🕖 3 min read | www.maplecrm.com
Efficient asset management is crucial for businesses to keep track of their physical and digital resources, optimize utilization, and reduce operational costs. Maple CRM brings a powerful, user-friendly solution to manage all your assets in one place, ensuring better accountability and productivity.
Key Features of Asset Management in Maple CRM
- Centralized Asset Repository
Keep a complete record of all your assets – hardware, software, inventory, or any valuable resources organized and accessible from a single dashboard. - Real-Time Tracking
Monitor asset allocation, usage, and status in real time. Stay updated on which assets are in use, under maintenance, or available for deployment. - Automated Notifications & Alerts
Receive automated alerts for asset maintenance schedules, expiry dates, or low stock levels to prevent downtime and optimize resource utilization. - Detailed Reporting & Analytics
Generate insightful reports to analyze asset performance, depreciation, and utilization trends. Make data-driven decisions to reduce wastage and maximize ROI. - Linking and Un-linking of the assets
Easily view, link / unlink assets from under the client’s account. Maintain proper record of the total assets linked and present assets in Maple CRM. - Enhanced Accountability
Track who is using each asset, when, and for what purpose. Maintain comprehensive audit trails for compliance and internal review.
Asset configuration
Maple CRM facilitates assets to be linked (or even unlinked ) with the customer, their service or support requests. Assets can be configured in the system from the back-end and then can be linked with the service provided to the customer.
Asset Listing
Assets can be configured based on their Name, Unique ID, Year of make, Model no., Date of Expiry, Manufacturer, Acquisition cost and any other custom field as per requirements.
These assets can also be grouped so as to make it efficient while selecting for the required service.
In addition to this, the listing can be also augmented with custom attributes, wherein if some specific attributes are to be used to describe a particular entry, so can be done seamlessly.
Asset Linking and Unlinking
Assets are nothing but the physical or digital products which come along with the service or are a part of the support provided for the client. Therefore, there can be long lists of multiple assets provided to the clients. In several situations, more assets need to be link as and when the need arises and also may be assets need to be removed from that client’s list as well.
In Maple CRM, this can be achieved by Linking or Unlinking of the assets.
Assets can be linked by choosing the right one from the list and can be unlinked by the ‘Actions’ options for every asset under the client’s account in the CRM.
Assets can be linked with the service provided and also to the Service Request raised by the client.
Assets can be custom configured as per the requirements. Custom fields can be added, edited and mandatory fields can be marked so.
Maple CRM is designed for businesses that want efficiency, transparency, and control over their assets. With its intuitive interface, customizable dashboards, and powerful automation, managing assets has never been easier. Whether you are a small business or a large enterprise, Maple CRM ensures your resources are always optimized and aligned with business goals.
Watch a quick video of Asset Management with Maple CRM:
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