Field Service CRM Software
Customer Management Platforms
Manage Customer contact details, purchase history, notes, purchased products warranty periods, etc- all from a single point. Set custom segments for customer categorization and follow ups, prospective upselling and plan your further approach accordingly.
Contracts & AMC Management
Schedule contractual visits to customers for service, assign AMC tasks to concerned executives and notify customers on their contract renewals. Manage your contract service team and keep a tab on upcoming renewals and visit updates. Generate quotations for spares / services as required.
Ticket Management
Service request management is vital for customer retaining and support. Manage the service tickets raised by the customers by creating custom categories for different types of support requests, assigning to the subject matter experts and pre-defining the TAT for ticket resolving.
Periodic Service Management
Schedule the regular services to be provided to customer on their site and automatically notify the executive as well as the customer on upcoming services. Periodic service management ensures that the field service executive is notified of the tasks and the TAT for the same. Service report can be generated through mobile app right after the service is completed.
Contract Renewal Notifications
Automatically send alerts to your customers on their contract renewal. These automatic notifications are triggered from the system in the form of emails to the customers. Contract renewal details can be pre-configured in the system. Thus, ensure that customers as well as your team are well informed of the upcoming renewals.
Ticket TAT Escalations
Service requests raised are always time-bound. Turn-Around-Time (TAT) is clearly defined and can be customized as per the service type.
If TAT for a ticket is crossed, it goes as an escalation to the manager and pops on their dashboard so that it can be attended by the manager. Escalations denote an urgency, so managers can easily check the same and take the necessary actions.
Field Service Mobile App
Manage schedules of the field service, prioritize field visits as per the urgency, location and type and update statuses on-the-go with Field Service Mobile App. Get customer location on the app for easy commute. Get notifications on new service requests, reminders for existing ones, generate quotations and service reports on the mobile app. Collect customer feedback on the service done.
Geo Tracking
Keep a tab on locations and distance travelled by the field service executives. Get details on time spent at each customer's site, notes on the visit, status update and context of the visit.
The field service executives just need to 'check-in' to the mobile app at the start of their commute. After this, every update in the app will automatically detect their location.
Expense Manager
Facilitate field service executives with easy input of expense proofs for re-imbursement. Executives can upload invoices and expense receipts in the app. This will be accessible to the manager, who can approve it for re-imbursement. Spending limits too can be set for the executives, ensuring that they don't overshoot the set budget.
Service Report
Maple CRM mobile app empowers field service executives by completing the service request with a report. Data fields in the report can be pre-configured in the system (customizable) and this template can be used for quick generation of service reports. These reports can be shared instantly with the customers via e-mail and WhatsApp.
Territory Management
Get your team organized by assigning them territories for their service. These territories are geo-tagged. Executives will be notified of geographical boundaries of their customer locations. If any executive tries to reach to a customer beyond their boundary, they'll get alerts and managers will be notified of the same.
Looking for a CRM that takes care of both your Sales and B2B Order Management? You are at the right place.
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
