Concord
concordcrm.comBuild Difficulty: 4/5
A few focused days to build a solid replacement
Modern CRM for sales teams and service businesses
How to Replace ConcordOverview
Features
47 features across 12 categories
Analytics(6)
View complete chronological history of all interactions with a contact in one unified timeline.
Customize dashboard with widgets for pipeline overview, upcoming activities, and key metrics.
Analyze deal velocity, win rates, and average deal size by sales rep and time period.
Generate customizable reports on sales performance, pipeline metrics, and team productivity.
Analyze deal probability and forecast revenue based on pipeline composition.
AI-powered suggestions for next best actions and relationship health indicators.
Automation(1)
Automate repetitive tasks and trigger actions based on contact and deal events.
Communication(3)
Manually log calls or integrate with phone systems for automatic call recording and transcription.
Send and track emails directly from Concord with automatic logging and follow-up reminders.
Share notes, collaborate on deals, and communicate within deal and contact records.
Core(4)
Create and manage company records with associated contacts and organizational hierarchy.
Track contact birthdays and anniversaries for personalized relationship building.
Centralized database for storing and organizing customer information with custom fields and tagging.
Attach notes, files, and documents to contacts and deals for complete information history.
Customization(2)
Create unlimited custom fields to capture business-specific data for contacts and deals.
Customize branding with custom colors, logos, and white-label options.
Data(4)
Identify and merge duplicate contact records to maintain clean database integrity.
Automatically extract and import contacts from forwarded emails.
Bulk import contacts and deals from CSV files or export data for analysis.
Store, organize, and share documents with version control and access permissions.
Integration(3)
Comprehensive REST API for integrating Concord with custom applications and third-party services.
Deploy Concord on your own servers for complete data control and customization.
View and manage social media profiles linked to contacts for comprehensive customer view.
Marketing(2)
Create automated email sequences for lead nurturing and follow-up campaigns.
Create professional email templates with drag-and-drop editor and dynamic field insertion.
Mobile(1)
Access Concord on iOS and Android devices with offline capability for on-the-go CRM management.
Productivity(7)
Set up automated reminders for follow-up tasks and scheduled activities.
Filter and search across all records using complex query operators and saved searches.
Perform actions on multiple contacts or deals simultaneously for efficient data management.
Visualize activities, tasks, and events in a calendar interface with drag-and-drop scheduling.
Visualize deals and tasks in a Kanban-style board with drag-and-drop stage management.
Create custom rules to receive notifications for important events and milestones.
Create, assign, and track tasks with due dates, priorities, and progress monitoring.
Sales(8)
Log calls, emails, meetings, and tasks associated with contacts and deals automatically.
Create dynamic segments based on attributes, activities, and deal status for targeted actions.
Visual sales pipeline with customizable stages for tracking opportunities through the sales process.
Create and reuse deal templates with predefined stages and custom fields for consistency.
Automatically score leads based on engagement and custom criteria to prioritize sales efforts.
Handle deals and revenue tracking across multiple currencies with automatic conversion.
Manage subscription and recurring revenue deals with automatic renewal tracking.
Assign territories to salespeople and track performance by geographic region.
Security(6)
Track all changes made to records with timestamps and user attribution for compliance.
Automated daily backups with point-in-time recovery options for data protection.
Built-in tools for managing consent, data requests, and right-to-be-forgotten requirements.
Implement Single Sign-On with SAML 2.0 and OpenID Connect for enterprise security.
Enable 2FA for enhanced account security with OTP-based authentication.
Configure granular access controls with custom roles for different team members.
Pricing
Starter
- ✓Contact management
- ✓basic pipeline
- ✓email integration
Professional
Popular- ✓All Starter features plus automation
- ✓reports
- ✓mobile app
Enterprise
- ✓All Professional features plus SSO
- ✓advanced security
- ✓API access
Open Source
- ✓Self-hosted
- ✓full source code access
Cost Calculator
Keep Paying Concord
Build It Yourself
Total Cost Comparison
DIY hosting estimate based on Vercel + Supabase free/pro tiers (~$20/mo). Build time estimated from 47 features at easy complexity.
Build vs Buy
Should you build a Concord alternative or buy the subscription? Estimate based on 47 features.
Buy Concord
Better ValueBuild Your Own
Buying Concord saves ~$41,400 over 3 years vs building.
Estimates based on 47 features and a BuildScore of 4/5. Actual costs vary.
Integrations
30 known integrations