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.
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.
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.
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 Podio easily
Efficy CRM is an online CRM which organises the management of your business activity and your customer service to increase your ROI.
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.