efficy CRM
efficy.comConfigurable sales and customer-service processes with connected AI-assisted work
Configurable sales and customer-service processes with connected AI-assisted work
A sales pipeline workspace with activities, deadline indicators, and reporting
Prioritize account lists while separating data credits from predictive scores
Business email discovery with verification statuses and list exports
Sales content and value-selling tools with modular learning and coaching
AI cold email outreach with personalization and warm-up
Sales pipelines connected to Gmail and other customer channels
Customisable sales records with inbox sync, no-reply reminders, and workflow rules
Sales opportunities with guided stages, suggested actions and visible predictions
Outbound sales calling, prospect research and coaching in a shared workspace
Sales pipelines and customer history with hosted or on-premise access choices
AI sales assistant that runs voice and text conversations
Real-estate relationship reminders that adapt as a contact moves through the pipeline
US sales tax reporting, calculation and optional automated return filing
Turn connected sales into tax invoices, threshold alerts and filing reports
Sales pipelines with lead routing and Freddy AI assistance
Sales records and rule-based assignment for incoming leads, opportunities, and tasks
Visual sales pipelines with activities and email context
Sales visit plans with route or customer assignments and recurring schedules
Sales records with configurable lead qualification and related opportunity creation
Sales competitions with explicit metrics, participants and publishing controls