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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
Knowing that businesses have unique business-related wants, it is logical that they avoid paying for an all-encompassing, “perfect” system. Needless to say, it is almost impossible to chance on such application even among sought-after software systems. The reasonable thing to do should be to take note of the numerous essential factors that call for a investigation such as major features, budget, technical skill ability of the employees, organizational size, etc. The second step is, you must follow through your product research comprehensively. Read some of these Concord CRM analyses and scrutinize each of the software products in your shortlist in detail. Such detailed research guarantees you keep away from unsuitable applications and pay for the one which includes 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 interested in Concord CRM it might also be beneficial to examine other subcategories of CRM Software listed in our base of SaaS software reviews.
There are popular and widely used systems in each software category. But are they necessarily the best fit for your organization’s unique needs? A popular software product may have thousands of subscribers, but does it provide what you need? For this reason, do not blindly spend on popular systems. Read at least a few Concord CRM CRM Software reviews and mull over the elements that you wish to have in the software such as the fees, main tools, available integrations etc. Then, choose a few apps that fit your requirements. Check out the free trials of these platforms, read online comments, get information from the maker, and do your research meticulously. This in-depth homework is certain to assist you find the best software application for your company’s unique requirements.
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 get a CRM Software it’s vital not only to find out how professionals rank it in their reviews, but also to check if the actual people and companies that use these solutions are actually satisfied with the service. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Concord CRM reviews across a wide range of social media sites. The information is then presented in a simple to digest way showing how many users had positive and negative experience with Concord CRM. With that information available you will be equipped to make an informed buying 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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