Concord v1.1.6 Deals Management CRM - ALMUAL

Concord v1.1.6 Deals Management CRM

Concord v1.1.6 Deals Management CRM

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.

Demo: https://bit.ly/3HuyrKM

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.

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 the built-in API, you can create deals, contacts, and companies from any third-party service.

Easy Installation

Concord - Deals Management CRM - 2
Concord - Deals Management CRM - 3

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

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.

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.

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.

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.

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 & PermissionsOrganize 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 WorkflowsDo 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.

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.

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.

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.

  • 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