{"id":37963,"date":"2021-08-12T15:30:56","date_gmt":"2021-08-12T15:30:56","guid":{"rendered":""},"modified":"2023-05-12T14:17:19","modified_gmt":"2023-05-12T14:17:19","slug":"efficy-crm-review","status":"publish","type":"post","link":"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/","title":{"rendered":"Efficy CRM: Our review"},"content":{"rendered":"<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/08\/screely-1628500533750-1.png\" \/><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_83 counter-hierarchy ez-toc-counter ez-toc-transparent ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Sommaire<\/p>\n<span class=\"ez-toc-title-toggle\"><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#contact-management-on-efficy-crm\" >Contact management on Efficy CRM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#the-sales-pipeline-on-efficy-crm\" >The sales pipeline on Efficy CRM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#gamification-of-crm-an-important-plus-for-efficy\" >Gamification of CRM an important plus for Efficy<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#route-management-makes-efficy-a-crm-for-physical-sales-processes\" >Route management makes Efficy a CRM for physical sales processes<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#efficys-marketing-automation-features\" >Efficy&#8217;s marketing automation features<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#lead-capture-and-attribution\" >Lead capture and attribution<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#segmentation\" >Segmentation<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#marketing-automation\" >Marketing automation<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#editing-quotes-and-invoices-on-efficy\" >Editing quotes and invoices on Efficy<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#reporting-on-efficy-crm\" >Reporting on Efficy CRM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#peak-me-up-the-efficy-crm-mobile-application\" >Peak Me Up the Efficy CRM mobile application<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#efficy-crm-integrations\" >Efficy CRM integrations<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#customer-support-at-efficy-crm\" >Customer support at Efficy CRM<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#customer-reviews-of-efficy-crm\" >Customer reviews of Efficy CRM<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#advantages-disadvantages\" >Advantages &amp; Disadvantages<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#efficy-crm-pricing\" >Efficy CRM pricing<\/a><\/li><\/ul><\/nav><\/div>\n<h3><span class=\"ez-toc-section\" id=\"contact-management-on-efficy-crm\"><\/span><span class=\"ez-toc-section\" id=\"contact-management-on-efficy-crm\"><\/span><strong>Contact management on Efficy CRM<\/strong><span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Efficy allows you to keep your contacts&#8217; information securely, including addresses, contacts, relationship history, prospecting and loyalty actions, orders and complaints.<\/p>\n<p>Efficy&#8217;s CRM allows you to track all your customer\/prospect actions, regardless of the channel (email, call, mail&#8230;). This allows for greater coordination between departments and better follow-up for your customers. The same goes for interaction sheets, ideal for giving context to sales teams or settling certain disputes.<\/p>\n<p class=\"box\"><i class=\"fa fa-lightbulb-o\"><\/i><span class=\"title is-5\">Salesdorado&#8217;s advice<\/span><br \/>\nAccess to the history of exchanges and their centralization allows managers to monitor what is being done and not risk losing information, if one of your employees decides to leave, your information is shared within your team.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"the-sales-pipeline-on-efficy-crm\"><\/span><span class=\"ez-toc-section\" id=\"the-sales-pipeline-on-efficy-crm\"><\/span><strong>The sales pipeline on Efficy CRM<\/strong><span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>With Efficy, your leads quickly turn into opportunities and the CRM quickly redirects them to the right salesperson, your sales process is optimally automated.