What it does
efficy CRM brings leads, opportunities, quotes, contracts, forecasts and customer service into a configurable platform. Its sales tools keep customer exchanges with the next appointment and commercial document. Per-user subscriptions cover sales, service or a broader customer process, with a tailored estimate arranged through a consultation.
For a field salesperson, the useful connection is between the appointment, earlier exchanges, quote and next follow-up. efficy keeps these in the customer record and supports workflows and agents that act on that context. A shared opportunity forecast then draws on the team's sales stages.
Scope the subscription
| Package | Main scope |
|---|---|
| Sales | Prospecting and sales through closing |
| Customer Service | Customer-service work |
| All-in-one | Sales, service and marketing |
| Custom & Intelligent | A customized CRM arrangement with further intelligent tools |
The pricing page quotes monthly amounts per user. Request a meeting starts a consultation that produces a package recommendation and an estimate for the required users. Bring the customer process and participating roles to that discussion, since a sales-only setup and a combined sales/service workspace cover different work.
Strengths
- Customer context connects sales activity with quotes and follow-up
- Packages can scope sales, service, or a broader customer process
Best for
- Organisations tailoring shared sales and service processes around their own customer data
Sources
- efficy CRM pricing and access (Oct 27, 2026)
- efficy commercial sales workflow (Oct 27, 2026)
- Efficy CRM — Grow Your Business with a Powerful All-in-One CRM (Oct 25, 2026)