The ready-to-use CRM for small businesses and startups.
Go from consultant to invaluable partner with efficy CRM for Consultancy.
You’ve got a lot going on. Our CRM for consultancy is here to help you manage your projects and pipeline so you can keep your growing client list delighted — while saving hours each week.
Join 330,000 users already growing with efficy
Capture and retain more loyal clients.
Find and keep clear track of your best opportunities with the 360-degree customer view and use key insights to seamlessly guide prospects toward closing the deal.
After each deal to the next, engage your clients with personalised communication and know where to upsell and cross-sell additional services and retainers.
With your client and project information consolidated and ready at your fingertips, efficy CRM for consultancy helps you gain trust with your clients to build long-term, valuable relationships.
"We needed a tool that was simple, quick to set up and very collaborative."
What is CRM for consultancy?
Customer relationship management (CRM) software allows consultants to develop their business by streamlining activities such as lead generation, scheduling, revenue control, and document reporting and storage. Essentially, CRM software for consultancy manages the process of converting new leads into long-term customers.
efficy CRM for consultancy — build lasting client relationships with solutions tailored to your needs.
Our solutions are easily customisable with add-ons and integrations, so you can feel confident that your solution fits your unique business needs.
Over 330,000 users are already growing with efficy.
"The new system will enable everyone who is in contact with a client to have a 360° view of them."
"We were looking for a CRM that would be integrated into the work of the sales staff, that would be modular and that would allow us to monitor the activity in a very detailed way."
"We needed to go fast, to disrupt our teams as little as possible. efficy was able to accompany us in this transition, with a powerful, intuitive and user-friendly software suite. Having a tool which was rapidly accepted by users greatly contributed to the success of the project."
"All our contracts, claims and policy holder documents are in efficy CRM. It is very easy to find information"