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Efficy CRM

5,01 review CRM system
  • Freelancer
  • Start-up
  • SMEs
  • Mobile app

from € 17,50 / month

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Unique Selling Points
  • Easy to use
  • Flexible to set up
  • Free upgrades
Software info

Efficy offers a tailor-made CRM solution for every business to optimise your customer relationship management. Whether you are a start-up, an SME or a corporate, Efficy CRM can be fully adapted to your own working environment, needs and software packages. It can be installed either in the cloud or in your own business environment. Thanks to free upgrades and migrations, Efficy grows with you.

Following the acquisition of PerfectView, Efficy is the CRM specialist in the Netherlands. Our mission is to help every business succeed by helping it turn its customer data into customer knowledge, while simplifying the work of its employees.

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Efficy CRM features

  • Invoicing
  • Quotations
  • Lead management
  • Project management
  • Creating an email campaign
  • Cloud
  • File management
  • Mobile app
  • Recording customer notes
  • Categorising relationships
2 - 10 employeescheck
11 - 25 employeescheck
26 - 50 employeescheck
51 - 75 employeescheck
76 - 100 employeescheck
101 - 150 employeescheck
151 - 200 employeescheck
201 - 250 employeescheck
251 - 300 employeescheck
301 - 350 employeescheck
351 - 400 employeescheck
401 - 500 employeescheck
500 or more employeescheck
1 employeecheck
i Balance sheetremove
Balance sheet
Gives insight into a company's assets, equity and debts.
i Benchmark remove
Benchmark
Your own figures can be compared with the industry.
Utilisation rate reportsremove
i Emergency registrationremove
Emergency registration
Generating a report of who is on the company premises.
i Calculating scenarios remove
Calculating scenarios
Drawing up forecasts based on different future scenarios.
i Drillthrough remove
Drillthrough
Option to click through on a chart for a detailed view.
i Financial ratiosremove
Financial ratios
Reports on financial ratios such as liquidity, solvency and profitability.
i HR reportsremove
HR reports
Gives insight into HR-related reports. Think, for example, of the male/female ratio and age structure.
i Cash flow statementremove
Cash flow statement
Gives insight into the cash flows within a company.
i Cost centre reportsremove
Cost centre reports
Results can be displayed per department or branch.
Cost forecastsremove
i Employee productivityremove
Employee productivity
Insight into the productivity of employees and/or teams.
i Revenue forecastscheck
Revenue forecasts
Use the software to make forecasts relating to revenue.
i Revenue reportscheck
Revenue reports
Reports on revenue from different product and/or service categories.
i Revenue reports per employeecheck
Revenue reports per employee
Reports on revenue from different product and/or service categories per employee.
i Revenue distribution of customer portfoliocheck
Revenue distribution of customer portfolio
Gives insight into revenue per customer and/or customer group.
i Work-in-progress positionremove
Work-in-progress position
Insight into the work-in-progress position overall and/or per project.
i Training reportsremove
Training reports
Gives insight into training-related reports. Think, for example, of attendance rates and pass rates.
i PDP reportsremove
PDP reports
Overviews of employees relating to objectives, competencies and development.
Forecast balance sheetremove
Forecast cash flow statementremove
Forecast profit and loss accountremove
Project resultscheck
i Profit and loss accountremove
Profit and loss account
Gives insight into a company's revenue and costs.
i Absence reports remove
Absence reports
Gives insight into leave and absence figures.
i Invoicingcheck
Invoicing

Creating and sending invoices with the CRM system. This gives you all the important information about your customer and your invoicing in 1 place.

i Quotations check
Quotations

Quickly and easily draw up error-free quotations yourself with the CRM system. This automatically puts customer data from the CRM system onto a quotation.

i Lead managementcheck
Lead management
Digitalisation of the lead management process, in which the tasks of a sales opportunity are tracked automatically.
i Project managementcheck
Project management

Creating and managing projects with the CRM system. A project is a temporary execution of work with an intended result. For example drawing up an advisory report by a consultancy or a construction project by a construction company.

i Creating an email campaign check
Creating an email campaign

The ability to set up an email campaign with the CRM system. With an email campaign you send emails to a certain group of customers with a clear goal. For example providing information about your products or services. This makes it easy to build a relationship with (potential) customers.

i Cloudcheck
Cloud

The CRM system can be accessed via the cloud. This means you can work in the CRM system through the web browser. All information is therefore online and not somewhere on a computer or server.

