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DialOnce & efficy: conversational AI connected to the CRM

Updated on 29/04/2026

At DialOnce, we believe customer service performance depends on one core principle: the right data, at the right time, through the right channel. With this vision in mind, we are proud to announce our strategic partnership with efficy, a leading European player in CRM (customer relationship management). Together, we combine the power of customer data with a new generation of AI agents able to handle simple requests, support advisors in real time, and streamline journeys across every channel.

Businesses no longer have to choose between productivity and service quality. Natively connected to efficy, our conversational AI agents leverage the right context at the right moment, enrich the CRM in real time, and free customer service teams to focus on higher-value interactions.

A partnership focused on enhancing the customer experience

The goal of this collaboration is to help businesses meet ever-growing customer expectations while improving the productivity of customer service teams. By combining the power of efficy CRM with our AI agents, we enable smoother, faster, and more personalized interaction management.

A practical solution for today’s customer needs

With efficy, we enable businesses to quickly deploy AI agents for practical use cases directly connected to the CRM: self-care for simple requests, Augmented advisor solutions to support teams, Mailbot for managing incoming emails, and omnichannel orchestration to streamline every customer journey.

Context-aware chatbot powered by CRM data

On the website or digital channels, our AI agent understands the request, identifies the customer, and can instantly handle a refund request, for example, using the customer profile, history, and ongoing cases. Every interaction is automatically recorded in the CRM, with no re-entry and no disruption to the customer journey.

Discover a demo of the AI agent (French version)

Mailbot and ready-to-send reply suggestions

When a customer email is received, the advisor can directly access within efficy a reply generated by our AI agent, enriched with customer context and interaction history. Thanks to Mailbot, incoming emails are automatically classified, prioritized, and routed to speed up processing. The advisor reviews, adjusts if needed, then sends. For the simplest requests, some flows can even be fully automated.

Discover a demo of the Mailbot (French version)

Augmented advisor in real time

During a call or a complex interaction, the Augmented advisor supports the advisor in real time using internal procedures, contractual terms, and the knowledge base. It instantly summarizes the relevant information to deliver a reliable, fast, and fully contextualized response.

Discover a demo of the Augmented advisor (French version)

A practical solution for organizations managing high volumes of contacts

Our integration is particularly suited to sectors facing high volumes of interactions, such as banking, insurance, mutual health providers, energy, and retail. Designed for these organizations, it helps absorb more requests, reduce response times, and sustainably improve the customer experience, with fast and measurable results.

It notably enables:

Higher productivity and shorter handling times through intelligent automation of simple requests
Omnichannel coverage across customer touchpoints for a smoother and more personalized experience
Faster deployment times to accelerate the rollout of AI use cases
Automatic synchronization, centralization, and enrichment of customer data within the CRM, with duplicate prevention
Digital sovereignty and enhanced security

A shared vision of useful and sovereign AI

In a market largely dominated by global solutions, we choose proximity and independence. With efficy, we offer a high-performing, flexible European alternative that meets today’s security and data governance requirements. A practical vision of sovereign and reliable AI, designed to enhance customer performance while simplifying operations.

Webinar: conversational AI connected to the CRM

Wednesday, May 21, 2026 at 11:30 AM (30 min)

Discover how DialOnce and efficy orchestrate the customer journey end to end: automatic rerouting of a chatbot conversation into the CRM, AI-generated reply suggestions integrated into the advisor workspace, and an AI assistant embedded in E-deal to guide case handling in real time.

In just 30 minutes, discover practical use cases that can be activated immediately to boost productivity, streamline the customer experience, and modernize your contact center.