# EFFICIENT CRM — Field sales, visits and deals

> Field sales, visits and deals (iPhone/iPad app by EFFICIENT PTY LTD.)

- Source: https://appshunter.io/ios/app/efficient-crm/id6816347560 (this page in markdown: same URL + `.md`)
- Developer: [EFFICIENT PTY LTD](https://appshunter.io/developer/6812930061)
- Category: Business, Productivity
- Price: Free
- Age rating: 4+
- Requires: iOS 26.0 · 13 MB
- Languages: American English
- Released: 2026-10-31
- Data updated: 2026-11-01

## What is EFFICIENT CRM?

EFFICIENT CRM is the field sales app for companies that run on EFFICIENT ERP. Plan the day's visits, know the account before you walk in, check in when you arrive and log what happened before you drive off.

TODAY
- Visits done, follow-ups due and deals closing, at a glance
- Your next visit with its drive time and directions, and the day's route in order
- Tick off a visit or mark it "Not in", and complete follow-ups as you go

MAP AND DAY PLAN
- The day's route on a map with numbered stops; move between days
- Reorder stops, put them in the best driving order, give a visit a time, or add a customer or lead as a new stop

PIPELINE
- Deals by stage, with open value and weighted forecast, as a board or a list
- Move a deal to another stage, create and edit deals, and keep up with each deal's tasks and activity
- Leads by status: add, edit and convert a lead into a customer and contact, with a deal if you want one

ACCOUNTS
- Search your customers and filter by Mine, Near me, With balance or On hold
- Account 360: what the account owes and what is overdue, its statement as a PDF, orders, open deals, contacts, past unit prices and logged activity
- Call or email an account or contact in one tap

CHECK-IN AND QUICK LOG
- Check in at an account: a note, photos and video, the contact, the deal and a follow-up task, saved in one step
- Dictate the note: speech becomes text on your device and the audio is not kept
- Quick log a visit, a call, a voice note, a task, a lead or a deal from anywhere
- Works offline: what you save waits and is sent when you are back online

NOTIFICATIONS
- Task reminders, new deal and lead assignments, and today's route
- Mark a task done straight from the notification

Face ID app lock, passkey sign-in, and more than one company on one device.

Requires an EFFICIENT ERP account from your employer. There is no sign-up in the app.

## Is EFFICIENT CRM safe?

Not enough ratings yet to assess EFFICIENT CRM.

## Is EFFICIENT CRM legit?

EFFICIENT CRM appears legitimate, with a few gaps. The AppsHunter Legitimacy Score for EFFICIENT CRM is 65 out of 100 points across 7 verification signals from App Store and developer data.


## Version history (last 1 release)

### 0.0.39 — 2026-11-01

No release notes.

## More apps by EFFICIENT PTY LTD

- [EFFICIENT Go](https://appshunter.io/ios/app/efficient-go/id6812930059)
- [EFFICIENT Me](https://appshunter.io/ios/app/efficient-me/id6815529539)
- [EFFICIENT Console](https://appshunter.io/ios/app/efficient-console/id6826258904)

All apps by EFFICIENT PTY LTD: https://appshunter.io/developer/6812930061

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-11-01.*