--- title: Efficy CRM Reviews meta_title: 'Efficy CRM Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 87 reviews by the users' company size, role or industry to find out how Efficy CRM works for a business like yours. aggregate_rating: rating_value: 4.5 review_count: 87 scale: '5' date_modified: '2026-09-28' parent_category: name: Sales Tools url: https://www.g2.com/categories/sales-tools --- # Efficy CRM Reviews **Vendor:** Efficy **Category:** [CRM Software](https://www.g2.com/categories/crm) **Average Rating:** 4.5/5.0 **Total Reviews:** 87 **AI Enabled:** This product embeds AI to enhance or extend its core functionality. ## About Efficy CRM At last, a CRM solution that truly adapts to your needs. Efficy is a major player in the European CRM market. With our personalised range of solutions, we're already trusted by over 13.500 clients and 330.000 users across 60 countries. We want to help our clients succeed by providing the tools they need to make their employees’ work easier, and their customers happier. Our CRM solutions are the most flexible on the market. We enhance the productivity of your marketing, sales and customer service teams by providing a range of CRM tools. Our expert teams are always at your service - we can adapt your CRM solution to your organisation, processes, teams, projects, sales structure, customer support and help desk system. Don’t waste time on administrative tasks - empower your employees and grow your business with Efficy CRM. Boost your commercial efforts with our AI-based contact enrichment tool. By analyzing emails, it automatically fills in missing information about your prospects and clients, such as their job title, company, or contact details. Thanks to this analysis, our solution can naturally trigger workflows to automate tasks, alert certain users via notifications, and much more. Discover our artificial intelligence solution that analyzes the emotions expressed by your customers in the emails they send you or the support tickets created on your client portal. By quickly interpreting whether a sentiment is positive, negative, or neutral, you can proactively respond to the needs and concerns of your clientele. ## Efficy CRM Pros & Cons Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users highlight the **ease of use** of Efficy CRM, making data management efficient and user-friendly. (21 reviews) - Users value the **easy customization** of Efficy CRM, allowing tailored solutions that enhance productivity and growth. (11 reviews) - Users appreciate the **efficiency** of Efficy CRM, enjoying its user-friendly interface and streamlined management capabilities. (11 reviews) - Users praise the **helpful customer support** of Efficy CRM, enhancing their experience with the software's functionality. (9 reviews) - Users appreciate the **user-friendly interface** of Efficy CRM, making it easy for anyone to learn and use. (9 reviews) - Customer Management (8 reviews) - Customizability (8 reviews) - Users value the **versatile features** of Efficy CRM that enhance customization and significantly boost productivity. (8 reviews) - Intuitive (8 reviews) - Customization Options (7 reviews) **What users dislike:** - Users find the **steeper learning curve** of Efficy CRM challenging, especially with its overwhelming range of features. (10 reviews) - Users find Efficy CRM **expensive** , particularly for small firms, impacting its accessibility and overall value. (9 reviews) - Users experience **frequent bugs** , including errors, slow loading, and unexpected crashes, impacting their overall usage. (7 reviews) - Users note that the **UI/UX requires improvement** , often citing slow load times and limited customization options. (5 reviews) - Users report frequent **error handling issues** that hinder ease of use and slow down the web interface. (4 reviews) - Users experience **slow loading** times in Efficy CRM, leading to frustration and confusion during use. (4 reviews) - Expertise Required (3 reviews) - High Complexity (3 reviews) - Limited Customization (3 reviews) - Limited Features (3 reviews) ## Efficy CRM Reviews ### 1. CRM very flexible, but configuration not very user friendly **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Source: Organic:** Organic review. This review was written entirely without invitation or incentive from G2, a seller, or an affiliate. **AI Translated:** This review has been translated from French using AI. **Reviewed Date:** April 09, 2026 **What do you like best about Efficy CRM?** CRM very open with multiple possible connections between several entities. **What do you dislike about Efficy CRM?** Settings not very user-friendly like most of the more recent and/or well-known CRMs on the market. **What problems is Efficy CRM solving and how is that benefiting you?** Information transfer about the different services and teams of the company. ### 2. Efficy CRM review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 17, 2024 **What do you like best about Efficy CRM?** As per the current scenario and trend Efficy CRM definitely helps to grow a business and organization. It has the features that help to manage small and large tasks in a very easy way like lead generation, dashboard, catalogue, data, document, and much more. Also, integration of third-party tools in an efficient way is really good in Efficy CRM. **What do you dislike about Efficy CRM?