SALES CRM FEATURES

Lead Management

Auto Capture Leads
Immigration CRM Software

Leads generated from multiple platforms like Website, Social Media ads, etc. are captured automatically with notification to the admin.

Bulk Upload Leads
Immigration CRM Software

Upload all existing contacts from excel sheet to the CRM in one go. The order of the columns does not matter to upload.

Auto & Bulk Allocation
Immigration CRM Software

Allocate leads automatically based on the expertise/user type of executives. Select multiple leads and assign them to the intended executive in one go.

Lead Prequalification
Immigration CRM Software

Automatically allocate leads to executives with custom rules. Get notifications on mobile and desktop. Focus on best leads first and then the rest!

Automatic Lead Scoring
Immigration CRM Software

Configure qualification rules to qualify / disqualify and prioritize leads automatically. Define actions to be taken for particular lead scores.
Updates & Reminders
Immigration CRM Software

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.
Agreement Generator
Immigration CRM Software

Generate agreements in just a click with pre-defined templates and macros to pick up variable fields like client name, contact details, country of interest, etc.

Document Management
Immigration CRM Software

Upload documents, make a check list of mandatory documents and store agreements with Document Management. One-point access to all client documents.

Immigration Evaluation Reports
Immigration CRM Software

Inbuilt score calculators to facilitate quick and accurate calculations. Automatic Generation of Evaluation reports with score data included.
Immigration Process Management
Immigration CRM Software

Custom configurable Process Management. Configure steps involved in each process, map the users and define TAT. Escalations can be directed to managers in case of delays.

Custom Charts and Reports
Immigration CRM Software

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.

Client Login Portal
Immigration CRM Software

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.
Immigration Process Management
Immigration CRM Software

Custom configurable Process Management. Configure steps involved in each process, map the users and define TAT. Escalations can be directed to managers in case of delays.

Multi Country Process
Immigration CRM Software

Manage multi country immigration process, map it to concerned executives and have a centralized monitoring of all the tasks. Add new version of specfic process whenever required.

Client Login Portal
Immigration CRM Software

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.
Invoice & Payment Management
Immigration CRM Software

Manage the payment status, generate receipts and invoices, track the installments and due dates. Generate reports based on the payment updates.

Lead Source Integrations
Immigration CRM Software

Integrate online lead generation platforms FB/Insta/Google, Landing pages and Website to automatically capture the leads and notify the users. Eliminate manual intervention.

Mobile App
Immigration CRM Software

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.

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