Efficy for Gmail

Efficy CRM for Gmail lets you interact with your Efficy CRM without leaving Gmail. While consulting a Gmail message, you can: - show Efficy contacts information based on the Gmail message recipients; - save a Gmail message into Efficy (recipients already present in your Efficy CRM will be automatically linked to it); - search existing Efficy entities (Companies, Opportunities and Incidents) and link them to the message; - save recipients as a new Efficy contact; - convert a Gmail message into other Efficy entities (e.g. Documents, Sales Opportunities and Incidents) While composing a Gmail message, you can: - search Efficy entities and insert their Efficy hyperlink in your draft - share Efficy Files directly from Gmail. You can either create a sharing link to an Efficy Document or to a specific file of your desired Document.