Month: February 2023

Software for Overseas Education Consultants – Management of Sales and Process Workflow

Posted on by Philip George

Maple CRM is a software for Smart management of Sales and Process Workflow, specially designed for Immigration and Overseas Education Consultants.

What’s unique??
   

  • Auto Lead Capture from online lead generation platforms
  • Smart allocation based on Subject Matter Expertise
  • Student Online portal – for document uploading, status monitoring
  • Custom Dashboards, Views, Reports
  • Custom Document Generator– Generate any agreement / contract in just a few clicks!
  • Excellent Support and Service

With meticulous and well structured functionalities, get the workflow defined and configured according to your business, with process automations, mandatory checks and customized configurations.

Maple CRM supports the unique ability to have the software defined the way you work, without having to compromise at any step.

This CRM works for you!

How does it benefit sales?

  • Quick action tabs for addition of leads (also through Mobile App)
  • One-touch contact option
  • Super quick follow ups setting, rescheduling and adding
  • Configurable Mail Templates
  • Configurable document templates
  • Payment Tracking

How does it benefit process side?

  • User expertise wise task configuration
  • Pre-defined structure for tasks with timelines
  • Collaborative Task management
  • Automation for notifications and mandatory actions
  • One glance view of the entire process- making it easy for managing
  • Custom Reports – build them the way you want!

600+ businesses globally are basking under the well-organized workflow and automation in their day to day tasks with Maple CRM. Results? Impressive rise in Productivity and Sales!

Contact us TODAY to have a free demo of the software!

www.maplecrm.com | info@maplecrm.com | +91 861 864 6767

How does a CRM boost the productivity of a business?

Posted on by Philip George

CRM is Customer Relationship Management software. As the name suggests, this software is meant to MANAGE, or in better words, improve and maintain the relationship between you and your customers.

Shhot the bull’s eye with these 3 great functionalities with a CRM software:

  1. Data organized = No Customers missed!

CRM enables a proper and aligned data in a easily retrievable format along with time stamp. This makes the user get access to the customer data at any point of time and present it with all the details as required. This data may include the discussions happened in the past, purchase history, business given by the customer (to decide the priority) and a host of other factors.

All the details, alongwith documents, generated quotations, invoices, reports, etc. can be quickly accessed with CRM.

2. Follow ups and Reminders- It’s a small thing but works big miracles!

Major reason of lead leaks is missing of the leads. Huge throughput of leads every day makes it impossible for any individua to manually keep a track of all the follow ups, call logs and details discussed. This results in missing of attending the leads, sending vital  information to the leads and most important- taking follow ups from customers.

Count on CRM for this! Set timely reminders, notes and follow up for each contact forget it! CRM does the rest. It will pop up notifications even in your mobile, so that it’s just impossible to miss even the minutest of any detail.

3. CRM Automation- Make the CRM work the way you want it to!

A CRM must work in such a way that it moulds with your business. Maple CRM has the unique feature of customization to such levels that the whole business structure can be configured and tasks to the users, along with timelines can be defined.

Automations supported enable the users to have system generated mails, notifications and other actions which make everyday processes smoother, more precise and thus error free.

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Maple CRM is rapidly rising to be the best choice among businesses globally due to it’s meticulously designed, user-friendly interface, quick and easily adaptable functionalities, customization in workflow, reports, views, dashboard and multitude of other features.

If you are among any of the below mentioned business types-

  • B2B Product
  • B2B Service
  • B2C Product/Service
  • Immigration Consultancy
  • Overseas Consultancy
  • CA/CS firm

            Contact us right away and take a step forward to the ‘Smart’ way of managing sales and process workflow.

www.maplecrm.com    |    www.maplecrm.ae | info@maplecrm.com

+91 861 864 6767 (Call / Whatsapp)

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Backbone of Immigration Consultancy Business- Maple CRM: for smart and seamless management of Leads and Process Workflow

Posted on by Philip George

With the world opening its doors wide for immigration and abroad resettlement, ways are getting paved for Immigration Consultants to boost their business and speed up the process of migrating applicants towards their dream country.

This process, however, involves multiple steps, crucial documents, assessments and processes. To achieve accuracy, prompt response and excellent customer experience, it’s a MUST to have an automated system for the entire process.

Maple CRM is a specially designed CRM software for Immigration consultants, encompassing all the facets of Immigration Processes with customizable workflow for all the countries.

– Lead Management
– Workflow Automation
– Custom Configurable Process Management
– Online Client Portal
– Custom Reports
– Custom Dashboards and Views with filters
-Automated Evaluation Report for Canada Immigration

Maple CRM stands out from the rest due to the unique features and functionalities developed considering the cruxes of Immigration Consultancies.

For more information, drop a WhatsApp message with ‘Hi, I would like to know more’ to the below mentioned number, or just give a call. We believe we can connect better if we have a chat!

www.maplecrm.com | www.maplecrm.ae | info@maplecrm.com
+91 861 864 6767