Efficy has launched E-deal 2027, a CRM platform update featuring “Ask efficy,” a conversational AI assistant that allows users to query customer data using natural language. According to the company, the tool enables users to retrieve account histories and identify inactive clients without technical queries or prior configuration.
How does Ask efficy change CRM data retrieval?
Ask efficy shifts CRM interaction from manual filtering to a conversational model. Users ask the system questions as if speaking to a colleague, such as “Who are my clients without activity for 60 days?” or “Summarize the history of this request,” according to Efficy.
The assistant pulls responses from the client’s specific data and connected application ecosystems. This ensures that the output is contextualized to the user’s actual business environment rather than providing generic AI responses.
Why is the distinction between “consultation” and “action” critical?
Efficy’s current implementation focuses on consultation—interrogating and synthesizing data—rather than autonomous execution of commercial actions. This distinction is vital for IT departments because a system that only answers questions requires a lighter governance framework than an agent capable of modifying client files independently.
Walter da Silva, Efficy’s Director of Solutions, stated that Ask efficy is not a “laboratory prototype.” He noted that several client organizations tested the tool on real data volumes in a rigorous framework before the official release to ensure stability.
What new features are included in E-deal 2027?
Beyond the AI assistant, the 2027 version introduces several interface and connectivity updates:
- Geographic Mapping: A map view that anchors CRM data to physical field locations.
- WhatsApp Integration: A new communication channel to meet the growing demand for mobile-first commercial relations.
- Microsoft Word Module: A complementary tool allowing users to create and use templates without leaving the Word environment.
- Visual Overhaul: Redesigned navigation, lists, filters, and dashboards.
Efficy justifies these changes by noting that CRM power is often underutilized due to a lack of training, time, or ease of access.
How does this fit into the broader CRM market trend?
The move toward conversational interfaces is a trend across the entire management software sector. While large American CRM providers are industrializing AI agents at a massive scale, Efficy is positioning itself through “European proximity.”
.png "How does this fit into the broader CRM market trend?")
However, the rollout of such assistants raises significant questions for Chief Information Officers (CIOs) regarding data access rights and the perimeter of data exposed to the AI model. Efficy has not yet disclosed the specific AI model powering Ask efficy, its hosting modalities, or the pricing for the optional assistant.
Frequently Asked Questions
What is Ask efficy?
It is an optional conversational AI assistant integrated into the E-deal 2027 CRM that answers natural language questions about customer data.
Can Ask efficy perform commercial actions automatically?
No. According to the current specifications, the tool is designed for consultation and data synthesis, not autonomous execution.
Which third-party apps does E-deal 2027 integrate with?
The platform now includes a dedicated module for Microsoft Word and an open channel for WhatsApp.
Are you integrating AI into your sales workflow? Share your experience with conversational CRMs in the comments below or subscribe to our newsletter for more industry insights.
Keep reading