Simplify Sales Team Expense Management with Maple CRM

🕖 1 min read | Maple CRM | www.maplecrm.com

Managing expenses for a sales team can often be a challenging task for businesses. From tracking travel costs and client meetings to keeping a check on the team spending on other official expenses, organizations struggle to maintain transparency and control.
Maple CRM simplifies this process with its intuitive expense management features, designed to help sales leaders and finance teams monitor, control, and optimize spending without compromising efficiency.

Why Expense Management?

• Cost Transparency: Clear visibility into where, when, and how the team is spending.
  
• Policy Compliance: Ensures sales executives follow defined expense policies.
  
• Misuse Prevention: Reduces risks of duplicate or false expense claims.
  
• Improved Planning: Accurate data for forecasting and budget allocation.
  
• Operational Efficiency: Saves time and effort for both executives and finance teams.

Let’s have a look at the 6 major features of expense management with Maple CRM.

1. Mobile-Based Expense Management

Sales executives on the move can log their expenses directly from the Maple CRM mobile app. This eliminates the need for manual reporting and ensures quick, real-time updates for the management team.

2. Upload Images and PDFs of Bills

Executives can attach receipts, bills, or supporting documents by uploading images and PDFs within the CRM. This creates an easy-to-audit digital trail and eliminates the hassle of paper submissions.

3. Set Expense Limits for Teams

4. Hierarchy-Based Access Control

Managers and senior authorities can edit or revise expense limits based on the hierarchy. This provides flexibility while maintaining proper governance across multiple levels of the sales structure.

5. Notifications for Exceeded Limits

If an executive exceeds their assigned limit, Maple CRM automatically notifies the finance or management team. This proactive alert system helps authorities act quickly and ensure expenses remain under control.

6. Permission Control for Limit Exceeding

Executives can be granted permission to exceed limits under special circumstances, subject to managerial approval. This balances flexibility with compliance, ensuring sales efforts are not disrupted.

Configuration of Expense Types and Expense Reports

Expense types, fields to be included in their records and any other custom attribute can be custom configured in Maple CRM. As shown in the screenshot above, Travel expense, Food expense, Accommodation, and any other expense can be configured as per requirement.

Expense reports are a must for any team and especially the management. Weekly, monthly or any custom time-line wise reports can be pre-configured and automatically generated in Maple CRM. Also these details can be exported in the form of spreadsheets and used for any time reference.

Check the quick video for Expense Management :

Beyond Expense Tracking

Maple CRM’s expense management module goes beyond basic tracking.

The automation and digital record-keeping minimize manual work, reduce errors, and help finance teams close expense reports faster.

Expense management is no longer just about monitoring costs – it’s about building efficiency, transparency, and trust within the organization. With Maple CRM’s expense management features, businesses can empower their sales teams while keeping spending under control. The result is a win-win: motivated executives, streamlined processes, and smarter financial decisions.

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