We Make Work Flow

Efficy CRM’s central repository gives you a logical structure where objects, such as people, documents, tasks, agendas, e-mails, meeting minutes, and other sources are seamlessly connected.

A unique protocol also simplifies the flow of communication across disparate business units and departments. Paper-based workflow is eliminated for easier and consistent data entry. This makes it easy to find generic or specific information.

This means that your reps can instantly view their sales pipeline, share data, create quotes and proposals, or configure products and services to meet the unique needs of each customer.

Efficy integrates smart document management features, allowing for instance several contributors to share, review and save documents versions without any limits.