<\/p>\n<p>Efficy&#8217;s &#8220;Peak Me Up&#8221; application allows you to challenge your salespeople and improve their results.<\/p>\n<p>The CRM can then provide you with comprehensive reports to optimise your performance and provide you with areas for improvement.<\/p>\n<p>Your database is accessible both online and offline, allowing your sales staff to remain effective anywhere, anytime.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"gamification-of-crm-an-important-plus-for-efficy\"><\/span><span class=\"ez-toc-section\" id=\"gamification-of-crm-an-important-plus-for-efficy\"><\/span><strong>Gamification of CRM: an important plus for Efficy<\/strong><span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/08\/screely-1628373114994.png\" \/><\/p>\n<p>Efficy has introduced gamified elements in its tool to make the sales process more fun. Your sales teams are then presented with a number of challenges and objectives, such as increasing turnover or the number of leads. Once the objectives have been achieved, badges are awarded to the most successful users.<\/p>\n<p>Gamification of the sales process allows you to create a friendly competition within your teams, and to motivate them in their work, which results in an increase in productivity.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"route-management-makes-efficy-a-crm-for-physical-sales-processes\"><\/span><span class=\"ez-toc-section\" id=\"route-management-makes-efficy-a-crm-for-physical-sales-processes\"><\/span><strong>Route management makes Efficy a CRM for physical sales processes<\/strong><span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The Sales Route Optimisation module allows you to save time when planning your routes. You can access address geocoding, schedule generation and route calculation.<\/p>\n<p>Everything is done in just a few clicks: you select customers or prospects to visit, enter your time slots and other constraints, then the tool calculates the most optimal route and integrates the visits into your schedule.<\/p>\n<p class=\"box\"><i class=\"fa fa-lightbulb-o\"><\/i><span class=\"title is-5\">The Salesdorado opinion<\/span><br \/>\nEfficy is first and foremost a CRM, and you can feel it in the way the tool is organised. We particularly appreciate the centralisation of exchanges, which greatly facilitates the coordination of sales teams.<\/p>\n<div class=\"buttons\"><a class=\"button is-primary\" href=\"https:\/\/www.efficy.com\/solution-crm\/\" target=\"_blank;\" rel=\"noopener\">Try Efficy<\/a><br \/>\n<a class=\"button is-primary is-outlined\" href=\"https:\/\/salesdorado.com\/en\/crm\/best-french-crm-software\/\">Our comparison of the best French CRM software<\/a><\/div>\n<h2><span class=\"ez-toc-section\" id=\"efficys-marketing-automation-features\"><\/span><span class=\"ez-toc-section\" id=\"efficys-marketing-automation-features\"><\/span>Efficy&#8217;s marketing automation features<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h2><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/08\/screely-1628536212224.png\" \/><\/h2>\n<h3><span class=\"ez-toc-section\" id=\"lead-capture-and-attribution\"><\/span><span class=\"ez-toc-section\" id=\"lead-capture-and-attribution\"><\/span><strong>Lead capture and attribution<\/strong><span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Efficy CRM offers web forms and the possibility to manage contact forms directly linked to the tool. This avoids the need to integrate the CRM with your website, which can be very technical and complex.<\/p>\n<p>These web forms also show you the marketing origin of your contacts. Their marketing footprint is passed on to all CRM processes, allowing you to calculate ROI automatically.