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Efficy CRM

EU-Made Report an error

Panel 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 Data Protection Officer

Weighted verdict

Knows a CRM is a database of other people's personal data before it is a sales tool. Optimizes for GDPR posture: EU hosting, DPA, subprocessor hygiene, consent fields, retention and deletion that actually delete. Rejects US-default hosting and enrichment features that scrape contacts from the open web.

Same scores as the panel view — this lens weights them the way this judge cares.

Scored by The Data Protection Officer

Contact & data model

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.

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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

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Pipeline & forecasting

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.

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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

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Automation & workflows

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.

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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

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Integrations & API

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.

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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

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European sovereignty

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.

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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

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Import, export & exit

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.

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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

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Pricing transparency

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.

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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

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European sovereignty — proven facts

1 of 4 dimensions proven

Built only from facts shown on the vendor's own pages. A dimension we could not prove is left open, not scored as zero.

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

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.

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Sources (7)

The pages every claim on this page was read from — each one checked, dated, and kept verifiable.

  1. 1 Vendor homepage www.efficy.com Checked 21 Sep 2026 Details →
  2. 2 Vendor pricing page www.efficy.com Checked 21 Sep 2026 Details →
  3. 3 Contact & data model — found from sitemap www.efficy.com Checked 1 Oct 2026 Details →
  4. 4 Pipeline & forecasting — found from sitemap www.efficy.com Checked 1 Oct 2026 Details →
  5. 5 Pipeline & forecasting — found from sitemap www.efficy.com Checked 1 Oct 2026 Details →
  6. 6 Automation & workflows — found from sitemap www.efficy.com Checked 1 Oct 2026 Details →
  7. 7 Automation & workflows — found from sitemap www.efficy.com Checked 1 Oct 2026 Details →