This means you always have all your important information and files with you, anywhere. All you need is an internet connection.

i File management check
File management

With file management you store all important details of relationships in the CRM system. This way everyone can consult important customer data anywhere and at any time.

i Mobile appcheck
Mobile app

With a CRM system via a mobile app it is possible to arrange CRM matters anywhere and whenever you want. This is especially handy when you are on the move and need additional information from a (potential) customer.

i Recording customer notescheck
Recording customer notes

Recording internal customer notes in the CRM system. This gives everyone insight into what is going on with a customer and who last had contact with the customer.

i Categorising relationshipscheck
Categorising relationships

Categorising customers into different customer groups in the CRM system. This gives you an overview of the different types of customer groups in your organisation.

i Backupscheck
Backups
A backup of all data is made on a separate server.
i IP address securitycheck
IP address security
Users can only access the software if the correct IP address is recognised.
i Data storage in Europe check
Data storage in Europe
The data is stored in Europe.
i Flexible user rights check
Flexible user rights
It is possible to give employees/users different user rights.
i Single Sign On (SSO)check
Single Sign On (SSO)
Allows users to log in once, after which they automatically get access to multiple applications.
i Two-factor authenticationcheck
Two-factor authentication
Two-factor authentication is an extra layer of security when logging in to the software. For example a password and an SMS verification.
i Healthcarecheck
Healthcare
Examples: GPs, physiotherapy, speech therapy, mental healthcare (GGZ), dietetics, exercise therapy, skin therapy, haptotherapy, osteopathy, occupational therapy and podiatry.
i Construction and installationcheck
Construction and installation
Examples: construction companies, painting companies, installation companies and insulation companies.
i Facility servicescheck
Facility services
Examples: cleaning companies and security companies.
i Hospitalitycheck
Hospitality
Examples: restaurants, bistros and cafés.
i ITcheck
IT
Examples: software developers and website developers.
i Social servicescheck
Social services
Examples: social workers and voluntary work.
i Retailcheck
Retail
Examples: supermarkets, retail trade and craft businesses.
i Pharma and chemicalscheck
Pharma and chemicals
Examples: manufacturers of medicines and the chemical industry.
i Accountancycheck
Accountancy
Examples: accountancy firms and bookkeeping firms.
i Agricultural sectorcheck
Agricultural sector
Examples: agriculture and horticulture.
i Automotivecheck
Automotive
Examples: garages and car dealers.
i Educationcheck
Education
Examples: educational institutions, childcare and training institutes.
i Tradecheck
Trade
Examples: wholesalers and trading companies.
i Industrycheck
Industry
Examples: mining and the metal industry.
i Logisticscheck
Logistics
Examples: distribution centres and transport companies.
i Mediacheck
Media
Examples: broadcasters, radio stations and content development.
i Online servicescheck
Online services
Websites where a product or service can be purchased.
i Petroleum marketcheck
Petroleum market
Examples: petrol stations and oil refineries.
i Productioncheck
Production
Companies that make a physical product. For example clothing production, tool production and food production.
i Recreationcheck
Recreation
Examples: holiday parks, hotels, theme parks and museums.
i Temporary staffingcheck
Temporary staffing
Examples: temporary employment agencies and secondment agencies.
i Real estate sectorcheck
Real estate sector
Examples: housing associations and estate agents.
i Governmentcheck
Government

Examples: ministries, water boards, provinces, municipalities, the UWV (Employee Insurance Agency), the police and institutions with a public task.

i Business servicescheck
Business services
Examples: consultancies, marketing agencies and law firms.
€1 to €5remove
€5 to €10remove
€10 to €25remove
€25 to €50remove
€50 to €75remove
€75 to €100remove
€100 or moreremove
i Visitor registrationcheck
Visitor registration
Visitors can be registered using the software.
i Communication via softwarecheck
Communication via software
Within the software it is possible to communicate about internal and external documents.
Sharing news itemscheck
i Internal chatcheck
Internal chat
Internal chat function for chatting with colleagues.
i Logcheck
Log
Overview of who performed which actions and when.
i Online calendarcheck
Online calendar
Plan and follow meetings, tasks and events for yourself and other colleagues.
i Process alertscheck
Process alerts
The software gives a notification when an important event occurs.
i Timelinecheck
Timeline
Involving employees in the organisation through a timeline, where they can share content themselves, like posts and leave comments.
i Contract managementcheck
Contract management

