Concord CRM

/5

What is the functionality of Concord CRM and how does it operate? Concord CRM is an affordable CRM platform that can be hosted by the user and is capable of managing company-wide contacts, deals, and emails in a centralized location. It offers a range of features for managing deals, allowing individual companies to create and track deals using stages that align with their sales workflow. Companies can also create multiple pipelines with customized tags. The platform includes tools for assigning deals to sales agents and facilitates seamless communication through its 2-way email sync feature. Additionally, Concord CRM enables users to connect personal and shared company accounts, associate emails with multiple companies, contacts, and deals, and convert emails into appropriate actions such as deals, activities, or contacts. The platform also utilizes advanced filters for data segmentation and facilitates easy scheduling of necessary steps for sales representatives.

Concord CRM Pricing Model

One-time license

Concord CRM Screenshots

Features

CRM Features, List Management, Customer Support, Marketing Automation, Project Management, Call Logging, Contact Management, Quotes (Proposals), Referral Tracking, Lead Scoring, Product Catalog

Technical Details

  • SupportOnline
  • Customer TypeLarge Enterprises Medium Business Small Business
  • API
  • Location / Phone NumberNA
  • DeploymentSaaS/Web/Cloud
  • Official Website https://concordcrm.com/
  • CategoryCRM Software

Author

David Bond

David Bond

Senior editor

David is a well-known advocate for the implementation of cloud-based solutions and automation tools for small businesses. He strongly believes that this technology solutions for small businesses and startups are the thing that provide true edge on the market. He writes primarily about project management and sales software.

Share