Wir helfen Unternehmen in der Schweiz
seit 17 Jahren bei der Softwareauswahl

Was ist Efficy CRM?

Eine CRM-Lösung, die sich an deine Bedürfnisse anpasst.
Eine nutzerfreundliche und einfach zu bedienende Lösung, die an die Größe deines Unternehmens angepasst ist.
Mit der effizienten CRM-Lösung kannst du deine Geschäftsaktivitäten auf sehr strukturierte Weise ausbauen und weiterentwickeln: Dokumentenverwaltung/
Customer Relationship Management (CRM)/
Marketing-Kampagnenverwaltung/
Kontaktverwaltung/
Datenvisualisierung und -analyse/
Außendienstverwaltung und -motivation/
kollaboratives Projektmanagement/
Gamification-App

Wer verwendet Efficy CRM?

Efficy ist ein flexibles CRM, das für die entwickeltsten Bedürfnisse konzipiiert wurde. Das Datenmodell ermöglicht es dem Unternehmen, sich an den kompliziertesten Geschäftsprozess anzupassen, einschließlich Personalisierung und Cloud-Hosting.

Efficy CRM Software - 1
Efficy CRM Software - 2
Efficy CRM Software - 3
Efficy CRM Software - 4

Du bist nicht sicher, ob Efficy CRM das Richtige ist? Mit einer beliebten Alternative vergleichen

Efficy CRM

Efficy CRM

4.0 (90)
EUR 55.00
Monat
Kostenlose Version
Kostenlose Testversion
144
25
3.9 (90)
4.0 (90)
3.8 (90)
VS.
Startpreis
Preisoptionen
Funktionen
Integrationen
Benutzerfreundlichkeit
Preis-Leistungs-Verhältnis
Kundenservice
$ 9.00
Monat
Kostenlose Version
Kostenlose Testversion
467
34
4.5 (5’021)
4.3 (5’021)
4.4 (5’021)
Die grünen Bewertungsbalken geben an, welches Produkt gemessen an der Durchschnittsbewertung und der Zahl der Bewertungen am besten abschneidet.

Weitere gute Alternativen zu Efficy CRM

monday.com
Am besten bewertete Funktionen
Bestandsverfolgung
Mitarbeitermanagement
Produktkennzeichnung
Salesforce Sales Cloud
Am besten bewertete Funktionen
Für Vertriebsteams/ -organisationen
Gemeinsame Kontakte
Kundennachverfolgung
Bitrix24
Am besten bewertete Funktionen
Bestätigungen/Erinnerungen
Kundendatenbank
Kundenmanagement
Dynamics 365
Am besten bewertete Funktionen
Berichterstattung / Analyse
Kontakt-Datenbank
Rechnungserstellung
Microsoft Defender for Office 365
Am besten bewertete Funktionen
Berichterstattung / Analyse
Spam-Blockierung
Spam-Quarantäne
Microsoft SharePoint
Am besten bewertete Funktionen
Dokumentenmanagement
Filesharing
Werkzeuge zur Zusammenarbeit
SuiteCRM
Am besten bewertete Funktionen
Kalender-/Erinnerungssystem
Kontaktmanagement
Leadmanagement
ActiveCampaign
Am besten bewertete Funktionen
E-Mail-Management
Email-Kampagnen-Management
Marketing-Automatisierung
Sellsy
Am besten bewertete Funktionen
Kalender-Synchronisierung
Lead-Erfassung
Leadmanagement

Bewertungen über Efficy CRM

Durchschnittliche Bewertung

Gesamt
4.0
Benutzerfreundlichkeit
3.9
Kundenservice
3.8
Funktionen
3.9
Preis-Leistungs-Verhältnis
4.0

Nutzerbewertungen nach Unternehmensgröße (Angestellte)

  • <50
  • 51-200
  • 201-1’000
  • >1’001

Bewertungen nach Punktzahl finden

5
29%
4
49%
3
16%
2
4%
1
2%
Didier
Managing Director in Belgien
Bildungsmanagement, 2–10 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Efficy CRM provides access to your contacts, actions, projects with a link to your agenda

5.0 vor 7 Jahren

Kommentare: To get all information needed in a single software.
It helped be get better organised.

Vorteile:

Ready to use CRM with all functions included. I am giving Soft Skills training and I am working with a lot companies with different type of contact within the company (HR, project manager, Team manger, and workers). Efficy allows me to keep track of each action, meeting or training day thanks to the link and direct access to the action list and agenda. Furthermore it allows me to sort my activities within the Sales opportunity manager and the Project manger so that I can have a clear view on all my upcoming activities. I can access my database from anywhere using any king of devices (laptop, Ipad, cell phone). Not only my actual training types but the business (or private) interests of my contacts can be sorted in the Profile manager in order to send targeted emailing. There is no need to introduce too many data in the system as you can import your emails or send it directly from the application. All data can be exported in Excel, sorted directly on the screen (you can even design your own screen yourself thanks to the custom view editor). A powerful query system is also included to extract data as you wish.

