CRM
Dive into pipeline health, deal velocity, win rates, and more using natural language
Explore Concourse CRM integrations
CRM
Turn sales data into action
Concourse works directly with your CRM to surface deal movement, customer changes, and risk, so teams act faster and close more revenue
10x your output
Get more analysis and reporting done with the team you have
Automate sales reporting
Eliminate manual pipeline reporting and move faster with clearer visibility
Live pipeline visibility
See deal movement, stage changes, and slippage as it happens
Connect in minutes
Connect your CRM in minutes and instantly start querying your data
AI agents for CRM
Get more from your CRM data
Concourse AI agents work directly on sales data to analyze pipeline, customer accounts, and opportunities
AI agents built for sales data
Concourse agents understand your pipeline, accounts, and deal data, applying your sales logic to track movement, surface risk, and support accurate forecasting
Pipeline you can explain
Understand what’s changing and why across deals, channels and reps
Increase forecast accuracy
Base revenue forecasts on live deal data instead of guessing
Spot risks early
Identify stalled deals, churn risk, and pipeline gaps before they impact revenue and adjust your forecasts faster
Trusted by Fortune 500 companies and high-growth startups
See how teams use Concourse to eliminate manual work and make better decisions
How CurbWaste cut month end close review time by 2 days and reduced manual work by 75% with Concourse
How Lightmatter streamlined complex financial management and saved 12+ hours monthly with Concourse AI
How Pave cut vendor analysis time by 90% and freed 5+ hours per month with Concourse AI Agents
Finance teams move faster with Concourse
Make better decisions today
Connect your data to use Concourse AI agents
Integrate more than your CRM data
Concourse integrates across your entire stack
FAQs
What CRMs does Concourse connect to?
Concourse connects natively to Salesforce, HubSpot, and other major CRMs. Setup takes a few minutes with OAuth or API credentials.
Does Concourse write to my CRM?
No. Concourse uses read-only access. We pull pipeline, opportunity, and customer data for analysis but never modify your CRM records.
Can Concourse work with our custom CRM fields and stages?
Yes. Concourse reads your custom fields, opportunity stages, and object relationships directly from your CRM. You can also teach it your specific definitions through natural language.
Can Concourse turn pipeline data into revenue forecasts?
Yes. Concourse pulls pipeline and opportunity data and converts it into revenue projections based on stage, probability, and historical conversion rates—adjusted for how your business actually closes deals.
Can Concourse reconcile CRM data against billing or accounting?
Yes. Concourse pulls from your CRM, billing platform, and ERP together—so you can reconcile bookings against invoices against revenue without spreadsheet matching.
Is our CRM data secure?
Yes. Concourse is SOC 2 Type II certified and uses encrypted, read-only connections with role-based permissions and full audit trails. Your data stays in your systems, and we don't train models on it. See more information about our security practices here.
What if we use a CRM Concourse doesn't support yet?
You can upload CSVs for any data source, or request a new connector. We're always adding new integrations based on demand. See our full list of integrations.