Efficy CRM Is Good Option Or Not In 2022

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.

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.

Efficy CRM is a service that provides clear visibility in the commercial channel because it offers functions that are useful for the sales process and sales follow-up, which are: customer management, it has a powerful search engine, uploads, digital documents and campaign management, Efficy supports help you improve your sales with your clients and increase the campaigns of your projects with better designs and more features included, it also has an amazing interface which has a high network connection. Fast due to the great browser it contains and it has very detailed information about the service, how to use it and what benefits it can offer.

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.

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 Apart from that, its search engine is a bit outdated since it is a bit slow when using it and sometimes its use gets stocks, which means that the search is not found properly.

Efficy is a very advanced platform, which leads users without knowledge to have confusion when using it because it offers son many functions that they tend to confuse, which is why this system must be known very well so that it can be used properly for your needs also the configuration of creating customer profiles is usually a bit complicated since it contains several functions that offer you to create profiles but each one grants different characteristics so this can waste time and confuse you for not knowine which oneto choose and whichone be betterto create the profiles.

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.

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.

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

We use this service with functionality to help us improve our business processes because it allows us to improve our projects and customize them, where we can add better designs, more ideas, better images, information or videos, among others, this helps us create more projects with better financial proposals, it is also used as a technical support to solve any doubt or problem since the support responds immediately and solves the problems in a matter of seconds, which means that we can use this service without problems.

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

Features

CRM FEATURES

• Contact Management
• Interaction Tracking
• Task Management
• Lead Management
• Activity Dashboard
• Calendar/Reminder System
• Document Storage
• Email Marketing
• Internal Chat Integration
• Lead Generation
• Marketing Automation
• Mobile Access
• Quotes/Estimates
• Segmentation
• Social Media Integration
• Territory Management

Pros

“Efficy works great straight “out of the box. It supports our business perfectly.”

“Many to many relations is positively impressive, it can really help you to find the right information at the right place.”

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

“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

“It might be possible that you are just handling things the wrong way and that “simplifying” things might make your life a lot easier.”

“Too many choices, the persons that don’t work as much with Efficy have problems where to find everything.”

“We have focussed on one solution in our education programm. The faster learning users were asked to take notice of this in order to avoid confusion.”

“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.”

Pricing

Starting From: 

€20.00 /month

Pricing Model: Per User

No free trial

No free version

PRICING DETAILS (Provided by Vendor):

Efficy CRM Starter : €20/user/month Efficy CRM SMB : €40/user/month Efficy CRM Enterprise : €60/user/month Efficy CRM Corporate: €80/user/month All plans include * Common functionalities (CRM) Full management of sales opportunities and contacts 360º visualisation of the sales funnel Task and agenda management Mobile application KPIs Outlook / Gmail integration Unlimited storage Create and save customised fields and views Efficy connect (API, import / export) …