Small to Medium-Sized Enterprises (SMEs)
SMEs using Concord CRM can automate everyday operations by triggering workflows for leads, invoices, and customer updates. This module helps reduce manual work, eliminate errors, and scale processes without recurring automation costs.
Digital Agencies
Agencies managing multiple clients can automate CRM-driven workflows such as Contacts and companies are created, Documents and Note are created. All without paying per-client automation fees.
Sales & Marketing Teams
Sales and marketing teams can receive instant alerts when new Contacts and companies are created, Documents and Note are created, or deals move forward. Ensuring faster follow-ups, better engagement, and higher conversion rates.
SaaS & Platform Businesses
SaaS companies using Concord CRM can trigger onboarding, billing, and lifecycle automations in real time. Ideal for multi-tenant environments using self-hosted automation. (extended license required if you are running SaaS)
Developers & System Integrators
Developers can build custom integrations and advanced workflows using Concord CRM events, without relying on paid third-party automation platforms.
Service-Based Businesses
Consultants, freelancers, agencies, and professional service providers can automate client communication, task creation, and internal workflows based on CRM activity.
Licensing Notice:
If you are charging your customers and using this module as part of a SaaS product, hosted service, or paid platform, an Extended License is required as per Envato’s licensing policy.