Efficy CRM Guide
Import or export your orders from one application to another.
Synchronise contacts and customers between your applications.
Keep control of your accounting by exporting your transactions.
Use your customer data to improve your sales.
Tables in this software are shareable, and users can track who is making changes to documents when. A chat tool is also included, which allows users to chat each other while working on tables.
Airtable is compatible with multiple devices. On desktop computers, users see data in a spreadsheet format, while on mobile devices, data can be viewed as tappable cards. On both devices, users can add and remove data, attach files and share tables.
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.
Tips to integrate Efficy CRM and AirTable easily
Efficy CRM is an online CRM which organises the management of your business activity and your customer service to increase your ROI.
Airtable is a cloud-based project management solution targeting small to midsize businesses and focuses on data organization and collaboration.