Edit

JF

Jean-Philippe F.

Project Manager_ Marketing Department

Mid-Market (51-1000 emp.)

5/19/2017

"Much more than a CRM a great tool to organize, manage and dispatch information through your company"

4.5/5

What do you like best about Efficy CRM?

i have been in charge to reorganize all our "knowledge" within the company and after 3 months of research we have decided to implement efficy.

We have been implementing this tool in 2011. we have 5 different departments with 5 different needs and we have with Efficy to help our different needs.

- amazing flexibility to customize your own process, fields, lookup etc...

- very good presentation. "flat" design straight to the point.

- good communication with the supplier to move forward your project.

If you are looking for a tool that will support different specific needs from sharing information, dealing with sales needs, managing pool of pictures, you will make the right choice with this tool.

We had also the possibility to "feed" more than 80% of our website with information coming directly from Efficy (text, pictures, profiles, etc..).

Great tool Review collected by and hosted on G2.com.

What do you dislike about Efficy CRM?

The great flexibility is sometimes "challenging" in the sense that due to the fact that we can add so many features... sometimes it could be disturbing for the users and for the project manager to follow. Review collected by and hosted on G2.com.

Recommendations to others considering Efficy CRM:

If you need to serve multiple needs, then this is the right CRM to implement within your company. Review collected by and hosted on G2.com.

What problems is Efficy CRM solving and how is that benefiting you?

Sales

We have been able to create customized agenda online shared with different Partners to constantly manage hotel rooms activities within our destination.

Extranet for hôteliers where they can upload all there main informaiton

One of the main challenge for us what to have multiple "database"... 1 database = 1 department...with Efficy we currently have 1 single database to serve 5 departments which is great. no more duplicate. Review collected by and hosted on G2.com.

Response from Laetitia Baret of Efficy CRM

edit

Thanks Jean-Philippe for your comment.

As you said, our CRM is much more than a CRM. @Efficy, we love to talk about eXtended CRM. Some standard CRM features for sales, marketing, customer service and managers, and other features that are less expected in a CRM. For example, document management, project management, etc.

Please visit this page and you'll know more

See how Efficy CRM improved

DB

Didier B.

International senior Trainer

Human Resources

Small-Business (50 or fewer emp.)

5/24/2017

"Ready to use CRM with all functionality included"

4.5/5

What do you like best about Efficy CRM?

All information I need easily available no matter where I start looking : contact, companies, activity, projects, sales opportunity, agenda,… From there I can navigate to any other linked information.

Efficy CRM is ready to use. I call them to ask a database and the next day I was ready to work on it with all main functionality available.

A clear view on my agenda and todo list, direct access to project and opportunity status allow me to manage my time efficiently as I work mainly on customers ‘s premises. I can access it with my laptop, Ipad or even cell phone on the go.

If I need to work on specific data I can use the Query manager to filter information and export in Excel.

The Profile manager allow me to sort contacts by interest and send theme targeted emailing.

Quick to learn ! Review collected by and hosted on G2.com.

What do you dislike about Efficy CRM?

Basic feature and working information is available on line. When you need to go more in specific details you need to call the support or send email. Review collected by and hosted on G2.com.

Recommendations to others considering Efficy CRM:

I have looked at many CRM and this one is the best for me. Opensource software can do everything in theory but you have to spend months and the help of developper to adapt it to your need. With Efficy everything is already there and working. Review collected by and hosted on G2.com.

What problems is Efficy CRM solving and how is that benefiting you?

Organizing informations and having it available for everyone.

Easy retrieval of information as all data is linked to all related contacts, companies, projects, sales opportunity (in chronological order, to do, agenda)

Better use of time, centralization of information, clear view on agenda and next activities, better management of project, easy reporting Review collected by and hosted on G2.com.

Response from Laetitia Baret of Efficy CRM

edit

Thank you Didier for your review.

You're completely right. Thanks to our n-to-n data model, users can access information whatever their starting point.

You remember a contact name? You'll start from here.

You remeber the appointment on your birthday? You'll start from there.

Individuals have different ways of thinking. With Efficy CRM, they'll all find what they're looking for.

AI

Verified User in Information Technology and Services

Small-Business (50 or fewer emp.)

11/6/2017

"Very efficient"

4.5/5

What do you like best about Efficy CRM?

The ease of use the very complete vision of the data Review collected by and hosted on G2.com.

What do you dislike about Efficy CRM?

The complexity to create workflows schemas Review collected by and hosted on G2.com.

Response from Laetitia Baret of Efficy CRM

edit

Thx for the review.

Efficiency... one of our core values and the reason why we're called Efficy.

💚💚💚

CC

Verified User in Consumer Goods

Small-Business (50 or fewer emp.)

5/29/2017

"Efficy helps me to organize projects to the max"

5/5

What do you like best about Efficy CRM?

Multi device solution is enabling me to use Efficy everywhere. It therefore pushes you to make updates on the projects you are working on. Next to this it automatically creates a paperless office whilst keeping the overall view on anything you work on. Review collected by and hosted on G2.com.

What do you dislike about Efficy CRM?

