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Concord - Deals Management CRM 1.1.1

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About This File

Concord is an affordable self-hosted CRM web-based application, with a one-time fee and can help your company to easily manage and organize deals/leads, contacts, and companies, and have a clear overview of the next actions that need to be taken to successfully close a sale.

With its intuitive design and easy to use features crafted with care, you can organize your sales workflow as your company requires, with custom pipelines, stages that can be tailored specifically for your company needs, advanced filters that can be used to segment your data, tables that can be customized, custom fields, 2-way email synchronization, and 2-way calendar synchronization with Google Calendar and Outlook Calendar, is the perfect self-hosted CRM solution.

In today’s time, it’s important for every company that does sales to use a CRM in order to increase its productivity, Concord CRM can help you be more productive, close deals faster, organize your sales daily tasks and increase your company revenue, with our activities feature, you can create follow-up activities, add custom reminders for you or your team members, filter deals without any activities, with upcoming or activities that are due and needs to be finished, and never forget to call the client again. Each activity can be linked to many companies, contacts, and deals, everytime you visit their profiles, you will be able to tell the next action that needs to be taken.

With the built-in API, you can create deals, contacts, and companies from any third-party service, if you are not that techy to use an API, you can always use the CSV import feature with fields mapping, as an additional feature to create deals, you can create web forms that can be embedded on your website, the deal and the contact will be automatically created once the web form is submitted from your potential client that visited your website.


What's New in Version 1.1.1   See changelog


version update

Deals management feature

Contacts management feature

Companies management feature

Deals kan-ban with multiple pipelines

Products management

Activities managements, reminders, calendar

2-way calendar synchronization (Outlook Calendar, Google Calendar)

Email client (Gmail, Outlook, IMAP)

Advanced filters and filtering

Import and export feature with fields mapping

Custom fields

Advanced tables with orderable fields and custom sorting

Automation workflows

Call logs & in-app calling

Notes feature for the core resources

Deal/Lead web form

Roles & Permissions

Zapier integration

Customizable dashboard

Integrated API

1 Click update & Patcher

Add sale reps in different timezones

Send sale reps invite

API & API keys generation

Fully responsive


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