** User interface could be improved as well as more customization could be provided to users. **What problems is Efficy CRM solving and how is that benefiting you?** It helps in collaboration in cross-functional teams that help to save time in work efficiently. Reports and analytics help to align with the data and get insight. It also helps in streamlining the sales and management from lead generation to the conversion. ### 3. Sales got better and convenience exacerbated. **Rating:** 5.0/5.0 stars **Reviewed by:** Naman C. | Founder & Operations, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** February 12, 2024 **What do you like best about Efficy CRM?** I am a small business owner, making sticky notes or being on the spreadsheets all day long but then Efficy came into play! Now keeping track of customer interactions, sales pipelines, and marketing campaigns are very organized & also rewarding as we no more face leads loss or forgotten follow ups. The best part? Data privacy was sorted. Being European-based, efficy takes data security seriously, which is very important for me and also my customers. I have seen a noticeable difference in outcomes, now building strong relationships with customers is easier than ever, and closing deals feels effortless and customer satisfaction is soaring. At last, I would like to talk about the ease of use, where efficy excels, The user interface is very easy to understand and organised which adds realtime value to overall operations of my business. **What do you dislike about Efficy CRM?** To be very honest, it's mostly flawless but I would certainly want it to be a little more affordable for small businesses like mine. **What problems is Efficy CRM solving and how is that benefiting you?** It brings value to our overall operations, and makes my work setup more easy to navigate, also saves time which I can utilize to further grow my business. ### 4. Efficy CRM real view with my review **Rating:** 5.0/5.0 stars **Reviewed by:** Dev S. | Assistant System Engineer, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 09, 2024 **What do you like best about Efficy CRM?** It usually provides advantages such as centralized customer data, streamlined communication, task automation, and customizable workforce. Enhancing team collaboration and optimizing sales processes for better efficiency and productivity. Easy to use, customer support makes it easy. **What do you dislike about Efficy CRM?** Efficy CRM has faced critics for its relatively steeper learning curve and the need for a more intuitive user interface. It's essential to assess your specific business needs and preferences when considering creating platforms. **What problems is Efficy CRM solving and how is that benefiting you?** Efficy CRM addresses challenges related to customer relationship management by providing a centralized platform to manage customer data, communications, and sales processes. Its benefits include improved customer relationships, streamlined communications, task automation, and enhanced collaboration among team members. ### 5. Right fit and very easy to use **Rating:** 4.5/5.0 stars **Reviewed by:** Nancy B. | Influencer Marketing Intern, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 31, 2024 **What do you like best about Efficy CRM?** it is a user friendly platform and helps both small scale and large scale businesses. it helps in keeping all the data in one place that leads to better efficiency and effectiveness. **What do you dislike about Efficy CRM?** it has multiple features and not everyone understands it and hence leads to confusion. Also, it is a lite expensive for small scale businesses. **What problems is Efficy CRM solving and how is that benefiting you?** using efficy CRM has made my tasks easy as it keeps all the data in one place. it can be accessed through phone too. it provides data analytical tools which allows to oversee customer insights. **Official Response from Laetitia Baret:** > Thank you Nancy for your review. Always nice to read that our solutions help people in their daily work, in a user friendly way. Concerning our wage of features (and prices), we have different solutions in our catalog that fit every company, from ready-to-use to tailor-made solutions. ### 6. Efficient app - Easy to use- Value for money **Rating:** 4.5/5.0 stars **Reviewed by:** Goutham S. | Process Lead, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 23, 2023 **What do you like best about Efficy CRM?** Easy to use. User friendly and easily can be explained to people in sales. Carries out all Marketing campaigns and customer support so easily. Can be modified to each organisation needs and specifications and one can adapt to it very quickly. Internal communications becomes easy and with the software no tasks will be left untouched and increases the productivity. Customer Support is great and quick. **What do you dislike about Efficy CRM?** Very less to say. However, there are some issues technically. Small glitches which can be rectified. Also, additional charges for extra features can be reduced. **What problems is Efficy CRM solving and how is that benefiting you?