Concord – Deals Management CRM

Description

Concord – Deals Management CRM v1.7

Concord is a powerful, affordable, and self-hosted CRM web application designed to streamline your entire sales process. With a one-time payment, Concord gives your company complete control over managing deals, leads, contacts, and companies—providing a clear overview of upcoming tasks and the next steps required to close more sales efficiently.

Built with an intuitive and user-friendly interface, Concord makes it easy to customize your sales workflow with features tailored to your business needs. Create custom pipelines, define stage-specific workflows, apply advanced filters, personalize tables and fields, and enjoy seamless 2-way email and calendar synchronization with both Google Calendar and Outlook Calendar. It’s the perfect self-hosted CRM solution for businesses of any size.

Boost Productivity & Close Deals Faster

In today’s competitive business landscape, having a reliable CRM is essential to keep your sales process organized and productive. Concord helps your team:

• Stay on top of all sales activities

• Close deals faster

• Organize daily tasks efficiently

• Increase revenue with better sales tracking

Using the powerful Activities Module, you can create follow-up tasks, assign reminders to yourself or team members, filter deals based on activity status (upcoming, due, or inactive), and ensure you never miss an important client interaction again. Every activity can be linked to multiple deals, contacts, and companies—making it easy to view next steps directly from any profile.

Extensible with API, Imports & Web Forms

Concord offers seamless integration options:

• Use the built-in API to create deals, contacts, or companies from third-party applications.

• Import your data easily using CSV import with field mapping, no technical knowledge needed.

• Create customizable web forms and embed them on your website—allowing leads and deals to be generated automatically whenever a visitor submits a form.

Tags – api, calendar, calls, client management, companies, contacts, crm, deals, deals management, documents, laravel, leads, proposals, webforms, workflows

Current Version – 1.7

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