<\/p>\n<p class=\"box\"><i class=\"fa fa-lightbulb-o\"><\/i><span class=\"title is-5\">Salesdorado&#8217;s advice<\/span><br \/>\nYou can also create personalised landing pages and integrate dynamic forms on your sites. Visitors enter information and are then no longer anonymous. This is the beginning of your progressive profiling.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"segmentation\"><\/span><span class=\"ez-toc-section\" id=\"segmentation\"><\/span><strong>Segmentation<\/strong><span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>For an efficient segmentation, you will have to take into account qualitative criteria (activity, status, geographical area&#8230;), behavioural criteria (current opportunities, need for customer service&#8230;) and temporal criteria (birthday, today minus 5 days&#8230;). CRM allows you to define contextual values.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"marketing-automation\"><\/span><span class=\"ez-toc-section\" id=\"marketing-automation\"><\/span><strong>Marketing automation<\/strong><span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Inspired by the best <a href=\"https:\/\/salesdorado.com\/en\/b2b-marketing\/marketing-automation-software\/\">marketing automation tools<\/a>, Efficy allows you to automate your campaigns according to the customer&#8217;s actions: if they place an order or call customer service, for example, they will receive a response accordingly. This is trigger marketing: we talk about specific steps and scenarios.<\/p>\n<p>Efficy allows you to use its marketing automation module to analyse the behaviour of your visitors, prospects or customers. This function automatically and appropriately activates messages on the most suitable media (SMS, notifications, emails&#8230;) in an intelligent way, to increase your conversion rate.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"editing-quotes-and-invoices-on-efficy\"><\/span><span class=\"ez-toc-section\" id=\"editing-quotes-and-invoices-on-efficy\"><\/span>Editing quotes and invoices on Efficy<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/08\/screely-1628373235593.png\" \/><\/p>\n<p>Efficy offers you an <a href=\"https:\/\/salesdorado.com\/en\/crm\/differences-crm-erp\/\">ERP<\/a> module to manage your internal processes. This allows you to streamline exchanges between the various departments of your company and to process large volumes of data easily.<\/p>\n<p>Efficy&#8217;s CRM offers numerous integrations with the most popular accounting tools on the market. You can integrate your sales, purchases and third parties automatically into your accounting system.<\/p>\n<p>The tool also allows you to create quotations, with a catalogue of products in order to follow a commercial policy and coherent prices.<\/p>\n<p>Finally, you can create document templates from the CRM and the data stored in Efficy (addresses etc). This allows you to follow a consistent graphic style for your proposals, invitations or newsletters.<\/p>\n<p class=\"box\"><i class=\"fa fa-lightbulb-o\"><\/i><span class=\"title is-5\">The Salesdorado Opinion<\/span><br \/>\nThese kinds of functions show that Efficy is more than a CRM. The tool becomes a real Swiss army knife and you quickly realise that the price you pay is very low considering the possibilities the tool offers. However, if you want to focus on an invoicing tool, we advise you to read our guide on the subject.<\/p>\n<div class=\"buttons\"><a class=\"button is-primary\" href=\"https:\/\/www.efficy.com\/solution-crm\/\" target=\"_blank;\" rel=\"noopener\">Try Efficy<\/a><br \/>\n<a class=\"button is-primary is-outlined\" href=\"https:\/\/salesdorado.com\/en\/crm\/best-french-crm-software\/\">Our comparison of the best French CRM software<\/a><\/div>\n<h2><span class=\"ez-toc-section\" id=\"reporting-on-efficy-crm\"><\/span><span class=\"ez-toc-section\" id=\"reporting-on-efficy-crm\"><\/span>Reporting on Efficy CRM<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/08\/screely-1628379993330.png\" \/><\/p>\n<p>As for the KPIs, you can cross-reference your information from the tool to summarise your results. The generated data can then be exported in Excel or Powerpoint format, ideal for a presentation.