Workflow automation

Get more done with less time, less effort, and less resources — all thanks to easy and intuitive Workflow Automation in efficy CRM.

Gain hours back into your week.

Save time and resources by cutting down on repetitive tasks and making your processes more efficient. We help you move quicker, so you can keep costs low and your focus where it matters most.

Create automated workflows with ease.

It's simple to automate in efficy CRM. Anyone can build meaningful automated workflows with low-code, drag-and-drop actions.

Automate processes across your entire organisation.

Capture more leads, reach your best opportunities at the right time, and guide sales people through conversations until deals are closed and you’re getting paid on repeat.

From marketing to sales to project management, invoicing, and beyond — streamline your entire business to increase your revenue while making everyone’s workday easier. 

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