OVERALL
ALTERNATIVES
SPECS
VS AVERAGE
REVIEWS
Scored using CRM Software Methodology v3.0
CRM Software Methodology v3.0
Mathematical & Unbiased Scoring
Products in this category are scored under Frontum CRM Software Methodology v3.0: the technical score from the specifications is the base, and independent expert and video reviews (up to ±0.5 points), owner opinions (up to ±0.3) and best-of lists (up to +0.3) move it up or down.
Explore CRM Software Methodology v3.0

Efficy review: 54 specs compared

Starting price:75 USD/user/moFree plan:noAI assistant:yesBuilt-in quotes and invoicing:yesWorkflow automation:yes

Efficy Review: Compare 54 technical specifications and 2 expert reviews to see how this product ranks in the CRM Software category and whether it is worth buying.

Efficy
8.2/10

Overall score

Score
8.2/ 10
✕
What it is
Our main score for this model, 1–10. It combines specs, expert reviews and best-of lists.
How we count it
Parts: Technical score 40%, Reviews score 30%, List score 30%
Marks: Each part gets a mark out of 10. For reviews, lists and owners, a typical model in this category gets about 8 and the best one gets 10.
No data yet: A part with no data shows "?". It counts as the mark of a weaker model in this category (4 in 5 models with data score higher). This way, models with reviews, lists and owners usually come out ahead.
Score distribution
â–¼
<55-66-77-88-99-10
â–² Better than 82% of models
Score components

40%

9.0

Technical score

30%

7.8

Reviews score

30%

?

List scoreNot enough data yet, so we use 7.5, the mark of a weaker model in this category

â–²Better than 82% of CRM software
9.0

Technical score

Technical score
9.0/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
★ Better than 90% of models
Score components

25%

7.8

Product & Pricing

25%

9.3

Core CRM

20%

9.0

Sales & Automation

15%

9.4

Integrations & Access

15%

10

Security & Deployment

★Better than 90%
7.8

Reviews score

Reviews score
7.8/ 10
✕
What it is
Average grade from independent test sites, magazines and video reviewers, 1–10.
How we count it
Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
Share: Reviews count 30% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
â–¼ Worse than 63% of models

80%

8.1

Average grade

20%

6.9

Popularity

Grades by review (2)
2 reviews, average 8.0/10. We use 3 reviews; the 1 missing counts as the category's typical 8.1: (8.0 × 2 + 8.1 × 1) ÷ 3 = 8.0. Reviews count 30% of the overall score.
User ratings collected online are not part of this score.
â–¼Worse than 63%
?

List score

List score
7.5/ 10
✕
What it is
How often independent test sites, magazines and video reviewers put this model in their best-of lists for this category.
How we count it
Points: The model in the most lists of this category gets 10; the others get 8 to 10 in proportion. In no list yet: 7.5. Lists count 30% of the overall score.
Enough data: Every list counts, even a single one. With fewer than 5 best-of lists in the category, this part is left out.
Lists with this model (0)
Not in any best-of list yet, so this part counts as 7.5. Models in a list get 8 to 10.
Not in any best-of list yet
Pricing & Access
Best rankings
Available: ranking among products currently available (including other versions of this product).All: ranking among all products in the database.
Loading category ranking...

CRM Software product ranking

Ranked #44 of 242 products in CRM Software (Overall score)

Technical Specifications of CRM platform Efficy

Technical score
Technical score
9.0/ 10
✕
What it is
How good the specs are compared with the other models in this category, 1–10.
How we count it
Areas: We rate the specs in each area against the other models in this category.
Weighting: The areas that matter most to buyers count more. The shares are shown under Score components.
Share: The technical score is 40% of the overall score.
Score distribution
â–¼
<55-66-77-88-99-10
★ Better than 90% of models
Score components:

25%

7.8

Product & Pricing

25%

9.3

Core CRM

20%

9.0

Sales & Automation

15%

9.4

Integrations & Access

15%

10

Security & Deployment

9.0
Reviews score
7.8
List score
?
Starting price
75 USD/user/mo
Market range: <0 USD/user/mo – >100 USD/user/mo
This CRM platform has a starting price of 75 USD/user/mo, which is higher than that of 75.9% of CRM platforms and equal to that of 2.8% of CRM platforms.
Starter plan starts at €20/user/month billed annually.
Billing period
Annual
Free plan
no
This CRM platform does not offer a permanent free plan.
30-day guided demo / trial available.
Free trial
yes
This CRM platform offers a time-limited free trial.
Guided trial available upon request.
Minimum seats
1 seat
Market range: <1 seat – >6 seats
This CRM platform has a minimum purchase requirement of 1 seat, which is lower than that of 1.9% of CRM platforms and equal to that of 98.1% of CRM platforms.
Show more
Account and company management
yes
This CRM platform supports account and company management. 0.2% of CRM platforms support account and company management.
Contact management
yes
This CRM platform supports contact management. 0% of CRM platforms support contact management.
Lead management
yes
This CRM platform supports lead management. 0.2% of CRM platforms support lead management.
Deal and pipeline management
yes
This CRM platform supports deal and pipeline management. 0.2% of CRM platforms support deal and pipeline management.
Custom fields
yes
This CRM platform supports custom fields. 0% of CRM platforms support custom fields.
Extensive custom fields and screen layout designer.
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AI assistant
yes
This CRM platform offers an AI assistant. 78.1% of CRM platforms offer this feature.
Efficy AI assistant provides deal insights and message drafting.
Workflow automation
yes
This CRM platform supports workflow automation. 0.5% of CRM platforms offer this feature.
BPM workflow engine with visual process designer.
Lead scoring
yes
This CRM platform supports lead scoring. 80.4% of CRM platforms offer this feature.
Lead qualification and opportunity scoring.
Email sync and tracking
yes
This CRM platform supports email sync and tracking. 0.5% of CRM platforms offer these features.
Outlook and Gmail email sync with communication history.
Sales forecasting
yes
This CRM platform supports sales forecasting. 85.2% of CRM platforms offer this feature.
Sales revenue forecasting and pipeline weighted projections.
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Marketplace integrations
yes
This CRM platform offers marketplace integrations. 1.9% of CRM platforms offer marketplace integrations.
Integrations with ERP systems, accounting software, and webhooks.
API access
yes
This CRM platform offers API access. 0.2% of CRM platforms offer API access.
Comprehensive REST API.
Webhooks
yes
This CRM platform supports webhooks. 1.4% of CRM platforms support webhooks.
Webhooks support for external system triggers.
Mobile apps
yes
This CRM platform offers mobile apps. 2.4% of CRM platforms offer mobile apps.
Native iOS and Android mobile apps.
Data import and export
yes
This CRM platform supports data import and export. 0% of CRM platforms support data import and export.
CSV, Excel, and ERP data import/export tools.
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Single sign-on (SSO)
yes
This CRM platform supports single sign-on. 76.9% of CRM platforms support single sign-on.
SAML 2 and Azure AD single sign-on.
Security certifications
ISO 27001
Role-based permissions
yes
This CRM platform supports role-based permissions. 0.7% of CRM platforms support role-based permissions.
Enterprise role-based permissions and user security profiles.
Audit logs
yes
This CRM platform provides audit logs. 2.6% of CRM platforms provide audit logs.
Audit log tracking user actions, logins, and edits.
Supported operating systems
Web, iOS, Android
Show more

