CRM
Efficy CRM
EU-Made Report an errorPanel rating · 6 judges · How to read the stars
Category median
Sovereignty: 1 of 4 dimensions proven
0–5 in half steps. 5 means the rubric's top anchor is met on the evidence.
by Efficy NV · www.efficy.com
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Read this page as one judge. Each weighs the same scores by what they care about.
The panel's verdict
Efficy's strongest showing is pricing transparency, which drew the highest and widest scores in the table, 4 to 6: four packages publish per-user figures — Sales 69 €, Customer Service 69 €, All-in-one 89 €, Custom & Intelligent 119 € per user/month — under a stated no-à-la-carte policy. The spread is explained: the high end rewarded the published prices, while the low end pointed to no annual/monthly split, VAT treatment, seat minimums or renewal terms, and a purchase path ending in a personalized estimate after a 30-minute consultation. The floor is data portability at 1 — we found no public information on import, export, migration tooling or data-return terms — with integrations at 2, where the evidence is 'open platform' and 'fully integratable' copy and no named integration or documented API. Sovereignty splits at 3 to 4: higher scores credit the SecNumCloud, HDS and on-premise hosting menu, while the 'Hosted in Europe' claim appears only in marketing copy with no public data processing agreement or subprocessor list. Automation and contact management sit mid-table at 3 to 4.
Speaks for it
- Four packages publish per-user monthly figures — Sales 69 €, Customer Service 69 €, All-in-one 89 €, Custom & Intelligent 119 € / user/month — under a stated no-à-la-carte policy
- Pricing transparency drew the highest score in the table, reaching 6
- Hosting options span SecNumCloud, HDS, on-premise, public cloud and private cloud
- Event-triggered messaging by email, SMS and mail and automated opportunity creation are evidenced on the vendor's pages
- The sales module names leads, opportunities, quotes, contracts and forecasts as objects
Held against it
- Data portability is the lowest-scored criterion at 1, with no public information on import, export, migration tooling or data-return terms
- Integrations scores sit at 2, with only 'open platform' and 'fully integratable' claims and no named integration or documented API in the captured pages
- The pricing page states no annual/monthly split, VAT treatment, seat minimums or renewal terms, and the invoice arrives via a personalized estimate after a 30-minute consultation
- The 'Hosted in Europe, no extraterritorial dependency' claim appears only in homepage marketing copy, with no public data processing agreement or subprocessor list
- Sales pipeline evidence leans on educational pages about eight stages and four forecasting methods, with no public information on stage gates, quota tracking or a custom report builder
Best for
- You want published per-user package prices up front and prefer a no-à-la-carte packaging model
- You operate in a regulated sector and want SecNumCloud, HDS or on-premise hosting on the menu
- Your automation needs center on event-triggered email, SMS or mail sends and automated opportunity creation
Avoid if
- You need a documented API, webhooks or named native integrations before connecting any tool to your CRM
- You must verify import, export and migration paths before committing your customer database
- You need billing period, VAT treatment and seat minimums stated before you can compute the invoice
- You need a public data processing agreement and subprocessor list before any data moves
The scores
Contact & data model
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How this is scored
Depth and hygiene of the core records — contacts, companies, deals, custom fields, deduplication.
0 — A flat address book; no relations between people, companies and deals.
3 — The standard three objects exist but customization is cosmetic: few field types, no required fields, duplicates accumulate unchecked.
5 — Custom fields across objects, basic dedupe on create, activity history on the record; complex models still need workarounds.
8 — Rich field types with validation, merge and dedupe tooling, relationships beyond the standard model, permissioned field access.
10 — A genuinely modelable system: custom objects or equivalent, bulk hygiene tooling, field-level history — the data model bends to the business, not the reverse.
