Concord

Concord is an excellent web based tool for centralised management of contacts, which can be customised for a number of purposes, from customer to member management.

With no need to install any workstation software, Concord is ideal as a framework for contact sharing across remote offices.

Whether you need to manage your members, your customer contacts, a list of subscribers to your publications or profile users of your website, or even build a custom management information system then Concord v2.0 is the perfect start for you.

Features in Brief

• 100% web-based
• Works on PC or Mac
• Friendly Intuitive Interface
• Easy management and searching of Contacts and Companies
• Dynamic Contact Taglist
• Creation of Custom Fields
• Easy management and searching of Groups
• Flexible Data Templates for Groups
• Activities / Notes System for all Contacts
• Ability to Hide Contact Records from View
• Easy creation of Custom Reports and Exporting of Data in Excel format
• Supports multiple users
• Outlook Address Book Integrated (via LDAP technology)
• Email Sending with Mail Merging Support
• Supports Freestyler template integration for dynamic web or Intranet content
• Fully "skinnable" graphical interface design to suit your visual identity

Integration Capable

Concord supports integration with the following payment and financial systems:

• Real-time payment processing via WorldPay, Camtech and SecurePay
• MYOB & Quickbooks (add-on modules)
• also integration capable with other financials, such as Microsoft Great Plains

Easy Setup, Designed to "Fit In"

Built by Datalink, Concord is ultimately customisable to your needs through our range of professional services and has been designed with several features to enable it to be adapted to just about any environment:

• User Interface "Skinning" - Concord has been created to make it as easy as possible to change the look and feel of the interface to reinforce your organisation's identity.
• Freestyler Interactive Website Support - Using Datalink Freestyler (a powerful but easy to use web content management system by Datalink) Concord can power interactive templates, such as reports on Intranets or Websites, including the application of viewing permissions. Freestyler can power an interactive member area, and use the Concord Groups to provide powerful user profiling functions.
• Accounting Package Integration - Datalink can integrate Concord into your favourite accounting package. Both CSV import/export and real-time synchronisation options are available for popular packages like Quickbooks and MYOB. Concord also supports integration with Microsoft Great Plains.
• Real-time Payments - In addition to financial package support, Concord also supports real-time payment gateways and multi-currency support, including WorldPay, Camtech and SecurePay

Generate Powerful Reports

One of Concord's most powerful features is the inbuilt reporting engine, which makes it easy to generate reports of different types.

The report building engine allows easy creation of the most common types of reporting layouts, with printing and PDF generation direct from the web.

With the ability to export the data in comma separated format for use with applications such as Excel, makes it ideal for creating your own views of your contact data.

Interactive Features

The Concord system includes some great interactive ways to make use your shared contact list:

• Email Contacts - Concord makes it easy to send bulk HTML formatted emails based on a user's profile and personal preferences
• Bulk Notes - Concord makes it handy to log correspondence, mail merges or meetings against multiple contacts.
• Synchronise Contacts - An LDAP function allows synchronization of address books with email programs (such as Microsoft Outlook XP) or handheld devices that support the LDAP (Lightweight Directory Access Protocol) standard

Restrict Access to Contacts

Concord is secured by a login, with configurable access levels that can define who gets to see which types of contacts and what actions they can perform.

Contact records can easily be archived or hidden from view and built-in password recovery makes Concord scalable to accessed by a large number of users - perfect for any sized organisation.

Simple but Powerful

The beauty of Concord is its simplicity.

Concentrating on contact management means that Concord does not pretend to be everything at once, making it much friendlier to use than most desktop customer relationship software.

Concord is a system based around Contacts, Groups and Activities.

Easy Contact Management

Concord is a great system for storing all of your organisation's contacts in a central repository.

Because it is web based, there is no need to install any special software on workstations, Concord is simply accessible through any web browser on an Internet enabled PC or Mac.

Concord provides powerful contact searching and filtering functions to help you to quickly locate contacts and clients.

Contacts can belong to multiple groups or single company and contact templates can be set up to define a comprehensive profile for each contact.

Powerful Groups Management

Concord allows contacts to be associated with multiple groups of different types, enabling powerful profiling and bulk actions to be performed.

Track Activities and Make Notes

Activities and notes are facilitated by an annotation system, which allows notes to be associated with each contact or group. Activities can have custom type profiles from company visits to committee meetings.

Publish Your Data to the Web

Using Datalink Freestyler, you can even publish your Concord data to the web, either publicly or securely via member login.

This is great if you need to easily generate searchable member lists or specific customer information on your website.

Local Development & Support

Concord is 100% Australian made and owned, with local development and support available.