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Our target customers are teams of 2-100 in these industries: Information Technology & MSP, Software & Web Development, Business & Management Consulting, Marketing, Advertising, PR, & Digital Marketing
Banking & Insurance, Consulting & Law firms, IT, Healthcare, Local Organizations, Manufacturing, NPOs, Public Sector, Real Estate, Retail, and Transportation.
The team is great, and are always improving. I've been with them since they pretty much started and the support has been just wonderful.
So many features that sometimes you can get lost.
One of the key features that we were won over on was the Project Management/Invoicing process; WorkEtc allowed us to generate and post project related invoices to Xero at great ease.
The company failed to respond for over 24 hours to support emails and their own form.
Bringing everything into an intuitive central system with excellent integration into other fantastic apps such as Xero and Evernote has made managing multiple clients and projects at once a breeze.
I find a lot of interface bugs and problems in using the software.
We love the efficiency of the system, the ease of use, and the ability to manage all our client data in one place making us more effective and helping us maximize our profit.
At the time I was using it, it didn't integrate well with our email service and had a ton of bugs. Additionally, it was difficult to customize.
We are growing, fast and faster. Handling always more projects in a smooth and pleasant usage thanks to its high customization ability that allowed to perfectly fit our business.
Sometimes it had error, or page is not updated, or digital signature status has to be refreshed manually.
EFFICY is an excellent CRM software because it allows to have a clear vision of the current and future business. EFFICY is easy to use and very easy to understand.
Too many choices, the persons that don't work as much with Efficy have problems where to find everything.
Many to many relations is positively impressive, it can really help you to find the right information at the right place.
It might be possible that you are just handling things the wrong way and that "simplifying" things might make your life a lot easier.
I have used Efficy for 2 years and I have been extremely impressed with the ease of integration with our business.
The crazy way it thinks you want to copy in numerous people for each task - and then have to physically de-select other users each time.
Prioritize real-user-identified key features according to your needs to find your best fit.
WORKetc
Efficy CRM
Top FeaturesWORKetc
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Efficy CRM
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