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Efalia Tracking, the sales support software that improves your performance without changing your habits.

Select a platform to share your business documents that enables them to be tracked and analyse interest from your prospects.

Your marketing and sales teams can analyse recipient interest, take advantage of reminder alerts and automated actions. You can easily manage sales performance. Connected to your CRM, the data is updated automatically.

  • Share your business documents

    Digitise all your documents, whatever their format. Store and organise your projects in one place. Share these documents with your recipients in the 100% secure document space, and collaborate seamlessly.

    Improve and accelerate exchanges with your recipients.

  • Analyse the reading behaviour of your documents

    The Efalia Tracking sales support platform shows you the signals of interest and qualifies your prospects so that you can detect business opportunities.

    The statistics allow your marketing and sales teams to improve content and provide the right information at the right time to your prospects/customers.

  • Trigger the right actions at the right time in the sales process

    Improve the conversion rate of your opportunities by triggering the right actions at the right time. Alerts, reminders and automatic actions allow you to follow up on sales easily and to communicate with your customers/prospects at the right time.

  • Easier management and monitoring

    Thanks to the dashboards you can easily manage the performance of your services. Customer account data and prospect data are automatically updated in your various CRM tools, business software, etc.

  • Finalise and sign your business proposals and contracts electronically

    Enable e-signature on your commercial documents and reduce your sales cycles. In a few minutes and remotely, allow your customers/prospects to complete your contracts and sign them electronically.

    Automate your quote-to-sign process and bring your sales and finance departments closer together.

Why choose Efalia Tracking?


Easy installation

Saas – software as a service: no software to install. Easily access Efalia Tracking from your web browser.



Embedded: You continue to use your inbox. Efalia Tracking is integrated into your CRM and enables you to send your business documents without changing your habits. Natively integrated with Salesforce and Microsoft Dynamics . Freedom: Free to acquire other modules from the suite, to embed several applications, to integrate it with an existing IS.

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Electronic signature

Efalia Tracking supports the entire sales process by offering the electronic signature of your documents in one click: make your sales happen faster.



Our solutions are rolled out using modern and proven technologies. Application security is ensured by regular non-regression and non-intrusion tests, supplemented on the users’ side by comprehensive management of access rights. Our cloud infrastructure, labelled “SecNum”, guarantees our information security management practices.


Simplify exchanges with your customers/prospects

Your recipients can fill in the documents directly in the Efalia Tracking area. They don’t need to deal with a multitude of attachments and document versions. Everything is smooth and simple.


Business orientated

The success of sales support software resides in its ability to integrate into your teams’ habits and its ability to facilitate the daily work of your sales teams while providing increased performance.

Efalia support

Efalia is also a team of experts in Sales Efficiency, working alongside you to support you in defining your requirements, training and the perfect integration of our sales support software into your practices.

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Efalia offers a range of training courses on sales efficiency, administration and the use of our document tracking and opportunity prediction solution, as well as the integration of Efalia Tracking with your business applications, etc. Our training courses take place intra or inter-company, face-to-face or remotely. All are eligible for coverage by your local training organisation.

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For your projects, we provide you with teams of consultants, specialists in digital documents in many sectors and businesses. We support you during the project management phases, with the digitisation of your documents, the installation of our solutions and the development of connectors.

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Third-party application maintenance

Efalia offers you additional operational functional support, aimed at optimising the use of our digital solution, beyond first-level support. This is the Alliance programme. In addition to solving any problems encountered, it includes monitoring the use of the product and improvement scenarios in how it is operated, in order to optimise their use.

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A trusted, secure cloud for critical services and strategic data. Efalia’s offer includes outsourced hosting and comprehensive operation by Efalia.

Request a demo

Because a demo is worth a thousand words, contact our experts for a personalised demonstration of our solution.

Efalia Suite

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Electronic Content Management

Facilitate information sharing and accelerate the digitization of document processes.

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Document Management System

Have a document management platform accessible everywhere and at all times for all your company's employees.

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Business Process Management

Automate your business processes simply and easily with a Business Process Management platform.

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User relationship management portal

Modernize your customer relationship with a URM/CRM platform.

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Information Capture

The solution to scan your documents for everyone, from any device and wherever you are.

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Output Management Software

Reinvent your documents and create quality, value-added documents for better customer communication.

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Digital safe

Your certified digital safe to store and secure your documents in full compliance.

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Document sharing and tracking

Simplify and accelerate your sales processes. Gain security and stop sending documents as attachments.

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Electronic signature

Simply sign and have your documents signed online, in complete security thanks to the electronic signature.

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Exchange portal

Digitalize the relationship with your customers, suppliers and partners.

They trust us

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