Contacts & Accounts are here — and there’s an important reason why.
Product release • August 2026
New in Effi
One client.
One record.
Finally.
Contacts & Accounts are here — and there’s an important reason why.
A repeat client comes back for another loan. You already know them. Effi already knows them.
So why should you have to enter their name, mobile number, email, employment details and financial position all over again?
You shouldn’t.
And more importantly, creating the same client multiple times creates a bigger problem than a bit of extra typing.
The problem
Until now, client information has largely lived against individual leads. The same person could return for a refinance, an investment property or another application — and end up being created all over again.
Sarah Nguyen
0412 ••• 884
Refinance
Sarah Nguyen
0412 ••• 884
Investment
S. Nguyen
0412 ••• 884
Top-up
× Duplicate contacts
× Duplicate communications
× Fragmented history
× No single client view
It can also mean a client gets the same SMS, email or birthday message more than once — because the system sees multiple records instead of recognising one person. As Effi becomes the CRM you use to manage your entire client book, that needed to change.
The fix
One client. One record.
Meet Contacts & Accounts — Effi’s new CRM foundation. The concept is simple:
C
Contact = the person
One client, one ongoing record.
A
Account = the relationship
Brings related Contacts together for joint applications, so the Fact Find, assets, liabilities, income and expenses are managed in one place.
L
Lead = the opportunity
Your individual deal or application. Leads keep working exactly as they do today.
Why does this matter?
Because your relationship with a client doesn’t end when their loan settles. They might refinance next year. Buy an investment property. Need a repricing review. Or become part of your long-term retention strategy.
Their Contact stays the same while new Leads are created against that existing relationship — cleaner data, clearer history, better reporting, and communication that actually fits the client.
What changes for you? Very little.
When creating a new Lead, search for the client first.
Existing client?
Find them → select them → create the new opportunity.
No retyping.
New client?
Create their Contact once. From then on, Effi knows who they are.
That’s it.
Existing client
New client
Less duplication • Better data • Smarter CRM
One client. One record.
Every opportunity connected.
And this is just the foundation for where we’re taking client management in Effi. Want to see Contacts & Accounts in action, including joint applications?
Read the support article →
Questions? Email [email protected] with your business name
and a short description of your concern.
Effi Technologies • Sydney, Australia
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