Effi alternatives

Effi is an Australian broker platform combining CRM, lead management and client engagement tools with mobile-first workflows. It targets brokers who want faster lead response and a modern interface over legacy aggregator software. Serviceability and product research still happen in aggregator tools; Effi concentrates on the client-facing side.

Alternatives to Effi

Alternatives

Nothing has been ranked against Effi

An alternative is named here once it has been run in a real account against the published criteria, with a verdict signed and dated by the person who ran it. No CRM for Mortgage Brokers product has cleared that.

  • The criteria are published in full and weighted before testing starts
  • A verdict carries the tester’s name and the date it was run

Still weighing it up? Read the full Effi review or the rest of the CRM for Mortgage Brokers category.