8.7
Spot Score
Efficy CRM Review: Is It The Right CRM Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
Free Trial Available
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Volkswagen
Vivest
Vanbreda
Bert and You
OctimeTrusted by many companies including Volkswagen
Overview
Pricing
Features
Buyer feedback
Alternatives
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What is Efficy CRM?
Efficy CRM Software provides you with everything you need to increase sales and boost productivity. With seamless integration to the Efficy e-commerce solution, this user-friendly CRM system includes all the features you need to streamline your operations, improve customer relations, and develop a winning business strategy.
Pricing
Free Trial available
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
Data residency:Global
Platform
Web + mobile app (iOS & Android)
Efficy CRM Software Demo
Efficy CRM was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider Efficy CRM
- Team types
- Freelancers / Consultants, Large Enterprises
Why teams choose Efficy CRM
Efficient integration with e-commerce platforms enhances sales.
User-friendly design makes it accessible for all team members.
Comprehensive features streamline various business operations.
Is Efficy CRM right for you?
What buyers should know before shortlisting Efficy CRM
Efficy CRM is a feature-rich platform that works across different company sizes and industries. Users report that the interface is intuitive, data organization is solid, and customization options are extensive.
The platform automates workflows, manages customer data, and supports email marketing campaigns. Mobile access is available, and the analytics tools provide measurable insights for decision-making.
Before shortlisting, verify three things in a demo: (1) whether the interface complexity matches your team's technical comfort level—new users report a steep learning curve when setting up advanced customizations, (2) the actual cost of add-ons relevant to your use case, as these can add significantly to the base price for smaller teams, and (3) integration requirements with your existing tools, since some connections may require custom development. Efficy includes lifetime upgrades in its pricing model and offers responsive customer support.
However, expect setup time for advanced features. Some users report occasional glitches during implementation.
Smaller firms should budget for add-on costs upfront rather than discovering them mid-deployment. Request a trial period long enough to test your specific workflows, not just the core interface.
Efficy CRM pros and cons
- Efficy CRM pros
Efficient integration with e-commerce platforms enhances sales.
User-friendly design makes it accessible for all team members.
Comprehensive features streamline various business operations.
- Efficy CRM cons
Customization may be limited for specific needs.
Initial setup might require some training.
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Start your free trial — no credit card required.
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What is the pricing of Efficy CRM?
Efficy CRM Pricing Plans
Starter
Minimum Users : 2
Sales
Mobile app
Dashboard engine (KPI)
Marketing (Option)
Show more +
SMB
Includes features of Starter plan, plus
Customer Service (Option)
Project management
Efficy designer (configuration tool for system administrators)
Enterprise
Includes features of SMB plan, plus
Customer Service
Gamification (Option)
Extranet (Option)
Corporate
Sales
Mobile App
Dashboard engine (KPI)
Marketing (Option)
Customer Service
Show more +
Efficy CRM reviews and ratings
What buyers like
- Accessible across devices, usable by staff with varying technical expertise.
- High degree of customization to fit specific business needs.
- Centralized customer data management improves tracking and workflows.
Common complaints
- The learning curve can be steep for new users due to the abundance of features and complex interface, often requiring additional training or support to onboard.
- The web interface and UI/UX design can feel outdated or overwhelming for newcomers, leading to initial usability challenges.
- Page loading times and occasional glitches disrupt smooth operation, with some reporting frequent errors or delays.
What users are saying
NR
NILENDRA R
05/28/24
"The CRM of the new age which helps you manage everything with a friendly Interface to navigate"
What do you like best about Efficy CRM? The ease to track everything from information to interaction in one place along with ease to reach out your ...
Read more
TB
Tapan B
01/10/24
"Very good"
What do you like best about Efficy CRM? It's more user friendly and efficient to use What do you dislike about Efficy CRM? The competitor in the ...
Read more
KG
Komal G
01/10/24
"The CRM software i really upon"
What do you like best about Efficy CRM? The user friendliness and customisable view is the USP o efficy CRM. For Project management email marketing ...
Read more
TA
Tushar A
01/10/24
"Great experience"
What do you like best about Efficy CRM? It was great using Efficy CRM, i would recommend to everyone What do you dislike about Efficy CRM? I din't ...
Read more
CS
Chetan S
01/10/24
"Easy to use and customizable CRM"
What do you like best about Efficy CRM? It is easy to use for my work, powerful and flexible. What do you dislike about Efficy CRM? Overall im really ...
Read more
RJ
Rupak J
01/10/24
"One stop solution for all your customer management needs"
What do you like best about Efficy CRM? Intuitive and user friendly platform for streamlining your business and customer relations. Also, the rich ...
Read more
- See if Efficy CRM fits your business
- Real pricing — no sales pressure
- A demo or quick answers, your call
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What are the features of Efficy CRM?
Call logging is the process of gathering, examination, and reporting technical and statistical data regarding phone calls. It excludes call…
Contact management refers to keeping, organizing, and managing information about your customers, prospects, and sales leads. In its most bas…
Customer support is a term used to describe services that assist customers in making the most cost-effective and proper usage of a product.…
Publishing data cards and boosting sales through promotional efforts are part of list management. Processing orders, organizing approvals wi…
Marketing automation is a technology used to assist marketing departments, and businesses promote more effectively across different internet…
A product catalog is a marketing tool that contains vital product information to assist buyers in making a purchasing choice. Product charac…
Project management is used to supervise a team's efforts to meet all project objectives while staying within budget. The information is desc…
A quote, also known as a proposal, is a document that establishes a contractual connection between two parties. A quote is a supplier's resp…
Efficy CRM security and data handling
Key compliance certifications and security features for IT and security teams evaluating Efficy CRM.
Certifications
Developer & data
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Efficy CRM Customers
Volkswagen
Vivest
Vanbreda
Bert and You
Octime
CAF
baw
Eyes-Road
fbi
DCF Lyon
Efficy CRM Support Options
Frequently Asked Questions About Efficy CRM
Common questions buyers ask before choosing Efficy CRM.
Efficy CRM is a CRM Software. Efficy CRM offers Quotes (Proposals), List Management, Customer Support, Marketing Automation, Project Management and many more functionalities.
Buyers commonly note the following limitations of Efficy CRM: Customization may be limited for specific needs.; Initial setup might require some training.; Pricing details are not readily available..
Some top alternatives to Efficy CRM includes Bigin by Zoho CRM, ClickUp, Zoho CRM, Freshsales and DigitalCRM.com.
Efficy CRM offers Free Trial, Subscription pricing models
The starting price is not disclosed by Efficy CRM. You can visit Efficy CRM pricing page to get the latest pricing.
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About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
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Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].