The Solo Seller
The homepage promises unlimited customisation and data-entry assistance, and segmentation by interests gets a mention, but all of it is marketing-level language. I found no public information on custom field types, required fields, or dedupe and merge tooling — at one to five seats I'd be gambling on record hygiene I cannot see. 1 4
The Data Protection Officer
The captured pages show the standard objects — leads, opportunities, quotes, contracts — alongside claims of unlimited customisation and data-entry assistance for database quality. We found no public information on field types, deduplication or merge tooling, activity history, or field-level permissions, which is what separates a contact list from a governed database of other people's personal data. 1 4
The Sales Ops Lead
Leads, opportunities, quotes and contracts are named as objects, the vendor points to data entry assistance for database quality and unlimited customisation for complex projects — but the captured pages do not detail field types, required fields, dedupe or merge tooling. As the person who has to keep a 40-seat database clean, I see object names and adjectives, not hygiene mechanics. We found no public information on activity history per record or permissioned field access. 1 4
The RevOps Integrator
Leads, opportunities, quotes and contracts are named in the sales module, with an interest management feature for segmentation and data-entry assistance aimed at database quality from day one. We found no public information on custom field types with validation, merge and dedupe tooling, or relationships beyond the standard objects — the "unlimited customisation" claim carries no specifics. 1 4
The Migrator
The sales module names leads, opportunities, quotes, contracts and forecasts, with unlimited customisation, data-entry assistance aimed at database quality, and interest management for segmentation. But after two migrations I read hygiene hardest: I found no public information on merge or dedupe tooling, field validation, required fields, or field-level history, so this sits between cosmetic and solid rather than at either end. 1 4
The Skeptic
The record story is a homepage list of leads, opportunities, quotes and contracts plus the marketing claim of "Unlimited customisation designed for complex projects"; we found no public information on field types, required fields, deduplication or merge tooling. The one concrete hygiene signal is a data-entry assistance feature aimed at database quality, which is a nudge, not tooling. 1 4
Pipeline & forecasting
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How this is scored
Whether the pipeline enforces a process and produces reporting a finance department accepts.
0 — A kanban of deals with amounts; nothing is enforced, nothing rolls up.
3 — Multiple pipelines and stage probabilities exist, but no required fields per stage and only canned reports.
5 — Stage requirements, win/loss capture and standard forecast views; custom reporting is limited or an add-on.
8 — Enforceable process (required fields, stage gates, routing), custom report builder, forecast by team and period with quota tracking.
10 — Forecasting a CFO signs: weighted and commit-based views, historical snapshots, attainment tracking, and reporting composable enough to answer questions the vendor never anticipated.
The Solo Seller
Forecasts are listed in the sales module and reports can be generated 'at the touch of a button', which sounds like canned reporting, while the pipeline pages mostly teach me generic eight-stage pipeline education and four forecasting methods rather than showing product capabilities. I found no public information on required fields per stage, a custom report builder, quota tracking, or forecast views by team and period. 1 4 5 6
The Data Protection Officer
Forecasts are listed in the sales module, and the vendor's own educational content describes eight pipeline stages, four forecasting methods and KPI tracking. We found no public information on required fields per stage, stage gates, a custom report builder, or quota and attainment tracking, so nothing evidences a process a finance department could actually rely on. 1 4 5 6
The Sales Ops Lead
Forecasts are listed alongside quotes and contracts in the sales module, and the vendor promises sales-metric reports at the touch of a button — which reads to me as canned reporting, not a builder. The eight pipeline stages and four forecasting methods on the content pages are generic CRM education, not evidence of stage gates, quota tracking or team-and-period forecasting in the product. We found no public information on required fields per stage, win/loss capture mechanics, or a custom report builder. 1 4 5 6
The RevOps Integrator
Forecasts, quotes and contracts appear in the sales module, reports are described as automatic "at the touch of a button", and the vendor positions its CRM as the tool for tracking sales KPIs. The pages laying out eight pipeline stages and four forecasting methods read as educational content rather than product documentation, and we found no public information on required fields per stage, stage gates, a custom report builder, or quota and attainment tracking. 1 4 5 6
The Migrator
Eight named stages ending in closed win/loss, a forecast line in the sales module, and one-touch automatic sales reports are the visible substance. I found no public information on required fields per stage, stage gates, quota tracking, or a custom report builder, and much of the forecasting material is educational copy about methods rather than product capability — button-press canned reports are not something a finance department signs. 1 4 6
The Skeptic
The eight pipeline stages and four forecasting methods appear on educational pages describing CRM forecasting in general, not in product documentation; the product-side claims are a sales module listing "forecasts" and reports generated "at the touch of a button". We found no public information on stage requirements, a custom report builder, or quota and attainment tracking. 1 4 5
Automation & workflows
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How this is scored
Triggers, sequences and routing that remove manual work without a consultant.
