Efficy

Connect Efficy

Efficy is a European CRM suite where larger sales and marketing teams manage their accounts and opportunities. What becomes revenue from a won opportunity then has to land as an invoice and debtor in your books, usually by hand. Schakel brings your accounts across as relations and your won opportunities across as invoices, so the handover from sales to finance is no longer retyping.

Systems · 180
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Efficy

What travels with Efficy

  • Accounts as relations

    Every account behind an opportunity becomes a relation in your accounting, with address and VAT number. Existing relations are recognised.

  • Won opportunities as invoices

    An opportunity marked won can land as an invoice with amount, lines and VAT in your books.

  • Value and ledger

    The opportunity value carries over and lands on the ledger you choose, so revenue per product line stays recognisable.

Why connect Efficy

  • Sales-to-finance handover without retyping.
  • Accounts and relations stay clean and free of duplicates.
  • Revenue per product line stays recognisable in the ledger.
  • Sales works in Efficy, finance in the books.

How it works

  1. 01

    Connect Efficy

    Connect Efficy to Schakel through its API. You rebuild nothing inside Efficy.

  2. 02

    Set the booking rules

    Choose which opportunities book and on which ledger and VAT rate they land.

  3. 03

    Won deals flow through

    As soon as an opportunity is won, the relation and invoice sit in your books.

Efficy, common questions

Can I connect Efficy to my accounting?

Yes. Request this connector and get access; your accounts and won opportunities from Efficy are then placed in your accounting as relations and invoices.

Does every opportunity have to book?

No. You decide which pipeline or stage produces an invoice; the rest stays out of your accounting.

Which accounting can I connect to?

Efficy can connect to packages such as Moneybird, Exact Online and Twinfield. Request the connector for your books.

A Efficy connection you do not see here?

Tell us which system Efficy should connect to. Request it and you get access; you hear from us within 24 hours.