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.
Businesses can integrate Twilio's AutoPilot, an artificial intelligence (AI) chatbot, with any system to gather customer information, qualify leads and send trigger messages to sales agents for completing follow-up processes.
SMS, Video, Voice, Chat, and other channels using fully programmable APIs. Twilio also offers a cloud-based contact center platform.
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 Twilio easily
Efficy CRM is an online CRM which organises the management of your business activity and your customer service to increase your ROI.
Twilio is a communication platform that enables businesses to engage customers across all communications channels such as SMS, Video, Voice, Chat and other channels.