0 — No automation beyond email templates.
3 — Simple if-this-then-that on records; no multi-step sequences, no branching.
5 — Multi-step workflows with delays and branching, email sequences, basic lead routing — capped by tier or count.
8 — Full workflow builder across objects with webhooks as steps, round-robin routing, sequence analytics.
10 — Automation as infrastructure: versioned workflows, error handling, per-step logs, and limits generous enough that the feature is not its own upsell.
The Solo Seller
Event-triggered campaigns across email, SMS and mail, automated opportunity creation, and mass automated follow-up are all evidenced, and automated workflows appear as a headline feature. But I found no public information on a workflow builder — branching, delays, lead routing, or limits — so I cannot tell whether this works without a consultant. 1 6 7
The Data Protection Officer
Event-triggered messaging across email, SMS and mail, automated opportunity creation and automated workflows inside the AI suite are all described in the vendor's content. We found no public information on multi-step workflow builders, delays, branching or lead routing — and an agentic hub that "acts directly within your CRM" operating on contact data raises automated-decision and consent questions the captured pages do not begin to address. 1 6 7
The Sales Ops Lead
Automation is claimed where I would want it: opportunity creation can be automated, follow-up runs en masse, event-triggered email and SMS journeys are described, and automated workflows appear as a named AI feature. Nothing captured shows a workflow builder with delays, branching or lead routing, and no limits or analytics per workflow are published. We found no public information on routing rules, sequence analytics, or where automation caps sit by package. 1 6 7
The RevOps Integrator
Event-triggered messages across email, SMS and mail, automated opportunity creation, and personalised marketing campaigns run by a single person are evidenced, alongside an agentic AI hub claiming automated workflows that act inside the CRM. We found no public information on a visual workflow builder, branching, lead routing, or webhooks available as automation steps — the triggers shown are essentially event-to-message. 1 6 7
The Migrator
Event-triggered messages across email, SMS and mail, automated opportunity creation, and mass practically-automated follow-up are evidenced, with automation named in the marketing module and among the AI features. I found no public information on multi-step sequences, branching, delays, webhooks, or workflow limits — one event sending one message is if-this-then-that, not automation a team can build a real process on. 1 6 7
The Skeptic
The substance is event-triggered message sends by email, SMS or mail, automated opportunity creation, and an "automated workflows" line inside an AI feature list; much of the surrounding copy describes what "CRM systems" in general can do. We found no public information on a workflow builder, branching, delays, lead routing, or automation limits by tier. 1 6 7
Integrations & API
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How this is scored
Two-way email/calendar sync, native connections, and an API that treats external systems as first-class.
0 — No API, no sync; data enters by CSV and leaves never.
3 — One-way email logging (BCC), a handful of Zapier triggers, a read-mostly API.
5 — Two-way email and calendar sync for the major providers, a documented REST API with sane limits, a modest native directory.
8 — Deep native integrations for the revenue stack, webhooks, OAuth apps, API parity with the UI for core objects.
10 — An ecosystem: public API covering everything the UI does, event streams, a marketplace, and sync so reliable the CRM can be the system of record without being the only system.
