Stop navigating your CRM. Start talking to it.
Ask efficy is the conversational interface of your CRM.
An orchestrator that understands complex natural language, queries multiple systems, triggers actions and coordinates specialised agents.
Zero navigation.
Zero copy-paste.
Your agent has done the work.
When the data is there, but finding it takes longer than using it
The "multi-tab scramble" before every meeting
A sales rep juggles 4 screens, 7 tabs, 3 files to compile context that could have been obtained in a single question. This wasted time is selling time lost. Ask efficy eliminates this friction.
A permanent dependency on RevOps
"What's my conversion rate by sector this quarter?" → analyst ticket, extraction, pivot table, results 48 hours later. The decision waits, the data sleeps. Ask efficy responds in seconds, directly from efficy CRM data in real time, not captures from a few days ago!
A CRM under-exploited by non-technical profiles
Directors, field managers, new joiners: most only exploit a fraction of CRM data, for lack of an interface adapted to their use. The CRM becomes a cost for the initiated rather than a lever for everyone.
Measurable impact
Productivity
gains
Our internal users estimate they save 8 to 12 hours per month on average.
Zero data entry.
Or almost.
Approximately 95% reduction on post-call data entry, 100% on email-to-CRM, 97% on pipeline preparation.
ROI in under
2 months.
Payback modelled at under 2 months, including activation.
Ask efficy, a conversational interface to orchestrate all your customer data
Ask efficy doesn't just answer.
It understands complex natural language, queries multiple systems, triggers actions and coordinates specialised agents.
It's an orchestrator, not a chatbot.
Instant Answers & Actions: ask, get, act
A question in natural language. Ask efficy understands the intent, queries the CRM via MCP, synthesises the response with references to exact sources, and suggests the next best action: task creation, email sending, record update. You confirm, the action is executed. The user doesn't need to know which screen, which field, which version of the process to use. Ask efficy routes and executes.
Examples already available in the widget: "What's my next appointment?", "Show me the 5 largest opportunities for Patrice Alladin sorted by amount", "Open the Executive leadership seminar Marrakech opportunity", "Send an email to Patrice to confirm my visit tomorrow".
Smart Data Entry: data entry becomes asynchronous
Text, image, document: send any input. The agent understands, matches against your CRM objects, generates a preview, applies on confirmation, learns from your corrections.
CRM data entry is no longer a task, it's a by-product of your work. We build on the hundreds of integrations efficy has already delivered over the years.
A whole legacy put at the service of the agent!
Surface Insights: intelligence in the noise
From any call, email or meeting transcript, the agent extracts sentiments, business entities and actions to take. It performs fuzzy matching on your CRM records, creates an alert with a risk or opportunity score, and generates a follow-up task.
The key detail: the agent extracts your custom entities, not just generic CRM fields.
It understands your Claim, your Guarantee, your Member File.
"Brief me for my next meeting", the demo that wins our pilots
A single question. The agent orchestrates the complete synthesis of everything a sales rep needs to know before walking into a meeting.
- 360° account summary in 3 lines: where the relationship stands, in 15 seconds.
- Timeline of recent interactions with positive signals and flagged points of attention.
- Pipeline details with cross-sell and upsell recommendations based on the customer's product portfolio.
- Personalised meeting opening script, referencing a specific piece of context.
An architectural principle that changes everything
We decouple the AI release cadence from that of the CRM. Agents every week, not features every quarter.
This architectural choice allows us to deliver new capabilities without waiting for CRM release windows. Product teams can iterate at the pace AI progresses, that is, every week.
Related features
What our clients say
"Before efficy's platform came on board, customer knowledge was pretty vague in the minds of sales representatives and we didn’t have this single view of the customer"
"We chose efficy's platform for its multilingual capabilities. Regardless of their area of operation in the world, our sales teams now have a single interface."
"efficy's platform reporting is highly appreciated by our employees"
Ready to take action?
Ask your CRM its first question.
A personalised demo on one of your real use cases: no slides, no mockups.
You see the agent working on data that looks like yours.