With contract management for customers you can record important contract details. Based on these contract details, the CRM system automatically keeps track of contractual provisions. For example, you can get a notification when the term of a contract expires.

i Email integration check
Email integration

Sending and receiving emails from the CRM system using well-known email programs such as Outlook and Gmail.

i Customer history insightcheck
Customer history insight

Insight into the sales/rental history of customers in the CRM system.

i Customer portalcheck
Customer portal

With a customer portal the relationship has access to their own customer environment in the CRM system. This lets the customer, for example, contact your company, change important details or look up information.

i KvK integration check
KvK integration

Creating relationships via a direct Chamber of Commerce (KvK) integration. This lets you search for relationships in the KvK database and take over their details directly in the CRM system.

i Multiple contactscheck
Multiple contacts

The CRM system can set up multiple contacts per relationship. If an employee is absent, it is quickly clear who else is in contact with the relationship.

i Scanning business cardscheck
Scanning business cards

Despite the digital age, in certain industries a lot of business cards are still used. They are exchanged frequently at conferences, trade fairs or other important appointments. As a result your desk drawer sometimes ends up overflowing with business cards. You would rather not throw them away because a card may still come in handy. Some CRM systems make it possible to scan business cards. This lets you easily keep important details of your relationship and you no longer risk losing them. It also saves an overfull desk drawer.