** Loads of untouched tasks can be easily sorted so that no task is left in the air. With this benefit, the customers won't feel ignored. Customer support and database management have become easier. ### 7. Great Initiative for Startups and Businesses **Rating:** 5.0/5.0 stars **Reviewed by:** Samridhi G. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 14, 2024 **What do you like best about Efficy CRM?** That it helps the business to generate more ROI which in turn help them to scale more by making them understand more about their customer patterns. Also it is very user friendly that makes it easy to implement. **What do you dislike about Efficy CRM?** That it shares the customer database which I feel should be confidential information. **What problems is Efficy CRM solving and how is that benefiting you?** It is helping me to understand the customer patterns and behaviour while purchasing anything which in turn is helping me to generate ROI for my business. ### 8. Value For Money and Efficient **Rating:** 5.0/5.0 stars **Reviewed by:** Lakshender S A. | Senior Account Associate, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** February 13, 2024 **What do you like best about Efficy CRM?** This is very easy to use and will make your work easier. This makes your CRM journey effective and efficient. **What do you dislike about Efficy CRM?** Its bit expensive and that makes it difficult for small scale businesses to use it **What problems is Efficy CRM solving and how is that benefiting you?** It helps you to make updates on your working projects which will save lot of your time. ### 9. EFFICY CRM REVIEW **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** December 30, 2023 **What do you like best about Efficy CRM?** Their way of converting customer data into a knowledge hub and having a complete overview of the customer. Their one-stop shop for customer service, sales, marketing, etc., to grow the business makes it the best among competitors. **What do you dislike about Efficy CRM?** New users find it difficult to understand as it is a little complex for beginners. Extra cost for additional features and licensing costs make it a little expensive. **What problems is Efficy CRM solving and how is that benefiting you?** Helping the collected data to convert into the knowledge required for the business, which thus aids in marketing activities and acquiring customers. It has helped to acquire customers for the business. ### 10. Experience with Efficy CRM **Rating:** 4.0/5.0 stars **Reviewed by:** Kaishmeen S. | Business Development Research Associate , Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 08, 2024 **What do you like best about Efficy CRM?** 1. Accessing the database is very easy. Can open from any device from anywhere
2. Timely reminders provided and helps in completing tasks with ease **What do you dislike about Efficy CRM?** It has a bundle of features which at times get overwhelming but every feature is useful when you learn about them and use it **What problems is Efficy CRM solving and how is that benefiting you?** It is helping in managing the workflow and keeping track of everything in one place ### 11. Efficy CRM Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Market Research | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** December 15, 2023 **What do you like best about Efficy CRM?** Efficy CRM helps in each and every business like construction, real estate, social media etc. It helps in maintaining smooth relationships with your line of customers. Their automation of campaigns, reporting, marketing techniques are really helpful. **What do you dislike about Efficy CRM?** Sometimes it shows an error or page is not updated or digital signature has to be refreshed manually. We can't make the easy changes and moreover on the sequence we want. **What problems is Efficy CRM solving and how is that benefiting you?** EFFICY is an excellent CRM software which helps in automation of marketing like sending emails. It has made it very easy to manage clients' data and sales pipeline. ### 12. EFFICY - A perfect software to make your life easy. **Rating:** 5.0/5.0 stars **Reviewed by:** Alisha s. | Application Developer - Salesforce , Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 08, 2024 **What do you like best about Efficy CRM?** The Best thing about this is its Ease of Use. It is Efficient and very amazing to work on. **What do you dislike about Efficy CRM?** Technical support could be better and Page loading is a slow process. **What problems is Efficy CRM solving and how is that benefiting you?** Helps in Growing Business and has reliable reporting. Its automation increases productivity and makes the process smooth. ### 13. The CRM software I rely upon **Rating:** 4.5/5.0 stars **Reviewed by:** Komal G. | Consultant, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 10, 2024 **What do you like best about Efficy CRM?** The user friendliness and customizable view is the USP of Efficy CRM. For project management, email marketing, everything under one umbrella. **What do you dislike about Efficy CRM?** So far everything looks good. Nothing I can complain about apart from a few glitches. **What problems is Efficy CRM solving and how is that benefiting you?