Self Hosted Deals Management CRM
Close Deals FasterBoost Sales with Self Hosted CRM: Grow Your Business
Effortlessly Manage Your Sales Pipelines with Expertise.
Manage deals with unlimited customizable pipelines and stages, tailored to your sales workflow.
Deal management has never been easier.
Deal kanban CRM pipelines with drag and drop, custom card color and advanced filters that will help you to focus on what matters next.
Sales Pipeline Appointment Scheduled
Been here for a week
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Manage multiple pipelines with custom stages
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Drag and drop board with ability to add custom cards colors per deal
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Send direct emails to deal contacts and companies
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Assign deal to sales agent
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Add notes, log calls, create follow-up activities with reminders
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Create deals and contact from a received email
Features You And Your Team Will Love.
Adapt forms, table columns, and set custom default sorting with ease. Our efforts drive efficiency, saving you time and boosting productivity, all for a one-time fee.
Browse Concord CRM Docs-
Contact & Company Management
Contact management software with unlimited number of companies and contacts. Create notes, documents, record calls and have a clear overview of all the deals, past communication, and notes.
Save time by starting managing your contacts and companies with Concord CRM.
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Deal Management
Deal management software helps you manage deals and pipelines with intuitive drag and drop kan ban CRM, custom card color and advanced filters that will help you to focus on what matters next.
CRM with embedable web forms for auto importing deals from any website and ability to create multiple pipelines in CRM.
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Documents
Document management software with built-in documents editor, create and send documents such as proposals, agreements, quotes with optional digital signature.
Multiple signers can sign the document, tracking when the document was sent, opened or signed is available.
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Products
Concord is a CRM with a 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.
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Calling
You can log and associate calls with records, for example, you can log calls on deals, contacts, and 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.
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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, and never forget to call the client again.
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Advanced Filters
You can use advanced filters to segment your data and easily identify the next step your sales reps need to take, save filters and re-use them for later, share them with other team members or mark you favorite filter as default. And one more thing, you can filter by the custom fields you added as well.
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Customizable Fields
The default fields are not suitable for your requirements? You can create custom fields, and re-order the existing and hide fields as per your needs. You can tailor your Concord CRM as your business requires.
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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 localized CRM support.
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Powerful insights
Deals management 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 the ability to create separate dashboards with your favorite insights cards and mark the dashboard as default.
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Multiple Brands
Document management software with multipe brands support, each brand can be customized with primary color, email and navigation logo for best user experience.
Using one intuitive solution for all your subsidaries to send and manage documents, proposals, agreements helps you save time and close deals faster.
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Roles & Permissions
Organize your sales reps with different roles and permissions. Choose what the sale representative can see and manage when logged-in in the Concord CRM dashboard.
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Email Client
Concord CRM has a built-in email client with support for multiple email accounts 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.
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Predefined Mail Templates
Answer the emails you receive blazingly fast with only few clicks.
Use the mail templates feature to create common answers with for your frequently received emails, you can add placeholders to the templates and when composing the email, based on the recipient, the placeholders will be automatically replaced with their actual values.
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Zapier Integration
The Zapier integrations allows you to automatically create or update data such as deals, contacts and companies based on actions that occurs in other apps you use every day. Specific Concord CRM actions can be used as triggers to update data in other apps.
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Mentions
When an attention is needed from a team members, @mention them in notes, calls, and comments and collaborate faster. After a team member is mentioned, he will receive an email and bell notification in the Concord CRM dashboard.
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Import Data
Our intuitive import functionality with fields mapping allows you to bulk import data such as deals, contacts, companies, products via CSV file.
In case of any validation errors, Concord CRM will create a skip file with reasons why the spreasheet row failed so you can examine it and re-upload to continue the import process.
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Export Data
Need to export data such as deals, contacts, companies, products out from your self hosted CRM? No problem, we've got you covered, the data can be exported in bulk via CSV, XLS or XLSX file including any custom fields.