i Managing debtors remove
Managing debtors
Overview of the invoices that have not yet been paid and easily carrying out follow-up actions on them.
i Payment reminders remove
Payment reminders
It is possible to send a payment reminder or formal demand once the payment term has expired.
i Payment arrangementremove
Payment arrangement
Use the software to set up a payment arrangement for a customer who does not pay their invoices. With this function you can start a debt collection process yourself and charge collection costs for it, without needing a debt collection agency.
i Cash forecasting remove
Cash forecasting
Estimating whether a debtor is going to pay based on data in the software.
i Debtor fileremove
Debtor file
The software keeps a file on a debtor. This can also be handed over to a bailiff.
i Debtor notesremove
Debtor notes
It is possible to make internal notes for colleagues per invoice. This way everyone knows what is going on with a debtor.
i Dialogue at invoice levelremove
Dialogue at invoice level
With this function debtors can enter into an online dialogue about an invoice. Debtors quickly and easily post a response to an invoice. They can indicate, for example, why payment has not yet been made and when they will pay.
i Bad debt invoiceremove
Bad debt invoice
Automatically settling bad debt invoices in the VAT return.
i Applying VAT ratesremove
Applying VAT rates
Invoicing with the relevant VAT rates.
i Saving draft invoicesremove
Saving draft invoices
Easily save draft invoices and finish them later.
i Credit notescheck
Credit notes
Generating credit notes and sending them.
i Own house style on invoicescheck
Own house style on invoices
It is possible to design the invoices entirely yourself based on a house style.
i Scheduling invoicesremove
Scheduling invoices
Automatically sending invoices at scheduled times.
i Invoicing in multiple languagescheck
Invoicing in multiple languages
The option to set a different language or add an extra language for invoicing abroad.
i Invoicing with subscriptions check
Invoicing with subscriptions
It is possible to invoice periodically via subscriptions.
i Invoicing at a fixed pricecheck
Invoicing at a fixed price
Invoicing with an (agreed) one-off price for a product or service.
i Invoicing with tiered pricingremove
Invoicing with tiered pricing
Adding tiered pricing to products or services and easily invoicing this to customers. This rewards customers for buying several products or services.
i Invoicing by customer group remove
Invoicing by customer group
Sending invoices per customer group. For example invoicing a certain sector or invoicing customers with whom a different arrangement has been made.
i Using invoice templatescheck
Using invoice templates
Using preset invoice templates.
i Invoicing with iDEALremove
Invoicing with iDEAL
Adding the payment option "iDEAL" to an invoice.
i Discounts and totalsremove
Discounts and totals
Showing discounts and (sub)totals on an invoice so that customers get a better overview of the pricing.
i Cost types on invoiceremove
Cost types on invoice
Including registered cost types (automatically) on the invoice. Cost types are, for example, personnel costs and costs of raw materials and consumables.
i Invoicing based on post-calculationremove
Invoicing based on post-calculation
Invoicing based on post-calculation. Post-calculation is a calculation after the fact. Once the work is done, you calculate what the production of a product really cost or what a delivered service really cost.
i Online invoiceremove
Online invoice
The invoice can be opened and paid via the web browser.
i PayPal on the invoiceremove
PayPal on the invoice
Adding the payment option "PayPal" to an invoice.
i Periodic invoicingcheck
Periodic invoicing
Invoicing periodically according to a period you set yourself.
i Self-billingremove
Self-billing
With self-billing you have suppliers and external contractors invoice you in line with your specifications. This means the check takes place first and only then is the invoice sent. This makes sure you get a correct invoice that fully meets your wishes.
i Adding an attachmentremove
Adding an attachment
Adding an extra attachment to an invoice. For example an attachment with extra information about the service delivered.
i UBL invoicingremove
UBL invoicing
It is possible to create a UBL (Universal Business Language) invoice. UBL is a standard format for electronic invoicing and makes it possible to send invoices from one accounting package to another.
i Creating a consolidated invoiceremove
Creating a consolidated invoice
Easily create a consolidated invoice with the software. Consolidated invoices are invoices drawn up after delivery. Instead of an invoice being drawn up after each individual delivery, one invoice follows for all deliveries in a period of time.
€0remove
€1 to €100remove
€100 to €500remove
€20.000 or moreremove
€5.000 to €20.000remove
€500 to €5.000remove
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i Complaint registrationcheck
Complaint registration
Registering internal or external complaints.
i Process descriptions remove
Process descriptions
Option to draw up and describe processes.
i Registering inspectionsremove
Registering inspections
Registering, for example, workplace inspections.
i Improvement proposalsremove
Improvement proposals
Submitting improvement proposals for a process.
i Work instructions remove
Work instructions
Drawing up and recording work instructions for processes.
i Terms and conditionscheck
Terms and conditions
Terms and conditions can be sent along (automatically) when sending a quotation.
i Own house style on quotationscheck
Own house style on quotations
Quotations can be designed entirely yourself based on your own house style.
i Online quotation dialoguecheck
Online quotation dialogue
Use the software to ask and answer questions online about the quotation.
i Grouping productsremove
Grouping products
Grouping products, items or services on a quotation.
i Discounts and totalscheck
Discounts and totals
Showing discounts and (sub)totals on a quotation so that customers get a better overview of the pricing.
i Converting a quotation into an invoice check
Converting a quotation into an invoice
A quotation can be converted into an invoice.
i Accepting a quotation online check
Accepting a quotation online
Approving a quotation digitally.
i Quotation templatescheck
Quotation templates
Using preset quotation templates.
i Quotation status overviewcheck
Quotation status overview
A simple overview of the status of all quotations: whether they have been approved, rejected or are awaiting a response.
i Showing 3D visualisationsremove
Showing 3D visualisations
The software can show 3D visualisations of products.
i From quotation to contractcheck
From quotation to contract
Option to convert accepted quotations into contracts.
i From quotation to projectcheck
From quotation to project
Converting the quotation into an order, work order or project so that employees can get started straight away.
i Version controlcheck
Version control
Easily draw up a new version of the quotation for the customer.
i Pre-calculationremove
Pre-calculation
Use the software to make a pre-calculation for drawing up a quotation.
i API check
API
An API (in full: application programming interface) is a foundation on which computer programs can communicate with each other.
i Sandboxremove
Sandbox
A test environment within the software in which functionalities or actions can be tested.
i Serverremove
Server
The business software can be installed on your own server.
i Self-learning softwareremove
Self-learning software
The software works with one online platform. This means that all information used to recognise documents from one customer is immediately available for all other customers as well.
i Subscriptioncheck
Subscription
Paying a recurring amount for the software. This is often per month, quarter or year. Software suppliers often offer a discount when you pay annually.
i One-off paymentremove
One-off payment
With this you only have to pay an (agreed) amount once for the software. You may still have to take out a maintenance contract for it.
i Freemiumremove
Freemium
With freemium the software can be used for free. If you want to use more options, you have to pay for them. Examples of freemium products are Spotify and YouTube.
i Free trial accountremove
Free trial account
It is possible to test the software for free using a trial account. This is for a limited period, often between 7 and 30 days.
i On requestremove
On request
The prices of this software are available on request. These prices are usually tailored to your company.
i Per unitremove
Per unit
Paying for the software when you actually use it. For example paying per quotation drawn up, per invoice, per transaction, per signed document, etc. With this pricing model you are not tied to recurring costs when you do not use the software.
i Budget monitoring check
Budget monitoring
Managing and monitoring the budget per assignment, task or project. This lets you spot problems early and, if necessary, adjust the project.
i Purchase invoices on projectsremove
Purchase invoices on projects
Easily place a purchase invoice under a project to keep a good overview of the costs.
i Project templatescheck
Project templates
Using project templates in which the structure and phasing are set up in advance. This saves time and prevents errors when setting up a project.
i Project templatescheck
Project templates
Designing your own project templates.
i Planning projectscheck
Planning projects
Creating schedules for projects.
i Project phasescheck
Project phases
Dividing the work in projects over different project phases.
i Rate structurecheck
Rate structure
Setting different rates per employee or discipline.
i Team managementcheck
Team management
Linking employees to projects or putting together project teams per project.
i Time tracking check
Time tracking
Insight per project into whether agreed deadlines are being met.
i Analyse conversions check
Analyse conversions
This gives you immediate insight into which actions have led to leads and you gather knowledge to make your next actions even more effective.
i Live chatcheck
Live chat
Chat with visitors to your website to increase conversions.
i Outstanding vouchersremove
Outstanding vouchers
Insight into outstanding vouchers, gift vouchers and credit vouchers.
i Personalisationcheck
Personalisation
Personalising the content of messages based on the customer's interests.