** Content management becomes so easy and email marketing management becomes easy as pie. ### 14. A decent overall first experience **Rating:** 4.0/5.0 stars **Reviewed by:** Ishan S. | Audit Associate, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 07, 2024 **What do you like best about Efficy CRM?** 1. It is very easy to synchronize with other platforms 2. The price point is apt and on point **What do you dislike about Efficy CRM?** It gets difficult to understand the software at first and customize it as per personal need **What problems is Efficy CRM solving and how is that benefiting you?** It helped me close more clients and generating more business for me ### 15. Best customer relationship management tool in the market **Rating:** 5.0/5.0 stars **Reviewed by:** Mayank M. | Security Delivery Associate, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal incentive as thanks for completing this review. **Source: Organic Review from User Profile:** Invitation from G2. This reviewer was offered a nominal incentive as thanks for completing this review. **Reviewed Date:** December 03, 2023 **What do you like best about Efficy CRM?** It is very easy, fast and efficient to use. It is easier to manage. It is one of the user-friendly software. Customer support is also available for help. **What do you dislike about Efficy CRM?** Sometimes it had error, page is not updated. Project management can be better. **What problems is Efficy CRM solving and how is that benefiting you?** In Efficy CRM we can easily keep track of all interactions with our customers and having attractive design. ### 16. honest review about one of the best product **Rating:** 5.0/5.0 stars **Reviewed by:** Shilpa D. | Associate Software Engineer, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** November 16, 2023 **What do you like best about Efficy CRM?** Efficy CRM is easy to use and implement on real time data, it provides lots of features for segmentation, provides good customer support and helps in building good relationships with customers. **What do you dislike about Efficy CRM?** Some connection issues which need to be improved while working on the CRM. **What problems is Efficy CRM solving and how is that benefiting you?** It is helping me to grow and develop my business strategies in a structured way, saves our time to organize data which helps in growing business. ### 17. One of the best CRM in market. **Rating:** 5.0/5.0 stars **Reviewed by:** Sumay P. | Application Development Analyst, Enterprise (> 1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** December 08, 2023 **What do you like best about Efficy CRM?** Efficy CRM is easy to use and we can easily deploy. It's flexible in terms of customization. **What do you dislike about Efficy CRM?** Technical support is not good. Efficy CRM is very costly compared to other CRM tools present in the market. **What problems is Efficy CRM solving and how is that benefiting you?** With the help of Efficy CRM, I'm managing customer data and it's also mobile user-friendly. It also helps me create templates and campaigns. ### 18. Efficy is very flexible and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Navya S. | Analyst, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** December 04, 2023 **What do you like best about Efficy CRM?** Efficy CRM manages all customer data projects and better places to manage information. It's very easy to use. **What do you dislike about Efficy CRM?** Not easy to change layout if you want to change easy things but it's not up to mark and sales team adoption is very high. **What problems is Efficy CRM solving and how is that benefiting you?** Efficy CRM is very easy to use and it's easy to implement and install in the system, with automated processes. ### 19. Easy to use and customizable CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Chetan S. | Graphic Designer, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 10, 2024 **What do you like best about Efficy CRM?** It is easy to use for my work, powerful and flexible. **What do you dislike about Efficy CRM?** Overall im really impressed with the features of Efficy but reporting feature could be improved. **What problems is Efficy CRM solving and how is that benefiting you?** Biggest challenge for me is the data organization. It organiz my data in efficient manner. ### 20. One of the best CRM tool for project management. **Rating:** 5.0/5.0 stars **Reviewed by:** Vipul P. | Senior, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** December 04, 2023 **What do you like best about Efficy CRM?** Efficy CRM is easy to use and very easy to understand and its used in case management and having best mobile user support. **What do you dislike about Efficy CRM?** Not user friendly and very expensive as compared to other CRM tool, **What problems is Efficy CRM solving and how is that benefiting you?** Efficy CRM having powerful search engine and with the help of this we can easily track interactions with our customers ### 21. Honest review on Efficy CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Manjeet S. | Team Leader, Enterprise (> 1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** December 05, 2023 **What do you like best about Efficy CRM?