--- title: "Efficy CRM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Efficy CRM Software - reviews, pricing plans, popular comparisons to other Sales Tracking products and more." source_url: "https://www.capterra.com/p/149894/Efficy-CRM/" page_type: "product" language: "en" --- # Efficy CRM Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 3, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Efficy CRM ## What is Efficy CRM? At last, a CRM solution that adapts to your needs. Efficy is a major player in the European CRM market. With our range of customisable solutions, we've already attracted over 13.500 clients and 330.000 users across 60 countries. Efficy Enterprise is easy to use and is adapted to each organisation based on their size and specific needs. This enables you to grow and develop your business in a structured way. Don’t waste time organizing data - empower your employees and grow your business with Efficy Enterprise. ## What is Efficy CRM used for? [Customer Data Platform](https://www.capterra.com/customer-data-platform-software/)[Sales Tracking](https://www.capterra.com/sales-tracking-software/)[CRM](https://www.capterra.com/customer-relationship-management-software/) Top alternative Featured Overall rating Based on 91 user reviews Reviews sentiment Positive 77% Neutral 15% Negative 8% Starting price €49 Per User, Per Month Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Efficy CRM?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.efficy.com/&name=Efficy CRM) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Efficy CRM 3.9 (91) VS. [4.5 (4,479)](https://www.capterra.com/p/152373/HubSpot-CRM/reviews/) Starting Price €49 Per User, Per Month Starting Price $20 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.9 (90) Ease Of Use 4.4 (4,380) Value For Money 4.0 (67) Value For Money 4.3 (3,511) Customer Service 3.7 (78) Customer Service 4.4 (3,521) ## Efficy CRM alternatives [4.4 (18,803)](https://www.capterra.com/p/61368/Salesforce/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (6,988)](https://www.capterra.com/p/155928/Zoho-CRM/reviews/) Starting price $14.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars Highest Rated [4.7 (741)](https://www.capterra.com/p/204998/Bigin-by-Zoho-CRM/reviews/) Starting price $7.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [4.5 (824)](https://www.capterra.com/p/152769/eWay-CRM/reviews/) Starting price $20.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/149894/Efficy-CRM/alternatives/) ## FAQs about Efficy CRM Overview ### What problems does Efficy CRM solve? Efficy CRM solves scattered customer information, slow information retrieval, and inefficient collaboration by centralizing contacts, documents, tasks, and real-time business views in one adaptable system. Sales teams, account managers, purchasing teams, and SMEs benefit most from faster follow-ups, easier reporting, simpler deployment, and less reliance on IT for customization. Answer based on 37 reviews Overview ### Which roles and teams benefit most from Efficy CRM? Efficy CRM is most used by sales teams, account managers, and customer advisors who need to track leads, manage client relationships, and organize follow-ups. Administrative staff and executive assistants use it to centralize contact data, while project managers and executives rely on reporting, coordination, and pipeline visibility. Answer based on 83 reviews Talk to an expert ### More questions? Ask our experts Overview ### What company size and industries is Efficy CRM built for? Efficy CRM is built mainly for small businesses, which make up 87% of reviewers, and it most often appears in Construction at 14%. It serves Banking, Insurance, Consulting, Law, IT, Healthcare, Manufacturing, Public Sector, Real Estate, Retail, Transportation, and other sectors, with midsize firms at 9% and enterprises at 4%. Answer based on 91 reviews Features and Usability ### What are the key features of Efficy CRM? Efficy CRM includes core CRM features like contact management, sales pipeline management, task management, and document management. Differentiating capabilities include Outlook and Office integration, customizable dashboards and views, data import and synchronization, and role-based collaboration tools that connect emails, customer records, opportunities, and shared team activities. Answer based on 37 reviews Pricing ### How much does it cost and what fees or limitations are included? Efficy CRM starts at €49/user/month for the SMB plan, with the Enterprise plan at 69/user/month; both are billed monthly and require at least five users. There is no free version or free trial listed. Reviewers often call it good value, though some note extra payment for non-standard changes. Answer based on 10 reviews Integrations ### Which third-party tools and platforms does Efficy CRM integrate with? Efficy CRM integrates with Microsoft Outlook, ACTITO, Gmail, Google Docs, Mailchimp, DocuSign, Microsoft Excel, and Microsoft Word. Reviewer feedback most often confirms Outlook sync, while the official catalog shows broader coverage across email marketing, document management, and office productivity, with over 20 integrations available. Answer based on 25 reviews Getting Started and Support ### How easy is it to onboard and train a team on Efficy CRM? Efficy CRM is fairly straightforward for everyday users once they learn the basics, with live online sessions, webinars, videos, documentation, and