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Tribe CRM

Brand : efficy

Starting at

€ 300

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Tribe CRM Pricing & Plans

Essentials
  • Minimum 2 users
  • 360-degree view
  • Sales Management
  • Time registration
  • Work Order Management
  • Free customer support
  • Unlimited data storage
  • Flexible & Adaptable CRM
    • Users
    • Yearly
Starting at € 300
Advanced
  • Minimum 2 users
  • 360-degree view
  • Sales Management
  • Time registration
  • Work Order Management
  • Free customer support
  • Unlimited data storage
  • Flexible & Adaptable CRM
    • Users
    • Yearly
Starting at € 468
Ultimate
  • Minimum 5 users
  • 360-degree view
  • Sales Management
  • Time registration
  • Work Order Management
  • Free customer support
  • Unlimited data storage
  • Flexible & Adaptable CRM
    • Users
    • Yearly
Starting at € 708

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Tribe CRM Features

Customer Data Management (CDM)

  • icon_check Contact Management Centralizes all customer data with a 360-degree view of interactions and relationships.
  • icon_check Account Management Manage B2B relationships with detailed company profiles and historical interaction logs.
  • icon_check Customer Profiles Comprehensive digital profiles containing contact info, history, and custom fields.
  • icon_check Contact Segmentation Group contacts based on specific criteria or behavior for targeted outreach.
  • icon_check Activity History A chronological log of every call, email, meeting, and note for every contact.

Sales Management

  • icon_check Lead Management Track potential customers from initial interest through qualification and conversion.
  • icon_check Contract Management Store and manage contracts, including automated invoicing for recurring subscriptions.
  • icon_check Order Management Streamline work orders and sales orders from planning to execution and final billing.
  • icon_check Quote Management Generate, send, and track professional quotes directly within the CRM platform.
  • icon_check Sales Forecasting Analyze the sales pipeline to predict future revenue and identify growth trends.
  • icon_check Deal Management Visually track opportunities through custom stages in the sales pipeline.
  • icon_check Sales Automation Automates repetitive sales tasks, reminders, and status updates to improve efficiency.
  • icon_check Workflow Automation and Management No-code engine to automate business processes based on custom triggers and rules.
  • icon_check Opportunity & Pipeline Management Visual pipeline management to track deals and identify potential bottlenecks.
  • icon_check Territory Management Assign, monitor, and optimize sales territories to improve regional sales efforts.

Marketing Automation

  • icon_check Email Marketing Create, send, and track professional email campaigns with built-in templates and branding.
  • icon_check Campaign Management Plan, execute, and monitor marketing campaigns to engage your target audience.
  • icon_check Lead Nurturing Automate follow-ups and marketing workflows to move leads through the sales funnel.
  • icon_check Customer Journey Tracking Maps every touchpoint from initial lead contact to support and invoicing.
  • icon_check Customer Segmentation Organize customers into segments for personalized service and marketing strategies.
  • icon_check Event-Triggered Workflows Automate actions (like sending an email) when a specific event occurs in the CRM.
  • icon_check Automated Campaigns Set up multi-step marketing sequences that run automatically based on lead behavior.

Data Sourcing / Integrations

  • icon_check Social Media Integration Integrates with social platforms via third-party tools like Zapier or specific connectors.
  • icon_check Data Import/Export Easily migrate data into the system or export records for external reporting.
  • icon_check API Access Open REST API (OAuth 2.0) allows for custom integrations and data synchronization.
  • icon_check Calendar Integration Syncs with Microsoft 365 and Google Calendar to manage appointments and tasks.
  • icon_check Third Party Integrations Connects with tools like Outlook, Gmail, Leadinfo, and 2000+ apps via Zapier/Pabbly.
  • icon_check Email Marketing Tools Integration Connect CRM with email platforms like Mailchimp or SendGrid for seamless campaigns.
  • icon_check Marketing Tools Integration Integrates with lead generation and marketing automation software like Leadinfo.
  • icon_check eCommerce Integrations Connects to platforms like WooCommerce via Zapier to sync orders and customers.
  • icon_check Interactive Voice Response (IVR) Integration Possible through CTI integrations like Ringover for smart call routing and logging.

