Description
Concord – Deals Management CRM
Concord – Deals Management CRM 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.
With its 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, advanced filters that can be used to segment your data, tables that can be customized, custom fields, 2-way email synchronization, and 2-way calendar synchronization with Google Calendar and Outlook Calendar, is the perfect self-hosted CRM solution.
Initial release
- 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
