--- description: Tudo sobre Efficy CRM: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários graças à Capterra Portugal. Saiba mais! image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Efficy CRM - Preço, avaliações e classificação - Capterra Portugal 2026 --- Breadcrumb: [Home](/) > [Sistemas CRM](/directory/2/customer-relationship-management/software) > [Efficy CRM](/software/149894/efficy-crm) # Efficy CRM Canonical: https://www.capterra.pt/software/149894/efficy-crm Page: 1 / 5\ Seguinte: [Next page](https://www.capterra.pt/software/149894/efficy-crm?page=2) > O CRM Efficy se adapta às necessidades do cliente (e não o contrário). O CRM Efficy permite que você cresça e desenvolva sua atividade comercial. > > Verdict: Rated **4.0/5** by 90 users. Top-rated for **Probabilidade de recomendação**. ----- ## Resumo ### Quem usa Efficy CRM? O Efficy é um CRM flexível feito para as necessidades mais consideradas. O modelo de dados permite uma adaptação ao processo de negócios mais complicado e, na nuvem, a migração de personalizações está incluída. ## Quick Stats & Ratings | Metric | Classificação | Detail | | **Geral** | **4.0/5** | 90 Avaliações | | Praticidade | 3.9/5 | Based on overall reviews | | Suporte ao cliente | 3.8/5 | Based on overall reviews | | Relação qualidade/preço | 4.0/5 | Based on overall reviews | | Recursos | 3.9/5 | Based on overall reviews | | Recommendation percentage | 70% | (7/10 Probabilidade de recomendação) | ## Sobre o fornecedor - **Empresa**: Efficy - **Founded**: 1998 ## Commercial Context - **Preço inicial**: 49,00 € - **Target Audience**: Profissional autônomo, 2 - 10, 11 - 50, 51 - 200, 201 - 500, 501 - 1 000, 1 001 - 5 000, 5 001 - 10 000, 10 000+ - **Deployment & Platforms**: Nuvem, SaaS, baseado na web, Mac (desktop), Windows (desktop), Windows (local), Android (celular), iPhone (celular), iPad (tablet) - **Idiomas**: alemão, checo, chinês, croata, dinamarquês, eslovaco, espanhol, finlandês, francês, grego, húngaro, inglês, italiano, japonês, neerlandês, norueguês, polaco, português, romeno, russo, sueco, turco, árabe - **Available Countries**: Alemanha, Andorra, Bulgária, Bélgica, Chéquia, Croácia, Dinamarca, Eslováquia, Eslovénia, Espanha, Finlândia, França, Gibraltar, Grécia, Hungria, Irlanda, Itália, Luxemburgo, Malta, Mónaco and 10 more ## Recursos - Acesso para Celular - Análise de dados visual - Armazenamento de documentos - Assinatura eletrônica - Automatização de processos e fluxos de trabalho - Banco de dados do cliente - CRM - Captura de documentos - Comentários/notas - Compartilhamento de arquivos - Comunicação multicanal - Contatos compartilhados - Controle do processo de aprovação - Controles/permissões de acesso - Ferramentas de colaboração - For Financial Institutions - Formulários personalizáveis - Geração de leads - Gerenciamento de documentos - Gerenciamento de reuniões - Gestão da atividade de vendas - Gestão da base de conhecimento - Gestão da comunicação - Gestão de arrecadação de fundos - Gestão de caixa de entrada - Gestão de calendários - Gestão de campanhas - Gestão de compromissos - Gestão de conteúdo - Gestão de doadores - Gestão de incidentes - Gestão de pesquisas/enquetes - Gestão de tarefas - Gestão do pipeline - Histórico do cliente - Modelos pré-elaborados - Monitoração de chamadas - Painel de atividades - Para o setor de seguro - Perfis de clientes - Pesquisa de texto completo - Pesquisa e filtro - Planificação/Programação de projetos - Rastreamento de clientes - Rastreamento de engajamento - Relatórios de vendas - Roteamento automático - Roteirização de chamadas - Segmentação de clientes - Seguimento de relatórios/projetos ... and 61 more features ## Integrations (23 total) - ACTITO - BlueMind - Creditsafe - DigDash - Docusign - Flexmail - Gmail - Google Docs - Kiamo - Mailchimp - Mailjet - Mapo - Microsoft Excel - Microsoft Outlook - Microsoft PowerPoint ... and 8 more integrations ## Opções de suporte - Email/Help Desk - FAQs/Fórum - Base de conhecimento - Suporte por telefone - Bate-papo ## Category - [Sistemas CRM](https://www.capterra.pt/directory/2/customer-relationship-management/software) ## Categorias relacionadas - [Sistemas CRM](https://www.capterra.pt/directory/2/customer-relationship-management/software) - [Software CRM Online](https://www.capterra.pt/directory/30072/online-crm/software) - [Ferramentas de Colaboração](https://www.capterra.pt/directory/15/collaboration/software) - [Software CRM para Pequenas Empresas](https://www.capterra.pt/directory/31583/small-business-crm/software) - [Ferramentas de Engajamento com Cliente](https://www.capterra.pt/directory/30906/customer-engagement/software) ## Alternativas 1. [Bitrix24](https://www.capterra.pt/software/113540/bitrix24) — 4.2/5 (984 reviews) 2. [Zoho CRM](https://www.capterra.pt/software/155928/zoho-crm) — 4.3/5 (6964 reviews) 3. [Pipedrive](https://www.capterra.pt/software/132666/pipedrive) — 4.5/5 (3042 reviews) 4. [monday.com](https://www.capterra.pt/software/147657/monday-com) — 4.6/5 (5726 reviews) 5. [EngageBay CRM](https://www.capterra.pt/software/178819/engagebay-marketing) — 