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.
Advanced sharing enables only selected users to see important files. Files can be remotely wiped if sensitive data gets compromised.
Dropbox can recover deleted files and maintains version histories in case users want to recover old file versions. It also keeps track of all actions performed on specific files.
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 Dropbox easily
Efficy CRM is an online CRM which organises the management of your business activity and your customer service to increase your ROI.
Dropbox is a cloud-based file sharing software system that caters to individuals and businesses of all sizes, allowing users to share and send files to anyone.