Assets Management Module for Concord CRM – Manage Company and Customer Assets

Stop Juggling Spreadsheets: A Central Hub for Your Company and Customer Assets

Are you tired of tracking valuable company equipment or customer-owned assets in messy spreadsheets? Losing track of warranty dates, service histories, and who has what can lead to costly mistakes and poor customer service. The Assets Management Module for Concord CRM – Manage Company and Customer Assets is the definitive solution to this problem.

This powerful module integrates directly into your Concord CRM dashboard, providing a single source of truth for every asset your business manages. From IT hardware and software licenses to rental equipment and service contracts, you gain complete control and visibility. Streamline your operations, improve accountability, and deliver proactive support with ease.

Key Features at a Glance

Unlock powerful new capabilities within your Concord CRM installation. This module is designed to be both comprehensive and intuitive, giving your team the tools they need to succeed.

• Centralized Asset Database: Manage all company and customer assets from a single, integrated interface inside Concord CRM.
• Comprehensive Tracking: Record essential details like serial numbers, purchase dates, locations, and current status.
• Warranty & Service Management: Never miss a deadline. Track warranty expiration dates and maintain a detailed service history for each asset.
• Flexible Asset Association: Link assets directly to contacts, companies, or deals for a complete 360-degree view of your customer relationships.
• Customizable Asset Types & Fields: Adapt the module to your specific industry by creating custom asset categories and data fields.
• PDF Generation: Instantly generate professional PDF documents for any asset, perfect for reports, handovers, or service records.
• Detailed Activity Logging: Maintain a complete audit trail with a chronological history of every change and update made to an asset.

In-Depth Feature Analysis

Let’s explore the core components that make this module an indispensable tool for any organization using Concord CRM.

A Unified Asset Management Hub

Say goodbye to fragmented data. By integrating directly into Concord CRM, this module eliminates the need for external software or disconnected spreadsheets. Your asset data lives right alongside your customer data.

This seamless integration allows you to link any asset to a specific company, contact, or even an active deal. Imagine your sales team being able to see exactly what equipment a client has before a call, or your support team instantly pulling up the service history of a product. This creates a truly unified customer profile, empowering your team to make smarter, more informed decisions.

Proactive Warranty and Service Tracking

Failing to track warranties is like leaving money on the table. This module transforms asset management from a passive record-keeping task into a proactive, revenue-generating activity. You can easily set warranty start and end dates for every single asset.

Furthermore, the detailed service history log allows you to record every maintenance check, repair, or customer interaction related to an asset. This not only helps in diagnosing recurring issues but also provides an opportunity to upsell service contracts or recommend timely upgrades. It’s a powerful tool for improving customer retention and satisfaction.

Ultimate Flexibility with Custom Asset Types

Your business is unique, and your asset tracking system should be too. The Assets Management Module for Concord CRM is built for flexibility. You are not locked into predefined categories; you can create your own asset types to perfectly match your inventory.

Whether you manage IT hardware, real estate properties, vehicle fleets, or software licenses, you can configure the system accordingly. Add custom fields to capture the specific information that matters to you, such as ‘License Key’, ‘MAC Address’, or ‘Next Service Due’. This level of customization ensures the module scales with your business and adapts to any industry’s needs.

Who Is This Module Perfect For?

This versatile tool provides immense value across a wide range of industries and business models.

• IT Service Providers (MSPs): Effortlessly track all client hardware, from servers and laptops to printers. Manage software licenses and link assets directly to support tickets and service level agreements (SLAs).
• Equipment Rental Companies: Maintain a real-time inventory of all rental gear. Know exactly which customer has which item, its condition, and its scheduled return date to maximize utilization.
• Corporate IT Departments: Manage your company’s internal assets with precision. Track employee-assigned devices like computers and mobile phones to streamline onboarding, offboarding, and tech support.
• Real Estate & Property Management: Keep a detailed record of appliances and fixtures within each property. Schedule and log maintenance, track warranties for new installations, and manage vendor service history.
• Agencies & Consultancies: Manage client-owned assets you are responsible for, such as website hosting accounts, domain names, or premium software subscriptions.

The Smart Choice for Your Business

Why pay more for the same functionality? Our offering provides a unique combination of power, freedom, and value that you won’t find elsewhere.

Unbeatable Cost-Effectiveness

Gain access to this premium asset management module at a fraction of the original developer price. By leveraging the freedom of the GPL license, we pass the savings directly to you. This allows you to allocate your budget to other critical areas of your business growth.

Freedom to Innovate

Forget restrictive per-site licenses. The General Public License (GPL) gives you the freedom to use this module on as many Concord CRM installations as you need. Whether for one business site or multiple client projects, you have complete control without incurring additional costs.

100% Safe and Original Code

Your website’s security is our top priority. We provide the exact, unaltered files as released by the original developer. The code is clean, secure, and free from any modifications, ensuring optimal performance and peace of mind.

Frequently Asked Questions

Is this module compatible with the latest version of Concord CRM?

Yes. We ensure that our products are kept up-to-date and are compatible with the latest stable versions of Concord CRM. You can install it with confidence, knowing it will integrate smoothly with your system.

Will I receive future updates for the Assets Management Module?

Absolutely. As long as you maintain an active subscription with us, you will have access to all future updates released for the module. You can download the latest version directly from your account dashboard on our website.

What kind of assets can I track with this module?

The system is incredibly versatile. Thanks to customizable asset types and fields, you can track virtually anything: physical hardware (computers, vehicles), digital goods (software licenses, domains), and even contractual assets (service agreements, leases).

Is the code provided safe to use on my live website?

Yes, 100%. We provide the original, untouched files directly from the developer under the GPL. The code is verified to be clean, secure, and free from any malware or third-party modifications, making it completely safe for your business environment.

Can I link a single asset to multiple contacts or companies?

The primary design is to link an asset to a single owner (a contact or a company) for clear accountability. However, you can use the robust notes and activity features within Concord CRM to document relationships or usage by multiple parties, maintaining a clear primary ownership record.

How do I get support if I run into an issue?

Because we are not the original developers, we provide support for installation and setup issues. For specific feature-related queries or complex technical problems, we recommend consulting the official documentation or Concord CRM’s community forums, as the functionality is identical to the developer’s version.