in-person training available. Reviewers say digitally confident teams onboard faster, while less technical users and admins need more guidance to handle the product’s many options and setup choices. Answer based on 15 reviews Getting Started and Support ### What customer support options does Efficy CRM offer, and how do users rate the experience? Efficy CRM offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users often describe support as available, quick, and helpful, with strong follow-up from frontline teams. Some reviewers, however, report weaker technical support, limited expertise in specialized areas, and inconsistent service quality. Answer based on 32 reviews Features ### What features does Efficy CRM offer? Efficy CRM offers a wide feature set for sales, contacts, documents, marketing, and data sharing across teams. Many small business and multi-department users like the flexibility and centralized information, but some find advanced functions harder to learn, with limits around customization, mobile tools, Outlook sync, and marketing features. Answer based on 20 reviews ## Features AI summary Based on 5,027 Sales Tracking reviews Capterra data shows that buyers of sales tracking software rank the following features as their top priorities: - **Sales Pipeline Management** (**51%** of reviewers rated this feature as critical) - **Lead Management** (**45%**) - **Reporting/Analytics** (**39%**) Efficy CRM supports all three features that reviewers rate most highly: **Sales Pipeline Management**, **Lead Management**, and **Reporting/Analytics**. Together, these capabilities help businesses track opportunities across the pipeline, manage leads more effectively, and monitor sales performance through data-driven reporting, allowing teams to make better decisions and improve follow-up throughout the sales process. Sales Pipeline Management 4.7 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Pipeline view and tracking lead status Reporting/Analytics 3.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Search/Filter 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Search and filter data across systems to locate required information by entering keywords or certain criteria Data Import/Export 4.5 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Import and export data to and from software applications Task Management 4.3 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Create, manage and track all task activities and progression Lead Management 4.4 (5) 60.00% of 5 reviewers that rated this feature as important or highly important Store information about leads or contacts and track, manage and nurture them throughout the sales process Efficy CRM 207 features ### All Features - A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Accounting Integration: Integrate with a third-party accounting system - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Escalation: System alerts about the need to escalate an issue or request - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - Annotations: Highlight content and/or make notations about parts of content - API: Application programming interface that allows for integration with other systems/databases - Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling - Appointment Scheduling: Schedule appointments via a calendar - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Audience Targeting: Identify a particular segment of population based on specific criteria and customize your efforts to attract their attention - Automated Responses: Automatic reply functionality for incoming messages - Automated Routing: Tickets are automatically assigned to specific agents based on predefined rules - Autoresponders: Create and automatically send premade copy in response to customer messages - Batch Processing: Software's ability to perform similar action on multiple similar files simultaneously - Behavior Tracking: Track visitors'/audience's responses across web pages and other optimized content - Behavioral Analytics: Track and analyse user behavior within a system or network - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Business Card/Badge Scanning: Capture contact information by scanning a physical item and having the system automatically extract data from the scan - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Calendar Sync: Synchronize with other calendars to view mutual availability and schedules - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Call List Management: Manage and track all past and future calls. - Call Monitoring: Listen to live phone conversations for the purpose of training and assessing agent performance - Call Scripting: Provide agents with a typical response for common call subject matter - Campaign Analytics: Track and interpret campaign performance metrics - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Campaign Planning: Plan and strategize marketing campaigns - Campaign Segmentation: Group campaigns by project, client, or campaign for better management. - Case Management: Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process - Chat/Messaging: Communicate using direct chat or messages within the system - Churn Management: Identify customers at risk of migration and activate strategies to retain them - Client Management: Manage contact details and communication with clients - Client Portal: Private online space that lets businesses securely share documents and provide