CloudAgent vs Efficy CRM

RATING:

4.5

(32)

CloudAgent has 32 reviews and a rating of 4.5 / 5 stars vs Efficy CRM which has 90 reviews and a rating of 3.98 / 5 stars. Compare the similarities and differences between software options with real user reviews focused on features, ease of use, customer service, and value for money.

Overall Rating
4.5 (32)
4.0 (90)
Ease-of-Use
4.5 / 5
4 / 5
Value for Money
4.5 / 5
4 / 5
Customer Support
4.5 / 5
4 / 5
Functionality
4.5 / 5
4 / 5
Last Review Written
September 8, 2022
November 22, 2023
Pros/Cons
  • Pros

  • The support after it was initially setup has been excellent as well. The Auto Call back feature to avoid waiting on hold is one of the best features for our Call Center Customer Service Center.
  • Been using CloudAgent for almost 4years. Treebo loves the simplicity it has to offer.
  • Cons

  • Still has limited functionality. Agents cannot monitor them selfs at all levels.
  • However, the instances have reduced over the time. As we have integrated CloudAgent with our CRM, there were multiple issues that had to be isolated to narrow down to CloudAgent.
Read all user reviews
  • Pros

  • Good value for money and lots of features. Efficy lets you manage your customer relation database extensively.
  • Very well set up (CRM thinking is in the genes of this product and company). Support is quick and good.
  • Cons

  • Efficy is very flexible, it often offers many different ways to receive your goal. This makes it sometimes difficult for users to explain the steps that have to be taken.
  • Sometimes it had error, or page is not updated, or digital signature status has to be refreshed manually.
Read all user reviews
Pricing Range
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Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos