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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 particular business-related needs, it is only logical they abstain from deciding on an all-encompassing, “perfect” software. Still, it would be almost impossible to try to discover such a software product even among well-known software systems. The clever thing to do is to shortlist the several chief factors which demand inspection such as major features, packages, technical skill ability of staff, business size, etc. After which, you must follow through the research systematically. Read some Concord CRM reviews and look over each of the software programs in your list more closely. Such detailed research ensure you avoid ill-fitting applications and buy the system that meets all the benefits your company 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 interested in Concord CRM it may also be beneficial to analyze other subcategories of CRM Software listed in our base of B2B software reviews.
Every organization has different needs and requires a software that can be personalized for their size, type of staff members and customers, and the specific industry they are in. For these reasons, no platform can offer perfect tools off-the-shelf. When you try to find a software system, first be sure what you require it for. Read some Concord CRM CRM Software reviews and ask yourself do you need basic functionality or do you need complex functionality? Are there any industry-specific tools that you are looking for? Find the answers to these questions to help your search. There are multiple aspects that you need to consider and these include your budget, particular business wants, your organization size, integration requirements etc. Take your time, use a few free trials, and finally choose the app that presents all that you want to boost your firm competence and productivity.
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 are aware that when you make a decision to buy a CRM Software it’s vital not only to learn how experts score it in their reviews, but also to check whether the real clients and enterprises that bought these solutions are genuinely happy with the service. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and Concord CRM reviews across a broad range of social media sites. The data is then displayed in a simple to understand way revealing how many clients had positive and negative experience with Concord CRM. With that information at your disposal you will be equipped 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
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