Centralise, track and renew your contracts. Your AI agents watch over every deadline.
From creation to electronic signature, including renewal alerts, manage the entire cycle with complete contract management completely.
Your agents anticipate every deadline for contract tracking without fail.
Manual contract management: an invisible cost that adds up
Contracts scattered and unfindables
Contracts are scattered across shared folders, inboxes and spreadsheets. Without a contract management tool, nobody knows where each negotiation stands or which clauses have been validated.
Renewals missed or handled at the last minute
Teams lose considerable time tracking down the right documents. Without automated contract tracking, deadlines go unnoticed and renewal opportunities are lost.
Compliance risks and disputes
La contract management clients and supplier contracts become a source of risk. Every discrepancy costs far more than a proper contract management and tracking.
Every contract becomes a live object, monitored by your AI agents
Linked to the customer record, accessible anywhere, automatically tracked throughout its lifecycle.
Efficy's contract management lets your sales, legal and operations teams work from a single, always up-to-date source.
A single contract repository for all your commitments
All your contracts, customers, suppliers and partners are centralised in a single repository.
Each contract is linked to its relationship record and enriched with its documents and change history.
Creation relies on pre-configured templates that automatically integrate CRM data.
No more manual re-entry or copy-paste errors in customer contract management. errors inopier-coller dans la contract management clients.
Real-time tracking, automatic alerts before every deadline
The contract tracking configures alerts according to your deadlines: renewal, trial expiry, annual pricing review.
Each manager is notified well in advance, with sufficient notice.
The dashboard provides a consolidated view of all active contracts, those pending signature or reaching their deadline.
Contract management and tracking becomes proactive.
Electronic signature to close faster
As soon as a contract is ready, launch the signature directly from the CRM.
The document is sent, signed online from any device and automatically archived.
This workflow integrity, from contract management to signature, eliminates the administrative breaks that slow down closing.
Particularly effective for standard supplier contracts and renewals.
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 met the complexity of our membership and was very flexible in all developments as our CRM is fully customizable."
Make your data sources work for your CRM too
Your data deserves better than a manual update once a year.
Request a personalised demonstration and find out how to connect your CRM to the sources that make the difference for a reliable, fresh and continuously usable database.