information access to clients - Client Tracking: Track all company interactions with current clients - Client/Property Matching: Match clients or tenants with suitable properties based on their specific requirements, preferences and budget - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Configurable Workflow: Configure existing workflows to meet your organization's needs - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Contract Drafting: Create, edit, and revise contracts/written agreements - Contract/License Management: Track, store, and access client contracts or licenses - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - CRM Integration: Integration with third-party CRM systems - Customer Activity Tracking: A report showing what actions customers perform - Customer Communication: Ability to communicate to customers through at least one channel such as email, live chat, phone, or social media. - Customer Complaint Tracking: Track customer complaints from initiation through resolution - Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc. - Customer History: Access previous interactions or concerns to maintain customer relationships - Customer Portal: A website or login for customers to access information - Customer Profiles: Record customer information, purchase history, and other notes - Customer Segmentation: Process of dividing customers into groups based on common characteristics - Customizable Branding: Add customized logos and colors to align with company branding - Customizable Fields: Customize data fields to support various needs and use cases - Customizable Forms: Customize contracts and forms to collect specific information - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Integration: Combining data from different sources and providing a unified view - Data Management: Ability to handle large datasets - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Visualization: Graphical representation of data - Deal Management: Defines specific deal parameters to negotiate and secure deals - Digital Signature: Electronic signing method that validates the authenticity and integrity of a digital document - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Capture: Scan, move or upload electronic files within the software's repository - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Generation: Custom forms to streamline repetitious aspects of a document - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Donation Tracking: Track and view detailed financial donation history made by contacts and members - Donor Management: Track and maintain donor relationships throughout various stages/activities including contact information and previous outreach - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Signature: Digitally sign online documents - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email Templates: Pre-made examples and templates for emails - Email Tracking: Track delivered, received, and opened emails - Engagement Tracking: Tracks metrics that provide insight into how a user interacts with any interface or product - Event Management: Schedule and manage the logistics of activities and other gatherings - Event Triggered Actions: Predefined actions automatically performed on the occurance of specific events - Feedback Management: Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service - File Management: Create, save, and store files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - For AEC Industry: Primarily serving architecture, engineering, and construction industry professionals - For Financial Institutions: Financial services institutions such as traditional banks, hedge funds, investment banks, and insurance agencies. - For Insurance Industry: Intended to be used by insurers - For Mac Devices: Operate/access software on Mac Devices - For Nonprofits: Software specialized for non-profit organizations - For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals. - For Sales Teams/Organizations: Caters to sales teams - For Small Businesses: Designed for small businesses - For Startups: Primarily serving startup companies - Forecasting: Form predictions based on past and present data/trends - Full Text Search: Search for specific words or phrases within a document or database - Fundraising Management: Activities related to raising money for a specific cause - Gamification: Games or game-like elements to track progress and reward accomplishments - Gantt/Timeline View: Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies - GDPR Compliance: Ensure compliance with the General Data Protection Regulation protocols - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Help Desk Management: Managing service requests, incidents, IT issues & support with a ticketing system - Inbox Management: Organize, prioritize, and manage incoming communications - Incident Management: Manage and track all disruptions and incidents - Interaction Tracking: Track interaction history by documenting conversations for contacts - Internal Chat Integration: Incorporation of a chat or messaging system within an organization's internal communication infrastructure - Issue Management: Identify and respond to unexpected problems or failures (ie. "negative events") - Kanban Board: Visualization tool to organize and optimize tasks and track their status at every stage of workflow - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - Knowledge Base