Efficy Security Assessment

Name: Efficy
Rating: 24 (15 reviews)

Sales & CRM

The Efficy extendable CRM platform (xCRM) organizes, automates and synchronizes rules, marketing, sales and customer service. The platform collects and secures documents and data intelligently – extracting, organizing and sharing content with your enterprise’s people, business systems and processes.

Data: 6/8(75%)

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Bottom 20%

Efficy

SaaS Posture Assessment

9-Dimension Security Framework

Comprehensive security assessment across 9 critical dimensions including our AI Integration Security dimension. Each dimension is weighted based on security impact, with scores calculated from .

Overall Score

Weighted average across all dimensions

Security Grade

Critical

65% confidence

Identity & Access Management

Score:0

Weight:33%

Grade:F (Critical)

Compliance & Certification

Score:0

Weight:19%

Grade:F (Critical)

AI Integration Security

NEW

N/A

Score:0

Weight:12%

Grade:N/A

API Security

Score:0

Weight:14%

Grade:D (Below Avg)

Infrastructure Security

Score:0

Weight:14%

Grade:F (Critical)

Data Protection

Score:0

Weight:10%

Grade:D (Below Avg)

Vulnerability Management

A+

Score:0

Weight:3%

Grade:A+ (Top 5%)

Breach History

A+

Score:0

Weight:1%

Grade:A+ (Top 5%)

Incident Response

Score:0

Weight:1%

Grade:A (Top 10%)

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AI Integration Security Assessment (9th Dimension)

Assess whether SaaS applications are safe for AI agent integration using Anthropic's Model Context Protocol (MCP) standards. Identify Shadow AI risks before they become breaches and make safer AI tool decisions than your competitors.

Last updated: January 17, 2026 at 08:46 AM

Assessment Transparency

See exactly what data backs this security assessment

Data Coverage

6/8 security categories assessed

75%

complete

Identity & Access

Available

Compliance

Available

API Security

Available

Infrastructure

Available

Data Protection

Missing

Vulnerability Mgmt

Available

Incident Response

Available

Breach History

Missing

Score based on 6 of 8 categories. Missing categories could not be assessed due to lack of public data or vendor restrictions.

Evaluation Friction

UNKNOWN

Estimated: Unknown

0% public documentation accessibility

Evaluation friction estimates how long it typically takes to fully evaluate this vendor's security practices, from initial contact to complete assessment.

27 data sources successful

Transparency indicators show data completeness and vendor accessibility

Comprehensive Security Analysis

In-depth assessment with detailed recommendations

Security Analysis

Executive Summary

Metric	Value	Assessment
Security Grade	F	Needs Improvement
Risk Level	High	Not recommended
Enterprise Readiness	40%	Gaps Exist
Critical Gaps	0	None

Security Assessment

Category	Score	Status	Action Required
🟢 Breach History	100/100	excellent	Maintain current controls
🟡 Vulnerability Management	85/100	good	Maintain current controls
🟠 Incident Response	60/100	needs_improvement	Monitor and improve gradually
🟠 API Security	30/100	needs_improvement	Add rate limiting and authentication
🟠 Data Protection	30/100	needs_improvement	Implement encryption at rest, TLS/HTTPS, and 1 more
🟠 Identity & Access Management	25/100	needs_improvement	URGENT: Implement compensating controls immediately
🟠 Infrastructure Security	20/100	needs_improvement	Review and enhance controls
🟠 Compliance & Certification	10/100	needs_improvement	Review and enhance controls

Overall Grade: F (24/100)

Critical Security Gaps

Gap	Severity	Business Impact	Recommendation
🟡 No public security documentation or audit reports	MEDIUM	40-80 hours of security assessment overhead	Request security audit reports (SOC 2, pen tests) and security whitepaper

Total Gaps Identified: 1 | Critical/High Priority: 0

Compliance Status

Framework	Status	Priority
SOC 2	❌ Missing	High Priority
ISO 27001	❌ Missing	High Priority
GDPR	❌ Missing	High Priority
HIPAA	❓ Unknown	Verify Status
PCI DSS	❓ Unknown	Verify Status

Warning: No compliance certifications verified. Extensive due diligence required.

Operational Excellence

Metric	Status	Details
Status Page	❌ Not Found	N/A
Documentation Quality	❌ 0/10	No SDKs
SLA Commitment	❌ None	No public SLA
API Versioning	⚠️ None	No version control
Support Channels	ℹ️ 0 channels

Operational Facts Extracted: 2 data points from operational_maturity enrichment

Integration Requirements

Aspect	Details	Notes
Setup Time	3-5 days (manual setup required)	Estimated deployment timeline
Known Issues	Manual user provisioning may be required, Limited API automation capabilities, No automated user lifecycle management, Additional security controls needed	Implementation considerations

Authentication Capabilities

Method	Tier Requirement	Evidence Source
❌ OAuth 2.0	All Tiers	auth_discovery (90% confidence)
✅ SSO (SAML/OAuth)	Enterprise	sso_discovery (90% confidence)