4.7/5 (907 reviews) ## Avaliações ### "Much more than a CRM, it is a complete product to manage "knowledge" within your company" — 4.0/5 > **Jean-Philippe** | *19 de maio de 2017* | Ócio, viagens e turismo | Recommendation rating: 9.0/10 > > **Vantagens**: We have been implementing this tool in 2011. we have 5 different departments with 5 different needs and we have with Efficy to help our different needs. - amazing flexibility to customize your own process, fields, lookup etc... - very good presentation. "flat" design straight to the point. - good communication with the supplier to move forward your project. If you are looking for a tool that will support different specific needs from sharing information, dealing with sales needs, managing pool of pictures, you will make the right choice with this tool. We had also the possibility to "feed" more than 80% of our website with information coming directly from Efficy (text, pictures, profiles, etc..). Great tool > > **Desvantagens**: The great flexibility is sometimes "challenging" in the sense that due to the fact that we can add so many features... sometimes it could disturbing for the users and for the project manager to follow. > > \- better communication within the company - better process in place to manage information - better sales activities ----- ### "Versatile CRM with a very broad functionality set" — 5.0/5 > **Bart** | *15 de março de 2017* | Serviços de eventos | Recommendation rating: 10.0/10 > > **Vantagens**: Versatile Customer Care Easy to use web-based fast Outlook integration > > **Desvantagens**: The webinterface can be a bit overwhelming in the beginning Importing data has to be handled by the programmers, the built-in import tool is a bit outdated. > > Once you get the hang of it, you will find out that Efficy really is a great and versatile CRM. It's easy to use Web-Interface is very adaptable and has a great system of customizable views. Efficy has been neatly integrated into our way of working without a minimum amount of development and the learning curve for our employees wasn't too steep so that the transition from our old system to Efficy went fluently. Often forgotten when making a buying decision but I really would like to stress on the quality of the customer support at Efficy's. Good customer care will make your CRM journey a lot easier and with Efficy you will find out that they can make the difference with the competition. ----- ### "Ines CRM" — 3.0/5 > **Riham** | *28 de fevereiro de 2022* | Fabricação de alimentos | Recommendation rating: 5.0/10 > > **Vantagens**: a database were one team can have access to information simultaneously > > **Desvantagens**: I cannot really precisely say because I have not had a proper formation to learn how to use it but i would love to in the near future ----- ### "Cannot imagine to be using another system" — 5.0/5 > **Stijn** | *15 de março de 2017* | Software | Recommendation rating: 10.0/10 > > **Vantagens**: - easy to use - web-based \>\> reachable everywhere > > **Desvantagens**: - > > I've known Efficy since the beginning. The system and it's logic behind has always felt natural for me and easy to use. The amount of information that can be put into it stays manageable and clear thanks to the ability to view everything from different point of views and still be able to find the data you need where you need it. I would recommend it to everyone who wants to work efficient and productive. The ease of use combined with the possibility to integrate the system with well-spread tools like Office and the possibility to integrate it with nearly every other system makes Efficy CRM a incredible powerful tool that stays flexible and agile despite the power of the system. ----- ### "Very flexible and easy to use" — 4.0/5 > **Jens** | *26 de setembro de 2017* | Recommendation rating: 9.0/10 > > **Vantagens**: - Very easy to use and intuitive - Flexible: Easy to add or change fields to the system using the configuration tool - Queries/Reports: End users can create queries \& reports by themselves - Outlook synchronization works very well - Interfacing with other software (SAP, Qlikview) using the datasynchro tool allows you to load data from other software. - Office integration allows you to create templates in an easy way - Efficy has the possibility to work offline. > > **Desvantagens**: - Efficy on mobile phone still has some space for improvement (In development). - The offline installation need to be setup by a technical skilled person. > > Centralised customer information Sales is making offers in an uniform offer template Better view on sales' agenda and activity ----- Page: 1 / 5\ Seguinte: [Next page](https://www.capterra.pt/software/149894/efficy-crm?page=2) ## Links - [View on Capterra](https://www.capterra.pt/software/149894/efficy-crm) ## This page is available in the following languages | Locale | URL | | da | | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | ja | | | nl | | | nl-BE | | | pt | | | pt-PT | | | sv | | ----- ## Structured Data