Management: Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support - Lead Capture: Automatically identify and save contact information of potential customers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - List Management: Manage contacts across multiple mailing lists - Macros/Templated Responses: Templated responses for responding quickly to recurring support requests - Marketing Automation: Automate workflows and trigger campaigns based on customer actions - Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation - Membership Management: Database of members to track personal information of individuals and families - Milestone Tracking: Monitor task progress and planned accomplishments to better manage project status - Mobile Access: Access software remotely via mobile devices - Mobile App: Access the system via a mobile application - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Channel Communication: Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. - Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.) - Multi-Currency: Manage and handle various international currencies - Multi-Language: Manage and support multiple languages - Multiple Projects: Ability to handle several projects simultaneously - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Outbound Call Center: A call center that primarily makes calls, typically sales focused - Payment Processing: Accept, record, and reconcile financial transactions - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Pipeline Reports: Visual representation of sales prospects & how many deals are in your sales funnel, the stage each deal is in, and the value of deals. - Portfolio Management: Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk - Pre-built Templates: Pre-defined templates within a library for common cases such as contracts, websites, emails, and more - Prioritization: Arrange tasks based on the level of priority or urgency - Problem Management: Identify and solve underlying cause of incident(s), and prevent future incidents from occurring - Product Catalog: Present a catalog of inventory that customers can view - Productivity Analysis: Statistical data that helps identify improvement areas, delays or interruptions, and output of an employee - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning/Scheduling: Defining the project's scope, deliverables, schedules, resources, budget, critical path, dependencies and constraints - Project Time Tracking: Measure time to completion or hours worked for projects - Projections: Estimate or forecast of a future scenario based on the study of present trends - Property Database: Centralized database to track details of properties (including lease, tenant, and owner information) - Proposal Generation: Create proposals based on costs of labor and materials - Prospecting Tools: Tools designed to streamline the process of lead generation and management for sales teams - Quotes/Estimates: Generate quotes or estimates for customers - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - Recommendations: Algorithmically generated suggestions based on user behaviors, preferences, or data patterns to enhance UX, productivity, or engagement - Recurring Tasks: Set the frequency of a task's occurrence - Reminders: Timed notification for any upcoming task, deadline, appointment, or activity - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Reporting/Project Tracking: Track task progress, milestones, delays, or other key information and generate reports on them for evaluation - Resource Management: Process of planning, scheduling and executing the optimal and effective use of human capital across projects - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Routing: Plan daily routes to optimize employee scheduling and provide directions - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search: Search and/or filter for items using names, keywords, descriptions, tags, metadata, etc. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Sentiment Analysis: Categorize emotions expressed and identify if they are positive, negative or neutral - Shared Contacts: Share contacts with other applications like Gmail and CRM - Single Sign On: Allow users to access multiple services after entering their login credentials once - SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access - Status Tracking: Track the status over time for a request, process, asset, or transaction - Support Ticket Management: Allow customers/users to submit support queries and service requests - Support Ticket Tracking: Track the status of support tickets/escalations as they move through the service queue - Survey/Poll Management: Create and administer polls and surveys - Surveys & Feedback: Gauge satisfaction and receive information for improvement and success - Tagging: Attach digital tags to documents and assets for identification, search, or monitoring purposes - Task Management: Create, manage and track all task activities and progression - Task Progress Tracking: Track the status and progress of tasks - Task Scheduling: Track and manage the scheduling of tasks - Team Collaboration: Allow multiple team members to edit and work on the same document - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Time & Expense Tracking: Log and record hours worked and costs spent to assist in billing and invoicing - To-Do List: A digital list of items that need to be completed - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Version