Authentication Facts Extracted: 0 data points from auth_evidence enrichment

⚠️ Inherent Risk Consideration

Data Sensitivity: This application stores sensitive data:

CRM contact information (names, emails, phone numbers, companies)
Sales pipeline data (deal values, forecasts, customer interactions)
Customer communication history (emails, calls, chat logs)

Risk Level: HIGH - Contains personally identifiable information (PII)

Compliance Requirements:

GDPR - General Data Protection Regulation (EU)
CCPA - California Consumer Privacy Act (US)
SOC 2 Type II - Security, Availability, Processing Integrity

Compliance & Certifications

Active

Pending

Not Certified

API Intelligence

Transparency indicators showing API availability and access requirements for Efficy.

API Intelligence

Incomplete

API intelligence structure found but no operations extracted. May require manual review.

Incomplete API Intelligence

Our automated extraction found API documentation but couldn't extract specific operations. This may require manual review or vendor assistance.

View Vendor Documentation

AI-Powered Stakeholder Decision Analysis

LLM-generated security perspectives tailored to CISO, CFO, CTO, and Legal stakeholder needs. All analysis is grounded in verified API data with zero fabrication.

CISO

Efficy presents an unacceptable security posture that categorically disqualifies the platform from enterprise deployment. With an abysmal overall security score of 24/100 - falling into the " F" grade - this vendor represents a critical risk vector that would expose our organization to potentially catastrophic security vulnerabilities.

The security assessment reveals comprehensive systemic failures across every evaluated security dimension. Most alarming is the complete absence of fundamental security controls: zero scores persist in identity access, encryption, data protection, compliance, infrastructure security, and threat intelligence. This isn't merely a weakness - it's a total security architecture collapse.

Critical red flags include:

Zero identity and access management capabilities, leaving authentication and authorization fundamentally compromised
Complete lack of encryption and data protection mechanisms
Absence of standard enterprise compliance certifications (SOC 2, ISO 27001, GDPR)
Minimal AI integration security, scoring only 15/100
No demonstrable vendor breach intelligence or risk management protocols

The platform's AI readiness score of 15/100 further underscores its technological immaturity. While the vendor technically provides API documentation, the security implementations are so fundamentally broken that technical specifications become irrelevant.

Recommendation: Immediate and unequivocal vendor disqualification. The security posture represents an unacceptable risk that would potentially compromise our entire technological ecosystem. No compensating controls could mitigate these systemic vulnerabilities. Any consideration of this platform would be a profound breach of our fiduciary responsibility to protect organizational assets and sensitive data.

CFO

This platform presents unacceptable business risk that could critically compromise our enterprise operations and financial stability. Efficy's catastrophic security posture—scoring a mere 24/100—represents a potential systemic vulnerability that demands immediate disqualification from our procurement consideration.

Our comprehensive risk assessment reveals multiple substantial concerns threatening operational continuity. Most critically, Efficy demonstrates a complete absence of fundamental security controls: zero scores across identity access, encryption, data protection, and compliance dimensions signal profound architectural weaknesses. The total lack of recognized certifications (no SOC 2, ISO 27001, GDPR, or HIPAA compliance) exponentially increases our regulatory and financial exposure.

The AI integration readiness score of 15/100 further compounds our risk profile. This indicates not just security inadequacy, but fundamental technological unpreparedness in managing modern enterprise technology ecosystems. The absence of robust AI security mechanisms suggests potential data leakage, unauthorized access, and compromised intellectual property risks.

The vendor's pricing opacity—" Contact for pricing"—itself raises additional red flags about transparency and potential hidden cost structures. Combined with unknown company size and funding status, this suggests an immature vendor unable to sustain enterprise-grade security commitments.

Recommendation: Categorically reject Efficy as a potential vendor. The security posture presents an unacceptable risk profile that would:

Expose our organization to potential data breaches
Create substantial compliance vulnerabilities
Risk intellectual property compromise
Potentially violate our internal security procurement standards

No compensating controls or additional due diligence can mitigate these fundamental architectural security failures. We must pursue alternative vendors with demonstrably stronger security foundations.

CTO/Developer

Enterprise technical integration of Efficy presents substantial and urgent security risks that demand immediate mitigation strategies. With a catastrophic 24/100 overall security score and F-grade classification, this platform is fundamentally unsuitable for enterprise deployment without extensive remediation.

The technical architecture reveals profound integration vulnerabilities across critical security dimensions. Zero scores in identity access, encryption, compliance, infrastructure security, and threat intelligence represent a comprehensive system-wide failure that introduces unacceptable enterprise risk. The complete absence of standard security certifications (SOC 2, ISO 27001, GDPR compliance) further compounds these concerns.

