Give your customers a self-service space connected to your CRM.
Contracts, invoices, tickets, requests: your customers access everything autonomously via the extranet.
Every action tracked in the CRM with no re-entry.
Your extranet becomes a lever for satisfaction and productivity.
Teams overloaded with simple requests
Repetitive requests
Finding an invoice, confirming a date, communicating a status: requests that pile up. Without an extranet, these simple requests unnecessarily tie up your agents.
Extended response times
Agents are diverted from high-value requests. The self-service portal relieves the team of low-value requests.
Degraded customer experience
Lack of autonomy, waiting for information accessible in seconds. Without a self-service portal, frustration sets in and satisfaction erodes.
The measurable impact
Reduced
workload
Simple requests handled autonomously via the extranet.
Improved
experience
Immediate access, real-time tracking from the client portal.
Complete
traceability
Every portal action recorded in the CRM.
Security
Rights by profile, secure authentication on the self-service portal.
A self-service portal integrated into the CRM for greater autonomy
Your customers access the information relevant to them in real time via the Extranet.
Your teams focus on high-value interactions.
Your self-service portal works for you around the clock.
Secure and personalised space
Every customer accesses a dedicated space in the Extranet: active contracts, order history, documents, open tickets.
Access rights configurable by profile.
Secure authentication.
Request submission and tracking
Ticket creation, document request, question about a contract: everything from the Extranet.
Real-time tracking with no need to call or send an email.
Every action in the self-service portal is automatically tracked in the CRM.
Related features
What our clients say.
"efficy's platform gives us a better traceability and a better follow-up in the management of the activity"
"efficy CRM reporting is highly appreciated by our employees"
"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"
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.