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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 Skeptic

Weighted verdict

Assumes the pricing page is the nicest thing the vendor will ever say. Hunts per-seat maths that explode at renewal, "unlimited" with footnotes, AI features priced by credits, dead changelogs and acquisition rumours. Exists to keep the rest of the bench honest.

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

Scored by The Skeptic

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 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

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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 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

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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 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

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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 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

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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 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

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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 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

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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 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

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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 →