Efficy CRM Guide
How to integrate Efficy CRM with Synchron
Discover the synchronisations supported by Synchron
Efficy CRM is an online CRM which organises the management of your business activity and your customer service to increase your ROI.
Integrating Synchron into your business will simplify this data synchronisation and keep up to date the latest information about your clients and customers.Learn more
The software and online tools that allow you to interact with your customers, prospects and potential customers should always be interconnected so that you don't miss anything.Learn more
We also develop bespoke and tailor-made solutions, so get in touch with us to find out more! Request a bespoke integration
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.
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.
On a cloud platform, back-ups and software updates become a thing of the past. You’re always logged in to the most up-to-date version of the software, with all the latest functions, tax rates and necessary returns. Also, your work is saved automatically as you go, so you save both time and money on tedious back-up procedures.
With an online CRM system, you can significantly reduce your reliance on paperwork. Invoices can be emailed out and shared through storage platforms directly to clients, removing the costs of printing and postage – and speeding up the payment process. Incoming bills and receipts can be scanned and saved directly onto the storage platform with the associated transactions in your CRM software.
Because your documents are all digitised and stored in the cloud, there is no need to keep customer data or store the customer related files on your computer. This helps in backing up your data safely, where you will be able to retrieve it from anywhere and at any time.
Working with colleagues, and sharing data with your advisers, is an extremely straightforward process when you are based in the cloud. Using the old desktop approach, you have limited access to your accounts, which makes collaboration with colleagues and advisers difficult. With a SaaS or online software solution, you, your colleagues, your management team and your advisers can all access the same data instantly, from any geographical location.
We regularly add new applications, as long as they are popular and likely to appeal to the largest number of people.
Feel free to contact us by specifying the name of the app or cloud service that you wish to connect to Efficy CRM, and we will let you know if this integration is possible or already planned.