Efficy Software


Efficy CRM is a customer relationship management (CRM) solution designed for midsize businesses and large enterprises. It offers sales automation, marketing automation, customer service, project management and reporting functionalities within a suite. Both cloud-based as well as on-premise deployment options are available.

Efficy CRM offers a mobile app that provides gamification tools to reward sales reps and agents based on their performance. The product also offers document management and collaboration, which allows users to share documents and messages within the team.

Users can run configurable reports through integration with Qlik business intelligence software, which allows users to track the performance of their agents and campaigns in real time.

Pricing is per user per month. Support is offered via email.


Efficy - Contact management
  • Efficy - Contact management
    Contact management
  • Efficy - Dashboard
  • Efficy - Forecasting
  • Efficy - Revenue analytics
    Revenue analytics
  • Efficy - Email statistics
    Email statistics
  • Efficy - Mobile reporting
    Mobile reporting
Supported Operating System(s):
Mac OS, Web browser (OS agnostic)

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