** Efficy CRM is flexible in terms of customization and easy to deploy, and we can create mobile applications. **What do you dislike about Efficy CRM?** Sometimes it causes errors and pages load very slowly, and the web interface needs improvement. **What problems is Efficy CRM solving and how is that benefiting you?** Efficy CRM has the best tech support, and I am using it for creating email templates, and we can easily connect with the API. ### 22. User Friendly this CRM. **Rating:** 3.5/5.0 stars **Reviewed by:** Suraj S. | Customer Relationship Management Consultant, Small-Business (50 or fewer emp.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 19, 2023 **What do you like best about Efficy CRM?** Automation and Workflow Process and UI Interface. **What do you dislike about Efficy CRM?** No export process in Smart Process and no workflow in Task and Project. **What problems is Efficy CRM solving and how is that benefiting you?** Through this CRM, we are improving our sales by managing our bulk data like this. ### 23. The best one **Rating:** 4.5/5.0 stars **Reviewed by:** Shobhit B. | Key Account Manager, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 15, 2023 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Efficy CRM?** The interface of efficy CRM is very good user friendly, easy to use, everybody can learn, features given is one of best, some Crm are difficult to use to understand but Efficy did good job. **What do you dislike about Efficy CRM?** There is nothing dislike, some time its lag, there is some time not give proper resolution, to keep update the software with more features, just keep enhancing the quality **What problems is Efficy CRM solving and how is that benefiting you?** It helps me to reach more customers and clients, it helps me grow my business, by solving problems, yes by using efficy I am more productive and my business performance increase very much. ### 24. A flexible CRM with a huge range of features **Rating:** 4.5/5.0 stars **Reviewed by:** Sandeep K. | Enterprise Sales-APAC, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 16, 2023 **What do you like best about Efficy CRM?** Each organization's unique demands and size are taken into account while customising Efficy CRM, which is simple to use. This makes it possible for you to grow and expand your company in a planned manner. **What do you dislike about Efficy CRM?** Sometimes there was a problem, the website wasn't updated, or you had to manually update the status of the digital signature. Development team need to check the issue and provide updated features on time. **What problems is Efficy CRM solving and how is that benefiting you?** Six advantages of Efficy CRM platforms—while they differ by department or industry—affect every user include: reliable reporting, dashboards that display data graphically, automated messaging improvements, responsive service, automation increases productivity, collaboration made easier. ### 25. User friendly and Best CRM for any company **Rating:** 4.5/5.0 stars **Reviewed by:** Jaikumar J. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 12, 2023 **What do you like best about Efficy CRM?** Efficy has most required and helpful options. Also the software is very user-friendly and very easy to operate. I recommend that to use this CRM for their operations and can explore some of the Best options available for usage. **What do you dislike about Efficy CRM?** Nothing much to say dislikes. I did not find any thing and not likes in this as this is kind of a good and efficient CRM tool so nothing to say in this as dislikes **What problems is Efficy CRM solving and how is that benefiting you?** There are multiple operational problems in my company after we onboarded the CRM so no loopholes we find also no leakages in the companies. So it is very beneficial for us. ### 26. Great experience **Rating:** 4.5/5.0 stars **Reviewed by:** Tushar A. | Senior Associate french, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 09, 2024 At G2, we prefer fresh reviews and we like to follow up with reviewers. They may not have updated their review text, but have updated their review. **What do you like best about Efficy CRM?** It was great using Efficy CRM, i would recommend to everyone **What do you dislike about Efficy CRM?** I din't disliked the app at all. It is great **What problems is Efficy CRM solving and how is that benefiting you?** It is helping me very much in email marketing ### 27. User experience,value of money product,easy integration **Rating:** 4.5/5.0 stars **Reviewed by:** Deepak . | Flutter Developer, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 12, 2024 **What do you like best about Efficy CRM?** Good management,esay to you ans understand concept , user friendly **What do you dislike about Efficy CRM?** Sometime seed slow whenever click on muti tabe **What problems is Efficy CRM solving and how is that benefiting you?** Track ke task easy and maintain the data ### 28. Very good **Rating:** 4.0/5.0 stars **Reviewed by:** Tapan B. | Application Developer - Salesforce Consulting, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 10, 2024 **What do you like best about Efficy CRM?** It's more user friendly and efficient to use **What do you dislike about Efficy CRM?