Concord - Deals Management CRM

Concord – Deals Management CRM

Concord is an inexpensive self-hosted CRM internet-based mostly utility, with a one-time payment and will help your organization to simply handle and arrange offers/leads, contacts, and corporations, and have a transparent overview of the following actions that must be taken to efficiently shut a sale.

With its intuitive design and straightforward to make use of options crafted with care, you possibly can arrange your gross sales workflow as your organization requires, with customized pipelines, phases that may be tailor-made particularly to your firm wants, superior filters that can be utilized to phase your knowledge, tables that may be personalized, customized fields, 2-manner e-mail synchronization, and a couple of-manner calendar synchronization with Google Calendar and Outlook Calendar, is the right self-hosted CRM answer.

In as we speak’s time, it’s necessary for each firm that does gross sales to make use of a CRM with the intention to enhance its productiveness, Concord CRM will help you be extra productive, shut offers quicker, arrange your gross sales day by day duties and enhance your organization income, with our actions function, you possibly can create observe-up actions, add customized reminders for you or your workforce members, filter offers with none actions, with upcoming or actions which might be due and must be completed, and always remember to name the consumer once more. Each exercise will be linked to many corporations, contacts, and offers, everytime you go to their profiles, it is possible for you to to inform the following motion that must be taken.

With the constructed-in API, you possibly can create offers, contacts, and corporations from any third-get together service, if you’re not that techy to make use of an API, you possibly can all the time use the CSV import function with fields mapping, as an extra function to create offers, you possibly can create internet kinds that may be embedded in your web site, the deal and the contact will probably be mechanically created as soon as the net type is submitted out of your potential consumer that visited your web site.

But that’s not all, learn more on our web site.

Try demo

https://demo.concordcrm.com
E-Mail Address: admin@test.com
Password: harmony-demo

Easy Installation

Concord - Deals Management CRM - 2

Concord - Deals Management CRM - 3

Deals Management

Create customized and a number of pipelines, handle offers and observe the deal progress through phases with customized win likelihood that may be tailor-made to suit any firm gross sales workflow. Includes offers kanban with drag and drop, customized card shade, and superior filters that can show you how to to deal with what issues subsequent.

Documents Management

Document administration software program with constructed-in paperwork editor, create and ship paperwork corresponding to proposals, agreements, and quotes with an elective digital signature.

Multiple signers can signal the doc, and monitoring when the doc was despatched, opened, or signed is out there as nicely.

Advanced Filters

You can use superior filters to phase your knowledge and simply determine the following step your gross sales reps have to take, save filters and re-use them for later, share them with different workforce members or mark your favourite filter as default. And yet another factor, you possibly can filter by the customized fields you added as nicely.

Customizable Fields

The default fields aren’t appropriate to your necessities? You can create new customized fields, and re-order the present and conceal fields as per your wants. You can tailor your Concord CRM as your enterprise requires.

Contacts & Companies Management

Manage and create a vast variety of corporations and contacts, add notes, document calls and have a transparent overview of all of the offers, previous communication, and notes. Save time and begin managing your corporations and contacts through Concord CRM.

Send Emails – 2 manner e-mail synchronzaton

Concord CRM has a constructed-in e-mail consumer that you need to use to speak together with your shoppers immediately from the dashboard or the contact profile. Stop going ahead and backward to your current CRM and e-mail consumer. Emails will be related to contacts, corporations, and offers and be accessible immediately of their profiles.

Activities & Reminders

Our actions function is crafted to your workflow and can assist to
enhance firm productiveness, create observe-up actions, add customized reminder dates for you or your workforce members, add feedback, and always remember to name the consumer once more.

2-manner calendar synchronization

Stop attempting to sync calendar occasions manually, sync your Concord CRM actions to Google Calendar or Outlook Calendar mechanically anytime an exercise is created or up to date.

Products

Concord is a CRM with a merchandise administration function, create merchandise that your organization is promoting to potential shoppers and insert the predefined merchandise in offers so that you and your gross sales reps can have a transparent overview of what merchandise the deal is said to and auto-replace the deal whole quantity based mostly on the added merchandise.

Roles & Permissions

Organize your gross sales reps with completely different roles and permissions. You can select what the sale consultant can see and handle when logged-in within the Concord CRM dashboard.

Automation Workflows

Do you’ll want to assign an exercise when a deal enters a particular stage or when an organization is created? Or make an HTTP request to an exterior service? This will be automated simply with just a few clicks.

Embeddable Web Forms

Stop including contacts and offers manually, embed internet kinds in your web sites, and let the contacts come as they go to your web site. Create a vast variety of lead internet kinds and combine the shape in your web site or share the hyperlink immediately. Once the shape is stuffed, the deal will probably be created in your Concord CRM dashboard.

Mentions

@point out workforce members in notes, calls, feedback
and collaborate quicker.
After a workforce member is talked about, he’ll obtain an e-mail and notification within the Concord CRM dashboard.

1 Click Update

Time is efficacious, for that reason, we added 1 click on replace function that can replace your Concord CRM set up to the newest model each time a brand new model with new options and bug fixes is launched, no extra manually copying recordsdata.

Patcher

Concord CRM consists of a patcher function to assist resolve bugs and supply small enhancements simply with out releasing a brand new model simply to repair a small bug. Providing patches to our clients when a difficulty exists is our prime precedence with the intention to offer you the most effective expertise when working with Concord CRM.

Powerful insights

Concord CRM dashboard permits you to see what is occurring in your organization and the way the gross sales reps are dealing with the offers, if the default dashboard is simply too bloated for you, there may be the power to create separate dashboards together with your favourite insights playing cards and mark the dashboard as default.

Make Calls & Log Calls

You can log and affiliate calls with information, for instance, you possibly can log calls on offers, contacts, and corporations. Use our Twilio integration to
make calls through Concord CRM, it’s that easy, only a click on to make a name and take notes immediately on the contact profile whereas speaking on the telephone.

Saved Mail Templates

Use the mail templates function to create frequent solutions to your ceaselessly obtained emails. Answer the emails you obtain blazingly quick with solely few clicks.

Translator

Multi-language assist out of the field, you possibly can translate Concord CRM and use it in several languages, with our constructed-in translator translate your Concord CRM set up immediately through the dashboard, no extra manually modifying recordsdata.