Clementine + Efficy CRM

Synchronise Clementine with Efficy CRM

Info
Clementine

Clementine

Accounting
Info
Efficy CRM

Efficy CRM

Customer Relationship

Simplify your Clementine accounting by integrating Efficy CRM to better track your Leads and Contacts.

Inventory

Track your Inventory

Keep your inventory up to date by synchronising your stock levels.

Clients

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Invoices

Export your Invoices

Replicate your invoices and save your important data.

Transactions

Track your Payments

Keep control of your accounting by exporting your transactions.

Integrations between Clementine and Efficy CRM have been discontinued.

Please contact us if you wish to know more.

What can I do with Efficy CRM?

Efficy provides sales personnel full visibility of different sales pipelines. An interface displays the progress stages for each deal with the complete details for next actionable items. The activity & goal feature allows users to track the pending activities in each pipeline. Efficy also offers custom sales reporting tools to monitor individual and team level targets, analyze sales data and generate visual reports.

Can I connect Efficy to other applications not listed on Synchron?

Efficy's mailing system seamlessly integrates with multiple email service providers including Outlook, Gmail and Yahoo. Users can send and receive emails from multiple accounts using their Efficy account. The solution also integrates with various leading CRM tools to transfer contact details, communication history and other information across applications. Apart from these, the solution also integrates with Google Maps, MailChimp, Trello and Zapier.

Why choose Clementine?

No matter what your business, Clementine saves you time and money. If you are a business owner or business creator, you need a Chartered Accountant to validate your annual accounts. With Clementine, you benefit from a Chartered Accountant and intelligent software to support you in managing your business.

What guarantees does Clementine cover?

In order to relieve you of your tax obligations, your balance sheet and your declarations are drawn up and certified by Chartered Accountants registered with the Order. Clementine guarantees 100% compliance with tax administration standards; and in the event of a tax audit, Clementine supports you in all the steps to follow.

Connect Clementine and Efficy CRM

No technical knowledge required, start integrating in 5 minutes.

Synchronisation

Automatically trigger your syncs on predefined events.

Universal Connector

Connect and synchronise your applications without any technical knowledge.

User Interface

Observe in real time the data transferred from one app to another.

Resilience and Security

Enjoy fully encrypted communications and transfers.

Multi-user Account

Work as a team and regulate the permissions of your team members.

Statistics new

Follow the frequency of your synchronisations over time.

Integration Guides

Tips to integrate Clementine and Efficy CRM easily

Accounting

Clementine offers an online accounting service that allows you to connect your accounts, track your expenses, and invoice your clients, all with professional monitoring of a Chartered Accountant.

https://www.compta-clementine.fr

Customer Relationship

Efficy CRM is an online CRM which organises the management of your business activity and your customer service to increase your ROI.

https://www.efficy.com

Please note, the platform is still in beta and not all integrations are available yet. Please contact us for the full list of integrations available for an app.

Questions about the integration?

Request more info on Clementine + Efficy CRM integration

Question

⚡ Connect Your Accounting Applications now