with your follow-up on customer information. Concerning your comment on simple custom, R&D people are working on that. Don't forget our monthly webinars. You'll be able to get some tricks and tips ### 50. I use Efficy internally every day **Rating:** 4.5/5.0 stars **Reviewed by:** Fred C. | Product Manager chez Eloquant.com, Mid-Market (51-1000 emp.) **Reviewed Date:** April 05, 2016 **What do you like best about Efficy CRM?** I like the document management, the link between all entities (a doc can be linked to a contact, a company, a meeting, a task...), the design (simple to use), the project management (simple & clean). The BI tools (Qlik Sense) is a great plus, and the mobiles Apps too. The solution is Cloud or on premise, and can be customized. **What do you dislike about Efficy CRM?** The design could be a little bit more improved (lots of grey), but in the future version it may be improve to be more colored **Recommendations to others considering Efficy CRM:** Keep on going ! **What problems is Efficy CRM solving and how is that benefiting you?** Leads management Project management Marketing Campaigns ## Efficy CRM Discussions - [What does Efficy Crm do?](https://www.g2.com/discussions/what-does-efficy-crm-do) - [What is the use of CRM software?](https://www.g2.com/discussions/what-is-the-use-of-crm-software) - [What is CRM and its functions?](https://www.g2.com/discussions/what-is-crm-and-its-functions) - [View Efficy CRM pricing details and edition comparison](https://www.g2.com/products/efficy-crm/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-19+10%3A43%3A45+-0500&secure%5Bsession_id%5D=5f906416-f1e8-4911-bed3-53bcb0539a91&secure%5Btoken%5D=e247e4a77512fff1880dcf9f8afbf5604f7d27f7dfba6446a25b22c8b7a26934&format=llm_user) ## Efficy CRM Integrations - [Sage 100](https://www.g2.com/products/sage-100/reviews) ## Efficy CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Efficy CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,668 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,270 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - 3.8/5.0 (1,463 reviews)