# Efficy CRM Software Reviews, Demo & Pricing - 2026 > Review of Efficy CRM Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/crm/efficy-profile --- [Home](https://www.softwareadvice.com/) / [Sales Tracking Software](https://www.softwareadvice.com/crm/sales-tracking-comparison/) / Efficy CRM Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview [Reviews](https://www.softwareadvice.com/crm/efficy-profile/reviews/)[Alternatives](https://www.softwareadvice.com/crm/efficy-profile/alternatives/) # Efficy CRM 2026: Benefits, Features & Pricing Wondering if Efficy CRM is right for your organization? Our Sales Tracking Software selection experts can help you in 15 minutes or less. On this page - Overview - User Interface - Popular Alternatives - Pricing and Plans - Features - Integrations - User Reviews - Popular Comparisons ## Overview Efficy CRM 4.0 [(90)](https://www.softwareadvice.com/crm/efficy-profile/reviews/) 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. Wondering if Efficy CRM is right for your organization? Our Sales Tracking Software selection experts can help you in 15 minutes or less. ## Efficy CRM User Interface ## Popular Efficy CRM Alternatives Main Product Efficy CRM 4.0 [(90)](https://www.softwareadvice.com/crm/efficy-profile/reviews/) Ratings Breakdown - 3.90Ease of use - 3.97Value for money - 3.75Customer support - 3.86Functionality Pricing Starting at €49.00 per month Get Price Alternative Product [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/) 4.2 [(993)](https://www.softwareadvice.com/nonprofit/bitrix24-profile/reviews/) Ratings Breakdown - 3.98Ease of use - 4.16Value for money - 3.96Customer support - 4.28Functionality Pricing Starting at $69.00 per month Get Price Alternative Product [Zoho CRM](https://www.softwareadvice.com/crm/zoho-crm-profile/) 4.3 [(6977)](https://www.softwareadvice.com/crm/zoho-crm-profile/reviews/) Ratings Breakdown - 4.15Ease of use - 4.29Value for money - 4.08Customer support - 4.27Functionality Pricing Starting at $14.00 per month Get Price Alternative Product [monday.com](https://www.softwareadvice.com/marketing/monday-com-profile/) 4.6 [(6050)](https://www.softwareadvice.com/marketing/monday-com-profile/reviews/) Ratings Breakdown - 4.49Ease of use - 4.28Value for money - 4.43Customer support - 4.45Functionality Pricing Starting at $9.00 per month Get Price Alternative Product [Pipedrive](https://www.softwareadvice.com/crm/pipedrive-profile/) 4.5 [(3055)](https://www.softwareadvice.com/crm/pipedrive-profile/reviews/) Ratings Breakdown - 4.54Ease of use - 4.39Value for money - 4.37Customer support - 4.30Functionality Pricing Starting at $19.00 per month Get Price Alternative Product [EngageBay CRM](https://www.softwareadvice.com/crm/engagebay-profile/) 4.7 [(908)](https://www.softwareadvice.com/crm/engagebay-profile/reviews/) Ratings Breakdown - 4.54Ease of use - 4.70Value for money - 4.80Customer support - 4.59Functionality Pricing Starting at $14.99 per month Get Price ## 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 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 Template Management ## Efficy CRM Integrations Nitro Sign Integration rated undefined from -1 review Nomination Integration rated undefined from -1 review Docusign Integration rated undefined from -1 review Mailjet Integration rated undefined from -1 review Mailchimp Integration rated undefined from -1 review ACTITO Integration rated undefined from -1 review See all 19 integrations ## Efficy CRM User Reviews Overall Rating 4.0 Ratings Breakdown 5 29% 4 49% 3 16% 2 4% 1 2% 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! 5 Clear visibility on commercial pipeline, on client touch points (360° view) Ratings Breakdown 5 Ease of use 5 Value for money 4 Customer support 5 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!!! Read More AD 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 4 FLuid, simple to use, easy to configure. Ratings Breakdown 3 Ease of use 4 Value for money 4 Customer support 3 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 Read More Pv 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. 3 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 4 Ease of use 4 Value for money 5 Customer support 4 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 Read More EV Erwin V. Verified reviewer Insurance 51-200 employees Used daily for more than 2 years Review source Reviewed September 2023 Review Curalia 4 Our experience is very positive. We use it mainly as CRM and workflow management to followup on our workload using tasks. Ratings Breakdown 4 Ease of use 5 Value for money 3 Customer support 4 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 Read More AE 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 4 Better functionality within the team, as tasks are very well distributed and there is an awareness of what everybody is working on. Ratings Breakdown 4 Ease of use 4 Value for money 4 Customer support 4 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 Read More MK 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. 4 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 5 Ease of use 4 Value for money 4 Customer support 5 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. Read More SB 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 4 out 5 Ratings Breakdown 3 Ease of use 4 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 Read More DB 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 5 To get all information needed in a single software. It helped be get better organised. Ratings Breakdown 5 Ease of use 4 Value for money 4 Customer support 4 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. Read More RS Radek S. Verified reviewer Real Estate 501-1000 employees Used daily for more than 2 years Reviewed February 2022 Marketing Specialist 4 Ratings Breakdown 5 Ease of use 5 Value for money 5 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 Read More 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 3 faster in administration, to get information from the CRM, Ratings Breakdown 4 Ease of use 3 Value for money 4 Customer support 3 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 Read More Showing 1 - 10 of 90 Reviews [See All Reviews](https://www.softwareadvice.com/crm/efficy-profile/reviews/) ## Efficy CRM Popular Comparisons [Odoo vs Efficy CRM](https://www.softwareadvice.com/crm/efficy-profile/vs/odoo/) [Compare All Alternatives](https://www.softwareadvice.com/crm/efficy-profile/alternatives/) ## Other Top Recommended Sales Tracking Software [Claritysoft CRM](https://www.softwareadvice.com/crm/claritysoft-profile/) **4.5** (244) Recently recommended **129** times [Salesforce Sales Cloud](https://www.softwareadvice.com/product/2764-Salesforce/) **4.4** (18785) Recently recommended **123** times [HubSpot Sales Hub](https://www.softwareadvice.com/crm/hubspot-sales-profile/) **4.5** (501) Recently recommended **81** times [LeadMaster](https://www.softwareadvice.com/landing-page/leadmaster-crm-profile/) **4.1** (36) Recently recommended **72** times Stuck Between Options? 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