** The competitor in the markets the limitations of the platform **What problems is Efficy CRM solving and how is that benefiting you?** Making the business process more streamlined ### 29. One Stop Shop **Rating:** 5.0/5.0 stars **Reviewed by:** Ayush V. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through Google using a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 23, 2023 **What do you like best about Efficy CRM?** It provides comprehensive solutions at competitive pricing, you do not have to rely upon other tools for Marketing channels. All in one place - Email marketing, segmentation, report management. **What do you dislike about Efficy CRM?** Sometimes it is overwhelming to navigate through its UI **What problems is Efficy CRM solving and how is that benefiting you?** Providing me insights on complete database of customers I have, eagle view of operations is helping me to manage all in one place. ### 30. Efficy CRM Review **Rating:** 5.0/5.0 stars **Reviewed by:** Raunak D. | Senior Software Analyst, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** December 06, 2023 **What do you like best about Efficy CRM?** Efficy CRM easy to use, easy to deploy and flexible in terms for customisation and having best mobile user interface. **What do you dislike about Efficy CRM?** Expensive tool as compared to other customer relationship management tools. **What problems is Efficy CRM solving and how is that benefiting you?** Efficy CRM having best technical support and best data management tool. ### 31. Exceptional management tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Market Research | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** January 09, 2024 **What do you like best about Efficy CRM?** The modular structure of Efficy CRM enticed me the most. We were able to customize the CRM system according to our personalized interests, thus increasing the company's overall productivity. **What do you dislike about Efficy CRM?** The UI/UX interface could've been better. **What problems is Efficy CRM solving and how is that benefiting you?** The software has automated the sales processes thus streamlining repetitive tasks such as follow-up emails. It also ensures that the important opportunities aren't overlooked. **Official Response from Laetitia Baret:** > Thank you for your comment. To give you a secret info, we're working on improving our UI/UX interface. More to come very soon... ### 32. Efficy is just a brilliant CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Puneet M. | Senior Consultant, Solutions Architecture, Enterprise (> 1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** September 14, 2023 **What do you like best about Efficy CRM?** it's a great CRM overall once implemented correctly. it gives you sort of a bird eye view of the business by customer and product. i really liked the simplicity it provided. **What do you dislike about Efficy CRM?** it's highly customizable and sometimes that is an issue where folks make it so complicated where things can be easliy designed. **What problems is Efficy CRM solving and how is that benefiting you?** it helped in providing a holistic view of the business where we can figure out what products our customers using the most ### 33. EFFICY CRM REVIEW **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Consulting | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** December 30, 2023 **What do you like best about Efficy CRM?** Their multilingual feature and transferring the customer data into customer knowledge help the business grow and make some green dollars. **What do you dislike about Efficy CRM?** Cost for additional feature and little expensive licensing fees is the major drawback of this good software. **What problems is Efficy CRM solving and how is that benefiting you?** Its user-friendly interface helps to attract the customer through various automated marketing techniques like sending emails. ### 34. Efficy CRM -Go for it !! Amazing Software **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 19, 2023 **What do you like best about Efficy CRM?** Efficy CRM is flexible and adaptable to various scenarios. It is very user friendly and offers a wide range of features and users can customise the software to fit their needs according to their company requirements, projects requirements, customer needs. It also greatly helps in managing the database very efficiently. Overall it is a great investment for any project to boost its productivity. **What do you dislike about Efficy CRM?** Connection issues which can be improved. Extra features can be added in the standard cost instead of charging for every customization. **What problems is Efficy CRM solving and how is that benefiting you?** CRM, MARKETING ### 35. BEST CHURN RESISTOR **Rating:** 4.5/5.0 stars **Reviewed by:** Vikas P. | Customer Retention Manager | Business Development Consultant , Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 11, 2023 **What do you like best about Efficy CRM?** A single tool can able to cover all the aspects of Customer Relationship Management i.e Sales, Marketing, Customer service, Management, etc. **What do you dislike about Efficy CRM?