Efficy CRM + Indy

Synchronise Efficy CRM with Indy

Info
Efficy CRM

Efficy CRM

Customer Relationship
Info
Indy

Indy

Accounting

Follow your Efficy CRM Leads and Contacts by integrating with Indy to better manage your accounting.

Orders

Synchronise your Orders

Import or export your orders from one application to another.

Clients

Synchronise your Contacts

Synchronise contacts and customers between your applications.

Transactions

Track your Payments

Keep control of your accounting by exporting your transactions.

Marketing

Optimise your Marketing

Use your customer data to improve your sales.

What solutions can Indy offer to my business?

Indy handles key payment functions, such as subscriptions, storing cards and direct payouts to user bank accounts. It also offers solutions for mobile and web payments that are specially built for developers. Indy enables businesses to accept international debit cards, credit cards and currencies.

Can Indy be integrated with other apps than the ones offered by Synchron?

Indy provides support options such as online support, a customer knowledge base and forums. Additionally, Indy can be integrated with applications such as Shopify, FreshBooks, Zoho Invoice, Zoho Subscriptions, TalentLMS, Squarespace, Sellsy, Intercom, Slack, Zapier and Abacus.

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.

Connect Efficy CRM and Indy

No-code platform, start integrating in a matter of 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 Efficy CRM and Indy easily

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

Accounting

Indy is an accounting automation solution for BNC and BIC freelancers that takes care of your declarations and allows you to have a complete view of your activity in real time.

https://www.indy.fr

Questions about the integration?

Request more info on Efficy CRM + Indy integration

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