Deals Management
Create custom and multiple pipelines, manage deals and track the deal progress via stages with custom win probability that can be tailored to fit any company sales workflow. Includes deals kanban with drag and drop, custom card color, and advanced filters that will help you to focus on what matters next.
Documents Management
Document management software with built-in documents editor, create and send documents such as proposals, agreements, and quotes with an optional digital signature.
Multiple signers can sign the document, and tracking when the document was sent, opened, or signed is available as well.
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 your favorite filter as default. And one more thing, you can filter by the custom fields you added as well.
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.
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 Concord CRM.
Send Emails – 2 way email synchronzaton
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.
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.
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.
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.
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.
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 just with a few clicks.
Embeddable 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.
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.
1 Click Update
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.
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.
Powerful insights
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 the ability to create separate dashboards with your favorite insights cards and mark the dashboard as default.
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.
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.
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.
