Manage your marketing strategy from a CRM that knows your contacts.
Emailings, events, landing pages, automation directly connected to customer data and commercial activity. Every digital marketing CRM action feeds the pipeline.
The challenge of marketing without an integrated CRM
Scattered data
CRM, sending tools, event spreadsheets, analytics platforms. Nothing communicates. Without a centralised marketing CRM, every tool creates its own silos.
Leads waiting hours
Web forms generate leads that aren't processed immediately. Without native integration, every minute lost is a missed opportunity.
Constrained reactivity
Imprecise targeting, manually verified consents, no consolidated view. CRM and relational marketing become impossible to manage effectively.
The measurable impact
Marketing &
sales aligned
Every generated lead is immediately qualified and visible in the CRM.
Maximum
reactivity
Leads processed within minutes of capture.
Measurable
ROI
Direct link between campaigns and commercial pipeline.
GDPR
compliance
Consents verified automatically at every send.
A centralised marketing CRM to align your teams
Teams create campaigns, manage events and run emailings from the same space as sales reps.
efficy's marketing CRM reconciles marketing and sales in real time.
Acquisition & Capture: emailings, SMS, landing pages, events
Every acquisition channel is integrated into the CRM emailing.
Leads are captured, qualified and routed automatically.
Consents are verified in real time.
Activation & Automation: workflows, segmentation, nurturing
Behaviour-triggered workflows.
Dynamically updated segments.
Autonomous nurturing through to maturity.
efficy's digital marketing CRM automates every stage of the contact journey.
Analysis & Steering: ROI, dashboards, quality
Performance by channel and by campaign.
Direct link between marketing CRM actions and commercial opportunities.
Every decision is data-driven.
Use case: a typical marketing manager's day, augmented by AI
Discover how an agentic marketing CRM transforms a marketing team's daily routine.
8h30 AM | New incoming lead qualified by the AI agent A visitor submits the contact form from the latest campaign's landing page. The marketing CRM AI agent qualifies them instantly: ideal profile, high score. The record is created, the lead assigned to the right sales rep and an alert sent automatically. Zero manual intervention. | |
10h30 AM | Targeting the next email campaign. Sophie builds a dynamic segment from the CRM emailing: industry sector contacts, 50+ employees, who haven't opened the last three emails. The agent verifies consents in real time and schedules the re-engagement campaign. Opt-outs are excluded automatically. | |
2h00 PM | Tracking the upcoming webinar. Sophie views the registrant list in the digital marketing CRM. The agent automatically identifies strategic attendees and alerts the relevant sales reps. D-1 and D-2h reminders are scheduled and will be sent without any intervention. | |
5h00 PM | Automatic weekly summary. The CRM and relational marketing dashboard displays consolidated metrics: leads generated by channel, form conversion rates, email performance. Sophie shares the report with the sales management in two clicks, without re-entry. The agent has aggregated everything in real time. |
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. »
« Le CRM structure la prospection, améliore la collaboration, et nous soulage de toutes les tâches à faible valeur ajoutée. »
« Ce ne sont pas des ambassadeurs choisis au hasard. Ce sont des gens qui ont une légitimité auprès de leurs pairs, qui comprennent les réalités opérationnelles, et qui ont envie de promouvoir le changement. »
Ready to take action?
Boost your marketing with a CRM that works for you.
Request a personalised demonstration and discover how to align your marketing and commercial actions in real time.