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.
Please contact us if you wish to know more.
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.
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.
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 Clementine easily
Efficy CRM is an online CRM which organises the management of your business activity and your customer service to increase your ROI.
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.