Efficy CRM 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Efficy CRM

4.0

(90)

Pricing

Starting at €49.00 per month

About Efficy CRM

At last, a CRM solution that truly adapts to your needs!

Our mission is to help each company or organisation succeed by helping it to transform its customer data into customer knowledge while simplifying the work of its employees. Efficy is a major player in the European CRM market. With our personalised range of solutions, we've already attracted over 13.500 clients and 330.000 users across 60 countries. And we have no intention of stopping there! Our ambition? To become the #EuropeanCRMChampion.

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: customer database, opportunity tracking, lead nurturing, or online forms, to name a few. 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 Enterprise.

Efficy CRM Screenshots

Efficy CRM Pricing and Plans

Starting price: €49.00 per month

Free Trial

Free Version

SMB

€49.00

per user, per month

Plan 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

Plan includes:

100% Customisable
Advanced Customer Tracking
Advanced Project Management
Extranet
Gamification
Sentiment Analysis
Contact data enrichment

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

Efficy CRM Features

Popular features found in Sales Tracking
Activity Dashboard
Appointment Scheduling
Interaction Tracking
Task Management
More features of Efficy CRM
A/B Testing
Access Controls/Permissions
Accounting Integration
Activity Tracking
Alerts/Escalation
Alerts/Notifications
Annotations
API
Appointment Management
Approval Process Control
Audience Targeting
Automated Responses
Automated Routing
Autoresponders
Batch Processing
Behavioral Analytics
Behavior Tracking
Billing & Invoicing
Business Card/Badge Scanning
Calendar Management
Calendar/Reminder System
Calendar Sync
Call List Management
Call Monitoring
Call Scripting
Campaign Analytics
Campaign Management
Campaign Planning
Campaign Segmentation
Case Management
Chat/Messaging
Churn Management
Client Management
Client Portal
Client/Property Matching
Client Tracking
Collaboration Tools
Commenting/Notes
Communication Management
Configurable Workflow
Contact Database
Contact Management
Content Management
Contract Drafting
Contract/License Management
CRM
CRM Integration
Customer Activity Tracking
Customer Communication
Customer Complaint Tracking
Customer Database
Customer History
Customer Portal
Customer Profiles
Customer Segmentation
Customer Service Analytics
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Extraction
Data Import/Export
Data Integration
Data Management
Data Synchronization
Data Visualization
Deal Management
Digital Signature
Document Automation
Document Capture
Document Classification
Document Generation
Document Management
Document Storage
Donation Tracking
Donor Management
Drag & Drop
Electronic Signature
Email Management
Email Marketing
Email Templates
Email Tracking
Engagement Tracking
Event Management
Event Triggered Actions
Feedback Management
File Management
File Sharing
For AEC Industry
Forecasting
For Financial Institutions
For Insurance Industry
For Mac Devices
For Nonprofits
For Real Estate
For Sales Teams/Organizations
For Small Businesses
For Startups
Full Text Search
Fundraising Management
Gamification
Gantt/Timeline View
GDPR Compliance
Goal Setting/Tracking
Help Desk Management
Inbox Management
Incident Management
Internal Chat Integration
Issue Management
Kanban Board
Key Performance Indicators
Knowledge Base Management
Lead Capture
Lead Generation
Lead Management
Lead Nurturing
Lead Qualification
Lead Segmentation
List Management
Macros/Templated Responses
Marketing Automation
Meeting Management
Membership Management
Milestone Tracking
Mobile Access
Mobile App
Monitoring
Multi-Channel Communication
Multi-Channel Marketing
Multi-Currency
Multi-Language
Multiple Projects
Opportunity Management
Outbound Call Center
Payment Processing
Performance Metrics
Pipeline Management
Pipeline Reports
Portfolio Management
Pre-built Templates
Prioritization
Problem Management
Process/Workflow Automation
Product Catalog
Productivity Analysis
Progress Tracking
Projections
Project Management
Project Planning/Scheduling
Project Time Tracking
Property Database
Proposal Generation
Prospecting Tools
Quotes/Estimates
Real-Time Analytics
Real-Time Data
Real-Time Notifications
Real-Time Reporting
Real-Time Updates
Recommendations
Recurring Tasks
Relationship Tracking
Reminders
Reporting/Analytics
Reporting/Project Tracking
Reporting & Statistics
Resource Management
Role-Based Permissions
Routing
Sales Activity Management
Sales Forecasting
Sales Pipeline Management
Sales Reports
Sales Trend Analysis
Search
Search/Filter
Segmentation
Self Service Portal
Sentiment Analysis
Shared Contacts
Single Sign On
Source Tracking
SSL Security
Status Tracking
Support Ticket Management
Support Ticket Tracking
Survey/Poll Management
Surveys & Feedback
Tagging
Task Progress Tracking
Task Scheduling
Team Assignments
Team Collaboration