Efficy vs the average CRM platform

246810TotalProduct & PricingCore CRMSales & AutomationIntegrations & AccessSecurity & Deployment
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    SAML 2 and Azure AD single sign-on.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Efficy AI assistant provides deal insights and message drafting.
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (100 GB vs 10 GB).
    100 GB vs 10 GB
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Custom entities and custom relationship designer.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Sales revenue forecasting and pipeline weighted projections.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Omnichannel customer engagement tracking.
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Lead qualification and opportunity scoring.
  • 4.7% better value for money
    Efficy offers better value for money than the average CRM platform (8.73 vs 8.3).
    8.73 vs 8.34
  • More included file storage
    This CRM platform includes more file storage than the average CRM platform (100 GB vs 10 GB).
    100 GB vs 10 GB
  • Supports custom objects
    This CRM platform supports custom objects, while the average CRM platform does not. 19.4% of CRM platforms support custom objects.
    Custom entities and custom relationship designer.
  • Supports territory management
    This CRM platform supports territory management, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
  • Supports project management
    This CRM platform supports project management, while the average CRM platform does not. 25.6% of CRM platforms support project management.
    Project management, document management, and ticket tracking.
  • Offers an AI assistant
    This CRM platform offers an AI assistant, while the average CRM platform does not. 22% of CRM platforms offer this feature.
    Efficy AI assistant provides deal insights and message drafting.
  • Supports sales forecasting
    This CRM platform supports sales forecasting, while the average CRM platform does not. 14.9% of CRM platforms offer this feature.
    Sales revenue forecasting and pipeline weighted projections.
  • Supports lead scoring
    This CRM platform supports lead scoring, while the average CRM platform does not. 19.8% of CRM platforms offer this feature.
    Lead qualification and opportunity scoring.
  • Supports marketing automation
    This CRM platform supports marketing automation, while the average CRM platform does not. 28.9% of CRM platforms support marketing automation.
    Multi-channel marketing automation, email campaigns, and web forms.
  • Calling and dialler tools
    This CRM platform offers calling and dialler tools, while the average CRM platform does not. 31.1% of CRM platforms offer calling and dialler tools.
    CTI telephony integration with click-to-dial and call recording.
  • Built-in e-signature
    This CRM platform has built-in e-signature, while the average CRM platform does not. 22.5% of CRM platforms offer built-in e-signature.
    Integrated electronic signature module for contracts and proposals.
  • Supports omnichannel messaging
    This CRM platform supports omnichannel messaging, while the average CRM platform does not. 14.8% of CRM platforms support omnichannel messaging.
    Omnichannel customer engagement tracking.
  • Wider interface language choice
    This CRM platform offers a wider choice of interface languages than the average CRM platform (5-9 languages vs English only).
    5-9 languages vs English only
  • Supports single sign-on
    This CRM platform supports single sign-on, while the average CRM platform does not. 23.2% of CRM platforms support single sign-on.
    SAML 2 and Azure AD single sign-on.
  • Offers European data residency
    This CRM platform offers European data residency, while the average CRM platform does not. 21.6% of CRM platforms offer European data residency.
  • Supports self-hosting
    This CRM platform supports self-hosting, while the average CRM platform does not. 6.7% of CRM platforms support self-hosting.
    Available as on-premises self-hosted or European Cloud.
  • Supports offline use with local storage
    This CRM platform supports offline use with local data storage, while the average CRM platform does not. 7.4% of CRM platforms support this.
    Hybrid local database / offline synchronization support.
  • 36 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Efficy
    the average CRM platform
    Efficy has a higher starting price than the average CRM platform (75 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    75 USD/user/mo vs 39 USD/user/mo
  • Lower mobile app rating category
    This CRM platform ranks lower than the average CRM platform for mobile app store rating (3.5–3.9 vs 4–4.4).
    3.5–3.9 vs 4.0–4.4
  • 1.3% lower review score
    Reviews score
    7.8/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    â–¼
    <55-66-77-88-99-10
    â–¼ Worse than 63% of models