There is not a real topic I dislike in Efficy. It merely gives me more work due to the fact that I can handle more. I cannot really say that this is something I least like. Review collected by and hosted on G2.com.

Response from Laetitia Baret of Efficy CRM

edit

Thank you for this review.

Mobility is important. Your CRM should follow you everywhere you go, especially if you're a sales rep on the field

BB

Benjamin B.

Digital Marketing Coordinator

Chemicals

Enterprise (> 1000 emp.)

5/28/2017

"Manage you customer relations easily with efficy"

3.5/5

What do you like best about Efficy CRM?

Good value for money and lots of features. Efficy lets you manage your customer relation database extensively. Review collected by and hosted on G2.com.

What do you dislike about Efficy CRM?

A bit technical for people who are not used to work with databases. Once you get the hang of it, everything works fine. Review collected by and hosted on G2.com.

Recommendations to others considering Efficy CRM:

Involve technical and database team with setup closely and keep an eye out for user friendlyness & usability in case of additional developments (test thouroughly!) Review collected by and hosted on G2.com.

What problems is Efficy CRM solving and how is that benefiting you?

Much better customer relation management an reporting Review collected by and hosted on G2.com.

Response from Laetitia Baret of Efficy CRM

edit

Thanks Benjamin for your review.

Nice to see that Efficy enables you to manage better your customer relationship and improve your reporting. Having a solid CRM with numerous features with a right price, this is what animates us every day.

UL

Verified User in Legal Services

Small-Business (50 or fewer emp.)

10/18/2017

"CRM/DMS integration"

4/5

What do you like best about Efficy CRM?

possibility to edit CRM/DMS to your own preference, without loosing the capability of the system Review collected by and hosted on G2.com.

What do you dislike about Efficy CRM?

flexibility to cope with external databases and to intechange files internally to other documents Review collected by and hosted on G2.com.

Response from Laetitia Baret of Efficy CRM

edit

Thank you for your review. Sounds like integration is key for your business...

This is one of the main assets of Efficy CRM and it's planned to continue.

For your information, we see more and more lawyers using our solution for managing their cases. As you can see with the following link

See how Efficy CRM improved

DB

Dounia B.

Technical Sales Support Engineer USA and Canada

Chemicals

Small-Business (50 or fewer emp.)

5/20/2017

"One year with Efficy"

4/5

What do you like best about Efficy CRM?

Very easy to use, it's interactive. You can adapt it easily to your own industry. Review collected by and hosted on G2.com.

What do you dislike about Efficy CRM?

To many page opens for no reason, it's bugging sometimes and you have turn off and turn on again. Review collected by and hosted on G2.com.

Response from Laetitia Baret of Efficy CRM

edit

Thank you Dounia for your review.

Efficy CRM is highly customizable and it makes us very competitive. Many industries are using Efficy CRM, and each customer has its own Efficy, sticking to their very specific needs.

EC

Verified User in Cosmetics

Mid-Market (51-1000 emp.)

6/6/2017

"EFFICY: EFFICIENT, FLEXIBLE, ADAPTABLE CRM"

5/5

What do you like best about Efficy CRM?

- Multi devises CRM

- Possiblity to integrate EFFICY with your email programm (outlook) et ERP. (SAP)

- store the most useful information about the companies you work with. (Customers, suppliers, influencers)

- extremely flexible in connecting subjects (all kind of subjects) Review collected by and hosted on G2.com.

What do you dislike about Efficy CRM?

Difficult to use at first but after 4 hours training, everything becomes clear Review collected by and hosted on G2.com.

Response from Laetitia Baret of Efficy CRM

edit

Thanks for your review.

Our customers are our best ambassadors and reading your review may help other considering CRM suppliers.

Your recommendation is much appreciated by Efficy team and hopefully by CRM prospects.

UB

Verified User in Business Supplies and Equipment

Small-Business (50 or fewer emp.)

5/11/2017

"EFFICY CRM"

3.5/5

What do you like best about Efficy CRM?

I'm working with this software for more than 1 year, mainly for follow-up customer information. Review collected by and hosted on G2.com.

What do you dislike about Efficy CRM?

I dislike the fact we can't easily make simple "custom" as putting buttons (orverview, email,...), on customer front page , in the sequence we want. Review collected by and hosted on G2.com.

Response from Laetitia Baret of Efficy CRM

edit

Thanks for this review.

Glad to see that our solution helps you with your follow-up on customer information.

Concerning your comment on simple custom, R&D people are working on that.

Don't forget our monthly webinars. You'll be able to get some tricks and tips

See how Efficy CRM improved

FC

Fred C.

Product Manager chez Eloquant.com

Mid-Market (51-1000 emp.)

4/5/2016

"I use Efficy internally every day"

4.5/5

What do you like best about Efficy CRM?

I like the document management, the link between all entities (a doc can be linked to a contact, a company, a meeting, a task...), the design (simple to use), the project management (simple & clean).

The BI tools (Qlik Sense) is a great plus, and the mobiles Apps too.

The solution is Cloud or on premise, and can be customized. Review collected by and hosted on G2.com.

What do you dislike about Efficy CRM?

The design could be a little bit more improved (lots of grey), but in the future version it may be improve to be more colored Review collected by and hosted on G2.com.