Control: Track revisions and updates made to files and navigate between different versions - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Web-based Deployment: SaaS, web-based, online deployment - Widgets: An extended application or connector that enables users to perform additional services with their current set of tools - Workflow Automation: Streamlining repetitive tasks and activities through automated and predefined workflows - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 3.9 (89) 3.9 Based on 89 reviews ## Pricing Value for money 4.0 (67) [View pricing plan details](https://www.capterra.com/p/149894/Efficy-CRM/pricing/) SMB €49.00 Per User,Per Month It includes: - Campaign Management - Customer Segmentation - Highly Configurable - Incident Management - Timesheet and Project Management - Advanced Project Management - Sentiment Analysis - Contact data enrichment Enterprise €69.00 Per User,Per Month It includes: - 100% Customisable - Advanced Customer Tracking - Advanced Project Management - Extranet - Gamification - Sentiment Analysis - Contact data enrichment Value for money 4.0 (67) 4.0 Based on 67 reviews ## Integrations [ Google Docs](https://www.capterra.com/p/160756/Google-Docs/)[ Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Mailchimp](https://www.capterra.com/p/110228/MailChimp/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Docusign](https://www.capterra.com/p/121506/Docusign/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.7 (78) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.7 (78) 3.7 Based on 78 reviews ## User reviews Overall rating 3.9 Based on 91 reviews Filter by rating 5(26) 4(44) 3(14) 2(4) 1(3) Mentioned topic Sorted by most recent JV Jacques V. directeur Law Practice ### "betaaladministratie is een puinhoop" 1.0 Overall Rating 1.0 1.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 0/10 June 16, 2026 Ze sturen ingebrekestellingen zonder in te gaan op telefoontjes en mails waaruit blijkt dat is betaald. Daarnaast hebben ze mij overigens als een soort proefkonijn gebruikt voor een nieuw pakket zonder aan te geven dat dit eigenlijk nog niet helemaal uitontwikkeld was. Pros Het is een vrij uitgebreid pakket. De prijs is daarvoor over het algemeen niet heel duur. Het is een beetje low budget. Cons Je kunt hierover niet fatsoenlijk in contact met hen komen. Het drijft je tot waanzin. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SP Sophie P. Responsable administratif Program Development ### "Facile a appréhender" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 6/10 November 20, 2023 Pros utilisation aisée, modification des données dans chaque document possible Cons requete non intuitive et support client ne m'a pas rappelé suite à ma derniere demande pas d'info sur la mise en conformité par rapport aux futurs obligations de facturation Switched from [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. EV Erwin V. CIO Insurance ### "Review Curalia" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 September 13, 2023 Our experience is very positive. We use it mainly as CRM and workflow management to followup on our workload using tasks. Pros The 360 view on your customers, the ability to select relations between the different entities. Cons Document management is not fluent en intuitively. You can link to all entities, still the creation of a document is complex. You need to go over the document container. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 15, 2023 Hi Curalia, And a genuinely thank you for this review !! Happy to read that your global experience is very positive. Concerning your feedback on our document management feature, let us tell you that our R&D team is working on improvements that will be visible in our next edition... Stay tuned ;-) The efficy Team PV Pauline V. Managing Director Events Services ### "even the very smallest can benefit from Efficy." 3.0 Overall Rating 3.0 3.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 12, 2023 Efficy keeps my company's contacts updated and in the right place ( I am entering accordingly otherwise it does not work). The back up service (the efficy support team) is always available and helpful.In a nutshell: I feel save , I don't need to be afraid about loosing what's professionally important to me. Pros Working alone, Efficy became my personal assistant: Efficy is my secretary who reminds me about the things I must follow up and keep an eye on. Cons As a small company, I've kept my Efficy simple and therefor did hardly encounter issues that I don't like. Reasons for choosing Efficy CRM I had use Efficy while working for a client who had implemented Efficy. