🕖 3 min read | Maple CRM
Managing leads and driving sales manually can be overwhelming. Especially when you’re dealing with multiple channels, high lead volumes, and tight deadlines. This is where Maple CRM steps in.
Maple CRM is a powerful and easy-to-use platform, that brings end-to-end sales automation to your business. It helps sales teams save time, reduce errors, and improve lead conversion rates through automation at every stage of the sales cycle.
Sales Automation
1. Automated Lead Capture
Manual data entry is a major bottleneck for fast-moving sales teams. Maple CRM removes this friction completely by automatically capturing leads from multiple channels like:
– Website (enquiry forms)
– Meta (Facebook & Instagram Lead Ads)
– Platforms like IndiaMart , Just Dial, Sulekha, etc.
– Leads through Chatbots / Website chats
This ensures every lead is instantly recorded in the system without any manual effort.
WhatsApp Automation for lead management:
Maple CRM enables seamless integration of WhatsApp Business API for lead management.
When a prospect messages on your WhatsApp number, an automatic reply goes to them and followed by basic queries- which are custom configurable as per the industry requirements.
As the prospect reverts to the queries, at the back end, the lead is already entered into Maple CRM and with receipt of more details, the lead gets filtered.
Once enough info is received to take the lead ahead, it can be automatically assigned to the sales executives so that they do not have to waste time in lead filtering and prioritization.
Click to know more on WhatsApp Business integration with Maple CRM and its benefits.
2. Automated Lead Assignment
Once leads are captured, Maple CRM assigns them automatically to the right sales executives or teams using rules based on:
– Location or region
– Product or service type
– Availability
– Seniority ( High Value leads can be routed to senior / experienced sales execs)
This results in faster responses to new inquiries and balanced workload distribution among your sales team.
3. Custom Views automatic categorization
In Maple CRM, Custom Views allow users to personalize how they see their leads, contacts, or deals based on specific criteria. Each user can create tailored filters like lead status, source, assigned executive, or follow-up dateand save them as custom views. This helps sales teams quickly focus on the most relevant records without sifting through the entire database. By showing only what matters to each user, custom views improve productivity and make lead management more organized and efficient.
With priority levels clearly visible, sales reps can work smarter and engage the most promising leads first.
4. Automated Follow-Ups
Timely follow-ups are critical for closing deals. Maple CRM makes sure you never miss one by:
– Automatically notifying the executive on missed follow ups
– Providing a list of non-followed up accounts / customers
– Sending automated emails to clients on change of status (example: If a client is not responding for more than 7 days, status of the account will be changed as ‘Not Responding’ and automated mail will be triggered to the client as a follow up.
– Sending reminder alerts for upcoming calls, meetings, or tasks
This automation helps maintain consistent engagement and boosts your conversion chances.
5. Automated Communication
With Maple CRM, you can trigger personalized communication using pre-defined templates for:
– Welcome emails or WhatsApp messages when a lead is created
– Updates when lead status changes
– Appointment or payment reminders
Apart from this, the communication automation is augmented with WhatsApp Business API
This ensures fast, consistent, and up to date communication with every lead.
6. Automated Sales Pipeline Tracking
As your leads move through the funnel, Maple CRM automatically updates their stage (New → Contacted → Qualified → Converted).
A visual pipeline dashboard shows:
– The current stage of every lead
– Deal values and probabilities
– Pending actions
Performance Insights
In sales, data is power, but only when it’s accessible and easy to interpret. Many businesses collect large amounts of data but struggle to turn it into meaningful insights. That’s where Maple CRM’s Performance Insights make a real difference.
1. Real-Time Dashboards
Maple CRM provides visual dashboards that show you exactly how your sales pipeline is performing in real time. You can instantly see:
- Number of new leads captured today
- Status-wise breakup of leads (New, Contacted, Qualified, Converted)
- Pending follow-ups and overdue tasks
- Team-wise performance and workloads
Thus, Managers get a quick pulse check on team productivity and sales momentum without having to run multiple reports.
2. Standard and Custom Reports
With Maple CRM, you can generate customizable reports to analyze performance across:
- Lead sources – find which campaigns bring the highest-quality leads
- Conversion rates – measure how well each salesperson or team is closing deals
- Response times – track how quickly your team engages with new leads
- Revenue contributions – understand which services or regions generate the most business
You can allocate resources smarter, optimize campaigns, and focus on high-performing areas.
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Maple CRM provides real-time sales insights with auto-generated reports on:
– Lead response times
– Number of follow-ups made
– Conversions by source, product, or executive
Managers get clear visibility into team performance and can make data-driven decisions.
Instead of guessing why sales dropped or which campaigns worked, Maple CRM arms you with clear, data-backed answers.
Performance insights are no longer a luxury. They’re a necessity for businesses that want to scale efficiently. Maple CRM turns raw data into powerful, visual insights that keep your sales team on track and your management in control.
With Maple CRM’s analytics, you can stop guessing and start growing One data-driven decision at a time.
Maple CRM provides a robust system for management of the entire workflow- right from lead management, client management, service management and support management.
Connect with Maple CRM team today and schedule a demo as per your convenient time!
Maple CRM: Sales and Process management software for SMEs.
The most user-friendly and smart software for thriving businesses for an automated workflow which boosts productivity.
info@maplecrm.com | +91 9+91 9538925641 | www.maplecrm.com