CRM technology

How do we at efficy provide the CRM modules you need.

3 min read · Listen

There are hundreds of different CRMs and they all have their own characteristics. 

And these are not anecdotal differences. 

If you think about the price you can get an idea of how wide the range of options is: there are from free CRMs to others that cost more than 100 euros per user. 

What are these price differences? 

Mainly to the type of features and utilities they offer; and all these options are presented in modules.

CRMs are modular tools.

All CRMs have a series of basic utilities common to all the tools and then a series of additional utilities that are configured as modules that you can add to your program. 

Usually, the greater the number of modules, the higher the cost of the tool and the greater the possibilities it offers.

What are the basic CRM modules common to all CRMs?

There are 3 modules that are the essence of any customer management tool:

  1. Customers.
  2. Sales.
  3. Marketing.

The customers module.

It is the essence of any CRM: the part of the software in which customer or potential customer files are created, managed and stored and all the information and contacts we make with them are filled in. 

This module is the starting point for all the others.

The sales module.

This module tracks ongoing negotiations, as well as losses and gains. This is the module in which a commercial should spend the most time. 

Thanks to it, you can have all the information about a potential client at hand at all times and keep track of sales without being tiresome no matter how many times you have to contact.

The marketing module.

The last leg of the basic modules of a CRM. From this module you can extract users with common characteristics and carry out telephone sales or email marketing campaigns.

What other CRM modules can a CRM have?

There are almost as many combinations as there are tools. The possibilities are almost infinite. 

At efficy, to give you an example, we have these modules:

  • Opportunity tracking.
  • Document management.
  • Project management.
  • Marketing campaigns.
  • 360º customer view.
  • Reports.
  • Product catalogues.
  • Request management.
  • Interaction log.
  • Multiposition management.
  • Knowledge base.
  • Segmentation.
  • Interest Management.
  • Document management.
  • Campaign automation.
  • Web forms.
  • Gamified CRM.
  • Event management.
  • Sales gamification.
CRM Modules


How do we at efficy provide the CRM modules you need.

At efficy we understand that every business is a world, so first we listen to you and if we think we can help you we prepare a tailor-made solution, thanks to the fact that we are the most flexible and scalable CRM on the market. 

This way, we make sure you don't spend time and money on finding the optimal solution. Instead, we make it for you. 

The best proof that the system works is that we have over 4,500 customers in more than 33 countries. 

You can start managing your business in the most professional way possible today. 

Shall we talk? 



Learn more: 

What is the best CRM for your business? 
CRM : 5 examples of companies using Customer Relationship Software