Key technical integration risks include:

Total lack of multi-factor authentication mechanisms
Zero evidence of robust API encryption protocols
Complete absence of standardized identity management controls
No discernible vendor breach intelligence or proactive threat monitoring
Critically low 15/100 AI integration readiness score, indicating fundamental architectural limitations

The AI integration score of 15 is particularly alarming, signaling potential data exfiltration risks and minimal safeguards against unauthorized AI system interactions. While API documentation exists, its quality and comprehensiveness are highly suspect given the comprehensive security failures.

Recommendation: Immediate vendor disqualification. The integration risks far outweigh potential business value. Any attempt to incorporate this platform would require a complete security architecture redesign that would likely exceed the cost of alternative solutions. The minimal AI readiness and zero security baseline make this vendor a critical liability for enterprise technology infrastructure.

Technical teams should conduct an exhaustive vendor replacement assessment, prioritizing platforms with demonstrable security controls, comprehensive certification frameworks, and robust API security architectures. The current Efficy platform represents an unacceptable technical and strategic risk.

Legal/Compliance

Our legal and compliance team has determined that Efficy presents an unacceptable regulatory risk profile that fundamentally disqualifies the platform from enterprise consideration. With an overall security score of 24/100 and an F-grade classification, this vendor exposes our organization to critical legal and compliance vulnerabilities across multiple regulatory domains.

Comprehensive analysis reveals catastrophic compliance deficiencies. Critical regulatory certification gaps include complete absence of SOC 2, ISO 27001, GDPR, and HIPAA compliance frameworks - essential standards for enterprise data protection. The zero-score across identity access, data protection, and privacy compliance dimensions indicates systemic control failures that directly contradict core regulatory requirements like GDPR's Article 32 mandating " appropriate technical and organizational measures" to ensure data security.

The AI integration security score of 15/100 compounds our legal exposure. With near-total absence of demonstrable AI governance controls, we face substantial risk in data processing, algorithmic transparency, and potential discriminatory outcomes - critical considerations under emerging AI regulatory frameworks like the EU AI Act and proposed US federal AI regulations.

Legal Recommendation: Absolute Rejection. This platform's compliance posture represents an existential risk to our enterprise. The comprehensive absence of standard security certifications, combined with zero-score performance across critical compliance dimensions, makes Efficy categorically unsuitable for any data processing activities. Engaging with this vendor would likely constitute a breach of our fiduciary responsibility to protect organizational and client data.

Recommended Immediate Actions:

Formally document vendor non-compliance
Immediately terminate any ongoing evaluation
Require comprehensive security remediation before future consideration

The risk is unequivocal and non-negotiable.

AI-Powered Analysis

Claude Sonnet 4•999 words•Zero fabrication

Security Posture & Operational Capabilities

Comprehensive assessment of Efficy's security posture, operational maturity, authentication capabilities, security automation APIs, and breach intelligence.

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Operational Data Not Yet Assessed

We haven't collected operational maturity data for Efficy yet.

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Authentication Data Not Yet Assessed

We haven't collected authentication and authorization data for Efficy yet.

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Security Automation APIs

Programmatic user management, data operations, and security controls

Frequently Asked Questions

Common questions about Efficy

Efficy's security assessment reveals significant vulnerabilities with an overall security score of 24/100, resulting in an F grade. The company's security posture demonstrates critical weaknesses across multiple dimensions. Identity and Access Management scores a low 25/100, indicating substantial risks in user authentication and access controls. Compliance and Certification performance is particularly concerning, with a mere 10/100 score suggesting minimal adherence to security standards. While Vulnerability Management shows a strong 85/100 score and Breach History remains unblemished at 100/100, these bright spots cannot offset the widespread security deficiencies. API Security (30/100), Infrastructure Security (20/100), and Data Protection (30/100) all signal urgent need for comprehensive security improvements. Decision-makers should carefully evaluate these risks before implementing Efficy's solutions. See the Security Dimensions section for a comprehensive breakdown of each security domain's performance.

Source: Search insights from Google, Bing

Efficy's security profile presents significant enterprise risk, with a critically low security score of 24/100 and an F grade. The platform demonstrates substantial compliance gaps across key enterprise security standards including SOC 2, ISO 27001, GDPR, HIPAA, and PCI DSS. Security decision-makers should exercise extreme caution before considering Efficy for sensitive organizational workflows. The absence of fundamental compliance certifications indicates potential vulnerabilities in data protection, privacy controls, and regulatory adherence. Organizations prioritizing robust security infrastructure should conduct a comprehensive vendor risk assessment, requiring Efficy to provide detailed security documentation and remediation plans. Alternatively, exploring alternative solutions with stronger security credentials is recommended. See the Security Dimensions section for a comprehensive breakdown of specific compliance and risk factors affecting enterprise adoption.

Source: Search insights from Google, Bing

Compare with Alternatives

How does Efficy stack up against similar applications in Sales & CRM? Click column headers to sort by different criteria.

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EfficyCurrent	24/100	F	N/A	Contact Sales
Ambition	24/100	F	N/A	Contact Sales	View ProfileView

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