Efficy CRM

Try now the #1 CRM solution in Europe!

Discover the tool

About

European publisher, Efficy offers a complete customer relationship management (CRM) platform.

Features

Access Controls/Permissions

Activity Dashboard

Agent interface

Alerts/Escalation

Alerts/Notifications

Appointment management

Appointment scheduling

Approval Process Control

Archiving & Retention

Automated Calling

Automated Routing

Batch Communications

Billing

Budget management

Calendar and Reminder System

Calendar Management

Call Center Management

Caller ID

Call List Management

Call logging

Call Recording

Call Routing

Call Scripts

Call Tracking

Campaign Management

Change Management

Chatbot

Chat & Messaging

Client Management

Collaboration tools

Communication Management

Communication Multi-Channel

Complaint Tracking

Compliance Tracking

Contact Database

Contact Management

Contract/License Management

Conversational intelligence

CRM

CTI (Computer Telephony Integration)

Customer Database

Customer Experience Management

Customer history

Customer profiles

Customer Segmentation

Customizable Fields

Customizable Forms

Customizable reports

Customizable templates

Dashboard

Data import and export

Data Management Projects

Data Visualization

Discussions/Forums

Document Classification

Document generation

Document Management

Donor Management

Electronic Signature

Email Management

Email Marketing

Employee Activity Tracking

Event management

Expense Tracking

Feedback Management

File Conversion

File sharing

Forecasting

Full-text search

Fundraising Management

Gantt/Calendar Overview

Implementation customer and asset matching

Incident Management

Instant messaging

Insurance Industry Features

Interaction Tracking

Issue Tracking

IVR

Kanban Board

Knowledge Base Management

Lead Entry

Lead Management

Lead nurturing

Lead qualification

Lead Segmentation

Marketing Automation

@mentions

Milestone Tracking

Modeling and simulation

Multiple projects

Opportunity Management

Patient Communications

Performance Management

Personalization

Phone Support Management

Predictive modeling

Preventive and corrective action software

Prioritization

Problem management

Project Management pipelines

Project Tracking

Prospecting tools

Quality Assurance

Quotes

Referral Tracking

Relationship Tracking

Release Management

Reminders

Remote Assistance

Reports and analytics

Reports and statistics

Resource management

Sales Approval

Sales forecasting

Sales pipeline management

Sales reports

Scheduling

Screen sharing

Secure Data Storage

Segmentation

Self-service portal

Service Agreement Management

Shared Contacts

SMS messaging

Statistical Analysis

Support ticket management

Support Ticket Tracking

Surveys & Feedback

Tagging

Task management

Team Collaboration

Territory management

Third-Party Integrations

Time and Expense Tracking

Trend Analysis

Video Conferencing

Visual Analysis

Volunteer Management

Waiting List Management

Workflow Management

Looking for another solution?

Use our smart search engine to find the perfect tool for your needs.

Find my ideal tool