EFFICY CRM 10 has 3 main goals:
• Offer a brand new CRM analytics philosophy.
• Simplify access to information to save time in everyday tasks.
• Improve the document and project management features.
1. The New «CRM Intelligence Module»
EFFICY CRM 10 offers a new “CRM Intelligence Module”, which will help with analyzing and
gaining meaningful knowledge from your data. With only a few clicks you can analyze your
current situation, but also have a predictive overview.
CRM Intelligence Module comes with a dozen of ready-to-use interactive dashboards.
However, you can of course add your own KPI according to your business needs.
With 1 click
you can select,
it has never
The KPI and
you an exact
to help you to
make the right
decision at the
and a predictive
2. Simplify Your Access To Information
The simplification of access to information is partly achieved by the new Calendar
view, which immediately displays the availability of resources.