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
AI-infused customer engagement and marketing automation platform with a built-in CDP.
Customer records and sales follow-up with tailored calendars and permissions
Configurable customer records and workflows with role-specific views and industry setup
Customer history and sales work connected to website inquiries
Connect product feedback with customer context and repeatable analysis.
Connected revenue records with configurable sales workflows
Customer history and sales follow-up connected with quotations and invoicing
Customer records and sales deals with project, owner and currency filters
Shared customer and deal work with connected appointment and support tools
Sales pipelines and customer history with hosted or on-premise access choices
Customer records and lead conversion with configurable sales and delivery work
Analyze customer feedback with shared filters, themes and original quotes.
Publish multilingual customer-support articles with approval and self-service search workflows.
Read customer feedback alongside the accounts and business issues behind it.
Event-based customer journeys built on a shared customer-data platform
Customer advocate communities for contributions, references and shared content
Create internal or customer-facing documentation with access controls, search, and reporting.
Customer-data-led campaigns using real-time triggers and dynamic message content
Give customer-service teams searchable, guided knowledge for consistent support.
Shared customer records with stage-specific deal work
Shared customer history, sales pipelines, and follow-up tasks for growing teams
Configurable customer workflows across sales, marketing, and service
Manage customer invoices and supplier bills on Windows