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Concord - Deals Management CRM

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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.

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• Submitter
  Mahmoud
• Submitted
  10/13/2022
• Category
  Scripts
• Demo
  https://codecanyon.net/item/concord-deals-management-crm/38040332

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This file has been updated to v1.6.0

What's New in this Version:

• Add dialpad during call to send number keys

• Add horizontal scroll on email tables exceeding width

• Add Italian translation

• Add Slovak translation

• Add Czech translation

• Updated: Show tags on deal board

• Updated: Use translation for document sign button

• Updated: Make edit/preview modals not static

• Updated: Enhance table UI colors

• Updated: Make deal mini pipeline scrollable

• Fix filters when rule exists multiple time in a group

• Fix accept invitation form UI

• Fix mail client sync command

• Fix non-admin user cannot select IMAP account

• Fix companies field display

• Fix HasFilter unknown and known conditions for company phone

• Fix workflow webhook and form submission with custom fields

• Fix unknown filter operator

• Fix long product names in table select

• Fix web form unique fields

• Fix views switching filters not applied

• Fix Gmail email sync history incorrect

• Fix issues with exporting data

• Fix alias email not considered in email account preview display