A European agentic hub for customer relations. Architected above the CRM.
efficy's AI is not a module grafted onto the CRM. It's a multi-tenant agentic hub, hosted in France, with a European open-source language model by default.
An orchestration layer that lives above the CRM, not inside it, to deliver agents at the pace of AI, not at the pace of CRM releases.
Why AI modules are no longer sufficient in production
Add-ons that don't know your business
Third-party artificial intelligence modules work on exported data, out of context. Without access to your real CRM schema, your Claim, Guarantee and Member File entities, recommendations remain generic and automations incomplete. A generic LLM doesn't understand your data model. Ours does.
AI trapped by the CRM release cadence
When AI is a CRM module, it inherits its release cadence: quarterly, annual, sometimes more. Yet the AI state of the art moves every week. Result: features that are obsolete before they're delivered. We've decoupled the AI release cadence from that of the CRM. Agents every week, not features every quarter.
Press-release sovereignty
American hyperscalers offer "European hosting", often in Frankfurt or Dublin, sometimes in Paris, but rarely with a European contract. Sovereignty by contractual clause doesn't hold up against the Cloud Act, or against AI Act, NIS2 and HDS requirements.
The measurable impact, what our internal figures show
AI Agents
24/7
80% weekly internal adoption within the efficy team.
Real-time
Management
85% of internal users save 4 hours or more per week.
Consistent
Experience
Under 2 days to deploy infrastructure at a pilot customer.
efficy, the agentic facilitator for European customer relations
Our architecture rests on a separation of concerns: the CRM interaction layer (MCP connectors, tenant identity, authorisation inheritance) and the agentic runtime (agent construction, orchestration, memory, monitoring).
The hub lives above the CRM. The vision is articulated in four complementary levels.
Launch pad: sovereignty as foundation
Before any agentic functionality, efficy guarantees that your customer data remains under your control.
Hosting in France, with additional SecNumCloud and HDS options for health data, European open-source LLM by default (Mistral).
Agentic runtime made in France. Sovereignty is not an activatable option — it's the bedrock.
Core Product: Ask efficy, the conversational CRM
Query your CRM in natural language. A single interface to ask questions, obtain reports, trigger actions.
Artificial intelligence makes data accessible to all profiles (executive, manager, field sales rep) without technical queries, without an intermediary analyst, without waiting.
Zero navigation, zero copy-paste.
Scale Layer: orchestrate your digital environment
efficy's AI is not limited to the CRM. It connects to your IS ecosystem (ERP, telephony, marketing tools, helpdesk) via MCP and API, to trigger the right actions in the right place, at the right time.
Orchestration crosses the CRM boundary to cover the complete customer relations loop, respecting the authorisation schema of each system.
Vision: verticalised agents that augment your organisation
Three types of agents: standard (all customers), verticalised (sector templates, such as insurance or real estate), bespoke (co-built with your business teams).
What the agentic hub changes, concretely
A typical day for a sales rep at an insurance mutual. The four moments below are all achievable today.
8h30 AM | The agent has prepared the day before the rep arrives at the office. Standard agents worked overnight: 3 incoming leads qualified and scored, 2 opportunities with recommended actions, 1 contract to renew in 30 days. Every sales rep starts their day with a list of priorities, not a blank slate. | |
10h00 AM | "Brief me for my next meeting", the flagship. A question in Ask efficy. The agent synthesises the 360° account: interaction timeline, pipeline details with positive signals and points of attention, cross-sell and upsell priorities, personalised meeting opening script. Without export, without an analyst, without waiting. | |
2h00 PM | A workflow orchestrated beyond the CRM. A prospect signs the quote. The agent simultaneously triggers the creation of the contract in the CRM, the accounting notification in the ERP, the automatic onboarding in the marketing tool. Orchestration crosses the CRM boundary, with zero human intervention. | |
5h00 PM | A weak signal detected before it becomes a problem. A strategic customer hasn't opened the last 3 email campaigns, no contact in 45 days. An autonomous agent alerts the KAM with complete context and recommends a courtesy call. Churn prevention begins well before cancellation. |
Related features
What our customers say
« Un bonus tout particulier sur la gestion de projet : les équipes sont très disponibles et à l’écoute. Et elles font preuve d’un grand sérieux sur la méthodologie et la documentation fournie. »
"Efficy was chosen as the CRM solution because it met the complexity of our membership and was very flexible in all developments as efficy is fully customizable."
"efficy's platform has given us global coverage, can be adjusted to meet new needs quickly and easily, and was able to adapt to the strong technical constraints of our Information System."
Ready to take action?
Discover the artificial intelligence that knows your CRM.
Request a personalised demonstration and see how our agentic hub transforms the productivity of your sales, marketing and customer service teams from the very first weeks.