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What is Merlin CRM?

Merlin offers users limitless access to company and contact records, alongside approximately 40 customizable fields for personalized data management and reporting, in addition to standard CRM fields. To improve user interaction, it incorporates an intelligent, dynamic menu that predicts and showcases the most pertinent options relevant to the current page, thereby reducing unnecessary navigation. The platform’s seamless integration guarantees that every action is recorded against the appropriate contact, effectively preventing data redundancy and preserving a thorough historical account. The CRM module equips a proactive sales team by automatically populating their calendars with appointments for future periods, be it for the next month, week, day, or a designated date range. This capability also supports the Accounts and Purchasing departments, facilitating efficient tracking of payments and deliveries. By optimizing communication and record management, Merlin significantly boosts overall operational efficiency, ensuring that all teams work in harmony towards common goals. Ultimately, this comprehensive approach enables businesses to operate with greater agility and responsiveness in an ever-evolving market landscape.

What is efficy?

Our CRM solutions are distinguished by their unmatched adaptability within the market. Featuring an open and customizable architecture, users have the ability to make significant alterations across the various components of the software suite. To help you navigate these configurations and customizations, our expert teams are always on hand to offer assistance. We customize your CRM solution to fit perfectly with your organization’s structure, workflows, teams, events, projects, sales strategies, customer support, and help desk systems, among other vital elements. Efficy Group enhances the productivity of your sales teams by providing a robust suite of CRM tools that includes a customer database, business activity tracking, opportunity management, and a diverse array of offerings. Regardless of whether they are working from the office or remotely, your sales representatives are equipped with a comprehensive 360° perspective of their customers and prospects, including their proposals. Furthermore, they gain the capability to effectively segment their database, which enables them to launch targeted multi-channel marketing campaigns aimed at improving engagement and outcomes. This combination of features ensures that your sales teams are not only well-informed but also highly efficient in addressing customer needs.

Media

Media

Integrations Supported

Alcméon
Campaign Monitor
Constant Contact
Constant Contact Lead Gen & CRM
Eureka ERP
Gmail
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Operations Hub
Mailchimp
Microsoft Outlook
Mindsay
Qlik Application Automation
Voyced
Webmecanik

Integrations Supported

Alcméon
Campaign Monitor
Constant Contact
Constant Contact Lead Gen & CRM
Eureka ERP
Gmail
HubSpot CRM
HubSpot Customer Platform
HubSpot Marketing Hub
HubSpot Operations Hub
Mailchimp
Microsoft Outlook
Mindsay
Qlik Application Automation
Voyced
Webmecanik

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Merlin Business Software

Date Founded

1974

Company Location

United Kingdom

Company Website

www.merlinbusinesssoftware.com/our-software/contact-management/

Company Facts

Organization Name

efficy

Date Founded

2005

Company Location

Belgium

Company Website

www.efficy.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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