i Q&A knowledge baseremove
Q&A knowledge base
A knowledge base with frequently asked questions and answers on the website.
i Dividing the sales process into phasescheck
Dividing the sales process into phases
Dividing the sales process into different phases to keep an overview of the sales process.
i Loyalty programmes remove
Loyalty programmes
The software offers the option to set up loyalty programmes for customers.
i Vouchersremove
Vouchers
Vouchers, gift vouchers and credit vouchers that you issue yourself.
i Trackingremove
Tracking
Receiving notifications when a customer views an email or quotation.
i Analysis and reportingremove
Analysis and reporting
Reporting software provides automatic, valuable insights into your business by linking multiple data sources together.
i Deliveryremove
Delivery
With delivery software you use software to organise your own meal delivery.
i Accountingremove
Accounting
With accounting software you automate your company's financial housekeeping by digitally keeping track of and accounting for all purchases, bank transactions and sales.
i CRMcheck
CRM
CRM software stands for Customer Relationship Management software and helps companies manage relationships. These are, for example, customers, suppliers or other partners. With CRM software you have an overview of your entire customer portfolio and insight into what is going on with a customer.
i Accounts receivableremove
Accounts receivable
Accounts receivable management is the policy a company follows with regard to its debtors, also known as credit management. The aim is to make sure outstanding invoices are paid. Having a good debtor policy also ensures that you can pay your own bills on time.
i Expense claimsremove
Expense claims
Expense claim software makes the process of claiming expenses simple and fully digital. With a mobile app, employees claim payments and expenses from their employer. Keeping receipts, checking them or processing them in the accounts is no longer necessary. When employees pay for a business lunch or fuel costs, they take a photo of the receipt with the mobile expense claim app. The software automatically links the receipt to the financial transaction and, after checking, books it into the financial administration with one click.
i Digital signingcheck
Digital signing
With digital signing software you place a digital signature under a digital document. This is an electronic version of the physical signature with pen and paper. It lets customers, suppliers, employees and other parties sign your documents easily and quickly.
i Document managementremove
Document management
With document management software, all documents in a company are stored centrally. The software makes sure these documents are easy to find, that employees can work on documents at the same time and that new versions are saved automatically.
i EHRremove
EHR
With EHR (electronic health record) software, medical patient data is stored and made available in digital form. Patients can get access to the record to, for example, schedule appointments or supply or request information about ongoing treatment.
i ERPremove
ERP
ERP stands for “Enterprise Resource Planning” and is also called “all-in-one” software. ERP software digitises multiple business processes, with all employees working from one system and all information flows stored in one database.
i Invoicingremove
Invoicing
Invoicing software helps with creating, tracking and sending digital invoices. You can see exactly which invoices have been sent and which have been collected. With invoicing software you can send invoices directly from the system to customers. You can create your own layout, with the software taking into account all the legal requirements a digital invoice must meet.
i Invoice processingcheck
Invoice processing
Invoice processing software supports companies throughout the entire process of digitally processing purchase invoices, sales invoices, receipts and other documents. Invoice processing software automatically reads the relevant data from an invoice.
i Taxremove
Tax
Tax software reduces the administrative burden of a tax return by making it faster and easier.
i Flexible payrollremove
Flexible payroll
With flexible payroll software, employees decide for themselves when they get their salary paid out. This means employees no longer have to wait until the end of the month.
i Helpdeskcheck
Helpdesk
A helpdesk is a location or person where questions can be asked, faults can be reported or advice can be obtained about a certain product or service.
i HRMremove
HRM
HRM software stands for Human Resource Management software and automates HR matters such as requesting leave, expense claims and equipment on loan. It also keeps the personnel file up to date, such as contracts, appraisals, payslips and other important forms.
i Integration softwareremove
Integration software
With integration software you connect software packages to each other yourself, with little or no programming experience. This software offers ready-made building blocks to easily link mobile apps, cloud applications and on-premise packages to each other.
i Annual accountsremove
Annual accounts
Annual accounts software is for preparing and compiling financial reporting. The software has been developed for accountants and/or financial professionals.
i POSremove
POS
POS software, also called a POS system, digitises the checkout process in a shop or hospitality venue.
i Quality managementremove
Quality management
Quality management software focuses on controlling and optimising business processes, with the aim of making errors and waste visible and continuously improving products and services.
i Quotationremove
Quotation
With quotation software you quickly and easily draw up error-free quotations with unique features, such as multiple house styles, interactive elements and handy statistics.
Training managementremove
i Staff schedulingremove
Staff scheduling
Staff scheduling software makes scheduling staff easier and faster, to find the right balance between staffing needs and staff availability. With staff scheduling software you create a clear work schedule online based on, for example, availability and budgets. Employees always have access to the work schedule via a mobile app.
i Process managementremove
Process management
Process management software is used to clearly map, evaluate and optimise all processes within a company.
i Product configurationremove
Product configuration
Configure Price Quote (CPQ) or product configurator software helps companies easily create quotations based on fluctuating prices and varying costs. With (visual) product configuration software, companies can easily configure products that are easy to see through 2D and 3D visualisations. This software is often used in manufacturing, engineering and industrial environments.
i Production planningremove
Production planning
Production planning software helps companies schedule (production) work based on sales and expected sales orders. It takes into account available materials, delivery times, capacity and staff.
i Project managementremove
Project management
A project management tool helps companies set up, manage and steer projects. The aim of a project management tool is to bring structure to extensive work in which several disciplines often have to play a role.
i Recruitmentremove
Recruitment
With recruitment software it is possible to draw up multiple vacancies and profiles and match candidates to them. You also have a complete picture of all important characteristics of candidates.
i Bookingremove
Booking
With booking software you automate the booking process from the reservation on the website to the end of the visitor's stay. The software takes into account visitors' availability, wishes and requirements, as well as bookings via other tour operators.
i Mileage trackingremove
Mileage tracking
Mileage tracking software is a vehicle tracking system for mileage and trip registration. Vehicle trips are tracked live and kilometres are registered automatically.
i Payrollremove
Payroll
With payroll software you automate the entire process of paying your employees. Such as generating payslips, automatically filing the payroll tax return and automating the payment of all your employees.
i Salescheck
Sales
With sales software you automate the sales process from winning a customer to closing a deal and make it visible to the whole organisation. Communication with potential customers is easily tracked, so you never miss a deal again.
i Service managementremove
Service management
With service management software, customers or employees get in touch online to report a service task. The software then supports you in managing and scheduling these service tasks. This makes it possible to stay focused on your current work and then easily set priorities for your follow-up work.
i Talent managementremove
Talent management
Talent management software aims to make the best possible use of employees' potential and to develop it. To this end the software offers handy tools to make this process run as well and as efficiently as possible.
i Time trackingremove
Time tracking
With time tracking software, employees record the time spent on an activity. This gives you an overview of which work employees do and when they do it. Time can be recorded in minutes, hours or half-days.
i Absenceremove
Absence
With leave and absence software you have an overview and tools to deal with leave and absence in a targeted way, such as a medical file, a scheduling tool and leave and absence statistics.
i Inventory managementremove
Inventory management
With inventory management software the stock level is tracked and you receive a notification when a product needs to be purchased. It also keeps track of where a product is in the warehouse and makes it quick to find out how much a stock is worth. An inventory management system is also called a warehouse management system (WMS).
i Webshopsremove
Webshops
With webshop software you easily create your own webshop for your shop, and it is accessible to people with little technical knowledge and experience with web design.
i Work ordersremove
Work orders
Work order software helps automate work orders and everything that comes with them, such as scheduling, tracking and reporting service requests, dispatching employees to jobs and keeping track of service quality.
Chat with an employeeremove
Chatbotremove
Knowledge baseremove
Email/message via websiteremove
i Software democheck
Software demo

