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Sobre Efficy CRM

O CRM Efficy se adapta às necessidades do cliente (e não o contrário). O CRM Efficy permite que você cresça e desenvolva sua atividade comercial.

Saiba mais sobre o Efficy CRM

Vantagens:

The integration with your email programm. So this makes it extremely easy to store the most useful information about the companies you work with.

Desvantagens:

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.

Notas do Efficy CRM

Pontuação média

Praticidade
3,9
Atendimento ao cliente
3,8
Recursos
3,9
Relação qualidade/preço
4,0

Probabilidade de recomendação

7,0/10

O Efficy CRM tem uma classificação geral de 4,0 em 5 estrelas com base em 90 avaliações de usuários no Capterra.

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Filtrar avaliações (90)

Didier
Managing Director, Bélgica
Gestão da educação, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

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

5,0 há 7 anos

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

Vantagens:

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.

Desvantagens:

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, Bélgica
Química, 11–50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Alternativas consideradas anteriormente:

Efficient small to mid-size company CRM

4,0 há 2 anos

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

Vantagens:

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.

Desvantagens:

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

Resposta do Efficy

há 2 anos

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, Bélgica
Serviços de eventos, Profissional autônomo
Usou o software para: Mais de dois anos
Fonte da avaliação

even the very smallest can benefit from Efficy.

3,0 há 7 meses

Comentários: 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.

Vantagens:

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.

Desvantagens:

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

Resposta do Efficy

há 7 meses

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, Países Baixos
Empacotamento e contêineres, 51–200 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

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

4,0 há 7 anos

Comentários: 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.

Vantagens:

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.

Desvantagens:

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, Suíça
Ócio, viagens e turismo, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

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

4,0 há 7 anos

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

Vantagens:

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

Desvantagens:

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.

Alejandro
Programme Executive, Bélgica
Gestão de organizações sem fins lucrativos, 11–50 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Great tool for team & task coordination

4,0 há 2 anos

Comentários: Better functionality within the team, as tasks are very well distributed and there is an awareness of what everybody is working on.

Vantagens:

The agenda is its most useful tool, which allows you to create, share and allocate different tasks across different colleagues. It is my preferred tool for task distribution within my team and beyond - allowing for outstanding micromanagement. It makes a very transparent and official gadget.

Desvantagens:

The client profiles are a bit of a headache to create at first, as it does not seem very intuitive - f.ex., everything involving creating and editing links. It does improve with time, however. Having "Male" as a predetermined gender choice, thus creating a bias that is difficult to overcome if many profiles must be created in a short period of time (i.e. making it more difficult to pay attention to each time the gender is selected). Making the choice non-binary would also improve the tool overall.

Resposta do Efficy

há 2 anos

Hola Alejandro, And thank you for your review. As you say, integration with Outlook for agenda and emails is super useful. Concerning your cons, thanks for giving us some feedback from the fields. Even if we're the first Efficy users, we can't think about everything. And I'll make sure our R&D teams get your comment on that. Co-creation is in our DNA. Thanks again The Efficy Team

Erwin
CIO, Bélgica
Seguros, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Review Curalia

4,0 há 7 meses

Comentários: Our experience is very positive. We use it mainly as CRM and workflow management to followup on our workload using tasks.

Vantagens:

The 360 view on your customers, the ability to select relations between the different entities.

Desvantagens:

Document management is not fluent en intuitively. You can link to all entities, still the creation of a document is complex. You need to go over the document container.

Resposta do Efficy

há 7 meses

Hi Curalia, And a genuinely thank you for this review !! Happy to read that your global experience is very positive. Concerning your feedback on our document management feature, let us tell you that our R&D team is working on improvements that will be visible in our next edition... Stay tuned ;-) The efficy Team

Stephen
UK Manager, Reino Unido
Plástico, 201–500 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Good system - but frustrating automatic features slow down usage

4,0 há 2 anos

Comentários: 4 out 5

Vantagens:

On stop shop for managing all customer data , projects and sales leads.

Desvantagens:

The crazy way it thinks you want to copy in numerous people for each task - and then have to physically de-select other users each time. Biggest issue is lack of effective cut and paste for UK addresses - post code comes before the end of the address necessitates too much typing when it could be automatically pasted in.

Resposta do Efficy

há 2 anos

Thank you Stephen for your comment. I guess it will help a lot of people to make their choice. Concerning the manual work you do, have you ever thought about using the mass update feature when you're on a list of actions? I think it could make the trick and help you save much time. Thanks again and see you soon The Efficy Team

Radek
Marketing Specialist, Tchéquia
Imobiliárias, 501–1.000 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Marketing Specialist

4,0 há 2 anos

Vantagens:

This software creates useful overview about sales process and tracking. Great options concerning data filtering.

