Efficy CRM vs Upsales CRM Comparison

92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Efficy CRM

CRM Software

4.4 192 user ratings

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79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Upsales CRM

CRM Software

4.5 114 user ratings

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Overview

Description	Efficy CRM offers a comprehensive solution to streamline business processes, cultivate enduring customer relationships, and amplify sales. Designed to provide complete customer insights, Efficy enables the crafting of impactful, personalized conversations. The platform’s intuitive automation tools allow businesses to automate at scale, thereby enhancing efficiency, boosting productivity, and reducing overhead costs. Keeping track of potential opportunities becomes effortless with a unified 360-degree view, helping to maximize sales with minimal effort. Clear, detailed analytics are always accessible, offering precise ROI assessments and the convenience of generating shareable reports instantaneously. Efficy also helps to invigorate team collaboration, engagement, and productivity by incorporating elements of gamification into daily tasks. With the system, one can refine the customer experience, efficiently manage an increased volume of ticket requests through automation, and reliably meet every customer's needs. Read more	Upsales CRM is a versatile CRM software platform that enables you to find fresh leads, close more transactions, and expand your client base with ease. It helps you find fresh leads to increase the efficiency of your sales process and grow your revenue. With Upsales’ account growth capabilities, you can uncover untapped potential in your current client base. You can get lead suggestions for all registered firms in the United Kingdom based on your sales history and contact information. You can invest your time on the correct offers and view everything from the pipeline's worth and progress to the likelihood and hazards of a transaction. You can discover upsell chances and get notifications when a consumer is ready to make a larger purchase. The platform allows you to see how many meetings you need to fulfill your sales targets, and make decisions based on data. It improves your prospecting and helps you to locate high-quality leads. Additionally, you can improve the predictability and efficiency of your whole sales process and complete more transactions. Read more
Pricing Options	Free Trial Available Offers Custom plan.	Free Trial Not Available
SW Score & Breakdown	92% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 97% Reviews 75% Momentum 65% Popularity 79%	79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more 80% Reviews 75% Momentum 60% Popularity 69%
SaaSworthy Awards	# 15 Fastest Growing # 8 Fastest Growing	Not Available

Features

Total Features	24 Features	8 Features
Common Features for All	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 15 More - Show Less	Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc. Collaboration Tools Interactive tools meant to make the application highly collaborative and encourage teamwork Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc. Customer Segmentation Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services Document Management Ability to store and manage various information and documents in electronic format. Lead Management A systemized and organized way of managing all your leads and their conversation. List Management Enables management of multiple lists and communications with them Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI Opportunity Management Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle. Order Management Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way Product Catalog Lets your sales representatives, as well as customers, view details and prices of each product. Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks. Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity Real-time Data Sync Allows to synchronize with other systems for up-to-date information across platforms Reporting (Analytics) Provides insightful reports and important business metrics to track and measure the outcomes and progress. Sales Force Automation Streamlined management of the sales cycle from lead to close Territory Management Helps to assign, manage sales territories and conveniently track their progress + 5 More - Show Less
Unique Features	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities	AI Assistant AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more. Advanced Automation Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency. Customization Helps to customize the system for use in industry-specific use cases IoT Integration Leveraging Internet of Things devices for enhanced data collection and analysis Omnichannel Customer Engagement Unified management of customer interactions across multiple channels, including web, mobile, and social media. Predictive Analytics Advanced analytics for predicting customer behavior and sales opportunities

Technical Details

Organization Types Supported	Freelancers Large Enterprises Medium Business Small Business	Freelancers Large Enterprises Medium Business Small Business
Platforms Supported	SaaS/Web/Cloud Mobile - Android Mobile - iOS	SaaS/Web/Cloud Mobile - Android Mobile - iOS
Modes of Support	Business Hours Online	Business Hours Online
API Support	Available	Available

Reviews & Ratings

User Rating	4.4/5 192 user ratings	4.5/5 114 user ratings
Rating Distribution	Excellent 52.1% Very Good 35.9% Average 8.3% Poor 2.6% Terrible 1%	Excellent 59.6% Very Good 35.1% Average 2.6% Poor 0% Terrible 2.6%
User Sentiments	User Friendly Interface, Customization Options, Powerful Reporting, Email Marketing Capabilities Steep Learning Curve, Technical Issues, Limited Mobile Functionality, Expensive Add-ons	Ease of Use, Organized Interface, Extensive Integrations, Comprehensive Sales Management Occasional System Slowdowns, Limited Customization Options, Complex Marketing Automation Features, Sub-Optimal Mobile Experience
Review Summary	Efficy CRM receives generally positive reviews, with users praising its user-friendly interface, robust features, and ability to streamline customer relationship management. Many appreciate the customization options, powerful reporting capabilities, and automation features. While its comprehensive nature can be beneficial, some reviewers note a learning curve for new CRM users, suggesting the need for comprehensive upfront training. The platform's cost and limited third-party integrations are also mentioned as potential drawbacks.	User reviews of Upsales Sales and Marketing Platform highlight its ease of use, intuitive interface, and helpful customer support. Users praise the platform's ability to manage leads, track sales activity, and provide a clear overview of customer information. However, some users note occasional slow performance, limited mobile functionality, and a learning curve for certain features. Overall, Upsales is perceived as a valuable CRM solution, particularly for B2B businesses in the Nordic region, but it could benefit from improvements in areas like data import and marketing automation.
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Pricing

Pricing Options	Free Trial Available Offers Custom plan.	Free Trial Not Available
Pricing Plans Monthly Plans Annual Plans	Sales (Maxo) Custom Marketing (Maxo) Custom Customer Service (Maxo) Custom Essentials (Tribe) Others Advanced (Tribe) Others Ultimate (Tribe) Others E-deal Sales Others E-deal Service Others E-deal Standard Others Premium E-deal Others	Upsales CRM Others
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