The software supplier gives a demonstration/explanation of the software's capabilities:

  • you get an (online) walkthrough and explanation of the software from the software supplier
  • Software demos can be requested without obligation
  • It is the best way to be sure whether the software suits your company
Telephone helpdeskremove
i Creating taskscheck
Creating tasks
Creating tasks per employee, supervisor and working group.
i External party login check
External party login
External parties can be given their own login to manage open tasks.
i Status of ongoing taskscheck
Status of ongoing tasks
Employees have insight into each other's tasks and their status.
i Task overviewcheck
Task overview
Overview of all open tasks.
i Assigning rolescheck
Assigning roles
The software makes it possible to set up different roles.
Arabiccheck
Germancheck
Englishcheck
Finnishcheck
Frenchcheck
Italiancheck
Mandarincheck
Dutchcheck
Norwegiancheck
Polishcheck
Portuguesecheck
Romanianremove
Russianremove
Spanishcheck
Tamilremove
Teluguremove
Czechremove
Turkishcheck
Swedishcheck
i SMEscheck
SMEs
Small and medium-sized enterprises. These are companies with at most 250 employees.
i Non-profitcheck
Non-profit
Examples: government bodies, charities, associations and foundations.
i Large companycheck
Large company
Companies with more than 250 employees.
i Multinationalscheck
Multinationals
A large enterprise with branches and employees in several countries.
i Start-upcheck
Start-up
A new entrepreneur or business.
i Foundationcheck
Foundation
A foundation is an organisation with a public-interest, social or idealistic purpose.
i Associationcheck
Association
An association is a collaborative body that pursues certain goals. Members pay a membership fee and can determine the board themselves. Examples of associations are sports clubs and student associations.
i Freelancercheck
Freelancer
Self-employed without staff (ZZP). This is a self-employed entrepreneur who has no employees.
Time trackingcheck
i Designing and adapting workflowscheck
Designing and adapting workflows
Designing and adapting workflows for an efficient work process.
i Workflow management check
Workflow management
Workflow management ensures an efficient work process by automating actions and tracking the status of these processes.
Efficy CRM integrations
See which systems the software integrates with
  • check Exact Online
  • check Gmail
  • check Chamber of Commerce
  • check Magento
  • check Mailcamp
  • check Mailchimp
  • check Microsoft Office
  • check Microsoft Outlook
  • check Twinfield
Prices
Pricing models:
Subscription i
Subscription
Paying a recurring amount for the software. This is often per month, quarter or year. Software suppliers often offer a discount when you pay annually.
Indicative cost from p/m:
€ 17,50
Why is this an indication?
Want to see the exact prices of Efficy CRM? Then click the button below:
Pricing models