The Solo Seller
The only integration evidence is copy about integrating with marketing solutions in real time plus a 'fully integratable' claim on the platform page. I found no public information on two-way email or calendar sync, an API, webhooks, or a native integration directory — and I live in my inbox. 4
The Data Protection Officer
The pages claim a fully integratable, open platform that registers lead interactions from marketing solutions in real time. We found no public information on an API, two-way email and calendar sync, webhooks or a native integration directory — undocumented data flows around a store of personal contacts are precisely what cannot be assessed or signed off. 1 4
The Sales Ops Lead
The vendor calls itself an open platform, fully integratable, and describes real-time registration of lead interactions from marketing solutions — but those are adjectives, not connections. We found no public information on a documented API, two-way email and calendar sync, webhooks, or any named native integration. From what was captured I cannot connect a single tool in the revenue stack to this CRM. 1 4
The RevOps Integrator
The homepage calls Efficy "an open platform" and one page claims seamless marketing integration registering every lead interaction in real time, but these are adjectives without mechanics. We found no public information on a documented REST API, webhooks, two-way email and calendar sync, OAuth apps, or a native integration directory — for my money the single biggest gap on this sheet. 1 4
The Migrator
The captured pages offer a "fully integratable" claim and a generic line about real-time integration with marketing solutions; beyond that, I found no public information on a documented API, two-way email and calendar sync, webhooks, or a native integration directory. For me an unevidenced API means I cannot even estimate the cost of getting my data out. 1 4
The Skeptic
The captured pages offer only adjectives — "open platform", "fully integratable", "integrate seamlessly with marketing solutions" — with no named integration, no email or calendar sync detail, and no API documentation. We found no public information on webhooks, OAuth apps, or an integration directory. 1 4
European sovereignty
panel opinion
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How this is scored
Where other people's personal data actually lives and under whose law — entity, hosting, subprocessors, DPA.
0 — US entity, US-default hosting, no public DPA or subprocessor list.
3 — A DPA exists and an EU region is available on request or on top tiers; subprocessor exposure to US CLOUD Act reach is broad and undocumented.
5 — EU hosting selectable at signup, published DPA and subprocessor list; core processing still touches US entities.
8 — EU entity or EU-default hosting with published subprocessors, consent-friendly fields, retention and deletion controls; residual US exposure named and narrow.
10 — European entity, EU-only processing including subprocessors, deletion that provably deletes — sovereignty a DPO can sign off without a caveat file.
The Solo Seller
'Hosted in Europe, no extraterritorial dependency' is a homepage headline, and the hosting spectrum — SecNumCloud, HDS, on-premise, private cloud — is genuinely more choice than most vendors offer. But that residency claim appears only in marketing copy: I found no public information on a data processing agreement, a subprocessor list, or the registered jurisdiction behind it, so I cannot verify it before paying. 1
The Data Protection Officer
Homepage copy promises hosting in Europe with no extraterritorial dependency, and the SecNumCloud, HDS and on-premise options are genuinely meaningful for regulated sectors. But the EU-only claim appears only in marketing copy — we found no public DPA, no subprocessor list, and no retention or deletion controls — ownership is private-equity-backed with the entity jurisdiction unverified, and the AI suite advertises data enrichment on contacts with no published statement of sources or lawful basis. 1
The Sales Ops Lead
The homepage claims hosting in Europe with no extraterritorial dependency, and the hosting menu goes further than most — SecNumCloud, HDS, on-premise and private cloud, with local European teams. But the residency claim lives only in marketing copy: we found no public information on a data processing agreement, a subprocessor list, or the verified jurisdiction and server location behind the entity. Strong hosting story, unproven paperwork. 1
The RevOps Integrator
The homepage claims hosting in Europe with "no extraterritorial dependency, no exposure to legislation outside the EU", offers SecNumCloud, HDS and on-premise options for regulated sectors, and carries a GDPR FAQ — but the residency claim appears only in marketing copy. We found no public information on a data processing agreement or a subprocessor list, and legal entity jurisdiction and ownership were not available. 1
The Migrator
Homepage copy claims EU-only hosting with no extraterritorial dependency, and the hosting menu of SecNumCloud, HDS, on-premise and private cloud is genuinely more sovereignty-friendly than most vendors offer. But the residency claim lives only in marketing: I found no public information on a data processing agreement, a subprocessor list, or the actual hosting provider and server location, so no DPO could sign off on it today. 1
The Skeptic
The homepage promises "Hosted in Europe, no extraterritorial dependency, no exposure to legislation outside the EU" alongside SecNumCloud, HDS, on-premise and cloud options, but the residency claim appears only in marketing copy. We found no public DPA, subprocessor list or named hosting provider, and the legal entity jurisdiction and ownership are recorded as unknown. 1
Import, export & exit
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How this is scored
Getting in with history intact, and out with everything — the anti-lock-in criterion.
