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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
@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.
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.
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.
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.
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
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.
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.
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.
Stop trying to sync events manually, sync your Concord CRM activities to Google Calendar or Outlook Calendar automatically.
Keep track if your upcoming activities in both Concord CRM calendar and in your favourite calendar provider.
Concord CRM offers tools that will help you close your deals faster and increase your sales reps productivity.
With our activities feature, receive reminders for follow ups, calls, and todo, never forget anything about your potential customers and deals.
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.
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 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.
Concord CRM helps small and medium businesses to increase revenue, productivity and close deals faster with tools for a perfect workflow.