Centralise, organise and find all your documents from your CRM.
Link each file to the customer record and find any document in seconds.
Document management software integrated with the CRM for seamless electronic document management without any loss of context.
Enterprise document management: time wasted and errors
Documents not found
Unstructured folders, overflowing inboxes. Without document management software, finding the right contract is a real ordeal.
Outdated versions
Teams work on outdated versions without knowing it. Document management quality suffers directly.
Traceability impossible
Lost documents, version errors, extended delays. Without structured enterprise document management, traceability is impossible to guarantee.
The measurable impact
Search
in seconds
Find any document instantly in the DMS software.
Clear
versions
Latest version always identified in electronic document management.
Accelerated
creation
Templates fed by CRM data.
Security
Rights by profile, controlled external sharing, document management quality guaranteed.
The CRM integrates a DMS directly into the customer cycle
Every document is linked to a specific CRM object in efficy.
No more folder trees nobody maintains.
Electronic document management is contextual and logical.
Contextual linking of every document
Every document is linked to its CRM record in the document management software: contracts linked to the opportunity, invoices to the customer record, reports to the campaign.
Automatic versioning, history preserved.
Who viewed, downloaded, modified: everything is tracked.
Advanced document search
Full-text search, filters by type, date, author, CRM object in this DMS software.
No more need to remember which folder to look in.
Electronic document management becomes instant.
Creation from CRM-fed templates
Document generation from templates that automatically inject CRM data.
Direct sending and signing processes integrated in efficy for frictionless document management.
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 CRM itself is user-friendly and easy to master"
"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."
Ready to take action?
Put an end to lost documents and outdated versions.
Find out how efficy's integrated DMS software centralises your enterprise document management.