Effi Support Team
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Activity overview
Latest activity by Effi Support Team-
Effi Support Team created an article,
Accounts & Contacts — One client. One record. Finally.
One client. One record. Finally. — Effi Contacts & Accounts are here — and there’s an important reason why. ...
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Effi Support Team created an article,
Understanding Contacts and Accounts
Effi's CRM has introduced a new way of organising the people and households behind every deal: Contacts and Accounts. Leads work exactly as they did before — this update simply adds a proper home f...
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Effi Support Team created an article,
New in Effi: Your back book is sitting on money you haven't collected yet
Your back book is sitting on money you haven’t collected yet. A dashboard that never stops watching your settled book. ...
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Effi Support Team created an article,
⚽ 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, Sm...
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Effi Support Team created an article,
Smart Reporting: Favorites & Canvas
OverviewThe latest Smart Reporting update introduces Favorites and Canvas, making it easier to save, organise, and revisit your most frequently used reports.Previously, charts generated through Sma...
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Effi Support Team created an article,
New Task Dashboard
OverviewThe Task Dashboard provides a centralised workspace for managing all your tasks. It helps you prioritise overdue work, monitor daily progress, organise tasks by status, and quickly access t...
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Effi Support Team created an article,
Onboarding Kit Button
OverviewThe Onboarding Kit provides brokers with a centralised way to send onboarding documents to clients. The goal is to simplify the onboarding process by allowing commonly used documents and re...
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Effi Support Team created an article,
If You Had An AI Employee Tomorrow, What Would You Make It Do First?
Imagine getting 5–10 hours back every week. Tell us what your AI Employee should do first. ...
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Effi Support Team created an article,
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 mo...
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Effi Support Team created an article,
Customise Document Naming Conventions
OverviewYou can now create and manage custom document naming conventions to rename uploaded documents using a consistent format automatically.This helps keep documents organised, makes them easier ...