Desvantagens:

Sometimes there are many options possible and you have to learn how to operate the right way.

Resposta do Efficy

há 2 anos

Hi Radek and thank you for your review. I see you've been using Efficy CRM for more than 2 years ow. You should be an expert now ;-) As you say, there are many features in our CRM. So possibilities are quite infinite. If, at some point, you're los, you can attend to one of our webinars. Just check our news section on the website and you'll see which topics we develop. https://www.efficy.com/news-type/webinars/ See you online then ;-) Thanks again! The Efficy Team

Jens
PM / BA, Bélgica
Usou o software para: Mais de um ano
Fonte da avaliação

Very flexible and easy to use

4,0 há 7 anos

Comentários: Centralised customer information
Sales is making offers in an uniform offer template
Better view on sales' agenda and activity

Vantagens:

- Very easy to use and intuitive - Flexible: Easy to add or change fields to the system using the configuration tool - Queries/Reports: End users can create queries & reports by themselves - Outlook synchronization works very well - Interfacing with other software (SAP, Qlikview) using the datasynchro tool allows you to load data from other software. - Office integration allows you to create templates in an easy way - Efficy has the possibility to work offline.

Desvantagens:

- Efficy on mobile phone still has some space for improvement (In development). - The offline installation need to be setup by a technical skilled person.

Barbara
Crisis management trainer & consultant, Bélgica
Consultoria de gestão, 2–10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Alternativas consideradas anteriormente:

Efficy CRM review obv 6 jaar ervaring

4,0 há 2 anos

Vantagens:

- Project management - Per klant kan een dossier opgesteld worden en kan je alle acties bijhouden - Met de Flexmail integratie kan je email campagnes uitsturen

Desvantagens:

- Opleiding nodig om te kunnen werken met Efficy

Resposta do Efficy

há 2 anos

Hi Barbara, And thank you for your comment. It will even be easier in the future because we'll integrate completely a marketing automation solution within our CRM ;-) Thanks to APSIS' acquisition, a Swedish company. Concerning training, you shoudl think about attending to our webinars. They'll be back very soon. These webinars are dedicated to our customers, and could give you some tricks & tips in your usage. https://www.efficy.com/nl/news-type/webinars-nl/ Stay tuned then ;-) The Efficy Team

Avaliador Verificado
Usuário do LinkedIn Verificado
Construção, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

veel opties

4,0 há 2 anos

Comentários: Bij ons op kantoor was er soms te veel verspreiding van belangrijke documenten op verschillende plaatsen. Met dit programma weet iedereen waar wat terug te vinden is. Programma is dus tijdbesparend en ook bij verandering van het team kan iedereen gemakkelijk aan de juiste documenten.

Vantagens:

Er zijn zoveel mogelijkheden om de software toe te passen in je bedrijf. Handig om alles te bewaren in the cloud ipv op je pc in klassieke mapjes. Eenvoudig om samen te werken aan één project. Goed overzicht op de projecten

Desvantagens:

Doordat er zoveel functionaliteiten zijn is het wel belangrijk om vanuit je bedrijf een goede opleiding te krijgen om ten volle gebruik te kunnen maken van de software. Voor de pc gebruikers die iets minder vlot zijn kan dit wel een drempel zijn. Maar met goede instructies kan echt iedereen er mee aan de slag.

Resposta do Efficy

há 2 anos

Thank you for this review As you say, it's really important to onboard your users in the best way you can. Concerning CRM, success relies on too adoption by users. So, it's worth it to invest time and energy on it. Thanks again and see you on one of our events ;-) The Efficy Team

Olivier
Architecte collaborateur, Bélgica
Arquitetura e planejamento, 51–200 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Retour Efficy

3,0 há 2 anos

Vantagens:

Le fait qu'il intègre à la fois le CRM et la gestion documentaire avec toutes les options de recherches qui en découlent.

Desvantagens:

Le manque de personnalisation possible de l'interface est un réel point négatif. L'absence de certaines fonctionnalités avec Mac également (ex: Efficy Drive). Par ailleurs, la gestion documentaire ne dispose pas de fonction qui semble pourtant évidente telles que la suppression de plusieurs documents à la fois.

