- Home
- CRM Software
- Concord CRM
Concord CRM Review
What is Concord CRM?
Concord CRM is a self-hosted deal management tool that tracks deal progress through stages with configurable win probabilities that can be adjusted to meet each company’s sales strategy. Through user-friendly features like drag-and-drop custom card color and smart filters, it streamlines deal handling so you can concentrate on what matters most next.
The platform also enables you to assign deals to sales agents and send direct messages via email to deal contacts and businesses. You can enter notes, record calls, set follow-up tasks with reminders, make deals, and generate contacts from emails you receive.
Concord CRM also functions as a document management tool with support for different brands. For optimal user experience, each brand can be personalized with a primary color, email signature, and navigational logo. You may save time and complete deals more quickly by using a single, user-friendly solution for all of your subsidiaries to transmit and manage paperwork, proposals, and agreements.
Show MoreOverview of Concord CRM Benefits
All-in-one Deal Management
With user-friendly drag-and-drop kanban CRM, configurable card colors, and advanced filters, Concord CRM’s deal management capabilities assist you in managing deals and pipelines so that you can concentrate on completing the essential steps to quickly and successfully close a deal. The software offers different CRM pipeline creation capabilities as well as embeddable web forms for automatically importing deals from any website. Additionally, you can track calls and link them to records; for instance, you can log calls on transactions, contacts, and businesses. Concord CRM also has a built-in document editor that enables you to generate and transmit documents with an optional digital signature, like quotations, agreements, and proposals.
High Customizability
Concord CRM covers a wide range of business types by providing configurable options and features that may be adjusted to a company’s specific needs. If the default fields do not meet your needs, you can build custom fields and rearrange the hidden and existing fields accordingly. For localized CRM support, a custom translator tool is available right in your Concord CRM dashboard. The software also supports multiple branding.
Built-in Communication Tools
You may contact your clients straight from the contact profile or the dashboard Concord CRM’s built-in email client, which supports multiple email accounts. Users can @mention other team members in notes, calls, and comments to get their attention when it’s needed, which speeds up collaboration. A contact management tool is also available, and it supports an unlimited number of businesses and contacts. Additionally, users can make notes and files, record phone calls, and get a comprehensive picture of all the transactions, previous correspondence, and memos.
Show MoreOverview of Concord CRM Features
- Deal Management
- Contact & Company Management
- Activities & Reminders
- Document Management
- Advanced Filters
- Customizable Fields
- Predefined Mail Templates
- Data Export & Import with Fields Mapping
- Powerful API
- Multi-language and multi-timezone
- 2-way Sync Email Integration
- 2-way Calendar Sync
- Product Feature
- Workflow Automation
- eSignatures
- Roles & Permissions
- Web Forms
Awards & Quality Certificates
Concord CRM Position In Our Categories
Because businesses have special business needs, it is only prudent they abstain from adopting an all-encompassing, “perfect” business application. However, it would be difficult to discover such an app even among sought-after software solutions. The clever thing to do should be to take note of the different chief factors which require inspection including major features, pricing, technical skill levels of the employees, business size, etc. Next, you should follow through your research through and through. Go over these Concord CRM evaluations and explore the other applications in your shortlist more closely. Such detailed product investigation makes sure you circumvent unfit software solutions and pay for the system that delivers all the function your business requires.
Position of Concord CRM in our main categories:
TOP
500
Concord CRM is one of the top 500 CRM Software products
If you are considering Concord CRM it may also be sensible to investigate other subcategories of CRM Software gathered in our base of SaaS software reviews.
It is important to realize that almost no service in the CRM Software category will be a perfect solution able to fulfill all the goals of all business types, sizes and industries. It may be a good idea to read a few Concord CRM CRM Software reviews first as specific solutions might dominate just in a really narrow set of applications or be prepared with a very specific type of industry in mind. Others might function with an intention of being simple and intuitive and as a result lack complex features needed by more experienced users. There are also services that focus on a large group of users and give you a powerful feature set, but this frequently comes at a more expensive price of such a solution. Make sure you're aware of your requirements so that you choose a solution that has all the features you look for.
How Much Does Concord CRM Cost?
Concord CRM Pricing Plans:
Free Trial
Regular License
$64
Extended License
$390
What are Concord CRM pricing details?
Concord CRM Pricing Plans:
Free Trial
Regular License
$64
Extended License
$390
Concord CRM offers fixed, straightforward enterprise pricing where every purchase includes a lifetime license and six months of support. You must renew your support if you require assistance after the initial six months. Contact the vendor for a free demo.
Regular License – $64
- 1 Installation
- One time fee
- 6 months of free support
- Unlimited everything
- Personal use only
- Full source code
- Lifetime license
- Email support
- Host on own server
Extended License – $390
- 1 Installation
- One time fee
- 6 months of free support
- Unlimited everything
- The end user can be billed
- Full source code
- Lifetime license
- Email support
- Host on own server
User Satisfaction
Positive Social Media Mentions
15
Negative Social Media Mentions
0
We know that when you choose to purchase a CRM Software it’s crucial not only to learn how experts rank it in their reviews, but also to check if the real clients and enterprises that purchased this software are indeed content with the product. Because of that need we’ve designer our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Concord CRM reviews across a vast range of social media sites. The data is then presented in an easy to digest way showing how many users had positive and negative experience with Concord CRM. With that information at your disposal you will be prepared to make an informed purchasing choice that you won’t regret.
Technical details
Devices Supported
- Web-based
Deployment
- Cloud Hosted
Language Support
- English
Pricing Model
- One-time payment
Customer Types
- Small Business
- Large Enterprises
- Medium Business
- Freelancers
What Support Does This Vendor Offer?
- phone
- live support
- training
- tickets
What integrations are available for Concord CRM?
Concord CRM connects with various apps to help manage your sales process even easier, with different types of tools such as:
- Zapier
- Gmail
- Pusher
- Outlook
- Twilio
- Google Calendar
Concord CRM
is waiting for
your first review.
Write your own review of this product
ADD A REVIEWMore reviews from 0 actual users:
Join a community of 7,369 SaaS experts
Thank you for the time you take to leave a quick review of this software. Our community and review base is constantly developing because of experts like you, who are willing to share their experience and knowledge with others to help them make more informed buying decisions.
Sign in with LinkedIn
Why we require LinkedIn?
- Show the community that you're an actual user.
- We will only show your name and profile image in your review.
- You can still post your review anonymously.
OR
Sign in with company emailSign in with company email
Popular Concord CRM Alternatives
Top Competitors To Concord CRM By Price
Product name:
Price:
Trending CRM Software Reviews
Concord CRM Comparisons
Product name:
Page last modified
Did you find this review useful?
Yes
No
Thank you for your feedback
How can we make this page better?
Unsure about this software?
FIND ALTERNATIVES
Why is FinancesOnline free?