<\/p>\n<p>Your reports are available as a dashboard, PDF for email or Excel spreadsheet. You can configure your level of confidentiality and access rights for users or teams. For example, you could restrict customer service access to processing requests only.<\/p>\n<p>Users are autonomous and have tools adapted to their role (salesperson, consultant, marketer), they can then create complete graphs with filters, objectives and many other functions.<\/p>\n<p class=\"box\"><i class=\"fa fa-lightbulb-o\"><\/i><span class=\"title is-5\">The Salesdorado Opinion<\/span><br \/>\nOnce again, Efficy is well done. The tool is very complete and summarizes the results in an optimal way. The number of options available can be a bit confusing, but with a bit of practice you should be able to get your bearings without too much trouble.<\/p>\n<div class=\"buttons\"><a class=\"button is-primary\" href=\"https:\/\/www.efficy.com\/solution-crm\/\" target=\"_blank;\" rel=\"noopener\">Try Efficy<\/a><br \/>\n<a class=\"button is-primary is-outlined\" href=\"https:\/\/salesdorado.com\/en\/crm\/best-french-crm-software\/\">Our comparison of the best French CRM software<\/a><\/div>\n<h2><span class=\"ez-toc-section\" id=\"peak-me-up-the-efficy-crm-mobile-application\"><\/span><span class=\"ez-toc-section\" id=\"peak-me-up-the-efficy-crm-mobile-application\"><\/span>Peak Me Up: the Efficy CRM mobile application<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/08\/screely-1628359742053.png\" \/><\/p>\n<p><a href=\"https:\/\/youtu.be\/wpaJhlE7DSA\" target=\"_blank\" rel=\"noopener\">Peak Me Up<\/a> gives you access to clear, shared objectives on a dashboard that is updated in real time. The sales manager can create and customise challenges, send private messages with delegates (and vice versa). This is followed by a ranking of delegates, based on their results.<\/p>\n<p class=\"box\"><i class=\"fa fa-lightbulb-o\"><\/i><span class=\"title is-5\">Salesdorado&#8217;s advice<\/span><br \/>\nThe gamification of Peak me Up is reflected in the application&#8217;s playful ergonomics. However, this is not enough to call it a mobile game, we are talking about a professional solution.<\/p>\n<p>The aim is to define certain actions that deserve to be rewarded (sales, demonstrations, product placements). From their smartphone or tablet (IOS and Android), the sales team can access each other&#8217;s results and set up challenges or manage objectives as a team.<\/p>\n<p class=\"box\"><i class=\"fa fa-lightbulb-o\"><\/i><span class=\"title is-5\">Salesdorado&#8217;s opinion<\/span><br \/>\nGamification has already proved its worth, it is an original way of stimulating your teams and encouraging them to surpass themselves in a playful setting.<\/p>\n<div class=\"buttons\"><a class=\"button is-primary\" href=\"https:\/\/www.efficy.com\/solution-crm\/\" target=\"_blank;\" rel=\"noopener\">Try Efficy<\/a><br \/>\n<a class=\"button is-primary is-outlined\" href=\"https:\/\/salesdorado.com\/en\/crm\/best-french-crm-software\/\">Our comparison of the best French CRM software<\/a><\/div>\n<h2><span class=\"ez-toc-section\" id=\"efficy-crm-integrations\"><\/span><span class=\"ez-toc-section\" id=\"efficy-crm-integrations\"><\/span>Efficy CRM integrations<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/08\/screely-1628067143600.png\" \/><\/p>\n<p>Efficy works with a large number of partners, which allows you to increase the number of features already available with the &#8220;Vanilla&#8221; version of the CRM. Here is a non-exhaustive list of integrations available on Efficy:<\/p>\n<ul>\n<li>Business intelligence: Fire Tiger, Akanea, AGM Alliance<\/li>\n<li>Data provider: Altares, Amabis, Creditsafe<\/li>\n<li>Document management : Business Document GFI<\/li>\n<li>Integrator: ASI, ATOS, Eureka Solutions<\/li>\n<li>Digital marketing: Mailjet, Flexmail, Actito<\/li>\n<li>Enterprise Messaging: BlueMind, Gmail, Microsoft Exchange, IBM<\/li>\n<li>Electrical signature: Universign, Yousign, Connective<\/li>\n<\/ul>\n<p>Another interesting feature is the bi-directional calendar synchronisation. You can synchronise your Oulook, Lotus Note or <a href=\"https:\/\/salesdorado.com\/en\/inbound-marketing\/google-business\/\" data-internallinksmanager029f6b8e52c=\"89\" title=\"Google My Biz\">Google<\/a> calendar and appointments with Efficy and your appointments will appear on both platforms.