Efficy CRM Integrations

Nitro Sign

Nomination

Docusign

Mailjet

Mailchimp

ACTITO

See all 19 integrations

Efficy CRM User Reviews

Overall Rating

4.0

Ratings Breakdown

29%

49%

16%

Secondary Ratings

Ease of Use

3.9

Value for money

4.0

Customer support

3.8

Functionality

3.9

Catherine R.

Verified reviewer

Financial Services

201-500 employees

Used daily for less than 12 months

Review source

Reviewed January 2018

Dreamed of a fully-fledged, userfriendly CRM? Found it!

Clear visibility on commercial pipeline, on client touch points (360° view)

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

-User-friendliness, very easy to explain to Sales people, powerful search engine and speedy responsiveness: boosts users' adoption! -Fully-fledged: it has all the features of the big ones , at a lesser cost -Limited to no IT needed, which makes it easily accessible for SMEs -More than a CRM: upload & download functions, digital documents & templates, Sales Gamification App, great Dashboarding with Cliksense...

Cons:

Very little to say: project went smoothly and in a very short time frame, the Efficy team is very involved and responsive, in less than 2 months the Sales team adoption is already high. Waiting eagerly for the App!!!

Annelies D.

Verified reviewer

Chemicals

11-50 employees

Used weekly for less than 2 years

Reviewed February 2022

Efficient small to mid-size company CRM

FLuid, simple to use, easy to configure.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to deploy, many standard features that can be easily tweaked but not too many, very complete KPI module easy to deploy on your own.

Cons:

Not enough thought was put on multilingual environments (given that our software was developed in France before this company merged with Efficy).

Reasons for choosing Efficy CRM

pricing, value for money, not too complicated, satisfying proof of concept with commercial team, easy to use

Reasons for switching to Efficy CRM

1 year ago.

Vendor Response

Hi Annelies and thank you for your review Ease of deployment is one nice advantage of our solutions. And concerning multilingual features, I think you're speaking about INES CRM which wasn't completely multilingual, you're 100% right. For you to know, Efficy CRM is now available in 23 languages, even with non roman alphabets. Thanks again and see you soon ;-) The Efficy Team

Replied March 2022

Pauline v.

Verified reviewer

Events Services

Self-Employed

Used daily for more than 2 years

Review source

Reviewed September 2023

even the very smallest can benefit from Efficy.

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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 :-)

Replied September 2023

Erwin V.

Verified reviewer

Insurance

51-200 employees

Used daily for more than 2 years

Review source

Reviewed September 2023

Review Curalia

Our experience is very positive. We use it mainly as CRM and workflow management to followup on our workload using tasks.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

Vendor Response

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

Replied September 2023

Alejandro E.

Verified reviewer

Non-Profit Organization Management

11-50 employees

Used daily for less than 12 months

Reviewed February 2022

Great tool for team & task coordination

Better functionality within the team, as tasks are very well distributed and there is an awareness of what everybody is working on.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The agenda is its most useful tool, which allows you to create, share and allocate different tasks across different colleagues. It is my preferred tool for task distribution within my team and beyond - allowing for outstanding micromanagement. It makes a very transparent and official gadget.

Cons:

The client profiles are a bit of a headache to create at first, as it does not seem very intuitive - f.ex., everything involving creating and editing links. It does improve with time, however. Having "Male" as a predetermined gender choice, thus creating a bias that is difficult to overcome if many profiles must be created in a short period of time (i.e. making it more difficult to pay attention to each time the gender is selected). Making the choice non-binary would also improve the tool overall.

Vendor Response

Hola Alejandro, And thank you for your review. As you say, integration with Outlook for agenda and emails is super useful. Concerning your cons, thanks for giving us some feedback from the fields. Even if we're the first Efficy users, we can't think about everything. And I'll make sure our R&D teams get your comment on that. Co-creation is in our DNA. Thanks again The Efficy Team

Replied March 2022

Mark K.