    80%

    8.1

    Average grade

    20%

    6.9

    Popularity

    Grades by review (2)
    2 reviews, average 8.0/10. We use 3 reviews; the 1 missing counts as the category's typical 8.1: (8.0 × 2 + 8.1 × 1) ÷ 3 = 8.0. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    7.8 vs 7.9
  • 1.3% lower review score
    Reviews score
    7.8/ 10
    ✕
    What it is
    Average grade from independent test sites, magazines and video reviewers, 1–10.
    How we count it
    Grades: Each review's own score is converted to 1–10; without one, we grade the review ourselves. Every review counts the same: written or video, short or full test.
    Score: The average grade is 80% of the review mark; the number of reviews is the other 20% (1 review = 5, the typical number in this category = 8, the most-reviewed model = 10).
    Enough data: With few reviews, the average grade is pulled toward the typical grade of this category. No reviews yet: 7.6 for now.
    Share: Reviews count 30% of the overall score.
    Score distribution
    â–¼
    <55-66-77-88-99-10
    â–¼ Worse than 63% of models

    80%

    8.1

    Average grade

    20%

    6.9

    Popularity

    Grades by review (2)
    2 reviews, average 8.0/10. We use 3 reviews; the 1 missing counts as the category's typical 8.1: (8.0 × 2 + 8.1 × 1) ÷ 3 = 8.0. Reviews count 30% of the overall score.
    User ratings collected online are not part of this score.
    7.8 vs 7.9
  • 36 USD/user/mo $/user/mo higher starting price
    User score
    7.0/ 10
    ✕
    What it is
    Average of independent expert reviews and videos, graded by us; missing reviews count as 7/10.
    When it matters
    When you want to know how independent test sites and video reviewers rate the product in real use.
    Score distribution
    ▼▼
    <55-66-77-88-99-10
    Efficy
    the average CRM platform
    Efficy has a higher starting price than the average CRM platform (75 USD/user/mo vs 39 USD/user/mo). The average starting price across CRM platforms is 39 USD/user/mo.
    75 USD/user/mo vs 39 USD/user/mo
  • Lower mobile app rating category
    This CRM platform ranks lower than the average CRM platform for mobile app store rating (3.5–3.9 vs 4–4.4).
    3.5–3.9 vs 4.0–4.4

Video reviews

Hands-on testing and real-world video evaluations

Brand video

Expert reviews

In-depth analysis and verdict from leading tech publications

8.0
salesdorado.com
≈ estimated
12/08/2021
Expert review · French CRM
Verdict
Efficy is a French CRM with strong gamification, route planning and marketing automation, but it is notoriously complex to learn.
8.0
comparateurcrm.fr
≈ estimated
25/04/2026
Full review · Enterprise CRM
Verdict
Efficy suits structured firms, banks and public bodies that need deep customization and strict EU data rules, but it is not quick to set up.

Third-party reviews

What we like about Efficy

  • Leading European enterprise CRM offering complete 360-degree customer views and deep customizability
  • Full compliance with strict European GDPR privacy regulations and flexible EU sovereign cloud hosting
  • Comprehensive modules spanning sales pipeline, customer service desk, marketing automation, and document management
  • Strong multi-entity and multi-lingual architecture built for complex European corporate groups

What we don't like about Efficy

  • Significant implementation timeline and professional services investment required for deployment
  • Interface can feel heavy and complex for casual users without extensive system training
  • Pricing and minimum seat counts make it unsuitable for solo entrepreneurs and micro-businesses

Verdict

Efficy CRM is an enterprise-grade European CRM platform built for mid-market and corporate enterprises that demand deep customer 360 views, complex business process customization, marketing automation, and strict European data residency. It features multi-pipeline sales management, project and contract tracking, integrated document management, gamification mechanics, and flexible cloud or private on-premise hosting. Its major strengths include comprehensive European data sovereignty, extensive architectural customizability for specialized industry workflows, and native multi-language and multi-currency capabilities. Disadvantages include significant implementation effort requiring specialized technical consulting, high enterprise licensing costs, and a longer deployment timeline.

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