Concord

Concord has been a driving force for innovation and a benchmark for performance in the portfolio servicing arena. Put simply, it is about keeping every contact, deal and follow-up in one place so nothing slips.

Who is it for? Mostly sales teams and founders who are tired of spreadsheets. They also list Consulting, CRM and Financial Services, so expect those to show up in the feature set. As a mid-sized product team themselves (201 to 500 people), they tend to serve customers of a similar scale best.

Concord is based in Scottsdale, Arizona and around since 1988. Their site is concordservicing.com.

Things worth asking about: pipeline stages, email sync, mobile app, and what reporting costs extra. Ask for a trial on your own data, not a canned demo.

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