The complete CRM to power all your projects.
Activities
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.
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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.
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"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.
Stay adaptable with improved organisation.
Ditch juggling multiple apps — with seamless integrations and all your tools, documents, and data organised in one place, you’ll free up hours of valuable time so you can stay ahead and ready to meet all your clients’ needs.
Efficy CRM for consultancy enables you to access key information right on the spot, shift tasks across your team in seconds, and keep everyone aligned.
Reduce your time spent on busy work — increase your revenue.
Keeping your focus where it matters most becomes easy when your processes are organised and automated in efficy CRM. Save even more time and optimise your resources by automating your busy work, from routine workflows to emails and manual data entry.
Get paid faster and take your business to the next level.
Getting paid just got a lot easier with efficy CRM for consulting services. Create and send quotes with only a few clicks, automate your invoicing process, and collect payments right from the CRM.
With our highly-configurable reports, easily analyse the projected value of your deals over time so you can prioritise your efforts and streamline your growth.
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.
efficy Enterprise
69€ user/month
Complete CRM that helps you better track and manage your activities, save time and resources, and brings your teams together to drive impact.
Our CRM plans includes:
Sales
Dashboards
GDPR
Email
Agenda
Over 330,000 users are already growing with efficy.
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"The new system will enable everyone who is in contact with a client to have a 360° view of them."
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"All our contracts, claims and policy holder documents are in efficy CRM. It is very easy to find information"