0 — Import is a support ticket; export is contacts-only CSV missing notes, activities and files.
3 — Self-serve CSV import with mapping; export covers main objects but drops activity history, attachments or relations.
5 — Guided migration from major competitors, full-object CSV export, API access sufficient to rebuild the database elsewhere with effort.
8 — Complete export (all objects, history, files) self-serve in open formats, import with dedupe and dry-run, no API metering that prices exit out of reach.
10 — Exit as a feature: documented full-fidelity export, migration tooling both directions, and contractual data-return terms — leaving is a weekend, which is exactly why you can stay.
The Solo Seller
I found no public information on import, export, or migration tooling in either direction anywhere in the captured pages. The only documented way in is a demo and a 30-minute consultation with a personalized estimate, which tells me nothing about how I would ever get my data out. 2
The Data Protection Officer
We found no public information on import, export, migration tooling or API access sufficient to leave; the only adjacent signal is the on-premise hosting option, which concerns where data sits, not how it can be taken out. A buyer cannot verify from the captured pages that their database of contacts, notes and history can ever be recovered whole. 1 2
The Sales Ops Lead
Nothing captured addresses getting data in or out: we found no public information on import tooling, export formats, migration support, or contractual data-return terms. For an anti-lock-in read the silence is the finding — the only adjacent signal is an open platform slogan, which documents nothing about exit. I cannot verify any portability capability from the published pages. 1 2
The RevOps Integrator
The captured pages say nothing about getting data in with history intact or out in full — we found no public information on self-serve import, export formats, guided migration, or API access for rebuilding the database elsewhere. The only entry points shown are a demo and a 30-minute consultation that ends in a personalised estimate. 2 7
The Migrator
This is the first criterion I read and I found no public information on it: no export formats or full-object export, no migration tooling, no API details for extraction, no import or dedupe process, and no contractual data-return terms. The one exit-friendly fact is the on-premise hosting option, which at least keeps the database in your own environment; arriving with history intact and leaving with everything is unevidenced. 1
The Skeptic
Every captured page routes buyers toward a free demo and a 30-minute consultation ending in "a personalized estimate based on your number of users"; we found no public information on import, export, migration tooling, API access for extraction, or contractual data-return terms. For a 4,500-client CRM, the total silence on how to leave is the loudest fact on the record. 2 7
Pricing transparency
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How this is scored
Whether a buyer can compute the real invoice — per seat, per month, at renewal — from public pages alone.
0 — No public prices at all; every tier is a sales conversation.
3 — An entry price exists, but the tiers most buyers need are unpriced, or per-seat maths is obscured by bundles, minimums or mandatory onboarding fees.
5 — Most tiers carry real numbers with billing period and VAT treatment stated, but at least one commonly needed capability hides in an unpriced tier or usage-metered add-on.
8 — Every tier priced publicly including annual/monthly split; limits, seat minimums and overage rules stated; only genuine enterprise contracts are custom.
10 — Complete price computability: every tier, add-on, usage meter and renewal rule public, with a calculator or table that makes the invoice at 3 and 30 seats a two-minute exercise.