Collaboration Tools

  • icon_check Team Communication Built-in task assignments and activity logs keep teams aligned on client status.
  • icon_check Task / Activity Management Assign tasks, set deadlines, and track all activities related to clients and projects.
  • icon_check Document Sharing & File Storage Unlimited storage for documents, files, and attachments on every contact record.
  • icon_check Omnichannel Support & Engagement Centralizes interactions from email, phone, and web portals into one ticketing system.

Security & Compliance

  • icon_check Audit Trail Tracks changes and actions within the system for transparency and accountability.
  • icon_check Data Encryption Employs industry-standard encryption and security protocols to protect sensitive data.
  • icon_check Role-Based Access Control (RBAC) Define specific user permissions and roles to control access to sensitive data.
  • icon_check Backup & Disaster Recovery Cloud-based infrastructure includes regular backups and data protection measures.
  • icon_check GDPR & Data Privacy Fully compliant with GDPR, providing tools to manage data privacy and consent.

AI & Machine Learning

  • icon_check Predictive Analytics Uses AI to provide predictive insights and sentiment analysis on customer interactions.
  • icon_check Lead Scoring AI-driven lead ranking helps prioritize high-potential prospects based on engagement.
  • icon_check Chatbots Automate customer interactions with AI-driven chatbots to assist or direct inquiries efficiently.

Reporting & Analytics

  • icon_check Predictive Analytics Uses AI to provide predictive insights and sentiment analysis on customer interactions.
  • icon_check Real Time Analytics Instant insight into KPIs such as growth, retention, and customer engagement levels.
  • icon_check Campaign Performance Detailed reporting on email opens, clicks, and conversion rates for marketing efforts.
  • icon_check Custom Dashboards Personalizable widgets and dashboards to visualize the metrics that matter most.
  • icon_check Sales Performance Reports Generate reports on win rates, pipeline velocity, and individual rep performance.
  • icon_check Customer Insights AI-powered sentiment analysis and 360-degree views provide deep client insights.
  • icon_check Forecasting & Trends KPI tracking tools help identify long-term business trends and revenue forecasts.
  • icon_check Performance Tracking Track team productivity, billable hours, and project progress in real-time.

Alerts & Notifications

  • icon_check Event-Triggered Notifications Real-time alerts sent to users when specific records are updated or created.
  • icon_check Custom Workflow Alerts Configure custom alerts to notify staff when a workflow step requires attention.
  • icon_check System Errors/Failures Administrative logging and status monitoring for API and system health.
  • icon_check Customer Interaction Alerts Get notified instantly when a customer interacts with an email or portal.
  • icon_check Workflow Trigger Alerts Automated notifications triggered by specific business rules or field changes.
  • icon_check SLA Violations Ticketing module allows tracking of response times to ensure SLA compliance.
  • icon_check Lead Activity Alerts Alerts for new lead signups or website visits (via Leadinfo integration).

Tribe CRM Specifications

  • Supported Platforms :
  • Device:
  • Deployment :
  • Suitable For :
  • Business Specific:
  • Business Size:
  • Customer Support:
  • Training:
  • Language:
  • AI Features:
  • Ubuntu Windows MacOS Linux
  • Desktop
  • Web-Based
  • All Industries
  • All Businesses
  • Small Business, Startups, Medium Business, Enterprises, SMBs, SMEs, MSMBs, MSMEs
  • Email, Communities
  • Videos
  • English
  • AI Integrated

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efficy Company Details

Brand Name efficy
Information Trusted by over 13,500 customers and empowering more than 330,000 users, efficy is Europe’s leading provider of flexible, scalable, and powerful CRM solutions.
Founded Year 2005
Director/Founders Cedric Pierrard
Company Size 501-1000 Employees
Other Products Webcrm

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