Close deals faster
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Self hosted CRM that helps manage companies, contacts, deals, and emails, with activities to remind you of the next actions that need to be taken to successfully close a sale.
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Excellent deals management feature
Deals management crm with ability to create custom pipelines, track the deal progress via stages with custom win probability that can be tailored to fit any company sales workflow.
Sales Pipeline Appointment Scheduled
Been here for a week
Deals management has never been easier
Deals kanban CRM pipelines with drag and drop, custom card color and advanced filters that will help you to focus on what matters next.
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Create 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
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, personal and shared.
Send emails from your self hosted CRM
Manage your emails conversions in unified self hosted CRM solution 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
Features you and your team will love
Adjusting forms, table columns and applying custom default sort has never been easier. We've worked hard to create customizable CRM and deal management application to provide features that will save time and increase productivity for a one time fee.
Browse Concord CRM Docs-
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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Make Calls & Log Calls
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. -
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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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 the Concord CRM dashboard.
Organization and Customizability
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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 new 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 multi language support.
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Contacts & Companies Management
Manage and create an unlimited number of companies and contacts, add notes, record calls and have a clear overview of all the deals, past communication, and notes. Save time and start managing your companies and contacts via your contact management software.
Productivity
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Send Emails
Concord CRM has a 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.
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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.
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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. -
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 the Concord CRM dashboard.
Tools
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1 click update
Time is valuable, for this reason, we added 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.
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Web Forms
Stop adding contacts and deals manually, embed web forms on your websites, and let the contacts come as they visit your website. Create an 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.
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Patcher
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.
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Translator
Multi-language support out of the box, you can translate Concord CRM and use it in different languages, with our built-in translator translate your Concord CRM installation directly via the dashboard, no more manually editing files.
2-way calendar synchronization
Stop trying to sync calendar events manually, sync your Concord CRM activities to Google Calendar or Outlook Calendar automatically anytime an activity is created or updated.
Get the most of your calendar
Keep track of your upcoming activities in both Concord CRM calendar and in your favourite calendar provider.
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2-way calendar synchronization with Google calendar and Outlook calendar
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Choose which activities to be synchronized to the connected calendar
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Each sales reps can connect synchronization for calendar separately
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Never miss a meeting
With dark mode support
Deals management CRM with dark mode support, crafted especially for the late nights.
Simple, fixed and affordable pricing
Everything you need to start closing deals, includes contact management software, deals 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
Tools to help you close deals faster
Concord CRM offers tools that will help you close your deals faster and increase your sales reps productivity.
Activity Reminders
With our activities feature, receive due reminders for follow ups, calls, meetings and any custom activity types, never forget anything about your potential customers and close deals faster.
Automation Workflows
Do you need to assign an activity when a deal enters a specific stage or when a company is created? Or make an HTTP request to an external service? This can be automated 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.
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.
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.