<br \/>\nWorking with Efficy also allows you to link the CRM to the Office suite tools (Word, Excel, PowerPoint or Outlook), thanks to a dedicated plug-in.<\/p>\n<p class=\"box\"><i class=\"fa fa-lightbulb-o\"><\/i><span class=\"title is-5\">The Salesdorado Opinion<\/span><br \/>\nThe above list does not mention all possible integrations with Efficy, it would have been too long! For a complete list of Efficy partners, please follow <a href=\"https:\/\/www.efficy.com\/partners-efficy-group\/\" target=\"_blank\" rel=\"noopener\">this link<\/a>: you are spoilt for choice!<\/p>\n<div class=\"buttons\"><a class=\"button is-primary\" href=\"https:\/\/www.efficy.com\/solution-crm\/\" target=\"_blank;\" rel=\"noopener\">Try Efficy<\/a><br \/>\n<a class=\"button is-primary is-outlined\" href=\"https:\/\/salesdorado.com\/en\/crm\/best-french-crm-software\/\">Our comparison of the best French CRM software<\/a><\/div>\n<h2><span class=\"ez-toc-section\" id=\"customer-support-at-efficy-crm\"><\/span><span class=\"ez-toc-section\" id=\"customer-support-at-efficy-crm\"><\/span>Customer support at Efficy CRM<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/08\/screely-1628065861641.png\" \/><br \/>\nAs Efficy is a French solution, communication with customer service or technical support is seamless. The<a href=\"https:\/\/www.efficy.com\/knowledge-center\/\" target=\"_blank\" rel=\"noopener\"> knowledge centre<\/a> is also very rich in information and you can also access a <a href=\"https:\/\/overflow.efficy.io\/\" target=\"_blank\" rel=\"noopener\">self-help forum.<\/a><\/p>\n<p>You can also take advantage of <a href=\"https:\/\/www.efficy.com\/sales-course-for-large-companies\/\" target=\"_blank\" rel=\"noopener\">free sales courses<\/a> to improve your sales skills, or take a <a href=\"https:\/\/www.efficy.com\/efficy-crm-training\/\" target=\"_blank\" rel=\"noopener\">training<\/a> course to master the CRM. Finally, be sure to visit their <a href=\"https:\/\/www.youtube.com\/user\/EfficyCRM\" target=\"_blank\" rel=\"noopener\">YouTube channel<\/a>, where you will find many webinars.<\/p>\n<p class=\"box\"><i class=\"fa fa-lightbulb-o\"><\/i><span class=\"title is-5\">The Salesdorado Opinion<\/span><br \/>\nEfficy is notoriously complex and difficult to use properly at first. To remedy this, you have access to a wealth of resources and friendly customer support to help you out if you hit a snag!<\/p>\n<div class=\"buttons\"><a class=\"button is-primary\" href=\"https:\/\/www.efficy.com\/solution-crm\/\" target=\"_blank;\" rel=\"noopener\">Try Efficy<\/a><br \/>\n<a class=\"button is-primary is-outlined\" href=\"https:\/\/salesdorado.com\/en\/crm\/best-french-crm-software\/\">Our comparison of the best French CRM software<\/a><\/div>\n<h2><span class=\"ez-toc-section\" id=\"customer-reviews-of-efficy-crm\"><\/span><span class=\"ez-toc-section\" id=\"customer-reviews-of-efficy-crm\"><\/span>Customer reviews of Efficy CRM<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>In terms of user reviews, Efficy has an average rating of 4.5\/5 on Capterra and 4.4 on G2. Here we summarise the most recurrent reviews.<\/p>\n<h3><span class=\"ez-toc-section\" id=\"advantages-disadvantages\"><\/span><span class=\"ez-toc-section\" id=\"advantages-disadvantages\"><\/span>Advantages &amp; Disadvantages<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h3>\n<div class=\"bloc-exec\">\n<div class=\"columns\">\n<div class=\"column\">\n<ul class=\"points-forts\">\n<li><strong>Interface<\/strong>: &#8220;Efficy is a software with a very user-friendly interface.