Efficy CRM + Podio

Synchronise Efficy CRM with Podio

Info
Efficy CRM

Efficy CRM

Customer Relationship
Info
Podio

Podio

Customer Relationship

Synchronise your Efficy CRM Customers and Leads with your Podio app.

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 are the advantages of Podio?

Podio App Market grants users access to hundreds of free apps, pre-built by Podio users to satisfy a range of industry-specific requirements and project management functions, such as task management, project portfolio management and issue management. There are also apps for functions such as customer relationship management (CRM) and applicant tracking.

Is Podio for small businesses?

Podio's app-building capabilities make it a good fit for smaller organizations that require a high degree of customization—particularly those looking to manage multiple business processes within a single system.

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 Podio

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 Podio 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

Customer Relationship

Podio is a project management and social collaboration tool that allows businesses to create custom applications to best meet unique business requirements without the need for technical skills or development resources.

https://podio.com

Questions about the integration?

Request more info on Efficy CRM + Podio integration

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