Resposta do Efficy

há 2 anos

Bonjour Olivier et merci pour cette review !! Avoir les infos clients et la gestion documentaire est en effet, un aspect important de notre solution CRM. Tout est centralisé !! Et pour l'ajout de fonctionnalités, je vais transférer vos commentaires à notre équipes R&D. ils sont toujours très friands des retours terrain. Ça les inspire... Merci et à bientôt L'équipe Efficy

Loic
business developer, França
Serviços financeiros, 51–200 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Efficy CRM

4,0 há 2 anos

Comentários: Je l'utilise tous les jours, et je trouve assez simple à utiliser. Néanmoins de nouvelles fonctionnalités et accès rapide sont nécessaires. (rapport cléient / affaires contacts), vue recherches et statistiques, qques bugs d affichage dans lls taches)

Vantagens:

simple d'utilisation em général et accès rapide

Desvantagens:

les affaires sont dur à gérer depuis la vue des clients, trop de manipulations recherche trop complexes moteurmde recherche pas assez développer (recherche par catégorie seulement)

Resposta do Efficy

há 2 anos

Bonjour Loic, et merci pour ce commentaire. Merci de souligner la simplicité d'utilisation et merci également de nous remonter le commentaire sur la difficulté de gérer les affaires depuis la vue client. Vos retours sont précieux et je vais les faire suivre à nos équipes. Comme vous vous en doutez, cela nous aide à nous améliorer. Et comme la co-création avec nos clients fait partie intégrante de notre philosophie produit, un grand merci !! Et si vous voulez m'en dire plus, n'hésitez pas à m'envoyer un DM à [email protected] à bientôt L'équipe Efficy

Miguel
Ingénieur Suport, França
Automação industrial, 11–50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Un outil formidable pour le travail quotidien !

4,0 há 2 anos

Vantagens:

Les points forts que je pourrais mentionner sont la possibilité de relier les différents éléments d'une manière aussi efficace, les contacts, les industries, les tâches, les incidents et les pièces jointes. Il est très facile d'assurer le suivi des points que nous traitons.

Desvantagens:

Certaines choses ne sont pas intuitives à utiliser et il faut un peu de formation pour s'en servir.

Resposta do Efficy

há 2 anos

Bonjour Miguel et merci pour votre commentaire Toujours sympa à lire... Effectivement, la structure même de la base de données permet d'avoir cette fameuse vue 360° du client tant recherchée. Pour les choses moins intuitives, je vous encourage à suivre régulièrement nos webinars. Vous y trouverez des trucs et astuces régulièrement https://www.efficy.com/fr/news-type/webinars-fr/ . Et en plus, ils sont enregistrés et sont disponibles sur notre chaine YouTube https://www.youtube.com/user/EfficyCRM À bientôt L'équipe Efficy

dirk
sales, Bélgica
Construção, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

betrouwbare klanteninfo gestructureerd en gemakkelijk terug te vinden

5,0 há 2 anos

Comentários: alle klanteninfo kunnen we gestructureerd en gemakkelijk terugvinden
ook de realtime overzichten zijn ontzettend praktisch

Vantagens:

stabiel, flexibel pakket waarin we alle klanteninfo gestructureerd kunnen bijhouden en ook gemakkelijk terugvinden ook de realtime overzichten zijn ontzettend praktisch

Desvantagens:

drag & drop functies meer rapporten maar wordt aan gewerkt

Resposta do Efficy

há 2 anos

Hi Dirk and thank you for your review, Nice to read our solution makes your life easier Nice to read that our teams are reactive too, and started working on your reports See you soon Dirk The Efficy Team

Tanguy
Ingénieur Avant Vente, França
Telecomunicações, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

CRM efficace

5,0 há 2 anos

Comentários: Organisation des informations et mis à dispo pour tous les acteurs de l'entreprise.

Vantagens:

La possibilité de personnaliser facilement les champs. Les requêtes puissantes.

Desvantagens:

La partie mobile n'est pas assez avancée (pas de photos en PJ d'un historique).

Resposta do Efficy

há 2 anos

Bonjour Tanguy Et merci pour ce beau commentaire. Ca fera plaisir aux equipes de lire de tels retours !! Concernant votre remarque sur la version mobile, je transfere a notre R&D, ils sont en train de travailler sur la prochaine version et de tels retours peuvent leur etre tres utiles. a bientot L'equipe Efficy

Xander
marketer, Países Baixos
Produção audivisual, 11–50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

goedkoop maar weinig standaard aangeboden martech integraties

3,0 há 2 anos

Comentários: klantcontact lossen we nu uiteraard op met efficy.

Vantagens:

de prijs & projectmanagement combinatie.

