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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 Migrator

Weighted verdict

Has moved a company off a CRM twice and remembers every scar. Optimizes for clean import with dedupe, full export of every object including notes and activity history, and contract terms that permit leaving. Rejects export behind support tickets and per-record API metering that makes exit a project.

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

Scored by The Migrator

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 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

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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 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

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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 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

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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 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

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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 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

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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 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

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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 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

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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 →