Efficy CRM

Customer Relationship Guide

Efficy CRM
Customer Relationship Integration

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


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.

Keeping the CRM application safe and up to date

On a cloud platform, back-ups and software updates become a thing of the past. You’re always logged in to the most up-to-date version of the software, with all the latest functions, tax rates and necessary returns. Also, your work is saved automatically as you go, so you save both time and money on tedious back-up procedures.

Why is it more efficient or sustainable?

With an online CRM system, you can significantly reduce your reliance on paperwork. Invoices can be emailed out and shared through storage platforms directly to clients, removing the costs of printing and postage – and speeding up the payment process. Incoming bills and receipts can be scanned and saved directly onto the storage platform with the associated transactions in your CRM software.

Backup your customer data easily

Because your documents are all digitised and stored in the cloud, there is no need to keep customer data or store the customer related files on your computer. This helps in backing up your data safely, where you will be able to retrieve it from anywhere and at any time.

Is it easy to work as a team with a CRM cloud solution?

Working with colleagues, and sharing data with your advisers, is an extremely straightforward process when you are based in the cloud. Using the old desktop approach, you have limited access to your accounts, which makes collaboration with colleagues and advisers difficult. With a SaaS or online software solution, you, your colleagues, your management team and your advisers can all access the same data instantly, from any geographical location.


Available Efficy CRM Integrations

62 integrations with Efficy CRM
Please note, the platform is still in beta and not all integrations are available yet. Please contact us for the full list of integrations available for an app.
Efficy CRM Sellsy

Efficy CRM + Sellsy

Follow your Efficy CRM Leads and Contacts by integrating it with Sellsy to manage your sales and accounting more easily.
Efficy CRM Teamleader

Efficy CRM + Teamleader

Follow your Efficy CRM Leads and Contacts by integrating it with Teamleader to better manage your company sales.
Efficy CRM Sinao

Efficy CRM + Sinao

Follow your Efficy CRM Leads and Contacts by connecting it with Sinao to manage your business more easily.
Efficy CRM Idylis

Efficy CRM + Idylis

Follow your Efficy CRM Leads and Contacts by integrating Idylis to better track your sales.
Efficy CRM Evoliz

Efficy CRM + Evoliz

Follow your Efficy CRM Leads and Contacts by integrating it with Evoliz to manage your accounting more efficiently.
Efficy CRM iTool

Efficy CRM + iTool

Follow your Efficy CRM Leads and Contacts by integrating with iTool to manage accounting more easily.
Efficy CRM Netsuite

Efficy CRM + Netsuite

Follow your Efficy CRM Leads and Contacts by integrating Netsuite to better manage your e-commerce data.
Efficy CRM ERPNext

Efficy CRM + ERPNext

Follow your Efficy CRM Leads and Contacts by integrating ERPNext to better track your sales marketing.
Efficy CRM Odoo

Efficy CRM + Odoo

Follow your Efficy CRM Leads and Contacts by integrating Odoo to better manage your business.
Efficy CRM Divalto Infinity

Efficy CRM + Divalto Infinity

Follow your Efficy CRM Leads and Contacts by integrating Divalto Infinity to better track your sales.
Efficy CRM Axelor

Efficy CRM + Axelor

Follow your Efficy CRM Leads and Contacts by integrating Axelor to better manage your marketing and sales.
Efficy CRM SAP ERP

Efficy CRM + SAP ERP

Follow your Efficy CRM Leads and Contacts by integrating SAP ERP to better manage your marketing and sales.
Efficy CRM Abas ERP

Efficy CRM + Abas ERP

Follow your Efficy CRM Leads and Contacts by integrating Abas ERP to better manage your sales.
Efficy CRM Akuiteo

Efficy CRM + Akuiteo

Follow your Efficy CRM Leads and Contacts by integrating Akuiteo to better manage your business.
Efficy CRM Gestimum

Efficy CRM + Gestimum

Follow your Efficy CRM Leads and Contacts by integrating Gestimum to better manage your business sales.
Efficy CRM

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Pricing Get Started
Application Reference Transfer Updated
Prestashop

Prestashop

New Order
#7546872 Pending 29/07/2021 23:44
11 seconds ago
Prestashop

Prestashop

New Order
#7546871 Successful 29/07/2021 23:43
2 minutes ago
Efficy CRM

Efficy CRM

New Customer
#USR77413 Successful 29/07/2021 23:41
4 minutes ago
Prestashop

Prestashop

New Order
#7546870 Successful 29/07/2021 23:31
14 minutes ago
Efficy CRM

Efficy CRM

Stock Update
#ZBD-30XL Successful 28/07/2021 19:06
1 day ago

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