SALES CRM FEATURES
Lead Management
Leads generated from multiple platforms like Website, Social Media ads, etc. are captured automatically with notification to the admin.
Upload all existing contacts from excel sheet to the CRM in one go. The order of the columns does not matter to upload.
Allocate leads automatically based on the expertise/user type of executives. Select multiple leads and assign them to the intended executive in one go.
Automatically allocate leads to executives with custom rules. Get notifications on mobile and desktop. Focus on best leads first and then the rest!
Configure qualification rules to qualify / disqualify and prioritize leads automatically. Define actions to be taken for particular lead scores.
Add notes/remarks at every stage of lead progress with associated headings, set follow ups and reminders with reminder notes. Get it notified on mobile app.
Custom configure Quotation profiles with multiple Currencies, Tax rules, product category, discount types, payment terms. Generate and share over E-mail/WhatsApp from your mobile app
Upload documents, make a check list of mandatory documents and store agreements with Document Management. One-point access to all client documents.
Custom configure Proforma & Invoice profiles with different terms & conditions, sections, access permissions. Manage approval process, payment management, invoice receipts and pending payment reports.
Manage repeated orders (Deals) from customers with customized workflow for the order process. Orders can support quotations, quotation revisions, activities and closures.
Schedule daily status reports, customize as per requirements and have the reports mailed automatically to the managers. Build custom dashboards to view the system performance and updates in one glance.
Keep the clients updated online on the progress of their status and payments. Enable them to upload documents remotely through the portal. Payment receipts and invoices can be downloaded through the portal.
Manage the payment status, generate receipts and invoices, track the installments and due dates. Generate reports based on the payment updates.
Integrate online lead generation platforms FB/Insta/Google, Landing pages and Website to automatically capture the leads and notify the users. Eliminate manual intervention.
Contact leads, get notifications, update status, schedule follow ups - all from Mobile app. Support for Call, WhatsApp & Call Logs. Intuitive and user friendly app (Android & iOS)
Mobile CRM - All-In-One Mobile App
Perform almost all the actions from your Maple CRM Mobile Application, track your field staff route map using geo-tagging.
What Clients Say About Us
Strong customer base is our backbone! Happy & Loyal Customers are our long term assets.
Satakshi Singh , CEO
Maple CRM is a courteous team of talented technical professionals. We are immensely satisfied with their service levels and upfront communication. I would recommend Maple CRM for any small firms looking for CRM software and a highly competent service.
Annaka Group, Dubai UAE
Nidhi Malhotra , Director
We needed an easy to use CRM solution to follow with customers and manage our customer information database. Maple CRM delivers this and we are happy with the measurable impact on our lead management. We now appear more professional to our clients, and the impact on our bottom line has been profound.
Harvey CleanPro Industries, Bangalore
Apurva Jani , Marketing Communications Manager
We engaged Maple CRM to develop a customized CRM platform for one of our initiatives. In this association, we have found the team at Maple very responsive and also proactive with suggestions.
The team appreciates that time is of the essence and has shown good turnaround time on requests made for enhancements/modifications in the tool. Maple CRM team also scores highly in the areas of technical support and pricing.
GE Healthcare, India Bangalore
