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About This File
Concord 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.
In today’s time, it’s important for every company that does sales to use a CRM in order to increase its productivity, Concord CRM can help you be more productive, close deals faster, organize your sales daily tasks and increase your company revenue, with our activities feature, you can create follow-up activities, add custom reminders for you or your team members, filter deals without any activities, with upcoming or activities that are due and needs to be finished, and never forget to call the client again. Each activity can be linked to many companies, contacts, and deals, everytime you visit their profiles, you will be able to tell the next action that needs to be taken.
With the built-in API, you can create deals, contacts, and companies from any third-party service, if you are not that techy to use an API, you can always use the CSV import feature with fields mapping, as an additional feature to create deals, you can create web forms that can be embedded on your website, the deal and the contact will be automatically created once the web form is submitted from your potential client that visited your website.
What's New in Version v1.2.1 See changelog
Released
1.2.1 - Jun 27, 2023
- Add URL custom field
- Add ability to translate brand config values
- Show user teams in sidebar dropdown
- Show the teams the user is managing in user profile
- Enhance UI on products table
- Improved: Disable dark mode on web forms
- Improved: Display a warning for empty placeholders before sending a message
- Improved: When sending message use placeholders from first associated resource or first recipient
- Performance improvements
- Fix billable calculations with 100% discount on line item
- Fix Twilio activation text not in translation file
- Fix textarea placeholder new lines
- Fix document error when non authenticated user view
- Fix message not associated with contact during synchronization
- Fix cannot search company and contacts by email
- Fix filter next month not working properly
- Fix cannot update role
- Fix cannot delete user with imports
- Fix navbar command text showing when searching
- Fix issues with incorrect card results
- Fix deals board stage sorting not applied
- Fix incorrect date format
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