Two-Way Sync with Google or Outlook Calendar
Concord CRM seamlessly integrates your activities with Google and Outlook Calendar through automatic synchronization. Eliminate the need for manual updates and enjoy a hassle-free experience while saving valuable time with this feature.
Maximize the Potential of Your Calendar
Navigating through multiple calendars can become a cumbersome task that risks oversight of crucial appointments. Concord CRM two-way calendar synchronization with Outlook and Google helps avoiding these potential pitfalls.
How Concord CRM Helps Maximize Your Calendar Management
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Real-time, two-way sync with Google and Outlook calendar
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Select the activities you wish to synchronize with the connected calendar
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Every sales representative has the capability to independently establish calendar synchronization.
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Ensuring consistency in Your busy schedule
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Seamless calendar integration across platforms
CRM Tools Crafted With Care.
Boost your sales team's productivity and speed up deal closures with the help of Concord CRM's handy productivity tools.
Automation workflows can significantly reduce the time it takes to complete tasks by eliminating the need for manual intervention.
You can automate tasks such as assigning activities when a deal enters a specific stage, creating a company, or making an HTTP request to an external service.
Concord CRM supports multiple languages, so you can use it in the language of your choice. You can translate Concord CRM yourself using the built-in translator, or you can hire a professional translator to do it for you.
Each team member can choose their preferred language, timezone, and date and time format. This gives you a perfect localized CRM for your teams all over the world.
If you're looking for a way to integrate Concord CRM with your existing systems and processes, or to automate your sales process, Concord CRM's RESTful API is a great option. It can help you save time, improve your efficiency, and get more insights into your data.
Concord CRM's API allows you to create deals, contacts, and companies from any service, web form, or automation tool. This gives you the flexibility to integrate Concord CRM with your existing systems and processes.
1 click update feature in your self hosted crm that will update your installation to the latest version whenever a new version with new features and bug fixes is released, no more manually copying files.
Additinally, Concord CRM consists of a patcher feature to help resolve bugs and provide small enhancements easily without releasing a new version just to fix a small bug. Providing patches to our customers when an issue exists is our top priority in order to provide you with the best experience when working with Concord CRM.
Use Concord CRM's web forms to automatically collect leads from your website. Create unlimited forms and embed them on your website or share the link directly. Once a form is submitted, the lead will be added to your Concord CRM dashboard.
Our activities feature is a powerful tool that can help you increase your company's productivity. With it, you can create follow-up activities, add custom reminder dates, and add comments. This will help you stay organized, on top of your work, and never forget to follow up with clients.
It can help you stay organized, track your progress, and collaborate with your team members.
Built-in 2-Way Sync Email Client.
Concord CRM streamlines email communication for sales agents, thanks to our integrated 2-way sync email client. Sales agents can now centralize all their email conversations effortlessly within a single platform
Send emails from your self hosted CRM.
Manage your emails conversions in unified self hosted CRM software where the received emails are automatically linked to the contact.
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Connect personal and shared (company) email accounts
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Associate emails to many contacts, companies and deals
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Convert email to deal, activity or contact
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Connect regular IMAP account, Gmail or Outlook
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View emails conversations directly via contact, company or deal
IMAP
Simple, fixed and affordable pricing.
Affordable deal management software with everything a company needs to start closing deals, includes contact management software, deal and pipeline management and many other features.
No commitment, really.
Concord CRM has dead simple pricing. Our pricing model is fixed with one time fee, includes 6 months of support, access to new releases, auto-updates, unlimited number of users and let's not forget, it's self-hosted CRM.
- 6 months free support
- Unlimited everything
- Full source code
- Lifetime license
Best CRM Software for small and medium businesses.
Concord CRM helps small and medium businesses to increase revenue, productivity and close deals, choose the best CRM for small business now.
Questions? Check our FAQ below.
Can’t find answer? Let's not be strangers, email us at
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 deals with Concord CRM.