Deal management CRM software with pipeline management tracks deal progress via stages with custom win probabilities that can be tailored to fit any company's sales workflow.
Deal 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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Adjusting forms, table columns and applying a custom default sort has never been easier. We've worked hard to create a customizable, self-hosted CRM with features that save time and increase productivity for a one-time fee.Browse Concord CRM Docs
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.
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.
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 as well.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Keep track of your upcoming activities in both Concord CRM calendar and in your favourite calendar provider.
Concord CRM offers CRM productivity tools that will help you close your deals faster and increase your sales reps productivity.
Automation workflows helps significantly reduce commonly performed manual steps to finish a task. Without a human intervention the workflow will run to process tasks.
For example, if 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.
Multi-language support CRM, you can translate Concord CRM and use it in multiple languages, with a built-in translator, perform translation directly via the dashboard, no more manually editing files.
Each team member can choose his preferred language as well timezone, date and time format, gives you a perfect localized multi language CRM for your teams all over the world.
With CRM well documented intuitive RESTful API you can create deals,contacts, companies from any service, web form or automation tool, the backend API Concord CRM uses, you can use it too.
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.
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.
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.
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.
Manage your emails conversions in unified self hosted CRM software where the received emails are automatically linked to the contact.
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.
Concord CRM helps small and medium businesses to increase revenue, productivity and close deals, choose the best CRM for small business now.
Explore Concord CRM demo and see why it's the best CRM for small business.
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