<\/li>\n<li><strong>Flexible and full of features<\/strong>: It&#8217;s a flexible tool and it&#8217;s the best <a href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/\">CRM software<\/a> for all types of customer management.&#8221;<\/li>\n<li><strong>Accessibility<\/strong>: &#8220;Access from any device with an excellent offline system, if needed&#8221;.<\/li>\n<li><strong>Customer service:<\/strong> &#8220;Good customer support&#8221;.<\/li>\n<\/ul>\n<\/div>\n<div class=\"column\">\n<ul class=\"points-faibles\">\n<li><strong>Too much choice?<\/strong> The large number of features and features makes the use of the tool exhausting and tedious for one person&#8221; &#8220;Some of our users use only 20% of the software&#8217;s potential&#8221;.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<div class=\"buttons\"><a class=\"button is-primary\" href=\"https:\/\/www.efficy.com\/solution-crm\/\" target=\"_blank;\" rel=\"noopener\">Try Efficy<\/a><br \/>\n<a class=\"button is-primary is-outlined\" href=\"https:\/\/salesdorado.com\/en\/crm\/best-french-crm-software\/\">Our comparison of the best French CRM software<\/a><\/div>\n<h2><span class=\"ez-toc-section\" id=\"efficy-crm-pricing\"><\/span><span class=\"ez-toc-section\" id=\"efficy-crm-pricing\"><\/span>Efficy CRM pricing<span class=\"ez-toc-section-end\"><\/span><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2021\/08\/screely-1628062606158.png\" \/><\/p>\n<p>Efficy&#8217;s tariffs come in 4 types of offer:<\/p>\n<ul>\n<li><strong>Starter<\/strong>, from 20\u20ac \/ user \/ month. Ideal as a first <a href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/\" data-internallinksmanager029f6b8e52c=\"173\" title=\"crm software\">CRM tool<\/a>, minimum 2 users<\/li>\n<li><strong>SMB<\/strong>, from 40\u20ac \/ user \/ month. A more advanced offer in order to best configure the CRM, 5 users minimum<\/li>\n<li><strong>Enterprise<\/strong>, from 60\u20ac \/ user \/ month. Full CRM (sales, customer service, reporting), minimum 5 users<\/li>\n<li><strong>Corporate<\/strong>, from 80\u20ac \/ user \/ month. For the most experienced with several customer relations processes. The package includes a billing tool, 10 users minimum<\/li>\n<\/ul>\n<p class=\"box\"><i class=\"fa fa-lightbulb-o\"><\/i><span class=\"title is-5\">The Salesdorado Opinion<\/span><br \/>\nFour offers with a good quality\/price ratio, when you think of the many features available. The only regret is the lack of a free trial version.<\/p>\n<div class=\"buttons\"><a class=\"button is-primary\" href=\"https:\/\/www.efficy.com\/solution-crm\/\" target=\"_blank;\" rel=\"noopener\">Try Efficy<\/a><br \/>\n<a class=\"button is-primary is-outlined\" href=\"https:\/\/salesdorado.com\/en\/crm\/best-french-crm-software\/\">Our comparison of the best French CRM software<\/a><\/div>\n<div style=\"display: none;\"\n    class=\"kk-star-ratings kksr-valign-bottom kksr-align-center \"\n    data-id=\"37963\"\n    data-slug=\"\">\n    <div class=\"kksr-stars\">\n    <div class=\"kksr-stars-inactive\">\n            <div class=\"kksr-star\" data-star=\"1\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"2\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"3\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"4\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\" data-star=\"5\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n    <\/div>\n    <div class=\"kksr-stars-active\" style=\"width: 0px;\">\n            <div class=\"kksr-star\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n            <div class=\"kksr-star\">\n            <div class=\"kksr-icon\" style=\"width: 24px; height: 24px;\"><\/div>\n        <\/div>\n    <\/div>\n<\/div>\n    <div class=\"kksr-legend\">\n            <span class=\"kksr-muted\">Qu'avez-vous pens\u00e9 de cet article?