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.