** Nothing, actually it's the best ever CRM tool in the market. Very clear & colorful bird's eye view of all the insights makes it the HERO tool. **What problems is Efficy CRM solving and how is that benefiting you?** With the help of automation I can easily track my users' real-time events in order to create meaningful interactions that increase brand loyalty, prevent churn, and increase sales which enable business growth. ### 36. Very much useful and easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Prasenjit D. | HubSpot Admin sales & marketing, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 31, 2023 **What do you like best about Efficy CRM?** Most useful for b2c companies, most if the crms are for b2b but this one b2c which is good **What do you dislike about Efficy CRM?** Nothing much, they should focus on keeping it user friendly **What problems is Efficy CRM solving and how is that benefiting you?** Engaging with leads through email and update the field properly ### 37. Customer Satisfaction **Rating:** 5.0/5.0 stars **Reviewed by:** Aman S. | Business Development Associate, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 31, 2023 **What do you like best about Efficy CRM?** User Friendly Interface, Customization & Automation **What do you dislike about Efficy CRM?** Limited third party integration. Mobile app limitations. **What problems is Efficy CRM solving and how is that benefiting you?** It helps to maintain & automate my data handling. It is now easy to keep track of all the activities under one platform. ### 38. CRM Professional **Rating:** 5.0/5.0 stars **Reviewed by:** Rahul D. | Assistant Manager, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 11, 2023 **What do you like best about Efficy CRM?** Data leads are effectively managed within the CRM allowing the users a detailed in scope view in maintaining the relationship with the customers & also define the bond within each other **What do you dislike about Efficy CRM?** Less Promotion would not be helping as in today's digital transformation mostly depends on promotion, unless the people have heard about a company they won't be able to trust much **What problems is Efficy CRM solving and how is that benefiting you?** It helps on managing business activity & increase the return on investment ### 39. Best and helpful **Rating:** 4.5/5.0 stars **Reviewed by:** Madhuri M. | Human Resources Executive, Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 30, 2023 **What do you like best about Efficy CRM?** Efficy CRM is very helpful and easy to use upside, downs for every beginner and intermediate. **What do you dislike about Efficy CRM?** Only few downside that depends on understanding **What problems is Efficy CRM solving and how is that benefiting you?** Good for self business need ### 40. Elevating business relations with efficiency **Rating:** 4.5/5.0 stars **Reviewed by:** Aman S. | HR Service Delivery Representative, Human Resources, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 14, 2023 **What do you like best about Efficy CRM?** 1. Interaction with customers is easy. 2. Customization option comes handy. 3. Customer support is admirable. 4. Easy to use, no hard skills required. 5. Integration to other system is a key point. **What do you dislike about Efficy CRM?** Learning curve is steep until one gets comfortable enough to operate. **What problems is Efficy CRM solving and how is that benefiting you?** 1. Internal conversation feature is helpful. 2. Analytics being one of the key points to rely on which is available with Efficy CRM. ### 41. Efficy CRM offers a comprehensive, user-friendly solution for managing customer relationships. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Furniture | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 18, 2023 **What do you like best about Efficy CRM?** Users often like its user-friendly interface, customizable features, and its ability to streamline customer relationship management and improve business efficiency. **What do you dislike about Efficy CRM?** Efficy CRM, such as a steeper learning curve for more advanced features, the cost of implementation, and the need for adequate training and support. It's essential to consider these potential challenges when evaluating the CRM system. **What problems is Efficy CRM solving and how is that benefiting you?** Sales Management: Managing the sales pipeline, tracking opportunities, and sales performance. ### 42. I had a great experience, best in the market. **Rating:** 4.5/5.0 stars **Reviewed by:** Sunil J. | Business Development Lead, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 19, 2023 **What do you like best about Efficy CRM?** It works very smoothly and fast as compared to other CRM. **What do you dislike about Efficy CRM?** I do not have any bad experience with Efficy CRM. **What problems is Efficy CRM solving and how is that benefiting you?** Helping in email marketing for me. ### 43. Efficy CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Shreeya B. | Enterprise (> 1000 emp.) **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 21, 2023 **What do you like best about Efficy CRM?** Client interaction is very easy and convenient and integration with the other systems are on point. **What do you dislike about Efficy CRM?