Manage your sales CRM from prospecting to signature. Your AI agents handle the rest.
From qualified lead to signed order, your sales force CRM centralises activity, automates low-value tasks and frees your sales teams for what truly creates value: prospecting, convincing and closing.
With efficy, your sales management CRM becomes a growth driver, not a constraint.
The challenge of sales performance
40% of time lost to administration
Sales reps spend more time entering data, chasing and reporting than they do selling. Qualified leads are lost for lack of structured follow-up and forecasts remain approximate.
No unified view of the sales cycle
Information is scattered across disconnected tools. Without a centralised sales CRM, opportunities go cold and nobody knows where each deal stands.
Silos that blind
management
Without a consolidated pipeline view, managers fly blind. Sales cycles lengthen and the competition seizes every missed opportunity in your sales tracking software.
A complete sales force CRM, powered by AI agents
Our sales CRM centralises the entire commercial process.
Your AI agents instantly access all customer information, automate repetitive tasks and focus your teams' energy on what matters: convincing and closing.
Use Case: A Typical Day for a Field Sales Representative, Optimized
Dominique is a sales representative at Voyages+, a travel agency. Her day begins with an automatic synchronization of her mobile app. Her calendar displays three scheduled appointments with pre-calculated routes.
8h30 AM | Automatically qualified inbound lead. A prospect downloads a brochure. The scoring agent identifies them as "hot" (priority sector, budget > €50k). The sales rep receives a mobile alert, enriches the record in 2 clicks from their sales CRM and schedules a call. The agent automatically plans follow-ups at D+3 and D+7. | |
10h00 AM | Optimised customer appointment. The mobile app surfaces the full history. A CRM quote created in a few clicks, VIP discount applied automatically, PDF sent before leaving the appointment. Meeting notes captured by voice. | |
14h00 PM | Accelerated qualification and closing. The opportunity automatically moves to "Qualified" status with a weighted value updated in real time in the prospecting CRM. The call is made by click-to-call, documentation sent from the knowledge base. | |
17h00 PM | Automatic reporting for the manager. Synchronisation is automatic. The manager sees the complete activity without any re-entry thanks to the sales tracking software: qualified leads, appointments, quotes sent, advanced opportunities. Real-time visibility. |
Ready to boost your sales with a CRM that works for you?
Request a personalised demonstration and discover how our AI agents transform your sales cycle, from prospecting to signature.