Effi Support Team
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Recent activity by Effi Support Team-
Connect your email and calendar
Emails go out from your own address, replies land in Effi, and clients can book time in your real calendar.Who this is for: BrokersConnect your email Log in and open your Profile. Switch the tog...
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⚽ Final score: AI 7 – 0 Manual — Here are Effi's top scorers in July
Final score: AI 7, Manual 0. Meet July's top scorers — the Task Dashboard, Broker Dashboard Enhancements, Client Retention Report, Smart Reporting: Favorites & Canvas, Smart Fi...
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Set up lead distribution rules
New leads go straight to the right broker, based on skills, location and availability, not luck.Who this is for: Enterprise admins, Business adminsSteps Go to Settings and open the Lead Distributi...
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Half-Time Huddle: 15 Features, 0 Manual Work (June 2026)
Smart Fill AI, SharePoint naming conventions, multi-aggregator routing, Zoho CRM sync, a sneak peek at the new broker dashboard, and more shipped this month. ...