<\/span>\n    <\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Contact management on Efficy CRM Efficy allows you to keep your contacts&#8217; information securely, including [&hellip;]<\/p>\n","protected":false},"author":49,"featured_media":21712,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[231,234,303],"tags":[],"class_list":["post-37963","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crm","category-crm-software","category-sales-strategy"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.6 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Efficy CRM: Our review | Salesdorado<\/title>\n<meta name=\"description\" content=\"Our opinion on the CRM Made in France suite very complete with project management, marketing, and integrated management features.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Efficy CRM: Our review | Salesdorado\" \/>\n<meta property=\"og:description\" content=\"Our opinion on the CRM Made in France suite very complete with project management, marketing, and integrated management features.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/\" \/>\n<meta property=\"og:site_name\" content=\"Salesdorado\" \/>\n<meta property=\"article:published_time\" content=\"2021-08-12T15:30:56+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-05-12T14:17:19+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/salesdorado.com\/wp-content\/uploads\/2021\/08\/logovert-grand-300dpi-f3bc04e9351dafa935b69efd98cb4a52-2000.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1440\" \/>\n\t<meta property=\"og:image:height\" content=\"810\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Axel Lavergne\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Axel Lavergne\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"9 minutes\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Efficy CRM: Our review | Salesdorado","description":"Our opinion on the CRM Made in France suite very complete with project management, marketing, and integrated management features.","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/","og_locale":"en_US","og_type":"article","og_title":"Efficy CRM: Our review | Salesdorado","og_description":"Our opinion on the CRM Made in France suite very complete with project management, marketing, and integrated management features.","og_url":"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/","og_site_name":"Salesdorado","article_published_time":"2021-08-12T15:30:56+00:00","article_modified_time":"2023-05-12T14:17:19+00:00","og_image":[{"width":1440,"height":810,"url":"https:\/\/salesdorado.com\/wp-content\/uploads\/2021\/08\/logovert-grand-300dpi-f3bc04e9351dafa935b69efd98cb4a52-2000.jpg","type":"image\/jpeg"}],"author":"Axel Lavergne","twitter_card":"summary_large_image","twitter_misc":{"Written by":"Axel Lavergne","Est. reading time":"9 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#article","isPartOf":{"@id":"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/"},"author":{"name":"Axel Lavergne","@id":"https:\/\/salesdorado.com\/en\/#\/schema\/person\/cd744347dfca9e520f11f2341f52cfe8"},"headline":"Efficy CRM: Our review","datePublished":"2021-08-12T15:30:56+00:00","dateModified":"2023-05-12T14:17:19+00:00","mainEntityOfPage":{"@id":"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/"},"wordCount":1710,"commentCount":0,"publisher":{"@id":"https:\/\/salesdorado.com\/en\/#organization"},"image":{"@id":"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#primaryimage"},"thumbnailUrl":"https:\/\/salesdorado.com\/wp-content\/uploads\/2021\/08\/logovert-grand-300dpi-f3bc04e9351dafa935b69efd98cb4a52-2000.jpg","articleSection":["CRM","CRM Software","Sales strategy"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/","url":"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/","name":"Efficy CRM: Our review | Salesdorado","isPartOf":{"@id":"https:\/\/salesdorado.com\/en\/#website"},"primaryImageOfPage":{"@id":"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#primaryimage"},"image":{"@id":"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#primaryimage"},"thumbnailUrl":"https:\/\/salesdorado.com\/wp-content\/uploads\/2021\/08\/logovert-grand-300dpi-f3bc04e9351dafa935b69efd98cb4a52-2000.jpg","datePublished":"2021-08-12T15:30:56+00:00","dateModified":"2023-05-12T14:17:19+00:00","description":"Our