Assets Management Module for Concord CRM

Description

⚡ Assets Management for Concord CRM – Track & Control Every Resource

Keep all your company assets: laptops, furniture, vehicles, tools etc, organized and accountable with our Assets Management Module for Concord CRM. Create, categorize, assign and track assets from purchase through depreciation, damage, or retirement, all inside your CRM’s familiar interface.

✔️ Purpose of Assets Management module

Concord CRM handles deals and contacts brilliantly and you can now add full asset tracking to manage physical resources without leaving the platform. Maintain an up-to-date inventory, enforce accountability and simplify audits by logging every asset event in one place. You can also assign Assets to Companies! Cool, eh?

⚙️ Feature Highlights – Complete Asset Oversight

• • ✔️ Easy Asset Creation & Categorization
    Define each asset with name, code, model, purchase date, unit cost, photo. Group and filter by category, location, or department.

• • ✔️ Assignment & Transfer Workflow
    Optionally assign assets to Companies and revoke allocations with a single click, keeping your records current.

• • ✔️ Asset Status & Lifecycle Tracking
    Create Asset Allocation, Revocation, Additions, Lost Reports, Broken Reports, Liquidations, Warranties and Maintenance records.

• • ✔️ Notes, Attachments & Audit Logs
    Add internal notes and photos. Every change is logged for compliance and easy auditing.

• • ✔️ Data Export
    Instantly export any view (including filtered ones) to Excel, CSV, PDF, or print for reporting.

• ✔️ Role-Based Permissions
  Fine-tune access so only authorized staff can view, edit, or delete assets, fully integrated with Concord’s permission system.

➡️ Real-World Use Cases

• • IT Departments: Track hardware assignments, monitor warranty expirations and automatically reassign equipment on staff changes.

• • Facilities Management: Manage furniture, vehicles and building assets, log maintenance, damage reports and location transfers.

• Service & Rental Firms: Record customer-owned or rented equipment per project, with full history of service, repairs and returns.