Efficy CRM review

Write a review

Overall score

5,0 from 1 review
  • Security
    5,0
  • Ease of use
    5,0
  • Performance
    5,0
  • Value for money
    5,0
  • Software supplier service
    5,0

Sjoerd

  • 26 to 50 employees
  • Business services

Reviewed on 31-08-2022 16:55

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Description

Find out with SoftwareWatcher whether Efficy CRM suits your organisation. Read genuine reviews from users and experts and compare all the relevant software features. We give you an overview of all the software features relevant to your business processes. Efficy CRM has the following modules:

check CRM
check Digital signing
check Invoice processing
check Helpdesk
check Sales

With SoftwareWatcher you can find out how Efficy CRM saves you time. By digitising your organisation with Efficy CRM, you cut costs and bring structure to your organisation.

Compare Efficy CRM and get advice

Compare Efficy CRM with other software for your industry and company size. Based on software features and prices, you can quickly and easily see whether the software is right for you. SoftwareWatcher offers a simple selection guide, so you can choose the best software yourself even without any knowledge of software. Do you need advice on whether Efficy CRM suits your organisation? SoftwareWatcher's experts will be glad to help you further and advise you on your choice. We ask you the right questions and check whether the software suits you. This is free and without obligation. Want to know whether the software integrates with other systems in your organisation? In SoftwareWatcher's integrations overview you can see straight away whether the software integrates with your existing systems. Is your existing software not in the overview? Then other solutions are always possible. Contact the software supplier about this.