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Response from Vendor September 13, 2023 Thank you Pauline for this very nice review. Your review is the reason why we keep doing our job: making entrepreneurs happy and support them in their daily growth. I'll forward this message to the team :-) CL christine L. CEO / Managing Director E-Learning ### "Inescrm par efficy se dégrade au fil des ans " 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 1.0 1.0 Likelihood to Recommend 4/10 January 25, 2023 Support technique de 2nd à améliorer , le premier niveau essaie de faire au mieux Pros Offre et annonce CRM intégré depuis le lead jusque facturation avec suivi projet et marketing idéal PME Cons Dans les faits la gestion de projets n en est pas une et récemment l intégration avec office365 ne marche plus vraiment, les fonctionnalités marketing s appauvrissent par rapport à l état de l art et l ergonomie est à revoir …la promesse était belle la réalité devient décevante et perd petit à petit ses avantages Alternatives considered [Sellsy](https://www.capterra.com/p/133104/Sellsy/) Reasons for choosing Efficy CRM Promesse sur la gestion de projets intégrée Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor February 21, 2023 Bonjour Christine, Et merci pour votre commentaire. Nous lisons avec beaucoup d'attention les retours de nos clients. C'est d'ailleurs dans ce contexte que nous avons reçu récemment le renouvellement de notre certification ScoreFact auprès des clients INES CRM. Nous allons organiser prochainement 3 sessions pour vous présenter les résultats de cette étude et toutes les nouveautés que nous réservons à notre plateforme. Vous êtes bien entendu la bienvenue. N'hésitez pas à m'écrire un email pour en savoir plus. Merci encore MA Muhammad A. CEO E-Learning ### "" CRM is know a Children game "" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 6, 2022 I have a good experience and I rate it 9/10. Pros it was one the user-friendly software. We can easily manage our tasks through this tool. The customer support team is always available for help and I'm so impressed by their developers. This software also suggests and show some New option that is helpful in CRM. Cons Some options still need work like the customer data area and there is also an issue with some projects that are shown after it is complete. If it was defined early so it was very easy and useful. Switched from [ActiveCampaign](https://www.capterra.com/p/79367/ActiveCampaign/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Response from Vendor September 12, 2022 Thanks Muhammad for your review. always nice to read such comments :-) I'll forward to the team. You should wait a bit longer and see what we're on right now, wtih our brand new version. It rocks!! VL Virginie L. Conseiller Construction ### "La puissance d'Efficy" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 March 24, 2022 Ne plus oublier d'effectuer certaine tache ou la délégation d'autre tache. Pros Design attrayant. Simplicité d'utilisation. Jamais de bug. Interaction et échange avec les collègues Cons Parfois des problèmes de langue. Il est en anglais sans raisons valables Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor April 13, 2022 Bonjour Virginie, Et merci pour ce commentaire. Concernant vos soucis ponctuels sur la langue de la solution CRM, je vais contacter le support client et reviendrai vers vous rapidement. N'hesitez pas a me contacter directement au besoin lba@efficy.com. A bientot L'equipe Efficy AR Antoine R. Ingénieur réseau Information Technology and Services ### "Support technique user " 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 March 11, 2022 Me fait gagner beaucoup de temps surtout avec les connexion avec les outlook entreprise. Pros L'ajout de client relativement facile, le suivi simplifié Cons lenteur de traitement parfois ressentis Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor March 21, 2022 Merci Antoine pour cette review. Je transmets a nos equipes, ils seront contents de lire cela. a bientot L'equipe Efficy CRM HS Hiske S. Support Specialist Information Technology and Services ### "Ongeschikt wekelijks gebruik door een support specialist " 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 3.0 3.0 Customer Service 0.0 0.0 Likelihood to Recommend 2/10 March 9, 2022 Pros Ongetwijfeld combineert Efficy alle informatie van een klant die nuttig is voor sales doeleinden. Het vinden, aanpassen en gebruiken van deze informatie is niet intuïtief genoeg waardoor gebruikers die er niet dagelijks mee werken er minder goed mee uit de voeten kunnen. Cons Het vinden, aanpassen en gebruiken van informatie is niet intuïtief genoeg waardoor gebruikers die er niet dagelijks mee werken er minder goed mee uit de voeten kunnen. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor March 21, 2022 Hi Hiske, And thank you for your review. In order to onboard your users, we organize regularly webinars on our solutions. Do not hesitate to register. See you soon online The Efficy Team TM Tanguy M. Ingénieur Avant Vente Telecommunications ### "CRM efficace" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 March 8, 2022 Organisation des informations et mis à dispo pour tous les acteurs de l'entreprise. Pros La possibilité de personnaliser facilement les champs. Les requêtes puissantes. Cons La partie mobile n'est pas assez avancée (pas de photos en PJ d'un historique). Reasons for choosing Efficy CRM Simple et interfacé avec certains outils de chez SFR Business Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor March 21, 2022 Bonjour Tanguy Et merci pour ce beau commentaire. Ca fera plaisir aux equipes de lire de tels retours !! Concernant votre remarque sur la version mobile, je transfere a notre R&D, ils sont en train de travailler sur la prochaine version et de tels retours peuvent leur etre tres utiles. a bientot L'equipe Efficy [View all Reviews](https://www.capterra.com/p/149894/Efficy-CRM/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Popular comparisons [HubSpot CRM vs Efficy CRM](https://www.capterra.com/compare/149894-152373/Efficy-CRM-vs-HubSpot-CRM) [Salesforce Sales Cloud vs Efficy CRM](https://www.capterra.com/compare/61368-149894/Salesforce-vs-Efficy-CRM)