The Solo Seller
All four packages carry real per-user numbers — Sales and Customer Service at 69 € / user/month, All-in-one at 89 € / user/month, Custom & Intelligent at 119 € / user/month — and 'no à la carte modules, no unpleasant surprises' is the kind of promise I like. But the pricing page gives no annual/monthly split, VAT treatment, or seat minimums, and the path to an actual invoice runs through a consultation rather than a checkout. 2
The Data Protection Officer
Four packages carry public prices — Sales and Customer Service at 69 € / user/month, All-in-one at 89 € / user/month, Custom & Intelligent at 119 € / user/month — under a stated no-à-la-carte packaging model. The pages give no annual versus monthly split, VAT treatment, seat minimums or statement of which package contains the AI features, and purchase runs through a demo and a 30-minute consultation with a personalized estimate rather than self-serve buying. 2
The Sales Ops Lead
Four packages carry real per-user monthly figures — 69 €, 69 €, 89 € and 119 € — with a stated no-à-la-carte packaging model, which is more than most vendors publish. But the pricing page does not state billing period or VAT treatment, seat minimums go unmentioned, and the top package is literally named Custom & Intelligent with a personalized-estimate consultation as the path in. I can see sticker prices; I cannot compute the invoice at renewal. 2
The RevOps Integrator
All four packages carry public per-user monthly prices — Sales 69 €, Customer Service 69 €, All-in-one 89 €, Custom & Intelligent 119 € — with an explicit promise of no à la carte modules and no surprises. We found no public information on the annual versus monthly split, VAT treatment, seat minimums, or what each package actually contains, and the purchase path leans on a consultation with a personalised estimate. 2
The Migrator
All four packages carry public per-user monthly figures — Sales 69 €, Customer Service 69 €, All-in-one 89 €, Custom & Intelligent 119 € per user/month — and the "no à la carte modules" packaging removes the classic add-on trap. But I found no public information on the annual versus monthly split, VAT treatment, seat minimums, or renewal terms, so the real renewal invoice is still a 30-minute consultation away. 2
The Skeptic
Four packages publish real per-user figures — Sales 69 € / user/month, Customer Service 69 € / user/month, All-in-one 89 € / user/month, Custom & Intelligent 119 € / user/month — with a stated no-à-la-carte policy. But no annual/monthly split, VAT treatment, seat minimums, or renewal terms appear, the AI offering carries no stated price or inclusion detail, and the actual invoice arrives via a personalized estimate after a consultation rather than a checkout. 2
European sovereignty — proven facts
1 of 4 dimensions provenBuilt only from facts shown on the vendor's own pages. A dimension we could not prove is left open, not scored as zero.
| Legal entity | Not determined | — | uncited Report an error |
|---|---|---|---|
| Ownership | Not determined | — | uncited Report an error |
| Data residency | EU only ⚠ unverified | 3/3 pts | 1 Report an error |
| Subprocessors | Not determined | — | uncited Report an error |
Where this could be wrong
- Evidence ages. The oldest capture behind this page is from 21 Sep 2026. Vendors change pricing and policies without notice; every fact reflects its source as of the capture date shown in the registry.
- Weak sourcing — Data residency. The claim appears only in homepage marketing copy; no privacy policy or data processing agreement naming the actual hosting provider and server location was provided.
- AI can misread a source. Extraction and judgement are automated; a citation guarantees traceability, not infallibility. If something here is wrong, say so — no account needed, every report is decided within 5 business days, and accepted corrections are published.
What we left out
A claim that does not survive our checks costs us the claim, not the page. This is what was taken off this one.
- We could not confirm any compliance information on the vendor’s own pages as captured, so this page shows none rather than a statement we cannot stand behind. Know more? Tell us
Sources (7)
The pages every claim on this page was read from — each one checked, dated, and kept verifiable.
- 1 Vendor homepage www.efficy.com Checked 21 Sep 2026 Details →
- 2 Vendor pricing page www.efficy.com Checked 21 Sep 2026 Details →
- 3 Contact & data model — found from sitemap www.efficy.com Checked 1 Oct 2026 Details →
- 4 Pipeline & forecasting — found from sitemap www.efficy.com Checked 1 Oct 2026 Details →
- 5 Pipeline & forecasting — found from sitemap www.efficy.com Checked 1 Oct 2026 Details →
- 6 Automation & workflows — found from sitemap www.efficy.com Checked 1 Oct 2026 Details →
- 7 Automation & workflows — found from sitemap www.efficy.com Checked 1 Oct 2026 Details →