Concord CRM

Plans and prices

Every plan, in full

On the record

Automation and API

Concord CRM supports workflows that can assign activities, create companies, or make HTTP requests, and its RESTful API can create deals, contacts, and companies.concordcrm.com · read 12 Oct 2026

Contacts and companies

It provides contact and company management with unlimited contacts and companies, notes, documents, call records, and deal and communication histories.concordcrm.com · read 12 Oct 2026

Customization and collaboration

Features include custom fields, roles and permissions, multiple brands, mentions, localized language settings, and customizable dashboards.concordcrm.com · read 12 Oct 2026

Deals and pipelines

Users can manage multiple pipelines with custom stages using a drag-and-drop deal board, custom card colors, and advanced filters.concordcrm.com · read 12 Oct 2026

Documents

The built-in document editor can create and send proposals, agreements, and quotes, with optional digital signatures and multiple signers.concordcrm.com · read 12 Oct 2026

Email

The email client supports multiple accounts and can connect regular IMAP accounts, Gmail, or Outlook; emails can be associated with contacts, companies, and deals.concordcrm.com · read 12 Oct 2026

Email sync

Yesconcordcrm.com · read 20 Sep 2026

Integrations

The product describes integrations with Zapier, Twilio, Google Calendar, Outlook Calendar, Gmail, and Microsoft services.concordcrm.com · read 12 Oct 2026

License limit

Each license is valid for one installation; additional installations require additional licenses.concordcrm.com · read 12 Oct 2026

Privacy and security

The privacy policy says the maker uses technical, physical, and administrative safeguards and SSL encryption for information transferred over the internet, while noting it cannot guarantee internet transmission is completely secure.concordcrm.com · read 12 Oct 2026

Purpose

Concord CRM is a self-hosted deals management CRM intended to help businesses manage sales pipelines and close deals.concordcrm.com · read 12 Oct 2026

Visual sales pipeline

Yesconcordcrm.com · read 20 Sep 2026

Server requirements

The documentation requires PHP 8.2 or later, MySQL 5.6 or later, at least 128 MB PHP memory, and a domain name; Windows IIS servers are not officially supported.concordcrm.com · read 12 Oct 2026

Support

Both licenses include six months of email support, and the maker says support can be renewed after that period.concordcrm.com · read 12 Oct 2026

Who it is for

The maker describes Concord CRM as suitable for small and medium businesses, with the regular license marked for personal use and the extended license marked for business use.concordcrm.com · read 12 Oct 2026

Zapier availability

The Zapier integration documentation says the integration is invite-only and in testing, and requires the installation URL and an API key.concordcrm.com · read 12 Oct 2026

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