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
Digital human assistant that runs admin work across your inbox, calendar, CRM, and documents
Sales records, quote preparation, and contract follow-up in a shared CRM
Contact CRM with an owned-software route and hosted alternatives
Multichannel AI communications platform for voice, text and email that books appointments and writes back to your CRM.
Real-estate CRM with rules-based assignment and response-aware action plans
AI phone system for answering calls, booking meetings, and syncing with your CRM.
AI that delivers real work for your customers on top of your product.
Connect WhatsApp numbers to your CRM and manage chats in one shared inbox
AI layer for diagnostic labs to interpret results and automate workflows
AI notetaker that records, transcribes and summarizes meetings.
AI sales agent that finds leads and books meetings
Data integration, quality, and analytics for AI-ready data
Bloks is software for financial advisors that captures meetings, emails, and documents and keeps client records current.
Qualify inbound prospects, route them to the right representative, and book meetings in the same flow.
Organize .NET unit and integration checks with test attributes, assertions, and async test methods.
Sales CRM with role-controlled deal edits and a continuing free edition
Sales pipelines with lead routing and Freddy AI assistance
Prospect searches and list enrichment with connected CRM delivery
Insurance deal pipelines with agent-specific follow-up automation
B2B CRM activities that connect tasks and emails with a sales-process step
Account-based sales prioritization with weighted engagement signals and predictive scoring
Lead cards with distinct qualification, pipeline and follow-up controls