Harmony is an inexpensive self-hosted CRM web-based software, with a one-time price and can assist your organization to simply handle and arrange offers/leads, contacts, and corporations, and have a transparent overview of the subsequent actions that should be taken to efficiently shut a sale.
With its intuitive design and straightforward to make use of options crafted with care, you may arrange your gross sales workflow as your organization requires, with customized pipelines, phases that may be tailor-made particularly on your firm wants, superior filters that can be utilized to phase your information, tables that may be custom-made, customized fields, 2-way e mail synchronization, and 2-way calendar synchronization with Google Calendar and Outlook Calendar, is the proper self-hosted CRM answer.
In in the present day’s time, it’s vital for each firm that does gross sales to make use of a CRM as a way to improve its productiveness, Harmony CRM can assist you be extra productive, shut offers sooner, arrange your gross sales each day duties and improve your organization income, with our actions function, you may create follow-up actions, add customized reminders for you or your workforce members, filter offers with none actions, with upcoming or actions which can be due and must be completed, and always remember to name the shopper once more. Every exercise will be linked to many corporations, contacts, and offers, everytime you go to their profiles, it is possible for you to to inform the subsequent motion that must be taken.
With the built-in API, you may create offers, contacts, and corporations from any third-party service, in case you are not that techy to make use of an API, you may all the time use the CSV import function with fields mapping, as a further function to create offers, you may create internet varieties that may be embedded in your web site, the deal and the contact can be robotically created as soon as the net type is submitted out of your potential shopper that visited your web site.
However that’s not all, learn more on our web site.
Attempt demo
https://demo.concordcrm.com
E-Mail Deal with: admin@test.com
Password: concord-demo
Documentation
Fundamental: https://www.concordcrm.com/docs
API: https://www.concordcrm.com/docs/api
Help
https://www.concordcrm.com/tickets
Releases & Changelog
https://www.concordcrm.com/releases
Simple Set up
Offers Administration
Create customized and a number of pipelines, handle offers and observe the deal progress through phases with customized win chance that may be tailor-made to suit any firm gross sales workflow. Contains offers kanban with drag and drop, customized card shade, and superior filters that can provide help to to give attention to what issues subsequent.
Paperwork Administration
Doc administration software program with built-in paperwork editor, create and ship paperwork akin to proposals, agreements, and quotes with an non-compulsory digital signature.
A number of signers can signal the doc, and monitoring when the doc was despatched, opened, or signed is out there as properly.
Superior Filters
You should utilize superior filters to phase your information and simply establish the subsequent step your gross sales reps must take, save filters and re-use them for later, share them with different workforce members or mark your favourite filter as default. And another factor, you may filter by the customized fields you added as properly.
Customizable Fields
The default fields usually are not appropriate on your necessities? You possibly can create new customized fields, and re-order the prevailing and conceal fields as per your wants. You possibly can tailor your Harmony CRM as your small business requires.
Contacts & Corporations Administration
Handle and create an infinite variety of corporations and contacts, add notes, file calls and have a transparent overview of all of the offers, previous communication, and notes. Save time and begin managing your corporations and contacts through Harmony CRM.
Ship Emails – 2 manner e mail synchronzaton
Harmony CRM has a built-in e mail shopper that you need to use to speak together with your shoppers straight from the dashboard or the contact profile. Cease going ahead and backward to your present CRM and e mail shopper. Emails will be related to contacts, corporations, and offers and be obtainable straight of their profiles.
Actions & Reminders
Our actions function is crafted on your workflow and can assist to
improve firm productiveness, create follow-up actions, add customized reminder dates for you or your workforce members, add feedback, and always remember to name the shopper once more.
2-way calendar synchronization
Cease making an attempt to sync calendar occasions manually, sync your Harmony CRM actions to Google Calendar or Outlook Calendar robotically anytime an exercise is created or up to date.
Merchandise
Harmony is a CRM with a merchandise administration function, create merchandise that your organization is promoting to potential shoppers and insert the predefined merchandise in offers so that you and your gross sales reps can have a transparent overview of what merchandise the deal is expounded to and auto-update the deal complete quantity primarily based on the added merchandise.
Roles & Permissions
Manage your gross sales reps with totally different roles and permissions. You possibly can select what the sale consultant can see and handle when logged-in within the Harmony CRM dashboard.
Automation Workflows
Do you must assign an exercise when a deal enters a particular stage or when an organization is created? Or make an HTTP request to an exterior service? This may be automated simply with a couple of clicks.
Embeddable Net Types
Cease including contacts and offers manually, embed internet varieties in your web sites, and let the contacts come as they go to your web site. Create an infinite variety of lead internet varieties and combine the shape in your web site or share the hyperlink straight. As soon as the shape is stuffed, the deal can be created in your Harmony CRM dashboard.
Mentions
@point out workforce members in notes, calls, feedback
and collaborate sooner.
After a workforce member is talked about, he’ll obtain an e mail and notification within the Harmony CRM dashboard.
1 Click on Replace
Time is effective, because of this, we added 1 click on replace function that can replace your Harmony CRM set up to the newest model every time a brand new model with new options and bug fixes is launched, no extra manually copying information.
Patcher
Harmony CRM consists of a patcher function to assist resolve bugs and supply small enhancements simply with out releasing a brand new model simply to repair a small bug. Offering patches to our prospects when a problem exists is our high precedence as a way to offer you the perfect expertise when working with Harmony CRM.
Highly effective insights
Harmony CRM dashboard lets you see what is going on in your organization and the way the gross sales reps are dealing with the offers, if the default dashboard is just too bloated for you, there’s the power to create separate dashboards together with your favourite insights playing cards and mark the dashboard as default.
Make Calls & Log Calls
You possibly can log and affiliate calls with information, for instance, you may log calls on offers, contacts, and corporations. Use our Twilio integration to
make calls through Harmony CRM, it’s that easy, only a click on to make a name and take notes straight on the contact profile whereas speaking on the cellphone.
Saved Mail Templates
Use the mail templates function to create frequent solutions on your regularly acquired emails. Reply the emails you obtain blazingly quick with solely few clicks.
Translator
Multi-language assist out of the field, you may translate Harmony CRM and use it in several languages, with our built-in translator translate your Harmony CRM set up straight through the dashboard, no extra manually modifying information.
Model 1.0.0 – Preliminary launch
- Offers administration function
- Contacts administration function
- Corporations administration function
- Offers kan-ban with a number of pipelines
- Merchandise administration
- Actions managements, reminders, calendar
- 2-way calendar synchronization (Outlook Calendar, Google Calendar)
- E mail shopper (Gmail, Outlook, IMAP)
- Superior filters and filtering
- Import and export function with fields mapping
- Customized fields
- Superior tables with orderable fields and customized sorting
- Automation workflows
- Name logs & in-app calling
- Notes function for the core sources
- Deal/Lead internet type
- Roles & Permissions
- Zapier integration
- Customizable dashboard
- Built-in API
- 1 Click on replace & Patcher
- Add sale reps in several timezones
- Ship sale reps invite
- API & API keys era
- Absolutely responsive
