Define precisely who accesses what in your CRM.
efficy access rights management gives you granular control over every access.
Rights defined by profile and CRM object, with no technical involvement. A digital rights management solution adapted to every organisation.
Poorly configured rights create risks and confusion
Security risk
Access to out-of-scope opportunities, confidential contracts, personal data: without precise access rights management access rights management, the regulatory and data leak risk is real.
Overloaded interface
Irrelevant data slows users down and harms CRM adoption. Well-configured digital rights management streamlines the interface for every profile.
Loss of trust
Without access reliable access rights management, managers cannot guarantee confidentiality and users question the relevance of the CRM.
Measurable impact
Guaranteed
confidentiality
Every user accesses only their own scope thanks to access rights management.
GDPR
compliance
Personal data accessible only to authorised individuals.
Improved
experience
Interface adapted to each team member role.
Simplified
management
Reusable profiles, instant revocation of digital rights.
Granular and intuitive access rights management
Rights defined by profile and CRM object.
Every access rights management setting is configurable by administrators with no technical involvement.
Rights by object, action and scope
For each CRM object type: read, create, edit, delete, export.
A sales rep creates opportunities in their territory but cannot delete contracts.
Access rights management access rights management Access rights management adapts to every operational reality.
Profile and role management
Reusable profiles: assigning a profile means immediate access.
Instant revocation on role change or departure.
Digital rights management evolves with your organisation, with no individual configuration required.
Related features
What our clients say
"I would definitely recommend efficy. It is a Belgian company that is close to its customers and has a pragmatic approach. efficy's platform itself is user-friendly and easy to master"
"efficy CRM gives us a better traceability and a better follow-up in the management of the activity"
"efficy's platform met the complexity of our membership and was very flexible in all developments as our CRM is fully customizable."
Ready to take action?
Master access to protect your data.
Find out how to configure access rights management tailored to your organisation in efficy CRM.