Concord CRM Setup, Installation & Deal Management Optimization Services

Looking for a powerful and easy-to-use CRM to manage deals, contacts, companies, and pipelines?
Concord CRM is one of the fastest-growing deal management CRM platforms, designed for businesses that want complete control over their sales operations without complexity.

At Websicon Infoworld Pvt. Ltd., we specialize in Concord CRM installation, configuration, customization, and optimization services, helping startups, SMEs, and enterprises get the maximum value from their CRM investment.

Why Concord CRM Is Becoming the Top Choice for Deal Management

Modern sales teams need more than spreadsheets or basic CRM tools. They need a system that offers pipeline visibility, deal tracking, smart automation, and a clean, intuitive interface.

Concord CRM delivers exactly that.

✔ 1. Dynamic Deal Pipeline Management

Move deals across stages using a simple drag-and-drop interface.
Visual pipelines help your team stay organized and close deals faster.

✔ 2. Contact & Company Management

Track all communications, notes, activities, and relationships in one place.

✔ 3. Sales Automation Tools

Automate repetitive tasks, schedule follow-ups, assign deals, and boost efficiency.

✔ 4. Advanced Reporting & Analytics

View conversion rates, pipeline value, activity logs, sales performance, and trend analysis.

✔ 5. Customizable Workflows

Adjust deal stages, fields, pipelines, and permissions based on your unique business process.

Concord CRM is suitable for agencies, IT companies, construction, consulting firms, retail, SaaS startups, manufacturing, logistics, and more.

Professional Concord CRM Setup & Implementation Services

If you’ve purchased Concord CRM but don’t know how to set it up effectively — we handle everything from installation to customization.

Our Implementation Services Include:

✔ 1. Concord CRM Installation & Server Setup

We install Concord CRM on:

• Shared hosting

• VPS or dedicated server

• cPanel / Plesk

• Cloud platforms (AWS, DigitalOcean, Google Cloud, etc.)

Whether it’s a fresh installation or migration, we ensure a clean, secure, and optimized setup.

✔ 2. CRM Configuration for Maximum Productivity

Your CRM must match your sales workflow, not the other way around.
We configure:

• Pipelines & deal stages

• Custom fields

• User roles & permissions

• Contact & company structure

• Notifications & activity tracking

• Integrations & automation settings

This ensures a seamless and intuitive experience for your team.

✔ 3. Custom Branding & White-Labeling

We help you customize your CRM to match your brand identity:

• Logo & colors

• Custom login page

• Email templates

• Dashboard UI tweaks

• Branding inside PDF exports (if applicable)

A fully branded CRM increases trust and professionalism for your internal team and external clients.

✔ 4. Workflow, Automation & Custom Enhancements

Need a tailored CRM solution?

We add:

• New modules

• Custom fields

• Custom reports

• Deal-level automation

• Task workflows

• User-specific dashboards

• API-based integrations

If you want Concord CRM extended beyond default features, we develop custom solutions — scalable and upgrade-friendly.

🎯 How Concord CRM Improves Deal Management

Managing deals manually leads to missed opportunities. Concord CRM provides the structure and clarity your team needs.

1. A Clear, Organized Sales Pipeline

See exactly where deals stand, who owns them, and what actions are pending.

2. Faster Follow-Ups and Reduced Lead Leakage

Automated reminders and activity timelines ensure no deal is forgotten.

3. Better Team Performance Monitoring

Track progress with graphical summaries and detailed reports.

4. Contact History at Your Fingertips

Emails, calls, notes, files, and deal history — everything in one place.

5. Real-Time Collaboration

Sales teams can work together, share notes, assign deals, and review progress instantly.

🧩 Who Can Benefit From Concord CRM Setup?

This CRM is perfect for businesses that need structured deal management:

• Digital Agencies

• Software/IT Service Providers

• Consultants & Freelancers

• Real Estate Teams

• Sales Teams (B2B / B2C)

• Repair & Maintenance Companies

• Construction & Interior Firms

• Manufacturing & Distribution

• Logistics & Transport Providers

If your business relies on tracking deals, moving opportunities across stages, or contact management, Concord CRM is a perfect fit.

Our 5-Step Implementation Process

Step 1: Requirement Analysis

We understand your sales workflow, business model, and pipeline structure.

Step 2: CRM Installation & Setup

Server setup, database configuration, CRM installation, and performance adjustments.

Step 3: Customization & Branding

We apply themes, custom fields, user permissions, and branding updates.

Step 4: Training & Documentation

You receive:

• Live walkthrough

• Video training (optional)

• Admin & user documentation

• Best practices for CRM usage

Step 5: Deployment & Continuous Support

After setup, we provide:

• 7 to 30 days of free support (depends on package)

• Bug fixing

• Performance enhancement

• Optional ongoing maintenance

💼 Why Businesses Choose Websicon Infoworld Pvt. Ltd. for Concord CRM Setup

You’re not just getting installation — you’re getting a fully configured deal management system tailored to your business.

Expertise in CRM Development

We specialize in Perfex CRM, Concord CRM, custom modules, workflows, and automation.

100+ CRM Installations Completed

Our team has deep experience setting up CRMs across industries.

Fast Turnaround Time

Get a fully functional CRM within 24–48 hours (basic setup).

Affordable Pricing

Flexible pricing for startups and SMEs.

Long-term Support & Custom Development

We offer extended support, custom modules, and workflow automation.

Ready to Improve Your Deal Management with Concord CRM?

If you’re ready to streamline your sales process, improve deal visibility, and enhance team productivity, Concord CRM is the right choice — and we make the setup effortless.

👉 Contact us today for installation, configuration, and CRM optimization.
Let’s transform your pipeline into a powerful, revenue-driving engine.