opinion on the CRM Made in France suite very complete with project management, marketing, and integrated management features.","breadcrumb":{"@id":"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#primaryimage","url":"https:\/\/salesdorado.com\/wp-content\/uploads\/2021\/08\/logovert-grand-300dpi-f3bc04e9351dafa935b69efd98cb4a52-2000.jpg","contentUrl":"https:\/\/salesdorado.com\/wp-content\/uploads\/2021\/08\/logovert-grand-300dpi-f3bc04e9351dafa935b69efd98cb4a52-2000.jpg","width":1440,"height":810},{"@type":"BreadcrumbList","@id":"https:\/\/salesdorado.com\/en\/crm\/crm-software\/efficy-crm-review\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/salesdorado.com\/en\/"},{"@type":"ListItem","position":2,"name":"CRM","item":"https:\/\/salesdorado.com\/en\/.\/crm\/"},{"@type":"ListItem","position":3,"name":"CRM Software","item":"https:\/\/salesdorado.com\/en\/.\/crm\/crm-software\/"},{"@type":"ListItem","position":4,"name":"Efficy CRM: Our review"}]},{"@type":"WebSite","@id":"https:\/\/salesdorado.com\/en\/#website","url":"https:\/\/salesdorado.com\/en\/","name":"Salesdorado","description":"Work smarter, close more","publisher":{"@id":"https:\/\/salesdorado.com\/en\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/salesdorado.com\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/salesdorado.com\/en\/#organization","name":"Salesdorado","url":"https:\/\/salesdorado.com\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/salesdorado.com\/en\/#\/schema\/logo\/image\/","url":"https:\/\/salesdorado.com\/wp-content\/uploads\/2023\/09\/sdo-icon.png","contentUrl":"https:\/\/salesdorado.com\/wp-content\/uploads\/2023\/09\/sdo-icon.png","width":176,"height":176,"caption":"Salesdorado"},"image":{"@id":"https:\/\/salesdorado.com\/en\/#\/schema\/logo\/image\/"}},{"@type":"Person","@id":"https:\/\/salesdorado.com\/en\/#\/schema\/person\/cd744347dfca9e520f11f2341f52cfe8","name":"Axel Lavergne","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/61f747d3f9cf567b4798115cbe804631716aceb94350e6facdf49965a8571d70?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/61f747d3f9cf567b4798115cbe804631716aceb94350e6facdf49965a8571d70?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/61f747d3f9cf567b4798115cbe804631716aceb94350e6facdf49965a8571d70?s=96&d=mm&r=g","caption":"Axel Lavergne"},"description":"Axel est un des co-fondateurs de Salesdorado. Il est aussi le fondateur de reviewflowz, un logiciel de gestion des avis clients.","sameAs":["https:\/\/salesdorado.com\/","https:\/\/www.linkedin.com\/in\/lavergneaxel\/","https:\/\/salesdorado.com\/wp-content\/uploads\/2023\/08\/axel-lavergne.jpeg","18SMiJ_YMKevIubRtPv-bVr5W3uQct3aB8goMkty1v6s","Fondateur @ Salesdorado & reviewflowz.com"],"url":"https:\/\/salesdorado.com\/en\/author\/axelmetacompany-co\/"}]}},"_links":{"self":[{"href":"https:\/\/salesdorado.com\/en\/wp-json\/wp\/v2\/posts\/37963","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/salesdorado.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/salesdorado.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/salesdorado.com\/en\/wp-json\/wp\/v2\/users\/49"}],"replies":[{"embeddable":true,"href":"https:\/\/salesdorado.com\/en\/wp-json\/wp\/v2\/comments?post=37963"}],"version-history":[{"count":0,"href":"https:\/\/salesdorado.com\/en\/wp-json\/wp\/v2\/posts\/37963\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/salesdorado.com\/en\/wp-json\/wp\/v2\/media\/21712"}],"wp:attachment":[{"href":"https:\/\/salesdorado.com\/en\/wp-json\/wp\/v2\/media?parent=37963"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/salesdorado.com\/en\/wp-json\/wp\/v2\/categories?post=37963"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/salesdorado.com\/en\/wp-json\/wp\/v2\/tags?post=37963"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}