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Zoho CRM

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76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Concord CRM logo
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81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

True Client Pro logo
CRM Software

4.9 12 user ratings

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Overview

Description Concord CRM is a self-hosted affordable CRM platform that can be used to manage company-wise contacts, deals and emails within a unified location. This platform offers a wide variety of deal management features to individual companies, helping them create, manage deals and track the overall progress via stages that are the best fit for the sales workflow. With Concord CRM, companies can even create multiple pipelines comprising custom tags. Also, with the integrated tools available, businesses can assign deals to sales agents. Furthermore, its 2-way email sync facility available simplifies communication between the agents and the clients on the go. Concord CRM also allows users to connect personal and shared company accounts, associate emails to many companies, contacts and deals as well as convert email to deal, activity or contact, whatever action is suitable. Furthermore, this platform uses advanced filters to segment data and easily schedule the needed steps for sales reps. Read more True Client Pro is a versatile, user-friendly wedding arrangement and plan management solution for small company owners and freelancers that enables you to get on top of your bookkeeping, invoicing, payments, and receipts, so that you'll never have to worry about missing a deadline again. It helps you concentrate on what matters most: expanding your company. With True Client Pro, you can create gorgeous, eye-catching templates for all of your flower guidelines, contracts, invoices, and proposals. You and your team can save time and be more productive while maintaining a polished and professional appearance. You can save and create all of your desired floral recipes, along with generating new ones from True Client’s huge pre-populated floral library. You can manage many events at once and keep an eye on the ground without having to physically be there. You can create professional flower orders for many customers and plot guidelines for any plan using a single click. Additionally, you can keep track of vendor progress and maintain complete control over every aspect of your project from any location. Read more
Pricing Options
  • Free Trial Not Available
  • Starts at $118.00.
  • Free Trial Available
  • Starts at $39.00.
SW Score & Breakdown

76% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    77%
  • Reviews
    60%
  • Momentum
    63%
  • Popularity
    63%

81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

  • Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more
    76%
  • Reviews
    72%
  • Momentum
    64%
  • Popularity
    73%

Features

Total Features
6 Features
6 Features
Common Features for All
    Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
    Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
    Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
    List Management Enables management of multiple lists and communications with them
    Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
    Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
    Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
  • + 3 More - Show Less
    • Call Logging Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.
      Contact Management Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.
      Customer Support Ensures after-sales interactions with your customers and solve queries related to your products and services
      List Management Enables management of multiple lists and communications with them
      Marketing Automation Develop customer relationships, automate marketing programs and measure your marketing ROI
      Project Management Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.
      Quotes (Proposals) Create effective sales proposals by generating multiple quotes per opportunity
  • + 3 More - Show Less
  • Technical Details

    Organization Types Supported
    • Individuals
    • Large Enterprises
    • Medium Business
    • Small Business
    • Individuals
    • Large Enterprises
    • Medium Business
    • Small Business
    Platforms Supported
    • SaaS/Web/Cloud
    • SaaS/Web/Cloud
    Modes of Support
    • Online
    • Online
    API Support
    • Available
    • NA

    Reviews & Ratings

    User Rating
    Not Available
    4.9/5 12 user ratings
    Rating Distribution
    Not Available
    • Excellent

      91.7%
    • Very Good

      8.3%
    • Average

      0%
    • Poor

      0%
    • Terrible

      0%
      Read All User Reviews

    AI-Generated from the text of User Reviews

    Pricing

    Pricing Options
    • Free Trial Not Available
    • Starts at $118.00.
    • Free Trial Available
    • Starts at $39.00.
    Pricing Plans
    Monthly Plans Annual Plans

    Starter license $118.00 $118.00 per year

    Standard $39.00 $49.00 per month

    Premium $79.00 $99.00 per month

     
    View Detailed Pricing
    View Detailed Pricing

    Screenshots & Videos

    Screenshots Concord CRM screenshot
    + 1 More
    Not Available
    Videos Not Available Video Thumbnail
    + 1 More

    Vendor information

    Company Details

    Not available

    Located in: New York, New York
    Contact Details

    Not available

    https://concordcrm.com/

    (646) 470-3473

    https://trueclientpro.com/

    Social Media Handles

    Not available

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