Desvantagens:

slechte klantenservice, weinig martech -integraties die eigenlijk standaard zouden moeten zijn.

Resposta do Efficy

há 2 anos

Hi Xander and thank you for your comment. We highly value feedback from the field and I'll forward it to our teams. It will help us to improve. Concerning our MarTech integrations, there has been a big move lately with APSIS acquisition, a marketing automation platform. And we're planning to integrate completely this solution within our CRM. So, fasten your seatbelt, it will rock. Thanks again and keep you posted The Efficy Team

Gita
Consultante, França
Software, 51–200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

CRM facile à prendre en main

4,0 há 2 anos

Comentários: Gain de temps et d'argent.

Vantagens:

Facile à prendre en main. Très personnalisable.

Desvantagens:

Quelques bugs. Le support à généralement du mal à comprendre et corriger les bugs.

Resposta do Efficy

há 2 anos

Bonjour Gita et merci pour ce commentaire !!! Personnalisation et simplicité d'usage sont des concepts qui nous tiennent à coeur et on est ravi de voir que c'est bien reçu sur le terrain. Pour le support, je suis désolée de lire ce que vous écrivez. Nous allons voir comment améliorer votre situation à l'avenir. Je me permettrai de revenir vers vous directement pour en savoir plus. à bientôt L'équipe Efficy

Laurence
Assistante de direction, Bélgica
Construção, 2–10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Base de données - Publications

4,0 há 2 anos

Vantagens:

La fonctionnalité publications, très simple d'utilisation, la rapidité d'action. Maintenant, je n'utilise pas encore le programme à 100%

Desvantagens:

La base de données est tellement grande que lorsque l'on fait une recherche si on n'est pas assez précis, il y a beaucoup de résultat

Resposta do Efficy

há 2 anos

Merci Laurence pour ce commentaire qui fait plaisir à lire !!!! C'est top de voir que vous appréciez la solution. Pour vous aider dans votre montée en compétence, je vous recommande de suivre la page webinars de notre site web. https://www.efficy.com/fr/news-type/webinars-fr/ Nous organisons régulièrement des présentations de mise à nouveau sur des sujets précis. à bientôt en ligne alors ;-) L'équipe Efficy

Virginie
Conseiller, Bélgica
Construção, 2–10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

La puissance d'Efficy

4,0 há 2 anos

Comentários: Ne plus oublier d'effectuer certaine tache ou la délégation d'autre tache.

Vantagens:

Design attrayant. Simplicité d'utilisation. Jamais de bug. Interaction et échange avec les collègues

Desvantagens:

Parfois des problèmes de langue. Il est en anglais sans raisons valables

Resposta do Efficy

há 2 anos

Bonjour Virginie, Et merci pour ce commentaire. Concernant vos soucis ponctuels sur la langue de la solution CRM, je vais contacter le support client et reviendrai vers vous rapidement. N'hesitez pas a me contacter directement au besoin [email protected]. A bientot L'equipe Efficy

Daniel
Países Baixos
Usou o software para: Não especificado
Fonte da avaliação

Very good upgrade from Winris

4,0 há 7 anos

Comentários: We are working with Efficy since 4 months as replacement of Winris. Much easier in use and specially the cloud environment works very well for us. We are looking for more functionality while Efficy offers a lot but we have to decide what we want to ad to our formal format. The people behind Efficy are very helpful and dedicated to help us find our way in the new system. When there is an issue the helpdesk will give you all efforts to give a solid solution. When we know all features and work with the system some more months all the ranking stars will probably be full.

Karel
Países Baixos
Usou o software para: Não especificado
Fonte da avaliação

Efficy suits

4,0 há 7 anos

Comentários: We use Efficy as CRM / DMS because of its flexibility . The way documents are managaged gives you the advantages of Office and the possibilities of standartise templates adding all sorts of collected information and even interfere with other software. Great value for money Even though the emphasis of Efficy seems to. Be sales its easily to be used as a document management system by its archtecture and a verh good multilangual support (Dut h!!)

Stefan
Países Baixos
Usou o software para: Não especificado
Fonte da avaliação

Efficy is a great company! Good tools en people :-).

5,0 há 7 anos

Comentários: Efficy is a great company! Good tools en people :-). Efficy makes our sales work much easier, because the tool is delivering us key-insights.

Reuven
Bélgica
Usou o software para: Não especificado
Fonte da avaliação

Efficy fit in one day

4,0 há 7 anos

Comentários: A simple and clear training programme that prepares you for day to day use of the Efficy CRM system.