Nachteile:

There are so many functionalities that you need someone to help you explore them all. It is sometime hard to know where to find the relevant information in order to use a more complex functionality.

Annelies
Marketing Director in Belgien
Chemikalien, 11–50 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

In Betracht gezogene Alternativen:

Efficient small to mid-size company CRM

4.0 vor 3 Jahren

Kommentare: FLuid, simple to use, easy to configure.

Vorteile:

Easy to deploy, many standard features that can be easily tweaked but not too many, very complete KPI module easy to deploy on your own.

Nachteile:

Not enough thought was put on multilingual environments (given that our software was developed in France before this company merged with Efficy).

Antwort von Efficy

vor 3 Jahren

Hi Annelies and thank you for your review Ease of deployment is one nice advantage of our solutions. And concerning multilingual features, I think you're speaking about INES CRM which wasn't completely multilingual, you're 100% right. For you to know, Efficy CRM is now available in 23 languages, even with non roman alphabets. Thanks again and see you soon ;-) The Efficy Team

Pauline
Managing Director in Belgien
Eventservice, Selbstständig
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

even the very smallest can benefit from Efficy.

3.0 vor 12 Monaten

Kommentare: Efficy keeps my company's contacts updated and in the right place ( I am entering accordingly otherwise it does not work). The back up service (the efficy support team) is always available and helpful.In a nutshell: I feel save , I don't need to be afraid about loosing what's professionally important to me.

Vorteile:

Working alone, Efficy became my personal assistant: Efficy is my secretary who reminds me about the things I must follow up and keep an eye on.

Nachteile:

As a small company, I've kept my Efficy simple and therefor did hardly encounter issues that I don't like.

Antwort von Efficy

vor 12 Monaten

Thank you Pauline for this very nice review. Your review is the reason why we keep doing our job: making entrepreneurs happy and support them in their daily growth. I'll forward this message to the team :-)

Mark
Project Manager in Niederlande
Verpackung und Container, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 1 Jahr
Herkunft der Bewertung

Efficy is more than just an application to use for CRM. Also able to improve business processes.

4.0 vor 7 Jahren

Kommentare: Knowledge.
Less independent from people / departments.
Increasing speed in commercial processes.
Mutual goals spread out through the company.
Output more professional.
Better developed marketing instrument.

Vorteile:

The integration with your email programm. So this makes it extremely easy to store the most useful information about the companies you work with. Customers, suppliers, influencers, etc. Efficy is extremely flexible in connecting subjects (all kind of subjects) to each other in order to create a mutual insight in the matters you are dealing with. To store data is one thing, but to make information from that data is another one. Efficy enables you to extract and create views that you haven't been aware of before using Efficy. By using and defining the different opportunities, we have experienced that Efficy supports and improves different business processes. For instance a Project with different companies, and contacts, multiple internal Efficy users, requiring adequate documentation, can be well supported with different Efficy functionalities. Communication and sharing information is Always a difficult part of the working process, in all circumstances. Efficy is very helpful to close the circle.

Nachteile:

Efficy is very flexible, it often offers many different ways to receive your goal. This makes it sometimes difficult for users to explain the steps that have to be taken. If a user gets more experienced and has the confidence in using Efficy, this flexibility becomes an asset. We have focussed on one solution in our education programm. The faster learning users were asked to take notice of this in order to avoid confusion.

Jean-Philippe
Project manager in Schweiz
Freizeit, Reisen & Tourismus, 51–200 Mitarbeiter
Verwendete die Software für: Mehr als 2 Jahre
Herkunft der Bewertung

Much more than a CRM, it is a complete product to manage "knowledge" within your company

4.0 vor 7 Jahren

Kommentare: - better communication within the company
- better process in place to manage information
- better sales activities

Vorteile:

We have been implementing this tool in 2011. we have 5 different departments with 5 different needs and we have with Efficy to help our different needs. - amazing flexibility to customize your own process, fields, lookup etc... - very good presentation. "flat" design straight to the point. - good communication with the supplier to move forward your project. If you are looking for a tool that will support different specific needs from sharing information, dealing with sales needs, managing pool of pictures, you will make the right choice with this tool. We had also the possibility to "feed" more than 80% of our website with information coming directly from Efficy (text, pictures, profiles, etc..). Great tool

Nachteile:

The great flexibility is sometimes "challenging" in the sense that due to the fact that we can add so many features... sometimes it could disturbing for the users and for the project manager to follow.