** Sometimes it had error on page but no need to worry because help center team is very supportive in giving quick resolutions. **What problems is Efficy CRM solving and how is that benefiting you?** Efficy CRM enhances the customer management and always got the update on time for better customer interaction(s). ### 44. The best and impressed. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 09, 2023 **What do you like best about Efficy CRM?** It's very educating. Helps to develop our skills. Kind of brings an individual interest to the right place. Also, the tool is very helpful for the current generation. It's competitive as well. **What do you dislike about Efficy CRM?** None. The tool is good. I don't have any complaints. It's not that, we can always expect magic from everything. But, we can only expect how different is ours from the others in the world. **What problems is Efficy CRM solving and how is that benefiting you?** Dealing with customers is the important part in any business. Because that's how we know where we stand in terms of growth. The Efficy CRM is doing a great job. ### 45. Efficacy CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Ayushi S. | Senior DevOps Engineer, Enterprise (> 1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 08, 2023 **What do you like best about Efficy CRM?** Captures all CRM functionality well and efficiently **What do you dislike about Efficy CRM?** Nothing there to dislike, very well designed and efficient product **What problems is Efficy CRM solving and how is that benefiting you?** Benefiting the companies to run their business end to end and efficiently ### 46. Ease to use **Rating:** 4.5/5.0 stars **Reviewed by:** Chandrashekhar c. | Customer Success Associate, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 19, 2023 **What do you like best about Efficy CRM?** The design & simplicity of the CRM comparatively are good **What do you dislike about Efficy CRM?** Cost & the search bar suggestions are very less **What problems is Efficy CRM solving and how is that benefiting you?** Protocol handling ### 47. A well articulated product. **Rating:** 4.0/5.0 stars **Reviewed by:** Akshit D. | Small-Business (50 or fewer emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 15, 2023 **What do you like best about Efficy CRM?** Easy to Understand, Accessible, Efficient, Easy to find relevant data easily. **What do you dislike about Efficy CRM?** Loading of pages is a bit slow. Pages sometimes crashes unexpectedly. **What problems is Efficy CRM solving and how is that benefiting you?** It helps in maintaining a balanced data regarding all the contacts and details. It helps to increase productivity and drives us to simplify our work. Easy to understand and work on. ### 48. Correct **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 05, 2023 **What do you like best about Efficy CRM?** The great diversity of modules that exists **What do you dislike about Efficy CRM?** The customer cannot customize anything in their installation. **What problems is Efficy CRM solving and how is that benefiting you?** what a CRM has to do ### 49. A CRM tool that each organization should have **Rating:** 4.5/5.0 stars **Reviewed by:** Swatantra Kumar S. | Sr. Specialist - Customer Success, Mid-Market (51-1000 emp.) **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** August 12, 2023 **What do you like best about Efficy CRM?** Efficy CRM is one of the best tools I have come across. I recommend this to everyone without even thinking twice. **What do you dislike about Efficy CRM?** None as of now. But they can enhance it more **What problems is Efficy CRM solving and how is that benefiting you?** It has helped a lot in managing data in a better way ### 50. Best and User friendly CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Validated Reviewer:** Validated through LinkedIn **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **Reviewed Date:** October 25, 2023 **What do you like best about Efficy CRM?** It's easy to use and flexibility to each company based on the size and budget. **What do you dislike about Efficy CRM?** Still need some of plug in options to make a top notch user friendly crm. **What problems is Efficy CRM solving and how is that benefiting you?** Customers details in one place and it's time saving. ## Efficy CRM Discussions - [What does Efficy Crm do?](https://www.g2.com/discussions/what-does-efficy-crm-do) - [What is the use of CRM software?](https://www.g2.com/discussions/what-is-the-use-of-crm-software) - [What is CRM and its functions?](https://www.g2.com/discussions/what-is-crm-and-its-functions) - [View Efficy CRM pricing details and edition comparison](https://www.g2.com/products/efficy-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-09-28+08%3A55%3A46+-0500&secure%5Bsession_id%5D=379e7496-d1c9-4c2b-8ee9-faafeb5c7dcd&secure%5Btoken%5D=8bfd89a1ae8c866c66e454bcbf19c6cc078f412afee5fd0bd4933c953d21d592&format=llm_user) ## Efficy CRM Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Efficy CRM Alternatives - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (26,131 reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - 4.4/5.0 (13,702 reviews) - [Dynamics 365 Sales](https://www.g2.com/products/dynamics-365-sales/reviews) - 3.8/5.0 (1,465 reviews)