Packaging and Containers

51-200 employees

Used daily for less than 2 years

Review source

Reviewed May 2017

Efficy is more than just an application to use for CRM. Also able to improve business processes.

Knowledge. Less independent from people / departments. Increasing speed in commercial processes. Mutual goals spread out through the company. Output more professional. Better developed marketing instrument.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The integration with your email programm. So this makes it extremely easy to store the most useful information about the companies you work with. Customers, suppliers, influencers, etc. Efficy is extremely flexible in connecting subjects (all kind of subjects) to each other in order to create a mutual insight in the matters you are dealing with. To store data is one thing, but to make information from that data is another one. Efficy enables you to extract and create views that you haven't been aware of before using Efficy. By using and defining the different opportunities, we have experienced that Efficy supports and improves different business processes. For instance a Project with different companies, and contacts, multiple internal Efficy users, requiring adequate documentation, can be well supported with different Efficy functionalities. Communication and sharing information is Always a difficult part of the working process, in all circumstances. Efficy is very helpful to close the circle.

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. If a user gets more experienced and has the confidence in using Efficy, this flexibility becomes an asset. We have focussed on one solution in our education programm. The faster learning users were asked to take notice of this in order to avoid confusion.

Stephen B.

Verified reviewer

Plastics

201-500 employees

Used daily for more than 2 years

Reviewed February 2022

Good system - but frustrating automatic features slow down usage

4 out 5

Ratings Breakdown

Ease of use

Functionality

Pros:

On stop shop for managing all customer data , projects and sales leads.

Cons:

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. Biggest issue is lack of effective cut and paste for UK addresses - post code comes before the end of the address necessitates too much typing when it could be automatically pasted in.

Vendor Response

Thank you Stephen for your comment. I guess it will help a lot of people to make their choice. Concerning the manual work you do, have you ever thought about using the mass update feature when you're on a list of actions? I think it could make the trick and help you save much time. Thanks again and see you soon The Efficy Team

Replied March 2022

Didier B.

Education Management

2-10 employees

Used daily for more than 2 years

Review source

Reviewed May 2017

Efficy CRM provides access to your contacts, actions, projects with a link to your agenda

To get all information needed in a single software. It helped be get better organised.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Ready to use CRM with all functions included. I am giving Soft Skills training and I am working with a lot companies with different type of contact within the company (HR, project manager, Team manger, and workers). Efficy allows me to keep track of each action, meeting or training day thanks to the link and direct access to the action list and agenda. Furthermore it allows me to sort my activities within the Sales opportunity manager and the Project manger so that I can have a clear view on all my upcoming activities. I can access my database from anywhere using any king of devices (laptop, Ipad, cell phone). Not only my actual training types but the business (or private) interests of my contacts can be sorted in the Profile manager in order to send targeted emailing. There is no need to introduce too many data in the system as you can import your emails or send it directly from the application. All data can be exported in Excel, sorted directly on the screen (you can even design your own screen yourself thanks to the custom view editor). A powerful query system is also included to extract data as you wish.

Cons:

There are so many functionalities that you need someone to help you explore them all. It is sometime hard to know where to find the relevant information in order to use a more complex functionality.

Radek S.

Verified reviewer

Real Estate

501-1000 employees

Used daily for more than 2 years

Reviewed February 2022

Marketing Specialist

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

This software creates useful overview about sales process and tracking. Great options concerning data filtering.

Cons:

Sometimes there are many options possible and you have to learn how to operate the right way.

Vendor Response

Hi Radek and thank you for your review. I see you've been using Efficy CRM for more than 2 years ow. You should be an expert now ;-) As you say, there are many features in our CRM. So possibilities are quite infinite. If, at some point, you're los, you can attend to one of our webinars. Just check our news section on the website and you'll see which topics we develop. https://www.efficy.com/news-type/webinars/ See you online then ;-) Thanks again! The Efficy Team

Replied March 2022

Gerben B.

Verified reviewer

11-50 employees

Used daily for less than 2 years

Review source

Reviewed October 2017

simpel to use, only somethings are not so logical

faster in administration, to get information from the CRM,

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

- ist is fast, easy in dailly use, query is easy to use and the Efficy Designer is easy to use and you can make it to your one wishes. Good Customer Support

Cons:

- Retirement of persons - Not easy to change the lay out - linked task user - more companies fore one person - If you want to changes easy things but it is not standard then you have to pay

Showing 1 - 10 of 90 Reviews

See All Reviews