Close deals faster
Start growing COMING SOON

Manage all your companies, contacts, deals and it's emails, all in one place with activities to remind you for the next actions that need to be taken to successfully close a sale.

Read the docs Contact sales

Excellent deals management feature

Our deals deals feature let you create create, manage deals and track the deal progress via stages that can be tailored to fit your sales workflow.

Concord CRM Deals Kan Ban

Deals kan ban CRM pipelines with drag and drop, custom cards colors and advanced filters that will help you to focus on what matters next.

  • Create multiple pipelines with custom stages.
  • Drag and drop kan-ban pipeline board with ability to add custom cards colors per deal.
  • Send direct emails to deal contacts and companies.
  • Assign deal to sales agent.
  • Add notes, log calls, create follow-up activities with reminders.
  • Create deals and contact from a received email.

Built-in 2-way sync email client

Concord CRM simplifies the way sales agents does email communication with the bult-in 2-way sync email client that supports multiple accounts.

Manage your emails conversions in one unified self hosted CRM solution where the received emails are auto linked to the contact.

  • Connect personal and shared (company) email accounts.
  • Associate emails to many contacts, companies and deals.
  • Convert email to deal, activity or contact, whatever action is suitable.
  • Connect regular IMAP account, Gmail or Outlook.
  • View the emails conversations directly in the contact, company or deal profile.
Concord CRM 2 Way Email Sync Client

Features you and your team will love

Adjusting forms and tables fields has never been easier. We've worked hard to create customizable CRM and deal management application and provide the features that will save you time and increase productivity for an affordable one time fee.

  • Advanced Filters

    You can use advanced filters to segment your data and easily identify the next step your sale reps need to take, save filters and re-use them for later, share it with other team members or mark you favourite filter as default. And one more thing, you can filter by the custom fields you added as well.

  • Send Emails

    Concord CRM has built-in email client that you can use to communicate with your clients directly from the dashboard or the contact profile. Stop going forward and backward to your existing CRM and email client. Emails can be associated with contacts, companies and deals and be available directly in their profiles.

  • Customizable Fields

    The default fields are not suitable for your requirements? You can create new custom fields, re-order the existing and hide fields as per your needs. You can tailor your Concord CRM as your business process requires.

  • Saved Mail Templates

    Use the mail templates feature to create common answers for your frequently received emails. Answer the emails you receive blazingly fast with only few clicks.

  • Contacts & Companies Management

    Manage and create unlimited number of companies and contacts, add notes, record calls and have a clear overview of all the deals, past communication, notes. Save time and start managing your companies and contacts via Concord CRM.

  • Activities & Reminders

    Our activities feature is crafted for your workflow and will help to
    increase company productivity, create follow-up activities, add custom reminder dates for you or your team members, add comments, never forgot to call the client again.

  • Mentions

    @mention team members in notes, calls, comments
    and collaborate faster.
    After a team member is mentioned, he will receive an email and notification in Concord CRM dashboard.

  • Roles & Permissions

    Organize your sales reps with different roles and permissions. You can choose what the sale representative can see and manage when logged-in in Concord CRM dashboard.

  • Make Calls & Log Calls

    You can log and associate calls with records, for example, you can log calls on deals, contacts, companies. Use our Twilio integration to
    make calls via Concord CRM, it's that simple, just a click to make a call and take notes directly on the contact profile while talking on the phone.

  • Web Forms

    Stop adding contacts and deals manually, embed web form on your websites and let the contacts come as they visit your website. Create unlimited number of lead web forms and integrate the form on your website or share the link directly. Once the form is filled, the deal will be created in your Concord CRM dashboard.

  • Products

    Concord is a CRM with products management feature, create products that your company is selling to potential clients and insert the predefined products in deals so you and your sales reps can have a clear overview of what products the deal is related to and auto update the deal total amount based on the added products

  • Fully Customizable

    We know that not all businesses are the same, but no worries, we've got you covered, Concord CRM offers customizable options and features that can be tailored for Your company requirements, we even add custom translator tool directly in your Concord CRM dashboard for multi language support.

  • 1 click update

    Time is valuable, for this reason, we added 1 click update feature that will update your Concord CRM installation to the latest version whenever a new version with new features and bug fixes is released, no more manually copying files.

  • Powerful insights

    Concord CRM dashboard allows you to see what is happening in your company and how the sales reps are handling the deals, if the default dashboard is too bloated for you, there is ability to create separate dashboards with your favourite insights cards and mark the dashboard as default.

2-way calendar synchronization

Stop trying to sync events manually, sync your Concord CRM activities to Google Calendar or Outlook Calendar automatically.

Keep track of your upcoming activities in both Concord CRM calendar and in your favourite calendar provider.

  • 2 way calendar synchronization with Google calendar and Outlook calendar.
  • Choose which activities to be synchronized to the connected calendar.
  • Each sales reps can connect synchronization for calendar separately.
  • Never miss a meeting.
2 Way Calendar Synchronization

Tools that helps you close deals faster

Concord CRM offers tools that will help you close your deals faster and increase your sales reps productivity.

Reminders

With our activities feature, receive reminders for follow ups, calls, and todo, never forget anything about your potential customers and deals.

Workflows

You need to assign a activity when deal enters in a specific stage or when company is created? Or perhaps you want to make an HTTP request to an external service? This can be automated just with a few clicks.

Built in API

The backend API Concord CRM uses, you can use it too, make HTTP requests and create contacts, deals, companies from any service or forms directly in Concord CRM dashboard.

Connects with your favorite apps

Connects with your favorite apps to help manage your sales process even easier,
with various tools and integrations like Zapier, you can automate all the tedious manual tasks,
the sky is the limit of what you can achieve.

Zapier Integration Logo
Gmail Integration Logo
Twilio Integration Logo
Outlook Microsoft Integration Logo

CRM Software for small and medium businesses

Concord CRM helps small and medium businesses to increase revenue, productivity and close deals faster with tools for a perfect workflow.

Resource Record Profile

Questions? Check our FAQ below.

Can’t find answer? Let's not be strangers, email us

What are the server requirements? Check our documentation to get more familiar with Concord CRM server requirements.
Can i perform multiple installations with one license? Unfortunately not, the licences are single-end products, this means that one license is valid for 1 installation, if you need to perform multiple installations, you will need to purchase additional license for each installation/website.
Is installation included with the purchase? There is no installation services included with your purchase/license, installation may vary from server to server, for this reason at this time, we cannot provide installation services, however, the installation is dead simple, make sure to check the docs to get more familiar.
What are the payment options that are accepted? We process all the payments via Envato market, they accepted the following payment options:
  • Your bank account or credit/debit card via PayPal.
  • Skrill (available for non US customers only)
  • Your Visa or Mastercard.
How many users can i add to Concord CRM? You can add unlimited number of users as long your server can handle the load.
Can Concord CRM be used as SaaS? Yes only with the Extended License, please keep in mind that we don't provide SaaS ready code, you will need to adjust the code based on your requirements. At this time we don't have plans to provide SaaS ready code.
I'm a customer and i need support, where should i ask? If you need assistance, please login to your Concord CRM account and click Tickets from the top menu to open a support ticket with us.
Can i customize the code for my requirements? Of course, after purchase, you will be able to explore and customize the code, keep in mind that customization is not included in support. Make sure to check our docs for more information.
Can i White Label Concord CRM? Unfortunately you cannot.
Are there hidden costs or fees? Absolutely not, your Concord CRM purchase comes with a lifetime license and 6 months of included support. After the 6 months, if you need assistance, you will need to renew your support, read more about support.

Already convinced?
Get ready to manage your deals with Concord CRM.