Efficy CRM demo or trial period

Would you like to get a real impression of Efficy CRM? You can often request a trial period or a software demo for this. With a trial period you get access to the software for a number of days and test for yourself whether it suits you. If you request a software demo, the software supplier explains the software to you. During a software demo you can ask all your questions about the software. This is how you find out the quality of the software. Are you looking for alternatives to Efficy CRM? SoftwareWatcher gives an overview of the best software alternatives. That way you know straight away which systems to compare with each other.

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Efficy CRM - frequently asked questions
check 1 employee
check 2 - 10 employees
check 11 - 25 employees
check 26 - 50 employees
check 51 - 75 employees
check 76 - 100 employees
check 101 - 150 employees
check 151 - 200 employees
check 201 - 250 employees
check 251 - 300 employees
check 301 - 350 employees
check 351 - 400 employees
check 401 - 500 employees
check 500 or more employees
check Subscription i
Subscription
Paying a recurring amount for the software. This is often per month, quarter or year. Software suppliers often offer a discount when you pay annually.
keyboard_arrow_down
check Turkish
check Norwegian
check Mandarin
check Swedish
check Dutch
check Portuguese
check Spanish
check English
check German
check Italian
check Polish
check French
check Finnish
check Arabic
check Software demo i
Software demo

The software supplier gives a demonstration/explanation of the software's capabilities:

  • you get an (online) walkthrough and explanation of the software from the software supplier
  • Software demos can be requested without obligation
  • It is the best way to be sure whether the software suits your company
check Government i
Government

Examples: ministries, water boards, provinces, municipalities, the UWV (Employee Insurance Agency), the police and institutions with a public task.

check Business services i
Business services
Examples: consultancies, marketing agencies and law firms.
check Healthcare i
Healthcare
Examples: GPs, physiotherapy, speech therapy, mental healthcare (GGZ), dietetics, exercise therapy, skin therapy, haptotherapy, osteopathy, occupational therapy and podiatry.
check Construction and installation i
Construction and installation

Examples: construction companies, painting companies, installation companies and insulation companies.

check Facility services i
Facility services
Examples: cleaning companies and security companies.
check Hospitality i
Hospitality
Examples: restaurants, bistros and cafés.
check IT i
IT
Examples: software developers and website developers.
check Social services i
Social services
Examples: social workers and voluntary work.
check Retail i
Retail
Examples: supermarkets, retail trade and craft businesses.
check Pharma and chemicals i
Pharma and chemicals
Examples: manufacturers of medicines and the chemical industry.
check Education i
Education
Examples: educational institutions, childcare and training institutes.
check Petroleum market i
Petroleum market
Examples: petrol stations and oil refineries.
check Real estate sector i
Real estate sector
Examples: housing associations and estate agents.
check Temporary staffing i
Temporary staffing
Examples: temporary employment agencies and secondment agencies.
check Accountancy i
Accountancy
Examples: accountancy firms and bookkeeping firms.
check Online services i
Online services
Websites where a product or service can be purchased.
check Trade i
Trade
Examples: wholesalers and trading companies.
check Recreation i
Recreation
Examples: holiday parks, hotels, theme parks and museums.
check Production i
Production
Companies that make a physical product. For example clothing production, tool production and food production.
check Media i
Media
Examples: broadcasters, radio stations and content development.
check Automotive i
Automotive
Examples: garages and car dealers.
check Agriculture sector i
Agricultural sector
Examples: agriculture and horticulture.
check Logistics i
Logistics
Examples: distribution centres and transport companies.
check Industry i
Industry
Examples: mining and the metal industry.
check SMEs i
SMEs
Small and medium-sized enterprises. These are companies with at most 250 employees.
check Start-up i
Start-up
A new entrepreneur or business.
check Freelancer i
Freelancer
Self-employed without staff (ZZP). This is a self-employed entrepreneur who has no employees.
check Association i
Association
An association is a collaborative body that pursues certain goals. Members pay a membership fee and can determine the board themselves. Examples of associations are sports clubs and student associations.
check Foundation i
Foundation
A foundation is an organisation with a public-interest, social or idealistic purpose.
check Large company i
Large company
Companies with more than 250 employees.
check Multinationals i
Multinationals
A large enterprise with branches and employees in several countries.
check Non-profit i
Non-profit
Examples: government bodies, charities, associations and foundations.
See the integrations for this
Yes

Efficy CRM alternatives

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